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Portfolio (Quarterly) Guide ↗

Midwest Financial Group LLC

· CIK 0001967193
13F Portfolio $234M AUM 126 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 63 Added 24 Reduced 3 Exited
Page 4 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLF SELECT SECTOR SPDR TR 4,971.0 $245K 0.10% +601.0 +13.8% $49.37 +4.0%
62 HRI HERC HLDGS INC Industrials 2,465.0 $245K 0.10% +312.0 +14.5% $99.55 +34.7%
63 QQQI NEOS ETF TRUST 4,600.0 $229K 0.10% +200.0 +4.5% $49.69 +14.3%
Page 4 of 4  ·  63 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.9%
Financial Services 31.8%
Energy 8.5%
Industrials 5.7%
Consumer Cyclical 4.8%
Consumer Defensive 4.7%
Communication Services 1.5%
Healthcare 1.2%
Utilities 0.9%