Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Midway Capital Research & Management (CIK 2115416) reported $125.8M across 114 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMAT ($19.9M, 15.79%), AAPL ($7.5M, 5.99%), APH ($6.8M, 5.38%), JLL ($5.5M, 4.39%), MA ($5.3M, 4.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC COM | $19.9M | 15.79% | 27,479 | Trimmed |
| 2 | AAPL | APPLE INC COM | $7.5M | 5.99% | 26,025 | Trimmed |
| 3 | APH | AMPHENOL CORP CL A | $6.8M | 5.38% | 38,390 | Added |
| 4 | JLL | JONES LANG LASALLE INC COM | $5.5M | 4.39% | 17,829 | Added |
| 5 | MA | MASTERCARD INCORPORATED CL A | $5.3M | 4.25% | 10,411 | Added |
| 6 | EWBC | EAST WEST BANCORP INC COM | $5.1M | 4.04% | 39,346 | Added |
| 7 | BN | BROOKFIELD CORP CL A LTD VT SH | $5.0M | 4.00% | 118,064 | Added |
| 8 | ADI | ANALOG DEVICES INC COM | $4.9M | 3.86% | 12,212 | Trimmed |
| 9 | SYK | STRYKER CORPORATION COM | $3.6M | 2.87% | 11,476 | Added |
| 10 | GOOGL | ALPHABET INC CAP STK CL A | $3.5M | 2.78% | 9,787 | Added |
| 11 | FCFS | FIRSTCASH HOLDINGS INC COM | $3.0M | 2.38% | 13,860 | Trimmed |
| 12 | DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $2.9M | 2.33% | 45,268 | Added |
| 13 | SNPS | SYNOPSYS INC COM | $2.9M | 2.31% | 6,509 | Added |
| 14 | LECO | LINCOLN ELEC HLDGS INC COM | $2.8M | 2.22% | 10,500 | Added |
| 15 | EXPD | EXPEDITORS INTL WASH INC COM | $2.7M | 2.11% | 16,313 | Added |
| 16 | JPM | JPMORGAN CHASE & CO COM | $2.7M | 2.11% | 8,122 | Added |
| 17 | ORI | OLD REP INTL CORP COM | $2.6M | 2.05% | 63,123 | Added |
| 18 | VRSK | VERISK ANALYTICS INC COM | $2.5M | 1.96% | 13,749 | Added |
| 19 | KMX | CARMAX INC COM | $2.4M | 1.91% | 45,398 | Added |
| 20 | Q | QNITY ELECTRONICS INC COMMON STOCK | $2.4M | 1.90% | 14,658 | Added |
| 21 | NEE | NEXTERA ENERGY INC COM | $2.3M | 1.84% | 26,336 | Added |
| 22 | JNJ | JOHNSON & JOHNSON COM | $2.2M | 1.77% | 8,770 | Added |
| 23 | MCD | MCDONALDS CORP COM | $2.1M | 1.70% | 7,913 | Added |
| 24 | MSCI | MSCI INC COM | $2.1M | 1.68% | 3,784 | Added |
| 25 | BLK | BLACKROCK INC COM | $2.1M | 1.66% | 2,171 | Added |
Source: SEC Form 13F filings · as of 2026-06-30