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CIK: 0002025409
Total reported value
$213.0M
$213.0M
65 檔
34.3%
At the close of Q2 2026, Greater Midwest Financial Group, LLC disclosed equity holdings valued at approximately $213.0M, spread across 65 reported holdings.
Greater Midwest Financial Group, LLC executed strategic sector rebalancing during Q2 2026, establishing 5 new positions while fully exiting 5 holdings and trimming 25 positions.
In terms of portfolio concentration, the top 5 core holdings (including BAI, AVUV, GOOGL) accounted for 34.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
CMI
市值: $3.6M
Top Position Liquidated / Trimmed
CSNR
前期市值: $9.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 10.79% | -1.31% | +61.46% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 7.51% | -0.73% | -0.29% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.15% | -0.51% | -2.15% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 6.11% | +2.28% | +2.10% | |
| 5 | MU | Micron Technology Inc | Stock-Tech | 5.88% | -2.34% | -26.27% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.69% | -0.11% | -1.03% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 4.34% | +0.36% | -1.20% | |
| 8 | LSGR | Natixis Loomis Focused Grwth | ETF-Other | 3.80% | -0.01% | -48.18% | |
| 9 | LRCX | Lam Research CORP | Stock-Tech | 3.79% | -1.07% | +64.69% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.58% | +0.75% | +6.50% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.18% | -0.19% | +11.24% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.12% | +0.05% | +3.00% | |
| 13 | MCK | Mckesson CORP | Stock-Healthcare | 2.77% | +0.20% | +25.50% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.36% | -0.18% | +2.02% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 2.05% | -0.04% | -37.41% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 1.96% | -0.13% | +1.45% | |
| 17 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.95% | +0.10% | +20.96% | |
| 18 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.94% | -0.52% | -45.19% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.84% | +0.15% | -4.00% | |
| 20 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.81% | -0.14% | -35.29% | |
| 21 | CMI | Cummins Inc | Stock-Industrials | 1.79% | -0.49% | — | |
| 22 | ETN | Eaton Corporation plc | Stock-Industrials | 1.69% | -0.09% | +0.89% | |
| 23 | FTNT | Fortinet Inc | Stock-Tech | 1.66% | -0.43% | -0.83% | |
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 1.49% | -0.04% | -8.70% | |
| 25 | VALE | Vale Sa-sp Adr | Stock-Materials | 1.43% | -0.16% | +2.12% | |
| 26 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.41% | +0.34% | +17.21% | |
| 27 | NVT | nVent Electric plc | Stock-Industrials | 1.38% | -0.12% | -36.60% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 1.08% | -0.16% | +2.18% | |
| 29 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.75% | -0.12% | -3.48% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.51% | +0.01% | +10.30% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | -0.02% | +0.33% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.47% | -0.06% | +6.09% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | -0.02% | -3.85% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | +0.03% | +1.63% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.37% | -0.01% | +0.31% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.29% | -0.03% | +0.03% | |
| 37 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-Other | 0.29% | -0.01% | +1.31% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.26% | -0.03% | +0.29% | |
| 39 | USB | US Bancorp | Stock-Financials | 0.22% | -0.02% | +0.85% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.21% | -0.05% | +0.53% | |
| 41 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.21% | -0.01% | +0.97% | |
| 42 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.21% | -0.21% | EXIT | |
| 43 | AMAT | Applied Materials Inc | Stock-Tech | 0.19% | -0.06% | — | |
| 44 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 0.18% | -0.01% | +1.04% | |
