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Portfolio (Quarterly) Guide ↗

Midwest Capital Advisors, LLC

· CIK 0002026480
13F Portfolio $214M AUM 199 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 43 Added 26 Reduced 16 Exited
Page 10 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CCL CARNIVAL CORP Consumer Cyclical 117.0 $3K 0.00% +1.0 +0.9% $25.79 +8.5%
182 IVE ISHARES TR 13.0 $3K 0.00% NEW $211.15 +8.0%
183 PFE PFIZER INC Healthcare 90.0 $3K 0.00% -17.0 -15.9% $28.08 -6.7%
184 FLAGSTAR BANK NATIONAL ASSOC 133.0 $2K 0.00% NEW $13.17
185 IMAX IMAX CORP Communication Services 45.0 $2K 0.00% $38.00 +1.8%
186 AGL AGILON HEALTH INC Healthcare 109.0 $863.0 NEW $7.92 +1039.6%
187 LUV SOUTHWEST AIRLS CO Industrials 21.0 $797.0 $37.95 +15.1%
188 TMUS T-MOBILE US INC Communication Services 3.0 $630.0 NEW $210.00 -9.1%
189 GRAL GRAIL INC Healthcare 12.0 $620.0 $51.67 +38.2%
190 PRGO PERRIGO CO PLC Healthcare 50.0 $537.0 $10.74 +3.9%
191 DVN DEVON ENERGY CORP NEW Energy 9.0 $453.0 NEW $50.33 -12.0%
192 ELBM ELECTRA BATTERY MATERIALS CO Basic Materials 725.0 $406.0 $0.56 +9.6%
193 UBS UBS GROUP AG Financial Services 4.0 $156.0 NEW $39.00 +20.9%
194 SPAB SPDR SERIES TRUST 5.0 $135.0 -99.0 -95.2% $27.00 -5.7%
195 SUB ISHARES TR 1.0 $108.0 $108.00 -1.5%
196 LUMN LUMEN TECHNOLOGIES INC Communication Services 8.0 $56.0 NEW $7.00 +55.3%
197 AMERICAN BITCOIN CORP. 51.0 $47.0 $0.92
198 UIS UNISYS CORP Technology 17.0 $35.0 NEW $2.06 +88.5%
199 GTIM GOOD TIMES RESTAURANTS INC Consumer Cyclical 13.0 $15.0 NEW $1.15 +13.5%
Page 10 of 10  ·  199 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 47.3%
Technology 18.8%
Healthcare 7.9%
Utilities 6.4%
Consumer Defensive 4.4%
Industrials 4.3%
Consumer Cyclical 3.9%
Energy 3.1%
Communication Services 2.7%
Basic Materials 1.2%