Midwest Financial Partners Investments, Inc.
CIK 1968851 · View on SEC EDGAR ↗
- Portfolio value
- $240.8M
- Positions
- 80
- As of
- June 30, 2026
#5,848 of 9,443 by 13F value · top 61.9%
Portfolio value QoQ: +27.7% 13F does not disclose cash
- Top 10 holdings weight
- 62.74%
- Top 25 holdings weight
- 86.14%
- Positions above 1%
- 22
- Effective number of positions
- 20.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 2.31% Est. buys $41,696,607 · sells $4,961,794
- New positions
- 10
- Increased
- 29
- Decreased
- 18
- Closed
- 6
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
6.7%
Healthcare
2.2%
Industrials
1.4%
Communication Services
0.9%
Retail
0.5%
Financial Services
0.3%
Consumer Discretionary
0.3%
Financials
0.2%
Materials
0.2%
Consumer Staples
0.1%
Communications
0.1%
Energy
0.1%
Other/Unmapped
87.0%
Full portfolio 80 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VTV | $24,317,937 | 10.10% | 111,586 | $3,980,041 | Up ×2 | ||
| JPIB | $23,335,838 | 9.69% | 482,644 | $1,532,452 | Up ×2 | ||
| TFLO | $18,757,403 | 7.79% | 370,480 | Up ×1 | |||
| VWO | $16,105,636 | 6.69% | 269,821 | $2,529,933 | Up ×2 | ||
| FTMN | $15,827,600 | 6.57% | 1,775,111 | $3,139,976 | Up ×2 | ||
| VOO | $15,477,264 | 6.43% | 22,535 | $3,371,498 | Up ×2 | ||
| FLMI | $13,465,170 | 5.59% | 534,969 | $1,850,435 | Up ×2 | ||
| ARKG | $8,890,907 | 3.69% | 211,386 | $3,358,129 | Up ×2 | ||
| ARKF | $7,478,941 | 3.11% | 189,532 | $399,039 | Up ×2 | ||
| VEA | $7,419,405 | 3.08% | 104,132 | $2,175,802 | Up ×2 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $6,939,608 | 2.88% | 42,400 | $923,035 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $6,777,969 | 2.81% | 23,424 | $825,578 | Down ×2 | ||
| VB | $4,691,086 | 1.95% | 15,476 | $563,750 | Down ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $4,454,640 | 1.85% | 11,942 | $-163,616 | Down ×2 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $4,447,047 | 1.85% | 43,255 | $418,385 | Up ×2 | ||
| VUG | $4,267,548 | 1.77% | 49,542 | $1,639,819 | Up ×2 | ||
| VSS | $3,506,086 | 1.46% | 22,724 | $752,696 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $3,414,536 | 1.42% | 17,065 | $344,049 | Down ×2 | ||
| CRBN | $3,017,680 | 1.25% | 11,929 | $479,002 | Up ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $2,801,143 | 1.16% | 27,825 | $-573,585 | Down ×1 | ||
| VO | $2,791,429 | 1.16% | 34,646 | $1,030,441 | Up ×2 | ||
| IBAT iShares Energy Storage & Materials ETF | $2,551,445 | 1.06% | 56,621 | $674,542 | Up ×2 | ||
| ESML | $2,369,922 | 0.98% | 42,373 | $306,637 | Down ×1 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $2,242,181 | 0.93% | 40,998 | $358,267 | Down ×1 | ||
| TECH Bio-Techne Corp - Common Stock | $2,073,649 | 0.86% | 29,351 | $107,993 | Down ×2 | ||
| EAGG | $2,004,400 | 0.83% | 42,278 | $26,510 | Up ×2 | ||
| ZAP Global X U.S. Electrification ETF | $1,998,901 | 0.83% | 57,755 | $231,837 | Up ×2 | ||
| NUKZ | $1,890,827 | 0.79% | 27,741 | $166,929 | Up ×2 | ||
| SUSC iShares ESG Aware USD Corporate Bond ETF | $1,421,705 | 0.59% | 61,409 | $-146,384 | Down ×1 | ||
| HEI Heico Corporation Common Stock | $1,239,542 | 0.51% | 3,480 | $285,326 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,233,829 | 0.51% | 3,492 | $41,638 | Down ×1 | ||
| SPY SPY | $1,122,396 | 0.47% | 1,503 | $162,494 | Up ×2 | ||
| BGRN iShares USD Green Bond ETF | $898,228 | 0.37% | 18,921 | $-3,875 | Down ×1 | ||
| HEIA | $886,695 | 0.37% | 3,438 | $160,967 | |||
| AMGN Amgen Inc. - Common Stock | $849,534 | 0.35% | 2,346 | $24,093 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $828,027 | 0.34% | 2,317 | $118,328 | Down ×1 | ||
| MMM 3M Company Common Stock | $780,245 | 0.32% | 4,819 | $80,381 | |||
| BRKA | $748,850 | 0.31% | 1 | $30,710 | |||
| QQQ Invesco QQQ Trust, Series 1 | $736,242 | 0.31% | 1,000 | $159,186 | |||
| VTEB | $679,492 | 0.28% | 13,434 | $123,218 | Up ×2 | ||
| Unknown issuer (CUSIP: 438516205) | $661,625 | 0.27% | 2,955 | Up ×1 | |||
| Unknown issuer (CUSIP: 43849R105) | $653,292 | 0.27% | 2,955 | Up ×1 | |||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $651,840 | 0.27% | 26,084 | $145,025 | Up ×2 | ||
