Midwest Capital Advisors, LLC

CIK

2026480

Location

Grand Rapids, MI

Portfolio Value

Micro $11,610,996

Diversification

Moderately concentrated

Filing Date

Global Rank

#8,049 / 8,603 ▼ 83 · as of Mar 2026

Top Industry

Semiconductors 26.8%

3Y Alpha vs SPY

+5.9%

Period ended 3 months ago

Filed Apr 24, 2026 · 3mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

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

Cloned portfolio

+32.9%

SPY

+24.0%

Annualised alpha

+5.9%

Max drawdown

−14.7%

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

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

Top Position

35.9%

−20.5 pts

Top 5

59.7%

−14.2 pts

Top 10

69.8%

−11.2 pts

HHI

1,504

Moderately concentrated−1,795

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	45.7%	$5,300,940	9
Technology	18.8%	$2,180,144	17
Healthcare	8.2%	$946,823	18
Utilities	6.5%	$757,048	10
Consumer Defensive	4.5%	$516,954	8
Industrials	4.3%	$494,797	13
Consumer Cyclical	3.6%	$421,755	12
Energy	2.9%	$333,020	9
Financial Services	2.8%	$321,461	13
Communication Services	1.6%	$190,424	5
Basic Materials	1.3%	$147,630	7

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+400	6,240	$1,088,256
MRK	Merck & Co., Inc.	+300	561	$67,482
JNJ	Johnson & Johnson	+268	348	$85,065
GOOGL	Alphabet Inc.	+213	554	$159,308
AMZN	Amazon Com Inc	+200	702	$146,205
PG	PROCTER & GAMBLE Co	+198	498	$71,931
JPM	Jpmorgan Chase & Co	+195	325	$95,602
AAPL	Apple Inc.	+122	774	$196,433
LOW	Lowes Companies Inc	+105	358	$84,588
DE	Deere & Co	+61	106	$59,709
MSFT	Microsoft Corp	+60	422	$156,211
DIS	Walt Disney Co	+46	298	$28,721
HBAN	Huntington Bancshares Inc /Md/	+46	2,857	$44,712
COST	Costco Wholesale Corp /New	+32	258	$257,078
AVGO	Broadcom Inc.	+30	933	$288,772
TSLA	Tesla, Inc.	+24	27	$10,037
DIA	Spdr Dow Jones Industrial Average ETF Trust	+7	32	$14,822
GNTX	Gentex Corp	+5	928	$20,276
SPY	Spdr S&P 500 ETF Trust	+2	1,497	$973,558
GIS	General Mills Inc	+2	210	$7,816
CCL	Carnival Corp Ltd.	+1	117	$3,027
ABT	Abbott Laboratories	+1	370	$37,987
PEP	Pepsico Inc	+1	84	$13,044
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−63,542	47,263	$4,166,706
AGL	agilon health, inc.	−2,251	109	$862
TJX	Tjx Companies Inc /De/	−164	519	$82,884
PRU	Prudential Financial Inc	−75	75	$7,326
PFE	Pfizer Inc	−17	90	$2,527
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
V	Visa Inc.	124	$37,477
CVX	Chevron Corp	120	$24,828
TEVA	Teva Pharmaceutical Industries Ltd	800	$24,096
NVS	Novartis AG	100	$15,275
EOG	Eog Resources Inc	102	$14,746
BRK-B	Berkshire Hathaway Inc	30	$14,376
LIN	Linde PLC	28	$13,881
MPC	Marathon Petroleum Corp	55	$13,429
BLK	BlackRock, Inc.	11	$10,578
TSM	Taiwan Semiconductor Manufacturing Co Ltd	25	$8,448
WMB	Williams Companies, Inc.	56	$4,075
FLG	Flagstar Bank, National Association	133	$1,751
TMUS	T-Mobile US, Inc.	3	$630
DVN	Devon Energy Corp/De	9	$452
UBS	UBS Group AG	4	$156
LUMN	Lumen Technologies, Inc.	8	$55
UIS	Unisys Corp	17	$35
GTIM	Good Times Restaurants Inc.	13	$15
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
TTD	Trade Desk, Inc.	220	$8,351
NOW	ServiceNow, Inc.	50	$7,659
ALGN	Align Technology Inc	44	$6,870
EBF	Ennis, Inc.	250	$4,502
OKLO	Oklo Inc.	25	$1,794
INTR	Inter & Co, Inc.	182	$1,543
DEO	Diageo PLC	16	$1,380
CRWV	CoreWeave, Inc.	13	$930
BMNR	Bitmine Immersion Technologies, Inc.	23	$624
FLY	Firefly Aerospace Inc.	25	$559
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

