Back to funds
View filing
Midwest Financial Partners Investments, Inc.
hedge fundUpdated 28 days agoManaged by Midwest Financial Partners Investments, Inc. • Latest filing Q3 2026
Portfolio value
$260.1M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
63.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $180M |
| Q1 2026 | $188.6M |
| Q2 2026 | $240.8M |
| Q3 2026 | $260.1M |
Top holdings
80 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $25.8M | 119.5K | 9.93% | Added(+7.1%) | |
| 2 | $24.2M | 517.6K | 9.29% | Added(+7.2%) | |
| 3 | ? N/A ISHARES TR | $21.3M | 421.0K | 8.20% | Added(+13.6%) |
| 4 | $17.3M | 24.7K | 6.65% | Added(+9.6%) | |
| 5 | $17.1M | 287.8K | 6.56% | Added(+6.7%) | |
| 6 | ? N/A PUTNAM ETF TRUST | $15.7M | 1.92M | 6.03% | Added(+8.0%) |
| 7 | $13.2M | 568.0K | 5.09% | Added(+6.2%) | |
| 8 | ? N/A ARK ETF TR | $11.1M | 205.2K | 4.28% | Trimmed(-2.9%) |
| 9 | $9.5M | 134.0K | 3.64% | Added(+28.7%) | |
| 10 | ? N/A ARK ETF TR | $8.6M | 188.9K | 3.31% | Trimmed(-0.3%) |
| 11 | $7.4M | 22.3K | 2.85% | Trimmed(-4.9%) | |
| 12 | $6.7M | 40.4K | 2.59% | Trimmed(-4.7%) | |
| 13 | $6.1M | 11.9K | 2.34% | Trimmed(-0.6%) | |
| 14 | $5.9M | 65.4K | 2.26% | Added(+31.9%) | |
| 15 | $5.5M | 55.0K | 2.13% | Added(+97.8%) | |
| 16 | $4.3M | 42.0K | 1.66% | Trimmed(-2.9%) | |
| 17 | $4.3M | 15.0K | 1.64% | Trimmed(-2.9%) | |
| 18 | $4.1M | 26.3K | 1.57% | Added(+15.6%) | |
| 19 | $3.9M | 17.0K | 1.50% | Trimmed(-0.1%) | |
| 20 | $3.7M | 47.1K | 1.42% | Added(+36.0%) |