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Portfolio (Quarterly) Guide ↗

Greater Midwest Financial Group, LLC

· CIK 0002025409
13F Portfolio $201M AUM 65 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 22 Added 23 Reduced 5 Exited
Page 4 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CAT CATERPILLAR INC Industrials 227.0 $242K 0.12% NEW $1065.00 -27.1%
62 GOOG ALPHABET INC 676.0 $239K 0.12% -354.0 -34.4% $353.37
63 DAL DELTA AIR LINES INC Industrials 2,485.0 $233K 0.12% NEW $93.66 -18.4%
64 HD HOME DEPOT INC Consumer Cyclical 654.0 $231K 0.12% -24.0 -3.5% $352.91 -9.3%
65 WMT WALMART INC Consumer Defensive 1,793.0 $203K 0.10% -24.0 -1.3% $113.25 -6.4%
Page 4 of 4  ·  65 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 44.1%
Communication Services 16.7%
Healthcare 14.3%
Industrials 7.9%
Consumer Cyclical 7.0%
Financial Services 6.0%
Basic Materials 2.0%
Utilities 1.5%
Consumer Defensive 0.4%