Midway Capital Research & Management
Top Portfolio Positions
82 positions ·
$96,611,917 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AMAT |
Applied Materials Inc /De
Technology
|
29,045 | $9,927,290 | 10.28% |
| AAPL |
Apple Inc.
Technology
|
26,086 | $6,620,365 | 6.85% |
| JLL |
Jones Lang Lasalle Inc
Real Estate
|
17,686 | $5,382,203 | 5.57% |
| MA |
Mastercard Inc
Financial Services
|
10,314 | $5,153,493 | 5.33% |
| APH |
Amphenol Corp /De/
Technology
|
38,232 | $4,830,613 | 5.00% |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
116,503 | $4,714,876 | 4.88% |
| EWBC |
East West Bancorp Inc
Financial Services
|
39,272 | $4,192,678 | 4.34% |
| ADI |
Analog Devices Inc
Technology
|
12,279 | $3,906,441 | 4.04% |
| SYK |
Stryker Corp
Healthcare
|
10,986 | $3,609,889 | 3.74% |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,727 | $2,797,096 | 2.90% |
Portfolio Trend
Holdings in EVN
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,984 | 2,400 | Shares | Sole | 2026-04-13 | |
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