Portfolio (Quarterly)
Guide ↗
Midwest Financial Partners Investments, Inc.
· CIK 0001968851| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | NUE | NUCOR CORP | Basic Materials | 1,908.0 | $311K | 0.17% | NEW | — | $163.11 | +50.2% |
| 62 | SPDW | SPDR INDEX SHS FDS | — | 6,270.0 | $278K | 0.15% | NEW | — | $44.41 | +14.6% |
| 63 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,293.0 | $268K | 0.15% | NEW | — | $206.95 | +11.9% |
| 64 | YUM | YUM BRANDS INC | Consumer Cyclical | 1,585.0 | $240K | 0.13% | NEW | — | $151.28 | +1.1% |
| 65 | IVW | ISHARES TR | — | 1,880.0 | $232K | 0.13% | NEW | — | $123.26 | +12.1% |
| 66 | AME | AMETEK INC | Industrials | 1,100.0 | $226K | 0.12% | NEW | — | $205.31 | +11.0% |
| 67 | WMT | WALMART INC | Consumer Defensive | 1,909.0 | $213K | 0.12% | NEW | — | $111.41 | +6.7% |
| 68 | EEM | ISHARES TR | — | 3,787.0 | $207K | 0.12% | NEW | — | $54.71 | +25.0% |
| 69 | ABBV | ABBVIE INC | Healthcare | 904.0 | $207K | 0.12% | NEW | — | $228.49 | -5.8% |
① 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%