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Portfolio (Quarterly) Guide ↗

Midwest Capital Advisors, LLC

· CIK 0002026480
13F Portfolio $209M AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 192 New
Page 3 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AAEQ EA SERIES TRUST 6,605.0 $326K 0.16% NEW $49.33 +8.9%
42 DTE DTE ENERGY CO Utilities 2,467.0 $318K 0.15% NEW $128.98 +11.8%
43 AVGO BROADCOM INC Technology 903.0 $313K 0.15% NEW $346.10 +23.9%
44 VXUS VANGUARD STAR FDS 4,132.0 $312K 0.15% NEW $75.45 +14.0%
45 IYW ISHARES TR 1,451.0 $290K 0.14% NEW $199.66 +25.1%
46 LLY ELI LILLY & CO Healthcare 236.0 $254K 0.12% NEW $1076.83 +4.6%
47 VO VANGUARD INDEX FDS 875.0 $254K 0.12% NEW $290.24 -72.8%
48 SUSC ISHARES TR 10,017.0 $234K 0.11% NEW $23.38 -0.9%
49 SCHD SCHWAB STRATEGIC TR 8,014.0 $220K 0.10% NEW $27.43 +18.9%
50 DON WISDOMTREE TR 4,155.0 $214K 0.10% NEW $51.60 +7.4%
51 IJK ISHARES TR 2,172.0 $210K 0.10% NEW $96.88 +17.4%
52 AGG ISHARES TR 2,015.0 $201K 0.10% NEW $99.87 -0.9%
53 COST COSTCO WHSL CORP NEW Consumer Defensive 226.0 $195K 0.09% NEW $861.43 +15.9%
54 DTM DT MIDSTREAM INC Energy 1,576.0 $189K 0.09% NEW $119.68 +20.0%
55 AAPL APPLE INC Technology 652.0 $177K 0.09% NEW $271.86 +14.3%
56 MSFT MICROSOFT CORP Technology 362.0 $175K 0.08% NEW $484.17 -11.6%
57 IJH ISHARES TR 2,321.0 $153K 0.07% NEW $66.01 +12.9%
58 JEPI J P MORGAN EXCHANGE TRADED F 2,517.0 $144K 0.07% NEW $57.25 -1.8%
59 GOOG ALPHABET INC Communication Services 441.0 $138K 0.07% NEW $313.69 +23.1%
60 IWS ISHARES TR 913.0 $129K 0.06% NEW $141.03 +13.8%
Page 3 of 10  ·  192 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 64.4%
Technology 13.8%
Healthcare 5.5%
Utilities 4.2%
Consumer Cyclical 2.7%
Industrials 2.7%
Consumer Defensive 2.6%
Communication Services 1.7%
Energy 1.6%
Basic Materials 0.8%