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Portfolio (Quarterly) Guide ↗

Midwest Financial Group LLC

· CIK 0001967193
13F Portfolio $285M AUM 136 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 61 Added 30 Reduced 6 Exited
Page 7 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 COP CONOCOPHILLIPS Energy 2,517.0 $262K 0.09% $103.96 +31.4%
122 MAGS LISTED FDS TR 4,045.0 $260K 0.09% NEW $64.30 +6.9%
123 AFL AFLAC INC Financial Services 2,184.0 $256K 0.09% $117.24 -0.1%
124 VBK VANGUARD INDEX FDS 651.0 $238K 0.08% NEW $365.70 -5.8%
125 NOW SERVICENOW INC Technology 2,290.0 $227K 0.08% NEW $99.28 +38.1%
126 ZM ZOOM COMMUNICATIONS INC Technology 2,598.0 $224K 0.08% $86.31 +10.8%
127 EVRG EVERGY INC Utilities 2,538.0 $219K 0.08% $86.41 -6.3%
128 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,451.0 $215K 0.07% -2K -26.0% $33.29 +31.4%
129 DKNG DRAFTKINGS INC NEW Consumer Cyclical 8,395.0 $212K 0.07% -2K -18.5% $25.26 -3.3%
130 SCHW SCHWAB CHARLES CORP Financial Services 2,266.0 $209K 0.07% NEW $92.27 +17.8%
131 DE DEERE & CO Industrials 323.0 $205K 0.07% NEW $634.33 +8.2%
132 INTC INTEL CORP Technology 1,450.0 $202K 0.07% NEW $139.63 -35.5%
133 AMPG AMPLITECH GROUP INC Technology 28,950.0 $201K 0.07% NEW $6.96 -51.8%
134 CFFN CAPITOL FED FINL INC Financial Services 13,150.0 $112K 0.04% -1K -8.8% $8.51 +2.9%
135 RXRX RECURSION PHARMACEUTICALS IN Healthcare 18,115.0 $66K 0.02% +8K +78.7% $3.67 -9.7%
136 PRPL PURPLE INNOVATION INC Consumer Cyclical 115,000.0 $41K 0.01% $0.36 +1001.0%
Page 7 of 7  ·  136 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.7%
Financial Services 32.6%
Energy 5.9%
Industrials 5.3%
Consumer Cyclical 3.7%
Consumer Defensive 3.6%
Communication Services 1.3%
Healthcare 1.2%
Utilities 0.7%