Midwest Financial Partners Investments, Inc.
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
38 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 48.9% | $16,404,389 |
| Healthcare | 15.9% | $5,339,526 |
| Industrials | 13.7% | $4,599,641 |
| Unclassified | 6.4% | $2,146,087 |
| Consumer Cyclical | 4.8% | $1,621,187 |
| Financial Services | 4.3% | $1,436,861 |
| Communication Services | 2.5% | $828,026 |
| Consumer Defensive | 1.5% | $509,253 |
| Basic Materials | 1.3% | $425,007 |
| Energy | 0.6% | $215,334 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TECH | BIO-TECHNE Corp | −8,262 | 29,351 | $2,073,648 | |
| GOOGL | Alphabet Inc. | −4,307 | 2,317 | $828,026 | |
| HEI | Heico Corp | −3,438 | 3,480 | $1,239,541 | |
| HON | Honeywell International Inc | −2,976 | 2,955 | $661,624 | |
| NVDA | Nvidia Corp | −541 | 17,065 | $3,414,535 | |
| MSFT | Microsoft Corp | −534 | 11,942 | $4,454,604 | |
| UNH | Unitedhealth Group Inc | −101 | 1,453 | $603,910 | |
| AAPL | Apple Inc. | −30 | 23,424 | $6,777,968 | |
| AMZN | Amazon Com Inc | −17 | 2,225 | $530,306 | |
| V | Visa Inc. | −3 | 1,164 | $399,356 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HONA | Honeywell Aerospace Inc. | 2,955 | $652,464 | |
| AMD | Advanced Micro Devices Inc | 493 | $286,388 | |
| ABBV | AbbVie Inc. | 1,136 | $285,863 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 587 | $280,333 | |
| CSCO | Cisco Systems, Inc. | 2,266 | $266,164 | |
| LLY | ELI LILLY & Co | 184 | $220,695 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 81,829 | $5,243,602 | |
| VB | Vanguard Morningstar Small-Cap ETF | 15,758 | $4,127,335 | |
| BRK-B | Berkshire Hathaway Inc | 1 | $718,140 | |
| SLV | iShares Silver Trust | 4,950 | $337,293 | |
| GLD | Spdr Gold Trust | 730 | $314,111 | |
| COP | Conocophillips | 1,760 | $232,320 | |
| TSLA | Tesla, Inc. | 562 | $208,923 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 23,424 | $6,777,968 | 20.22% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 11,942 | $4,454,604 | 13.29% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 17,065 | $3,414,535 | 10.18% | |
| TECH |
BIO-TECHNE Corp
Healthcare
|
Reduced | 29,351 | $2,073,648 | 6.19% | |
| HEI |
Heico Corp
Industrials
|
Reduced | 3,480 | $1,239,541 | 3.70% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,503 | $1,122,395 | 3.35% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 2,346 | $849,533 | 2.53% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,317 | $828,026 | 2.47% | |
| MMM |
3M Co
Industrials
|
Held | 4,819 | $780,244 | 2.33% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 1,000 | $736,400 | 2.20% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 2,955 | $661,624 | 1.97% | |
| HONA |
Honeywell Aerospace Inc.
Industrials
|
NEW | 2,955 | $652,464 | 1.95% | |
| ILMN |
Illumina, Inc.
Healthcare
|
Held | 3,649 | $641,603 | 1.91% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,665 | $628,953 | 1.88% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 1,453 | $603,910 | 1.80% | |
| DE |
Deere & Co
Industrials
|
Held | 949 | $601,979 | 1.80% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,819 | $595,413 | 1.78% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,225 | $530,306 | 1.58% | |
| AXP |
American Express Co
Financial Services
|
Held | 1,307 | $442,092 | 1.32% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
Held | 555 | $441,108 | 1.32% | |
| NUE |
Nucor Corp
Basic Materials
|
Held | 1,908 | $425,007 | 1.27% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,164 | $399,356 | 1.19% | |
| BA |
Boeing Co
Industrials
|
Held | 1,837 | $397,655 | 1.19% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 3,879 | $396,395 | 1.18% | |
| BSX |
Boston Scientific Corp
Healthcare
|
Added | 7,870 | $335,891 | 1.00% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,293 | $328,383 | 0.98% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 2,227 | $301,535 | 0.90% | |
| ORCL |
Oracle Corp
Technology
|
Held | 2,016 | $295,444 | 0.88% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Held | 8,630 | $287,292 | 0.86% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 493 | $286,388 | 0.85% | |
| ABBV |
AbbVie Inc.
Healthcare
|
NEW | 1,136 | $285,863 | 0.85% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 587 | $280,333 | 0.84% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 2,266 | $266,164 | 0.79% | |
| AME |
Ametek Inc/
Industrials
|
Held | 1,100 | $266,134 | 0.79% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Held | 1,585 | $253,378 | 0.76% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 184 | $220,695 | 0.66% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 1,575 | $215,334 | 0.64% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 1,834 | $207,718 | 0.62% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.