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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 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PFF ISHARES TR 7,465.0 $226K 0.10% -175.0 -2.3% $30.32 +3.4%
22 DKNG DRAFTKINGS INC NEW Consumer Cyclical 10,300.0 $223K 0.10% -400.0 -3.7% $21.62 +16.2%
23 ZM ZOOM COMMUNICATIONS INC Technology 2,590.0 $208K 0.09% -100.0 -3.7% $80.39 +24.5%
24 CFFN CAPITOL FED FINL INC Financial Services 14,427.0 $103K 0.04% -1K -8.1% $7.13 +7.9%
Page 2 of 2  ·  24 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%