Greater Midwest Financial Group, LLC reported 49 positions worth $145.64M for the quarter ended Sep 30, 2026, up 0.8% on the prior quarter. It opened 1 new position, added to 32, trimmed 15 and exited 2. Its largest holding is Microsoft Corp at 11.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PLTR Palantir Technologies Inc. | +1,139 | – | $212.98K | 0.146% |
| CMI Cummins Inc | +342 | +6.8% | $176.68K | 1.91% |
| VALE Vale S.A. | +11.5K | +6.0% | $153.64K | 1.86% |
| GOOGL Alphabet Inc. | +423 | +1.2% | $145.54K | 8.26% |
| BMY Bristol Myers Squibb Co | +2,145 | +3.2% | $133.85K | 3% |
| QCOM Qualcomm Inc | +643 | +4.0% | $118.34K | 2.12% |
| LLY ELI LILLY & Co | +78 | +2.0% | $90.26K | 3.19% |
| NEE Nextera Energy Inc | +1,187 | +4.8% | $89.90K | 1.35% |
| NVDA Nvidia Corp | +306 | +0.7% | $69.88K | 6.87% |
| NFLX Netflix Inc | +917 | +1.7% | $63.81K | 2.67% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MU Micron Technology Inc | -3,144 | -30.8% | $3.35M | 5.17% |
| PANW Palo Alto Networks Inc | -3,759 | -33.0% | $1.49M | 2.08% |
| CRWD CrowdStrike Holdings, Inc. | -5,601 | -29.5% | $1.48M | 2.44% |
| FTNT Fortinet, Inc. | -7,101 | -32.7% | $1.27M | 1.79% |
| HD Home Depot, Inc. | -654 | -100.0% | $230.81K | Exited |
| WMT Walmart Inc. | -1,793 | -100.0% | $203.07K | Exited |
| EMR Emerson Electric Co | -825 | -36.8% | $127.99K | 0.151% |
| MSFT Microsoft Corp | -248 | -0.8% | $127.20K | 11.49% |
| TMO Thermo Fisher Scientific Inc. | -133 | -2.4% | $89.79K | 2.56% |
| AMZN Amazon Com Inc | -333 | -0.8% | $82.97K | 6.7% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| PLTR Palantir Technologies Inc. | +1,139 | $212.98K | 0.146% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 32.6K | $16.73M | 11.49% | -248 | -0.8% | Reduced | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 34.9K | $12.02M | 8.26% | +423 | +1.2% | Added | 0% |
| 3 | NVDA Nvidia Corp | Technology | 43.8K | $10.01M | 6.87% | +306 | +0.7% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 39.1K | $9.75M | 6.7% | -333 | -0.8% | Reduced | 0% |
| 5 | META Meta Platforms, Inc. | Technology | 12.7K | $9.22M | 6.33% | -22 | -0.2% | Reduced | 0% |
| 6 | MU Micron Technology Inc | Technology | 7,071 | $7.53M | 5.17% | -3,144 | -30.8% | Reduced | 0% |
| 7 | BRK-B Berkshire Hathaway Inc | Financial Services | 12.8K | $6.36M | 4.37% | +14 | +0.1% | Added | 0% |
| 8 | MCK Mckesson Corp | Healthcare | 7,412 | $6.33M | 4.35% | +64 | +0.9% | Added | 0.01% |
| 9 | LRCX Lam Research Corp | Technology | 17.6K | $5.80M | 3.98% | +115 | +0.7% | Added | 0% |
| 10 | LLY ELI LILLY & Co | Healthcare | 4,021 | $4.65M | 3.19% | +78 | +2.0% | Added | 0% |
| 11 | BMY Bristol Myers Squibb Co | Healthcare | 70.1K | $4.37M | 3% | +2,145 | +3.2% | Added | 0% |
| 12 | AMD Advanced Micro Devices Inc | Technology | 6,993 | $4.28M | 2.94% | -93 | -1.3% | Reduced | 0% |
| 13 | AAPL Apple Inc. | Technology | 12.8K | $4.25M | 2.92% | +19 | +0.1% | Added | 0% |
| 14 | NFLX Netflix Inc | Technology | 55.9K | $3.89M | 2.67% | +917 | +1.7% | Added | 0% |
| 15 | TMO Thermo Fisher Scientific Inc. | Healthcare | 5,513 | $3.72M | 2.56% | -133 | -2.4% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Greater Midwest Financial.
As of its Q3 2026 13F filing, Greater Midwest Financial Group, LLC’s five largest positions were Microsoft Corp (MSFT) at 11.5%, Alphabet Inc. (GOOGL) at 8.3%, Nvidia Corp (NVDA) at 6.9%, Amazon Com Inc (AMZN) at 6.7%, Meta Platforms, Inc. (META) at 6.3% of the reported portfolio.
Greater Midwest Financial Group, LLC reported a 13F portfolio worth $145.64M across 49 positions for Q3 2026. That is up 0.8% from the previous quarter.
Its largest purchases by value were Palantir Technologies Inc. ($212.98K), Cummins Inc ($176.68K), Vale S.A. ($153.64K). It opened 1 new positions.
Its largest sales by value were Micron Technology Inc ($3.35M), Palo Alto Networks Inc ($1.49M), CrowdStrike Holdings, Inc. ($1.48M). It exited 2 positions entirely.
From the Form 13F-HR reports Greater Midwest Financial Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.