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Portfolio (Quarterly) Guide ↗

Midwest Financial Partners Investments, Inc.

· CIK 0001968851
13F Portfolio $241M AUM 80 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 29 Added 14 Reduced 6 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SUSB ISHARES TR 26,084.0 $652K 0.27% +6K +29.0% $24.99 -1.1%
22 AVGO BROADCOM INC Technology 1,665.0 $629K 0.26% +16.0 +1.0% $377.75 -5.3%
23 JPM JPMORGAN CHASE & CO Financial Services 1,819.0 $595K 0.25% +10.0 +0.6% $327.33 +9.6%
24 IJR ISHARES TR 3,337.0 $495K 0.21% +35.0 +1.1% $148.33 -2.0%
25 IEMG ISHARES INC 5,515.0 $457K 0.19% +66.0 +1.2% $82.84 +1.0%
26 VGIT VANGUARD SCOTTSDALE FDS 7,099.0 $419K 0.17% +64.0 +0.9% $58.98 -1.8%
27 IEFA ISHARES TR 4,218.0 $407K 0.17% +29.0 +0.7% $96.58 +4.7%
28 SBUX STARBUCKS CORP Consumer Cyclical 3,879.0 $396K 0.17% +2K +65.6% $102.19 +2.2%
29 BSX BOSTON SCIENTIFIC CORP Healthcare 7,870.0 $336K 0.14% +790.0 +11.2% $42.68 +12.0%
Page 2 of 2  ·  29 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 50.9%
Healthcare 16.6%
Financial Services 11.1%
Industrials 10.2%
Consumer Cyclical 5.0%
Communication Services 2.6%
Consumer Defensive 1.6%
Basic Materials 1.3%
Energy 0.7%