Midwest Financial Group LLC
Midwest Financial Group LLC reported 136 holdings worth US$285M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Midwest Financial Group LLC reported 136 holdings worth US$285M as of Jun 30, 2026. Largest: Advanced Micro Devices Inc, Micron Technology, Inc. and Apple Inc. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 136
- Value as reported
- US$285M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Advanced Micro Devices Inc | 21,269 | US$12.4M | 4.3% |
| Micron Technology, Inc. | 9,460 | US$10.9M | 3.8% |
| Apple Inc | 30,543 | US$8.84M | 3.1% |
| Microsoft Corp. | 10,663 | US$3.98M | 1.4% |
| Berkshire Hathaway Inc. | 7,368 | US$3.69M | 1.3% |
| Oneok, Inc. | 34,696 | US$3.02M | 1.1% |
| Amazon.com, Inc. | 11,023 | US$2.63M | 0.92% |
| Nvidia Corporation | 11,626 | US$2.33M | 0.82% |
| U.s. Bancorp | 33,134 | US$2M | 0.70% |
| Qualcomm Incorporated | 10,330 | US$1.91M | 0.67% |
| Boeing Company (the) | 8,687 | US$1.88M | 0.66% |
| Exxon Mobil Corporation | 13,187 | US$1.8M | 0.63% |
| Costco Wholesale Corporation | 1,920 | US$1.8M | 0.63% |
| Alphabet Inc (google) Class C | 4,655 | US$1.66M | 0.58% |
| Applied Materials, Inc. | 2,281 | US$1.65M | 0.58% |
| Visa Inc. | 4,092 | US$1.4M | 0.49% |
| Rtx Corporation | 6,906 | US$1.31M | 0.46% |
| Broadcom Inc. | 3,148 | US$1.19M | 0.42% |
| Fifth Third Bancorp | 18,550 | US$1.05M | 0.37% |
| American Express Company | 2,733 | US$924K | 0.32% |
| Lattice Semiconductor Corporation | 6,000 | US$918K | 0.32% |
| Csx Corporation | 17,900 | US$851K | 0.30% |
| Mastercard Incorporated | 1,332 | US$684K | 0.24% |
| Chevron Corporation | 3,351 | US$555K | 0.19% |
| Procter & Gamble Company (the) | 3,787 | US$555K | 0.19% |
| Canadian Pacific Kansas City Limited | 6,275 | US$544K | 0.19% |
| Union Pacific Corporation | 1,852 | US$504K | 0.18% |
| Johnson & Johnson | 1,959 | US$498K | 0.17% |
| One Gas, Inc. | 6,213 | US$479K | 0.17% |
| Oracle Corporation | 3,155 | US$462K | 0.16% |
| Dollar General Corporation | 3,709 | US$427K | 0.15% |
| Walmart Inc. | 3,674 | US$416K | 0.15% |
| Unitedhealth Group Incorporated | 985 | US$410K | 0.14% |
| Pepsico, Inc. | 2,988 | US$405K | 0.14% |
| Robinhood Markets, Inc. | 3,824 | US$383K | 0.13% |
| Herc Holdings Inc. | 2,465 | US$353K | 0.12% |
| Mcdonald's Corporation | 1,291 | US$349K | 0.12% |
| Bank Of America Corporation | 6,011 | US$343K | 0.12% |
| Jp Morgan Chase & Co. | 1,014 | US$332K | 0.12% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 649 | US$310K | 0.11% |
| Devon Energy Corporation | 7,106 | US$294K | 0.10% |
| Southwest Airlines Company | 5,427 | US$279K | 0.10% |
| Lam Research Corporation | 635 | US$275K | 0.10% |
| Abbvie Inc. | 1,074 | US$270K | 0.09% |
| Conocophillips | 2,517 | US$262K | 0.09% |
| Aflac Incorporated | 2,184 | US$256K | 0.09% |
| Servicenow, Inc. | 2,290 | US$227K | 0.08% |
| Zoom Communications, Inc. | 2,598 | US$224K | 0.08% |
| Evergy, Inc. | 2,538 | US$219K | 0.08% |
| Draftkings Inc. | 8,395 | US$212K | 0.07% |
| Charles Schwab Corporation (the) | 2,266 | US$209K | 0.07% |
| Deere & Company | 323 | US$205K | 0.07% |
| Intel Corporation | 1,450 | US$202K | 0.07% |
| Amplitech Group, Inc. | 28,950 | US$201K | 0.07% |
| Capitol Federal Financial, Inc. | 13,150 | US$112K | 0.04% |
| Recursion Pharmaceuticals, Inc. | 18,115 | US$66,482 | 0.02% |
| Purple Innovation, Inc. | 115K | US$41,055 | 0.01% |
| Nike, Inc. | 0 | US$0 | 0.00% |
| Tesla, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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