Midwest Financial Network, LLC
CIK
2137280
Location
TINLEY PARK, IL
Portfolio Value
Micro
$16,947,227
Diversification
Highly concentrated
Filing Date
Global Rank
#258
/ 295
▲ 7713
Top Industry
Software - Infrastructure
28.5%
3Y Alpha vs SPY
-1.8%
Period ended 9 days ago
Filed Jul 7, 2026 · 2d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+21.3%
SPY
+24.0%
Annualised alpha
-1.9%
Max drawdown
−18.9%
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
11 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
76.8%
+1.1 pts
Top 5
91.1%
−1.4 pts
Top 10
99.4%
−0.6 pts
HHI
5,972
Highly concentrated+149
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 84.9% | $14,386,746 |
| Technology | 9.7% | $1,646,647 |
| Basic Materials | 2.3% | $396,942 |
| Communication Services | 1.6% | $273,030 |
| Industrials | 1.4% | $243,862 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | +2,012 | 17,432 | $13,017,694 | |
| GLD | Spdr Gold Trust | +669 | 2,519 | $927,949 | |
| AAPL | Apple Inc. | +108 | 1,029 | $297,751 | |
| NVDA | Nvidia Corp | +71 | 2,077 | $415,586 | |
| GOOGL | Alphabet Inc. | +42 | 764 | $273,030 | |
| MSFT | Microsoft Corp | +16 | 1,691 | $630,776 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | −123 | 599 | $441,103 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
11 positions ·
$16,947,227 total
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 17,432 | $13,017,694 | 76.81% | |
| GLD |
Spdr Gold Trust
|
Added | 2,519 | $927,949 | 5.48% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,691 | $630,776 | 3.72% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 599 | $441,103 | 2.60% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 2,077 | $415,586 | 2.45% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
Held | 4,687 | $396,942 | 2.34% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,029 | $297,751 | 1.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 764 | $273,030 | 1.61% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 229 | $243,862 | 1.44% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 351 | $203,899 | 1.20% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Held | 517 | $98,635 | 0.58% |