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CIK: 0002115416
Total reported value
$118.1M
$118.1M
114 檔
38.1%
According to the latest 13F quarterly dataset, Midway Capital Research & Management managed an equity portfolio of $118.1M at the end of Q2 2026, spanning 114 distinct U.S. exchange-listed positions.
In Q2 2026, Midway Capital Research & Management displayed an active expansion posture, initiating 2 new positions and adding to 35 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | Stock-Tech | 15.79% | -4.06% | -5.39% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.99% | +1.61% | -0.23% | |
| 3 | APH | Amphenol Corp-cl A | Stock-Tech | 5.38% | +0.09% | +0.41% | |
| 4 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 4.39% | +0.22% | +0.81% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 4.25% | +0.62% | +0.94% | |
| 6 | EWBC | East West Bancorp Inc | Stock-Financials | 4.04% | +0.09% | +0.19% | |
| 7 | BN | Brookfield CORP | Stock-Financials | 4.00% | -0.32% | +1.34% | |
| 8 | ADI | Analog Devices Inc | Stock-Tech | 3.86% | +0.21% | -0.55% | |
| 9 | SYK | Stryker CORP | Stock-Healthcare | 2.87% | -0.03% | +4.46% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.78% | +0.12% | +0.62% | |
| 11 | FCFS | Firstcash Holdings Inc | Stock-Financials | 2.38% | +0.11% | -0.23% | |
| 12 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.33% | +0.09% | +1.92% | |
| 13 | SNPS | Synopsys Inc | Stock-Tech | 2.31% | +0.10% | +2.84% | |
| 14 | LECO | Lincoln Electric Holdings | Stock-Industrials | 2.22% | +0.15% | +0.74% | |
| 15 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 2.11% | +0.44% | +0.64% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.11% | +0.14% | +0.89% | |
| 17 | ORI | Old Republic Intl CORP | Stock-Financials | 2.05% | -0.04% | +1.90% | |
| 18 | VRSK | Verisk Analytics Inc | Stock-Industrials | 1.96% | +0.01% | +3.44% | |
| 19 | KMX | Carmax Inc | Stock-Consumer Disc | 1.91% | +0.21% | +2.09% | |
| 20 | Q | Qnity Electronics Inc | Stock-Tech | 1.90% | -0.33% | +0.98% | |
| 21 | NEE | Nextera Energy Inc | Stock-Utilities | 1.84% | -0.12% | +0.35% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.77% | +0.20% | +0.99% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.70% | -0.14% | +2.31% | |
| 24 | MSCI | Msci Inc | Stock-Financials | 1.68% | +0.05% | +0.50% | |
| 25 | BLK | Blackrock Inc | Stock-Financials | 1.66% | +0.29% | +1.21% | |
| 26 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.27% | +0.49% | +17.18% | |
| 27 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.26% | +0.21% | +0.99% | |
| 28 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.13% | +0.10% | -1.69% | |
| 29 | ✓ | Stock-Other | 1.06% | +0.02% | — | ||
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.02% | +0.49% | -0.96% | |
| 31 | MTN | Vail Resorts Inc | Stock-Consumer Disc | 1.00% | +0.11% | +5.91% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.98% | +0.05% | +1.53% | |
| 33 | PFE | Pfizer Inc | Stock-Healthcare | 0.96% | +0.28% | +0.99% | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 0.82% | +0.23% | +3.17% | |
| 35 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.66% | +0.04% | +15.56% | |
| 36 | ITW | Illinois Tool Works | Stock-Industrials | 0.50% | +0.03% | — | |
| 37 | AXP | American Express Co | Stock-Financials | 0.47% | -0.02% | — | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.01% | — | |
| 39 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.42% | — | +0.76% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | +0.18% | — | |
| 41 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.25% | +0.01% | — | |
| 42 | FDS | Factset Research Systems Inc | Stock-Financials | 0.24% | +0.07% | +7.75% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | +0.08% | — | |
| 44 | WM | Waste Management Inc | Stock-Industrials | 0.19% | — | — | |
| 45 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.19% | +0.01% | — | |
