Midwest Financial Partners Investments, Inc. reported 38 positions worth $36.42M for the quarter ended Sep 30, 2026, up 5.4% on the prior quarter. It opened 4 new positions, added to 3, trimmed 20 and exited 5. Its largest holding is Apple Inc. at 20.4% 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 |
|---|---|---|---|---|
| BRK-B Berkshire Hathaway Inc | +1,164 | – | $579.61K | 1.59% |
| PSX Phillips 66 | +953 | – | $243.31K | 0.668% |
| MDT Medtronic plc | +2,510 | – | $216.59K | 0.595% |
| COP Conocophillips | +1,704 | – | $213.26K | 0.586% |
| MMM 3M Co | +622 | +12.9% | $102.10K | 2.45% |
| XOM ExxonMobil Holdings Corp | +313 | +19.9% | $50.93K | 0.844% |
| BA Boeing Co | +239 | +13.0% | $44.47K | 1.06% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AXP American Express Co | -1,307 | -100.0% | $442.09K | Exited |
| CASY Caseys General Stores Inc | -555 | -100.0% | $441.11K | Exited |
| AAPL Apple Inc. | -1,139 | -4.9% | $379.31K | 20.38% |
| PEP Pepsico Inc | -2,227 | -100.0% | $301.54K | Exited |
| YUM Yum Brands Inc | -1,585 | -100.0% | $253.38K | Exited |
| WMT Walmart Inc. | -1,834 | -100.0% | $207.72K | Exited |
| AMGN Amgen Inc | -440 | -18.8% | $185.46K | 2.21% |
| TECH BIO-TECHNE Corp | -2,060 | -7.0% | $149.29K | 5.43% |
| SBUX Starbucks Corp | -1,536 | -39.6% | $144.32K | 0.605% |
| JNJ Johnson & Johnson | -206 | -15.9% | $54.54K | 0.79% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 22.3K | $7.42M | 20.38% | -1,139 | -4.9% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 11.9K | $6.09M | 16.72% | -69 | -0.6% | Reduced | 0% |
| 3 | NVDA Nvidia Corp | Technology | 17.0K | $3.89M | 10.69% | -16 | -0.1% | Reduced | 0% |
| 4 | TECH BIO-TECHNE Corp | Healthcare | 27.3K | $1.98M | 5.43% | -2,060 | -7.0% | Reduced | 0.02% |
| 5 | GOOG Alphabet Inc. | Technology | 3,355 | $1.14M | 3.14% | -137 | -3.9% | Reduced | 0% |
| 6 | HEI Heico Corp | Industrials | 3,480 | $1.06M | 2.9% | 0 | 0.0% | Unchanged | 0.01% |
| 7 | ILMN Illumina, Inc. | Healthcare | 3,649 | $998.66K | 2.74% | 0 | 0.0% | Unchanged | 0% |
| 8 | MMM 3M Co | Industrials | 5,441 | $893.14K | 2.45% | +622 | +12.9% | Added | 0% |
| 9 | AMGN Amgen Inc | Healthcare | 1,906 | $803.40K | 2.21% | -440 | -18.8% | Reduced | 0% |
| 10 | HEI-A Heico Corp | Industrials | 3,438 | $785.00K | 2.16% | 0 | 0.0% | Unchanged | 0% |
| 11 | GOOGL Alphabet Inc. | Technology | 2,175 | $748.37K | 2.05% | -142 | -6.1% | Reduced | 0% |
| 12 | BRK-A Berkshire Hathaway Inc | Financial Services | 1 | $747.01K | 2.05% | 0 | 0.0% | Unchanged | 0% |
| 13 | DE Deere & Co | Industrials | 949 | $637.30K | 1.75% | 0 | 0.0% | Unchanged | 0% |
| 14 | HON Honeywell International Inc | Industrials | 2,955 | $623.33K | 1.71% | 0 | 0.0% | Unchanged | 0% |
| 15 | JPM Jpmorgan Chase & Co | Financial Services | 1,809 | $598.47K | 1.64% | -10 | -0.5% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Midwest Financial Partners Investments.
As of its Q3 2026 13F filing, Midwest Financial Partners Investments, Inc.’s five largest positions were Apple Inc. (AAPL) at 20.4%, Microsoft Corp (MSFT) at 16.7%, Nvidia Corp (NVDA) at 10.7%, BIO-TECHNE Corp (TECH) at 5.4%, Alphabet Inc. (GOOG) at 3.1% of the reported portfolio.
Midwest Financial Partners Investments, Inc. reported a 13F portfolio worth $36.42M across 38 positions for Q3 2026. That is up 5.4% from the previous quarter.
Its largest purchases by value were Berkshire Hathaway Inc ($579.61K), Phillips 66 ($243.31K), Medtronic plc ($216.59K). It opened 4 new positions.
Its largest sales by value were American Express Co ($442.09K), Caseys General Stores Inc ($441.11K), Apple Inc. ($379.31K). It exited 5 positions entirely.
From the Form 13F-HR reports Midwest Financial Partners Investments, Inc. 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.