Midwest Financial Partners Investments, Inc.

CIK

1968851

Location

ST. CLOUD, MN

Portfolio Value

Micro $30,442,455

Diversification

Diversified

Filing Date

Global Rank

#7,036 / 8,232 ▲ 158

Top Industry

Consumer Electronics 21.3%

3Y Alpha vs SPY

-12.2%

Period ended 2 months ago

Filed Apr 23, 2026 · 51d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

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

Cloned portfolio

+5.7%

SPY

+9.1%

Annualised alpha

-12.2%

Max drawdown

−10.6%

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

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

Top Position

19.6%

−1.1 pts

Top 5

55.7%

−5.6 pts

Top 10

69.3%

−5.8 pts

HHI

852

Diversified−185

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	47.5%	$14,448,070	5
Healthcare	14.5%	$4,421,696	6
Industrials	13.6%	$4,130,647	6
Unclassified	8.3%	$2,520,049	5
Consumer Cyclical	5.0%	$1,536,170	5
Financial Services	4.2%	$1,280,190	3
Communication Services	2.3%	$709,698	1
Consumer Defensive	1.9%	$573,759	2
Energy	1.6%	$499,534	2
Basic Materials	1.1%	$322,642	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	+315	2,468	$709,698
AXP	American Express Co	+185	1,307	$395,341
UNH	Unitedhealth Group Inc	+180	1,554	$420,496
QQQ	Invesco Qqq Trust, Series 1	+90	1,000	$577,180
AMZN	Amazon Com Inc	+28	2,242	$466,941
SPY	Spdr S&P 500 ETF Trust	+10	1,476	$959,901
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−2,477	17,606	$3,070,486
TECH	BIO-TECHNE Corp	−2,334	37,613	$1,965,655
BSX	Boston Scientific Corp	−2,036	7,080	$444,270
AAPL	Apple Inc.	−1,525	23,454	$5,952,390
MSFT	Microsoft Corp	−158	12,476	$4,618,240
WMT	Walmart Inc.	−75	1,834	$227,929
DE	Deere & Co	−42	949	$534,571
ILMN	Illumina, Inc.	−13	3,649	$449,775
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
CASY	Caseys General Stores Inc	555	$403,962
SLV	iShares Silver Trust	4,950	$337,293
IBIT	iShares Bitcoin Trust ETF	8,630	$331,564
GLD	Spdr Gold Trust	730	$314,111
XOM	Exxon Mobil Corp	1,575	$267,214
COP	Conocophillips	1,760	$232,320
SBUX	Starbucks Corp	2,343	$209,909
TSLA	Tesla, Inc.	562	$208,923
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
GBTC	Grayscale Bitcoin Trust ETF	7,462	$510,102
ABBV	AbbVie Inc.	904	$206,554
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

36 positions · $30,442,455 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	23,454	-1,525	$5,952,390	−12.3%	19.55%
MSFT	Microsoft Corp Technology	Reduced	12,476	-158	$4,618,240	−24.4%	15.17%
NVDA	Nvidia Corp Technology	Reduced	17,606	-2,477	$3,070,486	−18.0%	10.09%
TECH	BIO-TECHNE Corp Healthcare	Reduced	37,613	-2,334	$1,965,655	−16.3%	6.46%
HON	Honeywell International Inc Industrials	Held	5,931	0	$1,340,583	+15.9%	4.40%
SPY	Spdr S&P 500 ETF Trust	Added	1,476	+10	$959,901	−4.0%	3.15%
HEI	Heico Corp Industrials	Held	3,480	0	$954,216	−15.3%	3.13%
AMGN	Amgen Inc Healthcare	Held	2,346	0	$825,440	+7.5%	2.71%
GOOGL	Alphabet Inc. Communication Services	Added	2,468	+315	$709,698	+5.3%	2.33%
MMM	3M Co Industrials	Held	4,819	0	$699,863	−9.3%	2.30%
QQQ	Invesco Qqq Trust, Series 1	Added	1,000	+90	$577,180	+3.2%	1.90%
DE	Deere & Co Industrials	Reduced	949	-42	$534,571	+15.9%	1.76%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,809	0	$532,135	−8.7%	1.75%
AVGO	Broadcom Inc. Technology	Held	1,649	0	$510,381	−10.6%	1.68%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,242	+28	$466,941	−8.6%	1.53%
ILMN	Illumina, Inc. Healthcare	Reduced	3,649	-13	$449,775	−6.4%	1.48%
BSX	Boston Scientific Corp Healthcare	Reduced	7,080	-2,036	$444,270	−48.9%	1.46%
UNH	Unitedhealth Group Inc Healthcare	Added	1,554	+180	$420,496	−7.3%	1.38%
CASY	Caseys General Stores Inc Consumer Cyclical	NEW	555	NEW	$403,962	NEW	1.33%
AXP	American Express Co Financial Services	Added	1,307	+185	$395,341	−4.8%	1.30%
BA	Boeing Co Industrials	Held	1,837	0	$365,618	−8.3%	1.20%
V	Visa Inc. Financial Services	Held	1,167	0	$352,714	−13.8%	1.16%
PEP	Pepsico Inc Consumer Defensive	Held	2,227	0	$345,830	+8.2%	1.14%
SLV	iShares Silver Trust	NEW	4,950	NEW	$337,293	NEW	1.11%
IBIT	iShares Bitcoin Trust ETF	NEW	8,630	NEW	$331,564	NEW	1.09%
NUE	Nucor Corp Basic Materials	Held	1,908	0	$322,642	+3.7%	1.06%
JNJ	Johnson & Johnson Healthcare	Held	1,293	0	$316,060	+18.1%	1.04%
GLD	Spdr Gold Trust	NEW	730	NEW	$314,111	NEW	1.03%
ORCL	Oracle Corp Technology	Held	2,016	0	$296,573	−24.5%	0.97%
XOM	Exxon Mobil Corp Energy	NEW	1,575	NEW	$267,214	NEW	0.88%
YUM	Yum Brands Inc Consumer Cyclical	Held	1,585	0	$246,435	+2.8%	0.81%
AME	Ametek Inc/ Industrials	Held	1,100	0	$235,796	+4.4%	0.77%
COP	Conocophillips Energy	NEW	1,760	NEW	$232,320	NEW	0.76%
WMT	Walmart Inc. Consumer Defensive	Reduced	1,834	-75	$227,929	+7.2%	0.75%
SBUX	Starbucks Corp Consumer Cyclical	NEW	2,343	NEW	$209,909	NEW	0.69%
TSLA	Tesla, Inc. Consumer Cyclical	NEW	562	NEW	$208,923	NEW	0.69%