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Midwest Financial Partners Investments, Inc.

13F filer · CIK 0001968851
Reported Jul 15, 2026
Net seller this quarter
13F portfolio value$241MU.S. long equity reported on 13F
Positions435 new · 5 closed
Net flow last quarter-$595KBuys minus sells
Top 10 positions weight10.9%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 15, 202643 positions
AAPLApple Inc.$6.78M2.81%0.00%-0.1%Q4 2025
MSFTMicrosoft Corp$4.45M1.85%0.00%-4.3%Q4 2025
NVDANvidia Corp$3.41M1.42%0.00%-3.1%Q4 2025
CRBNHeritage Global Inc.$3.02M1.25%Not reported+4.7%Q4 2025
TECHBIO-TECHNE Corp$2.07M0.86%0.02%-22.0%Q4 2025
ZAPSpectrum Brands Holdings, Inc.$2M0.83%Not reported+5.1%Q4 2025
HEIHeico Corp$1.24M0.51%0.01%Not reportedQ4 2025
GOOGAlphabet Inc.$1.23M0.51%Not reported-16.0%Q4 2025
SPYSPDR S&P 500 ETF Trust$1.12M0.47%Not reported+1.8%Q4 2025
HEI.AHeico Corp$887K0.37%Not reportedNot reportedQ4 2025
AMGNAmgen Inc$850K0.35%0.00%Not reportedQ4 2025
GOOGLAlphabet Inc.$828K0.34%0.00%-6.1%Q4 2025
MMM3m Co$780K0.32%0.00%Not reportedQ4 2025
BRK.ABerkshire Hathaway Inc$749K0.31%Not reportedNot reportedQ4 2025
QQQInvesco QQQ Trust, Series 1$736K0.31%Not reportedNot reportedQ4 2025
HONHoneywell International Inc$662K0.27%0.00%-0.4%Q4 2025
HONAHoneywell Aerospace Inc.$653K0.27%Not reported-0.4%Q2 2026
ILMNIllumina, Inc.$642K0.27%0.00%Not reportedQ4 2025
AVGOBroadcom Inc.$629K0.26%0.00%+1.0%Q4 2025
UNHUnitedhealth Group Inc$604K0.25%0.00%-6.5%Q4 2025
DEDeere & Co$602K0.25%0.00%Not reportedQ4 2025
JPMJPMorgan Chase & Co$595K0.25%0.00%+0.6%Q4 2025
AMZNAmazon Com Inc$530K0.22%0.00%-0.8%Q4 2025
AXPAmerican Express Co$442K0.18%0.00%Not reportedQ4 2025
CASYCaseys General Stores Inc$441K0.18%0.00%Not reportedQ1 2026
NUENucor Corp$425K0.18%0.00%Not reportedQ4 2025
VVisa Inc.$399K0.17%0.00%-0.3%Q4 2025
BABoeing Co$398K0.17%0.00%Not reportedQ4 2025
SBUXStarbucks Corp$396K0.16%0.00%+65.6%Q1 2026
BSXBoston Scientific Corp$336K0.14%0.00%+11.2%Q4 2025
JNJJohnson & Johnson$328K0.14%0.00%Not reportedQ4 2025
PEPPepsico Inc$302K0.13%0.00%Not reportedQ4 2025
ORCLOracle Corp$295K0.12%0.00%Not reportedQ4 2025
IBITiShares Bitcoin Trust ETF$287K0.12%0.00%Not reportedQ1 2026
AMDAdvanced Micro Devices Inc$286K0.12%0.00%NewQ2 2026
ABBVAbbVie Inc.$286K0.12%0.00%Not reportedQ4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd$280K0.12%0.00%NewQ2 2026
CSCOCisco Systems, Inc.$266K0.11%0.00%NewQ2 2026
AMEAmetek Inc/$266K0.11%0.00%Not reportedQ4 2025
YUMYum Brands Inc$253K0.11%0.00%Not reportedQ4 2025
LLYELI LILLY & Co$221K0.09%0.00%NewQ2 2026
XOMExxonMobil Holdings Corp$215K0.09%0.00%Not reportedQ1 2026
WMTWalmart Inc.$208K0.09%0.00%Not reportedQ4 2025
Q1 2026Reported Apr 23, 202642 positions
AAPLApple Inc.$5.95M3.16%0.00%-6.1%Q4 2025
MSFTMicrosoft Corp$4.62M2.45%0.00%-1.3%Q4 2025
NVDANvidia Corp$3.07M1.63%0.00%-12.3%Q4 2025
CRBNHeritage Global Inc.$2.54M1.35%Not reported+3.7%Q4 2025
TECHBIO-TECHNE Corp$1.97M1.04%0.02%-5.8%Q4 2025
ZAPSpectrum Brands Holdings, Inc.$1.77M0.94%Not reported+4.7%Q4 2025
HONHoneywell International Inc$1.34M0.71%0.00%Not reportedQ4 2025
GOOGAlphabet Inc.$1.19M0.63%Not reported+0.8%Q4 2025
SPYSPDR S&P 500 ETF Trust$960K0.51%Not reported+0.7%Q4 2025
HEIHeico Corp$954K0.51%0.01%Not reportedQ4 2025
AMGNAmgen Inc$825K0.44%0.00%Not reportedQ4 2025
