Midwest Financial Partners Investments, Inc.

CIK 0001968851 · Q1 2026

13F Equity AUM

$188.6M

+4.8% QoQ

Positions

+7 QoQ

AUM Rank

#7,645

Top 61%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 42.7%Top 10: 61.9%Top 20: 80.2%

JPIB11.6%

VTV10.8%

VWO7.2%

FTMN6.7%

VOO6.4%

FLMI6.2%

ARKF3.8%

ESGU3.2%

AAPL3.2%

ARKG2.9%

Others (66)38.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services77.8%

Technology7.7%

Fund6.7%

Healthcare2.3%

Industrials2.2%

Other3.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 76Median: 0.34%Avg: 1.32%

0–0.5%

44(9.8%)

0.5–1%

10(8.0%)

1–3%

13(23.3%)

3–5%

3(10.1%)

5%+

6(48.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 73Unique: 3vs 20 funds

1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

1.5%

1.4%

1.5%

1.6%

2.1%

1.3%

VANGUARD CAPITAL MANAGEMENT LLC

1.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.2%

GEODE CAPITAL MANAGEMENT, LLC

0.9%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

Loading overlap analysis...

Position Changes This Quarter

New9Increased33Decreased10Exited2

New Positions

CASY0.2%

+555

SLV0.2%

+5K

IBIT0.2%

+9K

GQ90.2%

+730

XOM0.1%

+2K

COP0.1%

+2K

SIL0.1%

+3K

SBUX0.1%

+2K

TSLA0.1%

+562

Increased

FTMN6.7%

+108K(+8%)

JPIB11.6%

+29K(+7%)

FLMI6.2%

+27K(+6%)

VEA2.8%

+23K(+38%)

VWO7.2%

+17K(+7%)

SGOV1.8%

+15K(+82%)

SUSC0.8%

+7K(+12%)

VTV10.8%

+5K(+5%)

EAGG1.1%

+4K(+12%)

ARKG2.9%

+4K(+2%)

Decreased

NVDA1.6%

-2,477(-12%)

TECH1.0%

-2,334(-6%)

BSX0.2%

-2,036(-22%)

AAPL3.2%

-1,525(-6%)

VB2.2%

-409(-3%)

MSFT2.5%

-158(-1%)

WMT0.1%

-75(-4%)

VGIT0.2%

-66(-1%)

DE0.3%

-42(-4%)

ILMN0.2%

-13(-0%)

Exited

GBTC

-7,462

ABBV

-904

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...