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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 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VO VANGUARD INDEX FDS 34,646.0 $2.8M 1.16% +29K +465.0% $80.57 +2.1%
22 IBAT ISHARES TR 56,621.0 $2.6M 1.06% +2K +2.9% $45.06 -8.4%
23 ESML ISHARES TR 42,373.0 $2.4M 0.98% -2K -3.4% $55.93 -1.5%
24 ESGE ISHARES INC 40,998.0 $2.2M 0.93% -434.0 -1.1% $54.69 +1.6%
25 TECH BIO-TECHNE CORP Healthcare 29,351.0 $2.1M 0.86% -8K -22.0% $70.65 +2.5%
26 EAGG ISHARES TR 42,278.0 $2.0M 0.83% +682.0 +1.6% $47.41 -2.0%
27 ZAP GLOBAL X FDS 57,755.0 $2.0M 0.83% +3K +5.1% $34.61 -7.9%
28 NUKZ EXCHANGE TRADED CONCEPTS TRU 27,741.0 $1.9M 0.79% +2K +5.8% $68.16 -3.6%
29 SUSC ISHARES TR 61,409.0 $1.4M 0.59% -6K -9.4% $23.15 -2.6%
30 HEI HEICO CORP NEW Industrials 3,480.0 $1.2M 0.52% $356.19 -8.6%
31 GOOG ALPHABET INC 3,492.0 $1.2M 0.51% -664.0 -16.0% $353.33
32 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,503.0 $1.1M 0.47% +27.0 +1.8% $746.77 +3.1%
33 BGRN ISHARES TR 18,921.0 $898K 0.37% $47.47 -1.7%
34 HEICO CORP NEW 3,438.0 $887K 0.37% $257.91
35 AMGN AMGEN INC Healthcare 2,346.0 $850K 0.35% $362.12 +20.7%
36 GOOGL ALPHABET INC Communication Services 2,317.0 $828K 0.34% -151.0 -6.1% $357.37 -5.3%
37 MMM 3M CO Industrials 4,819.0 $780K 0.32% $161.91 +4.1%
38 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.31% $748850.00
39 QQQ INVESCO QQQ TR Financial Services 1,000.0 $736K 0.31% $736.24 -2.3%
40 VTEB VANGUARD MUN BD FDS 13,434.0 $679K 0.28% +2K +20.5% $50.58 -3.4%
Page 2 of 4  ·  80 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%