HEI.AHeico Corp$726K0.38%Not reportedNot reportedQ4 2025
BRK.ABerkshire Hathaway Inc$718K0.38%Not reportedNot reportedQ4 2025
GOOGLAlphabet Inc.$710K0.38%0.00%+14.6%Q4 2025
MMM3m Co$700K0.37%0.00%Not reportedQ4 2025
QQQInvesco QQQ Trust, Series 1$577K0.31%Not reported+9.9%Q4 2025
DEDeere & Co$535K0.28%0.00%-4.2%Q4 2025
JPMJPMorgan Chase & Co$532K0.28%0.00%Not reportedQ4 2025
AVGOBroadcom Inc.$510K0.27%0.00%Not reportedQ4 2025
AMZNAmazon Com Inc$467K0.25%0.00%+1.3%Q4 2025
ILMNIllumina, Inc.$450K0.24%0.00%-0.4%Q4 2025
BSXBoston Scientific Corp$444K0.24%0.00%-22.3%Q4 2025
UNHUnitedhealth Group Inc$420K0.22%0.00%+13.1%Q4 2025
CASYCaseys General Stores Inc$404K0.21%0.00%NewQ1 2026
AXPAmerican Express Co$395K0.21%0.00%+16.5%Q4 2025
BABoeing Co$366K0.19%0.00%Not reportedQ4 2025
VVisa Inc.$353K0.19%0.00%Not reportedQ4 2025
PEPPepsico Inc$346K0.18%0.00%Not reportedQ4 2025
SLViShares Silver Trust$337K0.18%0.00%NewQ1 2026
IBITiShares Bitcoin Trust ETF$332K0.18%0.00%NewQ1 2026
NUENucor Corp$323K0.17%0.00%Not reportedQ4 2025
JNJJohnson & Johnson$316K0.17%0.00%Not reportedQ4 2025
GLDSPDR Gold Trust$314K0.17%0.00%NewQ1 2026
ORCLOracle Corp$297K0.16%0.00%Not reportedQ4 2025
XOMExxonMobil Holdings Corp$267K0.14%0.00%NewQ1 2026
YUMYum Brands Inc$246K0.13%0.00%Not reportedQ4 2025
AMEAmetek Inc/$236K0.13%0.00%Not reportedQ4 2025
COPConocophillips$232K0.12%0.00%NewQ1 2026
WMTWalmart Inc.$228K0.12%0.00%-3.9%Q4 2025
SILGolden Minerals Co$225K0.12%Not reportedNewQ1 2026
SBUXStarbucks Corp$210K0.11%0.00%NewQ1 2026
TSLATesla, Inc.$209K0.11%0.00%NewQ1 2026
Q4 2025Reported Feb 6, 202635 positions
AAPLApple Inc.$6.79M3.77%0.00%NewQ4 2025
MSFTMicrosoft Corp$6.11M3.40%0.00%NewQ4 2025
NVDANvidia Corp$3.75M2.08%0.00%NewQ4 2025
CRBNHeritage Global Inc.$2.53M1.41%Not reportedNewQ4 2025
TECHBIO-TECHNE Corp$2.35M1.31%0.03%NewQ4 2025
ZAPSpectrum Brands Holdings, Inc.$1.53M0.85%Not reportedNewQ4 2025
GOOGAlphabet Inc.$1.29M0.72%Not reportedNewQ4 2025
HONHoneywell International Inc$1.16M0.64%0.00%NewQ4 2025
HEIHeico Corp$1.13M0.63%0.01%NewQ4 2025
SPYSPDR S&P 500 ETF Trust$1M0.56%Not reportedNewQ4 2025
BSXBoston Scientific Corp$869K0.48%0.00%NewQ4 2025
HEI.AHeico Corp$868K0.48%Not reportedNewQ4 2025
MMM3m Co$772K0.43%0.00%NewQ4 2025
AMGNAmgen Inc$768K0.43%0.00%NewQ4 2025
BRK.ABerkshire Hathaway Inc$755K0.42%Not reportedNewQ4 2025
GOOGLAlphabet Inc.$674K0.37%0.00%NewQ4 2025
JPMJPMorgan Chase & Co$583K0.32%0.00%NewQ4 2025
AVGOBroadcom Inc.$571K0.32%0.00%NewQ4 2025
QQQInvesco QQQ Trust, Series 1$559K0.31%Not reportedNewQ4 2025
AMZNAmazon Com Inc$511K0.28%0.00%NewQ4 2025
GBTCGrayscale Bitcoin Trust ETF$510K0.28%0.00%NewQ4 2025
ILMNIllumina, Inc.$480K0.27%0.00%NewQ4 2025
DEDeere & Co$461K0.26%0.00%NewQ4 2025
UNHUnitedhealth Group Inc$454K0.25%0.00%NewQ4 2025
AXPAmerican Express Co$415K0.23%0.00%NewQ4 2025
VVisa Inc.$409K0.23%0.00%NewQ4 2025
BABoeing Co$399K0.22%0.00%NewQ4 2025
ORCLOracle Corp$393K0.22%0.00%NewQ4 2025
PEPPepsico Inc$320K0.18%0.00%NewQ4 2025
NUENucor Corp$311K0.17%0.00%NewQ4 2025
JNJJohnson & Johnson$268K0.15%0.00%NewQ4 2025
YUMYum Brands Inc$240K0.13%0.00%NewQ4 2025
AMEAmetek Inc/$226K0.13%0.00%NewQ4 2025
WMTWalmart Inc.$213K0.12%0.00%NewQ4 2025
ABBVAbbVie Inc.$207K0.11%0.00%NewQ4 2025
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