BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Greater Midwest Financial Group, LLC

· CIK 0002025409
13F Portfolio $186M AUM 65 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 31 Added 18 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 JEPI J P MORGAN EXCHANGE TRADED F 54,804 $3.1M 1.75% SOLD
2 DELL DELL TECHNOLOGIES INC Technology 21,804 $2.7M 1.53% SOLD
3 V VISA INC Financial Services 6,620 $2.3M 1.30% SOLD
4 IBDV ISHARES TR 93,174 $2.1M 1.15% SOLD
5 SHOP SHOPIFY INC Technology 2,000 $322K 0.18% SOLD
6 PLTR PALANTIR TECHNOLOGIES INC Technology 1,599 $284K 0.16% SOLD
Sector Allocation
Technology 40.5%
Communication Services 19.7%
Healthcare 15.2%
Consumer Cyclical 7.9%
Industrials 5.9%
Financial Services 5.8%
Basic Materials 2.6%
Utilities 2.0%
Consumer Defensive 0.5%