Midwest Financial Partners Investments, Inc.
Filing Date
Global Rank
#971
/ 1,225
▲ 6438
Top Industry
Consumer Electronics
21.6%
3Y Alpha vs SPY
+2.1%
Period ended 17 days ago
Filed Jul 15, 2026 · 2d
3 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+12.4%
SPY
+11.0%
Annualised alpha
+3.7%
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
38 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
20.2%
+0.7 pts
Top 5
53.6%
−2.2 pts
Top 10
66.4%
−2.9 pts
HHI
821
Diversified−30
Portfolio Trend
3 quarters · across all stocks
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 increased
5 positions
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TECH | BIO-TECHNE Corp | −8,262 | 29,351 | $2,073,648 | |
| 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 | |
| GOOGL | Alphabet Inc. | −151 | 2,317 | $828,026 | |
| 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
6 positions
| 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. | ||||
38 positions ·
$33,525,311 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| 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
|
Held | 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% |