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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 Chg Shares Chg % Period Price ① Since Period ①
1 CSNR COHEN & STEERS ETF TRUST 250,318.0 $9.4M 5.05% NEW $37.58 -1.2%
2 BMY BRISTOL-MYERS SQUIBB CO Healthcare 56,148.0 $3.4M 1.83% NEW $60.65 -4.3%
3 NVT NVENT ELEC PLC Industrials 25,799.0 $3.1M 1.64% NEW $118.28 +43.1%
4 VALE VALE S A Basic Materials 186,895.0 $3.0M 1.60% NEW $15.91 +3.7%
5 TEL TE CONNECTIVITY PLC Technology 1,719.0 $359K 0.19% NEW $209.00 -0.2%
6 JNJ JOHNSON & JOHNSON Healthcare 975.0 $238K 0.13% NEW $244.39 -5.8%

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 40.5%
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%