Midwest Financial Group LLC reported 62 positions worth $85.13M for the quarter ended Sep 30, 2026, up 3.9% on the prior quarter. It opened 5 new positions, added to 31, trimmed 13 and exited 6. Its largest holding is Advanced Micro Devices Inc at 15.2% 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 |
|---|---|---|---|---|
| VSH Vishay Intertechnology Inc | +16.1K | – | $522.43K | 0.614% |
| RMBS Rambus Inc | +4,475 | – | $477.75K | 0.561% |
| VLO Valero Energy Corp | +734 | – | $284.51K | 0.334% |
| PSX Phillips 66 | +800 | – | $204.25K | 0.24% |
| COST Costco Wholesale Corp | +192 | +10.0% | $174.81K | 2.26% |
| CYPH Cypherpunk Technologies Inc. | +46.8K | – | $155.84K | 0.183% |
| BRK-B Berkshire Hathaway Inc | +218 | +3.0% | $108.55K | 4.44% |
| AVGO Broadcom Inc. | +276 | +8.8% | $96.92K | 1.41% |
| GOOGL Alphabet Inc. | +222 | +5.8% | $76.38K | 1.63% |
| COP Conocophillips | +600 | +23.8% | $75.09K | 0.458% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MU Micron Technology Inc | -225 | -2.4% | $239.66K | 11.55% |
| EVRG Evergy, Inc. | -2,538 | -100.0% | $219.32K | Exited |
| DKNG DraftKings Inc. | -8,395 | -100.0% | $212.06K | Exited |
| INTC Intel Corp | -1,450 | -100.0% | $202.46K | Exited |
| AMPG AmpliTech Group, Inc. | -29.0K | -100.0% | $201.49K | Exited |
| AMD Advanced Micro Devices Inc | -160 | -0.8% | $97.88K | 15.17% |
| RXRX Recursion Pharmaceuticals, Inc. | -18.1K | -100.0% | $66.48K | Exited |
| OKE Oneok Inc | -530 | -1.5% | $45.19K | 3.42% |
| PRPL Purple Innovation, Inc. | -4,600 | -100.0% | $41.06K | Exited |
| RTX RTX Corp | -142 | -2.1% | $26.36K | 1.47% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| EVRG Evergy, Inc. | -2,538 | $219.32K | 0.268% |
| DKNG DraftKings Inc. | -8,395 | $212.06K | 0.259% |
| INTC Intel Corp | -1,450 | $202.46K | 0.247% |
| AMPG AmpliTech Group, Inc. | -29.0K | $201.49K | 0.246% |
| RXRX Recursion Pharmaceuticals, Inc. | -18.1K | $66.48K | 0.081% |
| PRPL Purple Innovation, Inc. | -4,600 | $41.06K | 0.05% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMD Advanced Micro Devices Inc | Technology | 21.1K | $12.91M | 15.17% | -160 | -0.8% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 30.5K | $10.17M | 11.94% | -13 | 0.0% | Reduced | 0% |
| 3 | MU Micron Technology Inc | Technology | 9,235 | $9.84M | 11.55% | -225 | -2.4% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 10.7K | $5.51M | 6.47% | +80 | +0.8% | Added | 0% |
| 5 | BRK-B Berkshire Hathaway Inc | Financial Services | 7,586 | $3.78M | 4.44% | +218 | +3.0% | Added | 0% |
| 6 | OKE Oneok Inc | Energy | 34.2K | $2.91M | 3.42% | -530 | -1.5% | Reduced | 0.01% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 11.1K | $2.77M | 3.25% | +90 | +0.8% | Added | 0% |
| 8 | NVDA Nvidia Corp | Technology | 11.9K | $2.71M | 3.18% | +234 | +2.0% | Added | 0% |
| 9 | XOM ExxonMobil Holdings Corp | Energy | 13.1K | $2.13M | 2.51% | -79 | -0.6% | Reduced | 0% |
| 10 | QCOM Qualcomm Inc | Technology | 10.5K | $1.92M | 2.26% | +125 | +1.2% | Added | 0% |
| 11 | COST Costco Wholesale Corp | Consumer Staples | 2,112 | $1.92M | 2.26% | +192 | +10.0% | Added | 0% |
| 12 | USB Us Bancorp \De\ | Financial Services | 33.0K | $1.90M | 2.24% | -160 | -0.5% | Reduced | 0% |
| 13 | BA Boeing Co | Industrials | 8,842 | $1.65M | 1.93% | +155 | +1.8% | Added | 0% |
| 14 | V Visa Inc. | Financial Services | 4,174 | $1.50M | 1.76% | +82 | +2.0% | Added | 0% |
| 15 | GOOGL Alphabet Inc. | Technology | 4,045 | $1.39M | 1.63% | +222 | +5.8% | Added | 0% |
Tip. Select a row to see that position’s full history at Midwest Financial.
As of its Q3 2026 13F filing, Midwest Financial Group LLC’s five largest positions were Advanced Micro Devices Inc (AMD) at 15.2%, Apple Inc. (AAPL) at 11.9%, Micron Technology Inc (MU) at 11.6%, Microsoft Corp (MSFT) at 6.5%, Berkshire Hathaway Inc (BRK-B) at 4.4% of the reported portfolio.
Midwest Financial Group LLC reported a 13F portfolio worth $85.13M across 62 positions for Q3 2026. That is up 3.9% from the previous quarter.
Its largest purchases by value were Vishay Intertechnology Inc ($522.43K), Rambus Inc ($477.75K), Valero Energy Corp ($284.51K). It opened 5 new positions.
Its largest sales by value were Micron Technology Inc ($239.66K), Evergy, Inc. ($219.32K), DraftKings Inc. ($212.06K). It exited 6 positions entirely.
From the Form 13F-HR reports 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.