Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Greater Midwest Financial Group, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Greater Midwest Financial Group, LLC (CIK 2025409) reported $186.1M across 65 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: OAKM ($14.5M, 7.80%), LSGR ($13.8M, 7.39%), AVUV ($13.4M, 7.19%), MSFT ($11.9M, 6.40%), GOOGL ($10.1M, 5.45%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1OAKMHARRIS OAKMARK ETF TRUST$14.5M7.80%526,934Trimmed
2LSGRNATIXIS ETF TRUST II$13.8M7.39%349,125Added
3AVUVAMERICAN CENTY ETF TR$13.4M7.19%121,087Added
4MSFTMICROSOFT CORP$11.9M6.40%32,195Added
5GOOGLALPHABET INC$10.1M5.45%35,276Trimmed
6CSNRCOHEN & STEERS ETF TRUST$9.4M5.05%250,318New
7BAIBLACKROCK ETF TRUST$8.4M4.50%254,173Added
8AMZNAMAZON COM INC$8.3M4.46%39,880Added
9NVDANVIDIA CORPORATION$7.7M4.13%44,050Added
10METAMETA PLATFORMS INC$6.8M3.68%11,962Trimmed
11BRK/BBERKSHIRE HATHAWAY INC DEL$5.5M2.95%11,471Added
12NFLXNETFLIX INC.$5.2M2.80%54,213Trimmed
13MCKMCKESSON CORP$5.1M2.72%5,855Added
14QQQINVESCO QQQ TR$4.8M2.56%8,257Added
15MUMICRON TECHNOLOGY INC$4.7M2.51%13,855Added
16LLYELI LILLY & CO$3.6M1.91%3,865Added
17BMYBRISTOL-MYERS SQUIBB CO$3.4M1.83%56,148New
18AAPLAPPLE INC$3.4M1.81%13,261Trimmed
19PANWPALO ALTO NETWORKS INC$3.3M1.79%20,789Added
20NVTNVENT ELEC PLC$3.1M1.64%25,799New
21VALEVALE S A$3.0M1.60%186,895New
22CRWDCROWDSTRIKE HLDGS INC$2.9M1.54%7,344Trimmed
23INTUINTUIT$2.8M1.52%6,555Added
24ETNEATON CORP PLC$2.8M1.51%7,876Added
25TMOTHERMO FISHER SCIENTIFIC INC$2.4M1.27%4,817Added

Source: SEC Form 13F filings · as of 2026-03-31