Long-term investor
Midwest Financial Group LLC @midwestfinancialgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001967193).
Record
- Tracked since 2025-06-30 (434 days), 80 trades recorded
- Returns: week n/a · month n/a · 90 days +9.9% · 6 months +12.8% · 1 year +21.1% · all +21.1%
- Max drawdown 0.0% · Sharpe 1.57 · win rate 53% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287309 · 6.0% · long · since 2025-06-30
- 025072877 · 5.4% · long · since 2025-06-30
- QQQ · 5.2% · long · since 2025-06-30
- AMD · 4.3% · long · since 2025-06-30
- 808524797 · 4.3% · long · since 2025-06-30
- MU · 3.8% · long · since 2025-06-30
- AAPL · 3.1% · long · since 2025-06-30
- 746729300 · 3.0% · long · since 2025-12-31
- 464287523 · 2.8% · long · since 2025-06-30
- 808524839 · 2.7% · long · since 2025-06-30
- 025072349 · 2.6% · long · since 2025-06-30
- 92189F643 · 2.3% · long · since 2025-06-30
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