121 positions · $11,610,996 total · as of Mar 31, 2026

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

Showing 1–50 of 121 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Reduced	47,263	-63,542	$4,166,706	−53.7%	35.89%
NVDA	Nvidia Corp Technology	Added	6,240	+400	$1,088,256	−0.1%	9.37%
SPY	Spdr S&P 500 ETF Trust	Added	1,497	+2	$973,558	−4.5%	8.38%
DTE	Dte Energy Co Utilities	Held	2,467	0	$360,724	+13.4%	3.11%
SYK	Stryker Corp Healthcare	Held	1,052	0	$345,676	−6.5%	2.98%
AVGO	Broadcom Inc. Technology	Added	933	+30	$288,772	−7.6%	2.49%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	258	+32	$257,078	+31.9%	2.21%
LLY	ELI LILLY & Co Healthcare	Held	236	0	$217,065	−14.4%	1.87%
DTM	DT Midstream, Inc. Energy	Held	1,576	0	$212,239	+12.5%	1.83%
AAPL	Apple Inc. Technology	Added	774	+122	$196,433	+10.8%	1.69%
GOOGL	Alphabet Inc. Communication Services	Added	554	+213	$159,308	+49.3%	1.37%
MSFT	Microsoft Corp Technology	Added	422	+60	$156,211	−10.8%	1.35%
AMZN	Amazon Com Inc Consumer Cyclical	Added	702	+200	$146,205	+26.2%	1.26%
ED	Consolidated Edison Inc Utilities	Held	1,185	0	$134,118	+14.0%	1.16%
MU	Micron Technology Inc Technology	Held	389	0	$131,419	+18.4%	1.13%
WMT	Walmart Inc. Consumer Defensive	Held	903	0	$112,224	+11.6%	0.97%
JPM	Jpmorgan Chase & Co Financial Services	Added	325	+195	$95,602	+128.2%	0.82%
QQQ	Invesco Qqq Trust, Series 1	Held	162	0	$93,503	−6.0%	0.81%
CAT	Caterpillar Inc Industrials	Held	125	0	$88,557	+23.7%	0.76%
JNJ	Johnson & Johnson Healthcare	Added	348	+268	$85,065	+413.8%	0.73%
LOW	Lowes Companies Inc Consumer Cyclical	Added	358	+105	$84,588	+38.6%	0.73%
WM	Waste Management Inc Industrials	Held	364	0	$83,643	+4.6%	0.72%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	519	-164	$82,884	−21.0%	0.71%
AMD	Advanced Micro Devices Inc Technology	Held	405	0	$82,389	−5.0%	0.71%
LRCX	Lam Research Corp Technology	Held	380	0	$81,190	+24.8%	0.70%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	498	+198	$71,931	+67.3%	0.62%
MRK	Merck & Co., Inc. Healthcare	Added	561	+300	$67,482	+145.6%	0.58%
DE	Deere & Co Industrials	Added	106	+61	$59,709	+185.0%	0.51%
UNP	Union Pacific Corp Industrials	Held	237	0	$57,500	+4.9%	0.50%
NEE	Nextera Energy Inc Utilities	Held	618	0	$57,399	+15.7%	0.49%
HON	Honeywell International Inc Industrials	Held	205	0	$48,595	+15.9%	0.42%
DUK	Duke Energy CORP Utilities	Held	370	0	$48,447	+11.7%	0.42%
MLM	Martin Marietta Materials Inc Basic Materials	Held	82	0	$48,271	−5.5%	0.42%
ISRG	Intuitive Surgical Inc Healthcare	Held	104	0	$47,942	−18.6%	0.41%
AEP	American Electric Power Co Inc Utilities	Held	345	0	$45,222	+13.7%	0.39%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Held	101	0	$45,100	−1.5%	0.39%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Added	2,857	+46	$44,712	−8.3%	0.39%
AWK	American Water Works Company, Inc. Utilities	Held	300	0	$40,827	+4.3%	0.35%
RY	Royal Bank Of Canada Financial Services	Held	250	0	$40,445	−5.1%	0.35%
ABT	Abbott Laboratories Healthcare	Added	370	+1	$37,987	−17.8%	0.33%
V	Visa Inc. Financial Services	NEW	124	NEW	$37,477	NEW	0.32%
FITB	Fifth Third Bancorp Financial Services	Held	789	0	$36,656	−0.8%	0.32%
KO	Coca Cola Co Consumer Defensive	Held	465	0	$35,363	+8.8%	0.30%
ADI	Analog Devices Inc Technology	Held	105	0	$33,404	+17.3%	0.29%
ECL	Ecolab Inc. Basic Materials	Held	119	0	$31,656	+1.3%	0.27%
LHX	L3harris Technologies, Inc. /De/ Industrials	Held	85	0	$29,337	+17.6%	0.25%
CRDO	Credo Technology Group Holding Ltd Technology	Held	312	0	$29,287	−34.8%	0.25%
CSX	Csx Corp Industrials	Held	712	0	$29,227	+13.2%	0.25%
DIS	Walt Disney Co Communication Services	Added	298	+46	$28,721	+0.2%	0.25%
FE	Firstenergy Corp Utilities	Held	544	0	$27,559	+13.2%	0.24%