StockDriftsStockDriftsTop 50 Greater Midwest Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BAI | BLACKROCK ETF TRUST | 10.79% | 410.4K | $21.6M | +61.46%(+156.22K) | $36.85(+20.59%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 7.51% | 120.7K | $15.1M | -0.29%(-351) | $100.92(+26.31%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 6.15% | 34.5K | $12.3M | -2.15%(-757) | $138.78(+153.25%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 6.11% | 32.9K | $12.3M | +2.10%(+677) | $372.15(+35.10%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 5.88% | 10.2K | $11.8M | -26.27%(-3.64K) | $206.59(+317.27%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.69% | 39.5K | $9.4M | -1.03%(-410) | $157.21(+74.90%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.34% | 43.5K | $8.7M | -1.20%(-527) | $135.71(+62.45%) | 2026-06-30 | |
| LSGR | NATIXIS ETF TRUST II | 3.8% | 180.9K | $7.6M | -48.18%(-168.20K) | $43.10(+4.77%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 3.79% | 17.5K | $7.6M | +64.69%(+6.88K) | $179.21(+75.44%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.58% | 12.7K | $7.2M | +6.50%(+777) | $583.39(+2.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +57.02% |
| Top 20 Holdings Unweighted | — | — | — | — | +82.68% |
Greater Midwest Financial Group, LLC reports $200.61M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are BAI (10.8%), AVUV (7.5%) and GOOGL (6.2%). The top 20 holdings account for 79.62% of reported assets. Its disclosed equity book has returned +57.02% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Greater Midwest Financial Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2025409). View Greater Midwest Financial Group, LLC’s 13F filings on SEC