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Portfolio (Quarterly) Guide ↗

Midwest Financial Partners Investments, Inc.

· CIK 0001968851
13F Portfolio $189M AUM 76 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 32 Added 9 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 7,462 $510K 0.28% SOLD
2 ABBV ABBVIE INC Healthcare 904 $207K 0.12% SOLD
Sector Allocation
Technology 45.7%
Healthcare 14.0%
Industrials 13.1%
Financial Services 12.0%
Communication Services 6.0%
Consumer Cyclical 4.9%
Consumer Defensive 1.8%
Energy 1.6%
Basic Materials 1.0%