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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 4 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IJH ISHARES TR 4,883.0 $377K 0.16% -1K -18.6% $77.11 -1.6%
62 BSX BOSTON SCIENTIFIC CORP Healthcare 7,870.0 $336K 0.14% +790.0 +11.2% $42.68 +12.0%
63 JNJ JOHNSON & JOHNSON Healthcare 1,293.0 $328K 0.14% $253.97 +8.4%
64 SPDW SPDR INDEX SHS FDS 6,270.0 $316K 0.13% $50.39 +3.8%
65 BNDX VANGUARD CHARLOTTE FDS 6,446.0 $312K 0.13% NEW $48.43 -2.0%
66 PEP PEPSICO INC Consumer Defensive 2,227.0 $302K 0.12% $135.40 +1.6%
67 ORCL ORACLE CORP Technology 2,016.0 $295K 0.12% $146.55 +8.4%
68 IBIT ISHARES BITCOIN TRUST ETF Financial Services 8,630.0 $287K 0.12% $33.29 +35.9%
69 AMD ADVANCED MICRO DEVICES INC Technology 493.0 $286K 0.12% NEW $580.91 -17.8%
70 ABBV ABBVIE INC Healthcare 1,136.0 $286K 0.12% NEW $251.64 +1.9%
71 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 587.0 $280K 0.12% NEW $477.57 -10.2%
72 CSCO CISCO SYS INC Technology 2,266.0 $266K 0.11% NEW $117.46 -7.0%
73 AME AMETEK INC Industrials 1,100.0 $266K 0.11% $241.94 -1.7%
74 EEM ISHARES TR 3,787.0 $259K 0.11% $68.41 +0.4%
75 YUM YUM BRANDS INC Consumer Cyclical 1,585.0 $253K 0.10% $159.86 -5.7%
76 SCHA SCHWAB STRATEGIC TR 6,658.0 $241K 0.10% NEW $36.13 -4.4%
77 LLY ELI LILLY & CO Healthcare 184.0 $221K 0.09% NEW $1199.43 -4.3%
78 IVW ISHARES TR 1,591.0 $219K 0.09% -289.0 -15.4% $137.53 +2.2%
79 XOM EXXON MOBIL CORP Energy 1,575.0 $215K 0.09% $136.69 +16.7%
80 WMT WALMART INC Consumer Defensive 1,834.0 $208K 0.09% $113.26 -5.4%
Page 4 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%