Midwest Financial Group LLC

CIK

1967193

Location

Overland Park, KS

Portfolio Value

Micro $86,913,907

Diversification

Diversified

Filing Date

Global Rank

#5,634 / 8,232 ▲ 281

Top Industry

Semiconductors 30.2%

3Y Alpha vs SPY

+6.6%

Period ended 2 months ago

Filed Apr 22, 2026 · 52d

13 quarters · since Mar 2023

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+107.2%

SPY

+76.5%

Annualised alpha

+6.6%

Max drawdown

−21.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

61 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.7%

−0.4 pts

Top 5

44.9%

−1.3 pts

Top 10

62.5%

−1.2 pts

HHI

543

Diversified−31

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.2%	$34,063,704	13
Unclassified	22.0%	$19,110,757	5
Financial Services	12.3%	$10,721,923	12
Energy	8.2%	$7,096,788	5
Industrials	6.0%	$5,227,357	7
Consumer Cyclical	4.6%	$4,038,594	7
Consumer Defensive	4.5%	$3,876,135	5
Communication Services	1.2%	$1,027,451	1
Healthcare	1.2%	$1,008,324	4
Utilities	0.9%	$742,874	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+1,917	11,267	$2,346,578
CEF	Sprott Physical Gold & Silver Trust	+1,500	16,758	$799,691
FITB	Fifth Third Bancorp	+1,500	19,600	$910,616
IAU	Ishares Gold Trust	+1,308	6,997	$616,855
MSFT	Microsoft Corp	+840	10,023	$3,710,213
SPY	Spdr S&P 500 ETF Trust	+792	3,987	$2,592,905
NVDA	Nvidia Corp	+714	9,339	$1,628,721
WMT	Walmart Inc.	+676	3,606	$448,153
QQQ	Invesco Qqq Trust, Series 1	+595	19,194	$11,078,392
BAC	Bank Of America Corp /De/	+500	6,110	$297,862
HRI	Herc Holdings Inc	+312	2,465	$245,390
AVGO	Broadcom Inc.	+199	3,022	$935,339
V	Visa Inc.	+198	2,783	$841,133
OKE	Oneok Inc /New/	+197	35,594	$3,217,341
ORCL	Oracle Corp	+191	2,903	$427,060
PG	PROCTER & GAMBLE Co	+149	3,807	$549,883
BRK-B	Berkshire Hathaway Inc	+119	7,046	$3,376,443
CVX	Chevron Corp	+114	3,338	$690,632
TSLA	Tesla, Inc.	+112	764	$284,017
CP	Canadian Pacific Kansas City Ltd/Cn	+100	6,275	$493,591
JPM	Jpmorgan Chase & Co	+88	1,010	$297,101
BA	Boeing Co	+87	8,782	$1,747,881
COP	Conocophillips	+66	2,517	$332,244
UNH	Unitedhealth Group Inc	+19	981	$265,448
RTX	RTX Corp	+18	6,875	$1,326,187
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
DVN	Devon Energy Corp/De	−6,297	8,881	$446,891
GOOGL	Alphabet Inc.	−4,505	3,573	$1,027,451
LRCX	Lam Research Corp	−3,900	2,776	$593,120
MU	Micron Technology Inc	−2,358	20,782	$7,020,990
CFFN	Capitol Federal Financial, Inc.	−1,278	14,427	$102,864
IBIT	iShares Bitcoin Trust ETF	−819	8,721	$335,060
NUW	Nuveen AMT-Free Municipal Value Fund	−750	42,199	$604,711
DKNG	DraftKings Inc.	−400	10,300	$222,686
USB	US Bancorp De	−220	33,734	$1,754,505
AMD	Advanced Micro Devices Inc	−165	42,128	$8,570,099
AAPL	Apple Inc.	−135	31,075	$7,886,524
ZM	Zoom Communications, Inc.	−100	2,590	$208,210
OGS	ONE Gas, Inc.	−75	6,213	$535,125
MDY	Spdr S&P Midcap 400 ETF Trust	−54	7,276	$4,487,545
RCL	Royal Caribbean Cruises Ltd	−50	1,775	$488,444
XOM	Exxon Mobil Corp	−18	14,203	$2,409,680
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
QCOM	Qualcomm Inc/De	10,630	$1,368,931
NKE	NIKE, Inc.	4,158	$219,625
TSM	Taiwan Semiconductor Manufacturing Co Ltd	649	$219,329
EVRG	Evergy, Inc.	2,536	$207,749
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
TSCO	Tractor Supply Co /De/	4,300	$215,043
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

