Midwest Financial Partners Investments, Inc.
Filing Date
Global Rank
#7,036
/ 8,232
▲ 158
Top Industry
Consumer Electronics
21.3%
3Y Alpha vs SPY
-12.0%
Period ended 2 months ago
Filed Apr 23, 2026 · 52d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical 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
-12.0%
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, 2025Top 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 |
|---|---|---|
| Technology | 47.5% | $14,448,070 |
| Healthcare | 14.5% | $4,421,696 |
| Industrials | 13.6% | $4,130,647 |
| Unclassified | 8.3% | $2,520,049 |
| Consumer Cyclical | 5.0% | $1,536,170 |
| Financial Services | 4.2% | $1,280,190 |
| Communication Services | 2.3% | $709,698 |
| Consumer Defensive | 1.9% | $573,759 |
| Energy | 1.6% | $499,534 |
| Basic Materials | 1.1% | $322,642 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
1 positions ·
$322,642 total
· Basic Materials only
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NUE |
Nucor Corp
Basic Materials
|
Held | 1,908 | $322,642 | 100.00% |