account_balance

Investment manager · 13F filer · SEC CIK 2115416

Midway Capital Research & Management

Reported value$118Mas of Sep 30, 2026
Positions50 2 new, 66 sold out
Top 10 weight51.9%AMAT alone is 12%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AMAT Applied Materials Inc 11.7% HeldAAPL Apple Inc. 7.6% Added +3%APH Amphenol Corp 5.5% HeldMA Mastercard Inc 4.9% HeldJLL Jones Lang Lasalle Inc 4.6% HeldEWBC East West Bancorp Inc 4.1% HeldADI Analog Devices Inc 4.1% HeldBN Brookfield Corp 3.7% HeldGOOGL Alphabet Inc. 2.9% HeldSYK Stryker Corp 2.8% Added +6%EXPD Expeditors International of Washington Inc 2.5% HeldFCFS FirstCash Holdings, Inc. 2.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 14, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • MINT −7%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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