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Portfolio (Quarterly) Guide ↗

Midwest Capital Advisors, LLC

· CIK 0002026480
13F Portfolio $209M AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 192 New
Page 4 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IFRA ISHARES TR 2,441.0 $128K 0.06% NEW $52.63 +17.6%
62 TPLC TIMOTHY PLAN 2,812.0 $128K 0.06% NEW $45.45 +8.0%
63 ED CONSOLIDATED EDISON INC Utilities 1,185.0 $118K 0.06% NEW $99.33 +8.7%
64 AMZN AMAZON COM INC Consumer Cyclical 502.0 $116K 0.06% NEW $230.82 +17.8%
65 MU MICRON TECHNOLOGY INC Technology 389.0 $111K 0.05% NEW $285.41 +225.3%
66 GOOGL ALPHABET INC Communication Services 341.0 $107K 0.05% NEW $312.60 +24.4%
67 TJX TJX COS INC NEW Consumer Cyclical 683.0 $105K 0.05% NEW $153.51 +2.3%
68 WMT WALMART INC Consumer Defensive 903.0 $101K 0.05% NEW $111.41 +6.4%
69 QQQ INVESCO QQQ TR Financial Services 162.0 $100K 0.05% NEW $614.70 +18.7%
70 HYDB ISHARES TR 1,885.0 $89K 0.04% NEW $47.34 -1.0%
71 AMD ADVANCED MICRO DEVICES INC Technology 405.0 $87K 0.04% NEW $214.16 +131.4%
72 EFA ISHARES TR 902.0 $87K 0.04% NEW $96.07 +9.1%
73 WM WASTE MGMT INC DEL Industrials 364.0 $80K 0.04% NEW $219.69 -1.9%
74 TPSC TIMOTHY PLAN 1,880.0 $78K 0.04% NEW $41.44 +9.9%
75 VOE VANGUARD INDEX FDS 432.0 $77K 0.04% NEW $177.37 +9.8%
76 SPYG SPDR SERIES TRUST 716.0 $76K 0.04% NEW $106.69 +12.2%
77 ISTB ISHARES TR 1,550.0 $76K 0.04% NEW $48.75 -0.9%
78 STIP ISHARES TR 734.0 $75K 0.04% NEW $102.42 +1.0%
79 CAT CATERPILLAR INC Industrials 125.0 $72K 0.03% NEW $574.96 +58.3%
80 BKNG BOOKING HOLDINGS INC Consumer Cyclical 13.0 $70K 0.03% NEW $5355.31 -96.9%
Page 4 of 10  ·  192 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
Financial Services 64.4%
Technology 13.8%
Healthcare 5.5%
Utilities 4.2%
Consumer Cyclical 2.7%
Industrials 2.7%
Consumer Defensive 2.6%
Communication Services 1.7%
Energy 1.6%
Basic Materials 0.8%