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Portfolio (Quarterly) Guide ↗

Midwest Financial Partners Investments, Inc.

· CIK 0001968851
13F Portfolio $180M AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 69 New
Page 3 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ILCG ISHARES TR 5,505.0 $573K 0.32% NEW $104.04 +12.4%
42 AVGO BROADCOM INC Technology 1,649.0 $571K 0.32% NEW $346.10 +21.9%
43 QQQ INVESCO QQQ TR Financial Services 910.0 $559K 0.31% NEW $614.17 +18.8%
44 AMZN AMAZON COM INC Consumer Cyclical 2,214.0 $511K 0.28% NEW $230.82 +17.8%
45 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 7,462.0 $510K 0.28% NEW $68.36 -14.9%
46 VTEB VANGUARD MUN BD FDS 9,864.0 $496K 0.28% NEW $50.29 -0.2%
47 ILMN ILLUMINA INC Healthcare 3,662.0 $480K 0.27% NEW $131.16 +14.5%
48 DE DEERE & CO Industrials 991.0 $461K 0.26% NEW $465.57 +13.7%
49 SUSB ISHARES TR 18,114.0 $457K 0.25% NEW $25.24 -1.0%
50 UNH UNITEDHEALTH GROUP INC Healthcare 1,374.0 $454K 0.25% NEW $330.11 +16.3%
51 VGIT VANGUARD SCOTTSDALE FDS 7,101.0 $426K 0.24% NEW $59.93 -1.6%
52 AXP AMERICAN EXPRESS CO Financial Services 1,122.0 $415K 0.23% NEW $369.95 -15.5%
53 V VISA INC Financial Services 1,167.0 $409K 0.23% NEW $350.71 -6.6%
54 BA BOEING CO Industrials 1,837.0 $399K 0.22% NEW $217.12 +3.3%
55 IJR ISHARES TR 3,302.0 $397K 0.22% NEW $120.20 +16.2%
56 IJH ISHARES TR 5,997.0 $396K 0.22% NEW $66.00 +12.7%
57 ORCL ORACLE CORP Technology 2,016.0 $393K 0.22% NEW $194.91 -2.1%
58 IEFA ISHARES TR 4,189.0 $375K 0.21% NEW $89.46 +9.5%
59 IEMG ISHARES INC 5,449.0 $366K 0.20% NEW $67.22 +24.2%
60 PEP PEPSICO INC Consumer Defensive 2,227.0 $320K 0.18% NEW $143.52 +2.9%
Page 3 of 4  ·  69 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 51.5%
Healthcare 15.8%
Industrials 12.1%
Financial Services 10.2%
Communication Services 5.8%
Consumer Cyclical 2.2%
Consumer Defensive 1.6%
Basic Materials 0.9%