| 46 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.16% | -0.16% | EXIT | |
| 47 | AEE | Ameren Corporation | Stock-Utilities | 0.16% | -0.16% | EXIT | |
| 48 | BX | Blackstone Inc | Stock-Financials | 0.16% | +0.02% | — | |
| 49 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.16% | -0.16% | EXIT | |
| 50 | CME | Cme Group Inc | Stock-Financials | 0.14% | +0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +6.4% | -5.39% | Trim |
| 2 | ✓ | +1.1% | NEW | New buy | |
| 3 | APH | Amphenol Corp-cl A | +0.8% | +0.41% | Add |
| 4 | Q | Qnity Electronics Inc | +0.3% | +0.98% | Add |
| 5 | ADI | Analog Devices Inc | +0.2% | -0.55% | Trim |
| 6 | KMX | Carmax Inc | +0.2% | +2.09% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.62% | Add |
| 8 | EWBC | East West Bancorp Inc | +0.1% | +0.19% | Add |
| 9 | MU | Micron Technology Inc | +0.1% | — | Unchanged |
| 10 | VTI | Vanguard Total Stock Mkt ETF | 0% | +46.11% | Add |
| 11 | TXN | Texas Instruments Inc | 0% | — | Unchanged |
| 12 | JMST | JPM Ultra-short Muni Income | 0% | NEW | New buy |
| 13 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 14 | SHE | Ss Spdr Msci U Gend Div ETF | 0% | — | Unchanged |
| 15 | SCHA | Schwab US Small-cap ETF | 0% | — | Unchanged |
| 16 | VXF | Vanguard Extended Market ETF | — | — | Unchanged |
| 17 | CNI | Canadian Natl Railway Co | — | — | Unchanged |
| 18 | VV | Vanguard Large-cap ETF | — | — | Unchanged |
| 19 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 20 | TSM | Taiwan Semiconductor-sp Adr | — | — | Unchanged |
| 21 | ESGV | Vanguard Esg US Stock ETF | — | — | Unchanged |
| 22 | VTWO | Vanguard Russell 2000 ETF | — | — | Unchanged |
| 23 | VBK | Vanguard Small-cap Grwth ETF | — | — | Unchanged |
| 24 | MTB | M & T Bank CORP | — | — | Unchanged |
| 25 | SUSL | Ishares Esg Msci USA Leaders | — | — | Unchanged |
| 26 | P | Everpure Inc-a | — | — | Unchanged |
| 27 | VTR | Ventas Inc | — | — | Unchanged |
| 28 | OWNS | Ccm Affordable Hous Mbs ETF | — | +24.94% | Add |
| 29 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 30 | IBM | Intl Business Machines CORP | — | — | Unchanged |
| 31 | EPD | Enterprise Products Partners | — | EXIT | Sold out |
| 32 | KLAC | Kla CORP | — | +900.00% | Add |
| 33 | VUG | Vanguard Growth ETF | — | +500.00% | Add |
| 34 | CTRA | Coterra Energy Inc | — | EXIT | Sold out |
| 35 | EBAY | Ebay Inc | — | — | Unchanged |
| 36 | EVN | Eaton Vance Muni Inc Tr | — | — | Unchanged |
| 37 | QQQM | Invesco Nasdaq 100 ETF | — | — | Unchanged |
| 38 | NVDA | Nvidia CORP | — | — | Unchanged |
| 39 | ESGE | Ishares Inc Ishares Esg Awar | — | — | Unchanged |
| 40 | NVS | Novartis Ag-sponsored Adr | — | — | Unchanged |
| 41 | VB | Vanguard Small-cap ETF | — | — | Unchanged |
| 42 | AVGO | Broadcom Inc | — | — | Unchanged |
| 43 | DXCM | Dexcom Inc | — | — | Unchanged |
| 44 | ENR | Energizer Holdings Inc | — | — | Unchanged |
| 45 | INTC | Intel CORP | — | — | Unchanged |
| 46 | QQQ | Invesco Qqq Trust Series 1 | — | — | Unchanged |
| 47 | DXJ | Wisdomtree Japan Hedged Eq | — | — | Unchanged |
| 48 | LLY | Eli Lilly & Co | — | — | Unchanged |
| 49 | FAST | Fastenal Co | — | — | Unchanged |
| 50 | HD | Home Depot Inc | — | — | Unchanged |
According to official SEC Form 13F filings, Midway Capital Research & Management reported a total U.S. public equity portfolio value of $118.1M across 114 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AMAT, AAPL, APH) accounted for 38.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $1.3M
Top Position Liquidated / Trimmed
6D8
前期市值: $1.3M
During Q2 2026, Midway Capital Research & Management's top holdings by market value included AMAT (15.8%)、AAPL (6.0%)、APH (5.4%). The largest single position, AMAT, represented 15.8% of total portfolio value.
In Q2 2026, Midway Capital Research & Management made 54 total portfolio adjustments, initiating 2 new buys, adding to 35 positions, trimming 12 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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