Midwest Financial Group LLC

CIK

1967193

Location

Overland Park, KS

Portfolio Value

Micro $3,876,135

Diversification

Diversified

Filing Date

Global Rank

#5,980 / 8,586 ▲ 165

Top Industry

Semiconductors 30.2%

3Y Alpha vs SPY

+6.5%

Period ended 3 months ago

Filed Apr 22, 2026 · 55d

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

+108.4%

SPY

+78.1%

Annualised alpha

+6.5%

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
FITB	Fifth Third Bancorp	+1,500	19,600	$910,616
CEF	Sprott Physical Gold & Silver Trust	+1,500	16,758	$799,691
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

5 positions · $3,876,135 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,004	+15	$1,996,845	+16.4%	51.52%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,807	+149	$549,883	+4.9%	14.19%
WMT	Walmart Inc. Consumer Defensive	Added	3,606	+676	$448,153	+37.3%	11.56%
DG	Dollar General Corp Consumer Defensive	Held	3,734	0	$443,337	−10.6%	11.44%
PEP	Pepsico Inc Consumer Defensive	Added	2,820	+15	$437,917	+8.8%	11.30%