| ILCG | $644,196 | 0.27% | 5,505 | $118,578 | |||
| ILMN Illumina, Inc. - Common Stock | $641,604 | 0.27% | 3,649 | $191,828 | |||
| AVGO Broadcom Inc. - Common Stock | $628,954 | 0.26% | 1,665 | $118,572 | Up ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $603,911 | 0.25% | 1,453 | $183,414 | Down ×1 | ||
| DE Deere & Company Common Stock | $601,980 | 0.25% | 949 | $67,408 | |||
| JPM JP Morgan Chase & Co. Common Stock | $595,414 | 0.25% | 1,819 | $63,278 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $530,307 | 0.22% | 2,225 | $63,365 | Down ×1 | ||
| IJR | $494,979 | 0.21% | 3,337 | $84,450 | Up ×1 | ||
| IEMG | $456,863 | 0.19% | 5,515 | $76,795 | Up ×1 | ||
| AXP American Express Company Common Stock | $442,093 | 0.18% | 1,307 | $46,751 | |||
| CASY Caseys General Stores, Inc. - Common Stock | $441,109 | 0.18% | 555 | $37,146 | |||
| NUE Nucor Corporation Common Stock | $425,007 | 0.18% | 1,908 | $102,364 | |||
| VGIT Vanguard Intermediate-Term Treasury ETF | $418,700 | 0.17% | 7,099 | $-235 | Up ×1 | ||
| IEFA | $407,375 | 0.17% | 4,218 | $28,144 | Up ×1 | ||
| V Visa Inc. | $399,357 | 0.17% | 1,164 | $46,642 | Down ×1 | ||
| BA Boeing Company (The) Common Stock | $397,656 | 0.17% | 1,837 | $32,037 | |||
| SBUX Starbucks Corporation - Common Stock | $396,396 | 0.16% | 3,879 | $186,486 | Up ×1 | ||
| IJH | $376,504 | 0.16% | 4,883 | $-28,452 | Down ×1 | ||
| BSX Boston Scientific Corporation Common Stock | $335,892 | 0.14% | 7,870 | $-108,378 | Up ×1 | ||
| JNJ Johnson & Johnson Common Stock | $328,384 | 0.14% | 1,293 | $12,323 | |||
| SPDW | $315,946 | 0.13% | 6,270 | $29,720 | |||
| BNDX Vanguard Total International Bond ETF | $312,180 | 0.13% | 6,446 | Up ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $301,536 | 0.13% | 2,227 | $-44,295 | |||
| ORCL Oracle Corporation Common Stock | $295,445 | 0.12% | 2,016 | $-1,129 | |||
| IBIT iShares Bitcoin Trust ETF | $287,293 | 0.12% | 8,630 | $-44,272 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $286,389 | 0.12% | 493 | Up ×1 | |||
| ABBV AbbVie Inc. Common Stock | $285,864 | 0.12% | 1,136 | ||||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $280,334 | 0.12% | 587 | Up ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $266,165 | 0.11% | 2,266 | Up ×1 | |||
| AME AMETEK, Inc. | $266,134 | 0.11% | 1,100 | $30,338 | |||
| EEM | $259,069 | 0.11% | 3,787 | $44,005 | |||
| YUM Yum! Brands, Inc. | $253,379 | 0.11% | 1,585 | $6,943 | |||
| SCHA | $240,554 | 0.10% | 6,658 | Up ×1 | |||
| LLY Eli Lilly and Company Common Stock | $220,696 | 0.09% | 184 | Up ×1 | |||
| IVW | $218,811 | 0.09% | 1,591 | $6,164 | Down ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $215,285 | 0.09% | 1,575 | $-51,868 | |||
| WMT Walmart Inc. - Common Stock | $207,719 | 0.09% | 1,834 | $-20,211 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| TFLO | $18,757,403 | 370,480 | 7.79% |
| Unknown issuer (CUSIP: 438516205) | $661,625 | 2,955 | 0.27% |
| Unknown issuer (CUSIP: 43849R105) | $653,292 | 2,955 | 0.27% |
| BNDX | $312,180 | 6,446 | 0.13% |
| AMD | $286,389 | 493 | 0.12% |
| ABBV | $285,864 | 1,136 | 0.12% |
| TSM | $280,334 | 587 | 0.12% |
| CSCO | $266,165 | 2,266 | 0.11% |
| SCHA | $240,554 | 6,658 | 0.10% |
| LLY | $220,696 | 184 | 0.09% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VTV | Bought more | +8K | +$4.0M |
| VOO | Bought more | +2K | +$3.4M |
| ARKG | Bought more | +2K | +$3.4M |
| FTMN | Bought more | +322K | +$3.1M |
| VWO | Bought more | +19K | +$2.5M |
| VEA | Bought more | +22K | +$2.2M |
| FLMI | Bought more | +66K | +$1.9M |
| VUG | Bought more | +44K | +$1.6M |
| JPIB | Bought more | +27K | +$1.5M |
| VO | Bought more | +29K | +$1.0M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| HON | June 30, 2026 | 5,931 | $1,340,584 | -1.9% |
| GBTC | March 31, 2026 | 7,462 | $510,103 | No longer tracked |
| SLV | June 30, 2026 | 4,950 | $337,293 | No longer tracked |
| GLD | June 30, 2026 | 730 | $314,112 | No longer tracked |
| COP | June 30, 2026 | 1,760 | $232,320 | 30.3% |
| SIL | June 30, 2026 | 2,500 | $225,200 | No longer tracked |
| TSLA | June 30, 2026 | 562 | $208,924 | -17.1% |
| ABBV | March 31, 2026 | 904 | $206,555 | 21.3% |