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Portfolio (Quarterly) Guide ↗

Midwest Capital Advisors, LLC

· CIK 0002026480
13F Portfolio $214M AUM 199 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 43 Added 26 Reduced 16 Exited
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TSLA TESLA INC Consumer Cyclical 27.0 $10K 0.01% +24.0 +800.0% $371.74 +18.5%
42 GIS GENERAL MILLS INC Consumer Defensive 210.0 $8K 0.00% +2.0 +1.0% $37.30 -9.8%
43 CCL CARNIVAL CORP Consumer Cyclical 117.0 $3K 0.00% +1.0 +0.9% $25.79 +8.5%
Page 3 of 3  ·  43 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
Financial Services 47.3%
Technology 18.8%
Healthcare 7.9%
Utilities 6.4%
Consumer Defensive 4.4%
Industrials 4.3%
Consumer Cyclical 3.9%
Energy 3.1%
Communication Services 2.7%
Basic Materials 1.2%