61 positions · $86,913,907 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 61 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	19,194	+595	$11,078,392	−3.0%	12.75%
AMD	Advanced Micro Devices Inc Technology	Reduced	42,128	-165	$8,570,099	−5.4%	9.86%
AAPL	Apple Inc. Technology	Reduced	31,075	-135	$7,886,524	−7.1%	9.07%
MU	Micron Technology Inc Technology	Reduced	20,782	-2,358	$7,020,990	+6.3%	8.08%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	7,276	-54	$4,487,545	+1.5%	5.16%
MSFT	Microsoft Corp Technology	Added	10,023	+840	$3,710,213	−16.5%	4.27%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,046	+119	$3,376,443	−3.0%	3.88%
OKE	Oneok Inc /New/ Energy	Added	35,594	+197	$3,217,341	+23.7%	3.70%
SPY	Spdr S&P 500 ETF Trust	Added	3,987	+792	$2,592,905	+19.0%	2.98%
XOM	Exxon Mobil Corp Energy	Reduced	14,203	-18	$2,409,680	+40.8%	2.77%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,267	+1,917	$2,346,578	+8.7%	2.70%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,004	+15	$1,996,845	+16.4%	2.30%
USB	US Bancorp De Financial Services	Reduced	33,734	-220	$1,754,505	−3.2%	2.02%
BA	Boeing Co Industrials	Added	8,782	+87	$1,747,881	−7.4%	2.01%
NVDA	Nvidia Corp Technology	Added	9,339	+714	$1,628,721	+1.3%	1.87%
QCOM	Qualcomm Inc/De Technology	NEW	10,630	NEW	$1,368,931	NEW	1.58%
RTX	RTX Corp Industrials	Added	6,875	+18	$1,326,187	+5.5%	1.53%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,573	-4,505	$1,027,451	−59.4%	1.18%
AVGO	Broadcom Inc. Technology	Added	3,022	+199	$935,339	−4.3%	1.08%
FITB	Fifth Third Bancorp Financial Services	Added	19,600	+1,500	$910,616	+7.5%	1.05%
V	Visa Inc. Financial Services	Added	2,783	+198	$841,133	−7.2%	0.97%
AXP	American Express Co Financial Services	Held	2,733	0	$826,677	−18.2%	0.95%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Added	16,758	+1,500	$799,691	+14.4%	0.92%
AMAT	Applied Materials Inc /De Technology	Held	2,278	0	$778,597	+33.0%	0.90%
CSX	Csx Corp Industrials	Held	18,700	0	$767,635	+13.2%	0.88%
LSCC	Lattice Semiconductor Corp Technology	Held	7,725	0	$716,571	+26.1%	0.82%
CVX	Chevron Corp Energy	Added	3,338	+114	$690,632	+40.6%	0.79%
MA	Mastercard Inc Financial Services	Added	1,343	+12	$671,043	−11.7%	0.77%
IAU	Ishares Gold Trust	Added	6,997	+1,308	$616,855	+33.6%	0.71%
NUW	Nuveen AMT-Free Municipal Value Fund Financial Services	Reduced	42,199	-750	$604,711	−1.6%	0.70%
LRCX	Lam Research Corp Technology	Reduced	2,776	-3,900	$593,120	−48.1%	0.68%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,807	+149	$549,883	+4.9%	0.63%
OGS	ONE Gas, Inc. Utilities	Reduced	6,213	-75	$535,125	+10.2%	0.62%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Added	6,275	+100	$493,591	+8.6%	0.57%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Reduced	1,775	-50	$488,444	−4.0%	0.56%
JNJ	Johnson & Johnson Healthcare	Added	1,958	+1	$478,613	+18.2%	0.55%
WMT	Walmart Inc. Consumer Defensive	Added	3,606	+676	$448,153	+37.3%	0.52%
DVN	Devon Energy Corp/De Energy	Reduced	8,881	-6,297	$446,891	−19.6%	0.51%
DG	Dollar General Corp Consumer Defensive	Held	3,734	0	$443,337	−10.6%	0.51%
UNP	Union Pacific Corp Industrials	Added	1,825	+8	$442,781	+5.3%	0.51%
PEP	Pepsico Inc Consumer Defensive	Added	2,820	+15	$437,917	+8.8%	0.50%
ORCL	Oracle Corp Technology	Added	2,903	+191	$427,060	−19.2%	0.49%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,291	0	$401,229	+1.7%	0.46%
IBIT	iShares Bitcoin Trust ETF	Reduced	8,721	-819	$335,060	−29.3%	0.39%
COP	Conocophillips Energy	Added	2,517	+66	$332,244	+44.8%	0.38%
BAC	Bank Of America Corp /De/ Financial Services	Added	6,110	+500	$297,862	−3.5%	0.34%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,010	+88	$297,101	+0.0%	0.34%
TSLA	Tesla, Inc. Consumer Cyclical	Added	764	+112	$284,017	−3.1%	0.33%
UNH	Unitedhealth Group Inc Healthcare	Added	981	+19	$265,448	−16.4%	0.31%
HRI	Herc Holdings Inc Industrials	Added	2,465	+312	$245,390	−23.2%	0.28%