| 45 | ALL | Allstate CORP | Stock-Financials | 0.18% | -0.02% | -0.53% | |
| 46 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.17% | -0.01% | +0.42% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | -0.01% | -0.22% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.17% | — | -6.88% | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.16% | -0.02% | +0.31% | |
| 50 | EMR | Emerson Electric Co | Stock-Industrials | 0.16% | -0.06% | +0.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BAI | Ishrs Ai In And Tech Act ETF | +6.3% | +61.46% | Add |
| 2 | MU | Micron Technology Inc | +3.4% | -26.27% | Trim |
| 3 | LRCX | Lam Research CORP | +2.6% | +64.69% | Add |
| 4 | CMI | Cummins Inc | +1.8% | NEW | New buy |
| 5 | AMD | Advanced Micro Devices | +0.8% | -37.41% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.7% | -2.15% | Trim |
| 7 | FTNT | Fortinet Inc | +0.7% | -0.83% | Trim |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +3.00% | Add |
| 9 | LLY | Eli Lilly & Co | +0.5% | +2.02% | Add |
| 10 | AVUV | Avantis US Small Cap Value | +0.3% | -0.29% | Trim |
| 11 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | -35.29% | Trim |
| 12 | QCOM | Qualcomm Inc | +0.3% | -8.70% | Trim |
| 13 | SMH | Vaneck Semiconductor ETF | +0.3% | -3.48% | Trim |
| 14 | AMZN | Amazon.com Inc | +0.2% | -1.03% | Trim |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +11.24% | Add |
| 16 | NVDA | Nvidia CORP | +0.2% | -1.20% | Trim |
| 17 | AMAT | Applied Materials Inc | +0.2% | NEW | New buy |
| 18 | ETN | Eaton Corporation plc | +0.2% | +0.89% | Add |
| 19 | PANW | Palo Alto Networks Inc | +0.2% | -45.19% | Trim |
| 20 | DELL | Dell Technologies -c | +0.2% | NEW | New buy |
| 21 | TMO | Thermo Fisher Scientific Inc | +0.1% | +17.21% | Add |
| 22 | BMY | Bristol-myers Squibb Co | +0.1% | +20.96% | Add |
| 23 | CAT | Caterpillar Inc | +0.1% | NEW | New buy |
| 24 | DAL | Delta Air Lines Inc | +0.1% | NEW | New buy |
| 25 | AVGO | Broadcom Inc | +0.1% | +6.09% | Add |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +0.29% | Add |
| 27 | MCK | Mckesson CORP | +0.1% | +25.50% | Add |
| 28 | UNH | Unitedhealth Group Inc | 0% | -6.00% | Trim |
| 29 | AAPL | Apple Inc | 0% | -4.00% | Trim |
| 30 | GE | General Electric | 0% | +0.12% | Add |
| 31 | JPM | Jpmorgan Chase & Co | 0% | +0.33% | Add |
| 32 | ABBV | Abbvie Inc | 0% | -3.85% | Trim |
| 33 | USB | US Bancorp | 0% | +0.85% | Add |
| 34 | IBM | Intl Business Machines CORP | 0% | +0.53% | Add |
| 35 | MRK | Merck & Co. Inc. | 0% | +1.63% | Add |
| 36 | GS | Goldman Sachs Group Inc | 0% | +0.31% | Add |
| 37 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | +0.11% | Add |
| 38 | ALL | Allstate CORP | 0% | -0.53% | Trim |
| 39 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 40 | JNJ | Johnson & Johnson | 0% | -0.22% | Trim |
| 41 | TSLA | Tesla Inc | 0% | +0.32% | Add |
| 42 | EMR | Emerson Electric Co | — | +0.40% | Add |
| 43 | DGRO | Ishares Core Dividend Growth | — | +0.42% | Add |
| 44 | HD | Home Depot Inc | — | -3.54% | Trim |
| 45 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 46 | IBDZ | Isharesibondsdec2034tmcorp | 0% | +1.04% | Add |
| 47 | USMV | Ishares Msci USA Min Vol Fac | 0% | +0.31% | Add |
| 48 | WMT | Walmart Inc | 0% | -1.32% | Trim |
| 49 | PG | Procter & Gamble Co/the | 0% | -6.88% | Trim |
| 50 | IBTM | Ishares Ibnds Dec 2032 Tt | 0% | — | Unchanged |
According to official SEC Form 13F filings, Greater Midwest Financial Group, LLC reported a total U.S. public equity portfolio value of $213.0M across 65 disclosed positions in Q2 2026.
During Q2 2026, Greater Midwest Financial Group, LLC's top holdings by market value included BAI (10.8%)、AVUV (7.5%)、GOOGL (6.2%). The largest single position, BAI, represented 10.8% of total portfolio value.
In Q2 2026, Greater Midwest Financial Group, LLC made 67 total portfolio adjustments, initiating 5 new buys, adding to 32 positions, trimming 25 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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