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Greater Midwest Financial Group - Q2 2026 13F Filings

GR

Greater Midwest Financial Group, LLC

CIK: 0002025409
Address: Minnesota St. Paul 3222 Rice Street
$200.61 M
Portfolio Value
65
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/13/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. BAI Ishares Ai Innovation And Tech Active Etf
+$8.24 M
2. CMI Cummins
+$3.59 M
3. LRCX Lam Research Corporation
+$2.98 M
4. MCK Mckesson Corporation
+$1.13 M
5. BMY Bristol-Myers Squibb Company
+$677,953.86

Top Sells

Q2 2026
1. OAKM Oakmark Us Large Cap Etf
−$14.6 M
2. CSNR Cohen & Steers Natural Resources Active Etf
−$9.41 M
3. LSGR Natixis Loomis Sayles Focused Growth Etf
−$7.09 M
4. MU Micron Technology
−$4.2 M
5. PANW Palo Alto Networks
−$3.2 M

Asset Allocation

Stocks/ETFs
+7.78%
$200.61 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Greater Midwest Financial Group Q2 2026 Filing Summary

Greater Midwest Financial Group, LLC filed its 13F report for Q2 2026 on July 15, 2026. The portfolio totaled 200.61 M reflecting a +7.78% change from the prior quarter, spanning 65 assets. The top 10 holdings comprised 56.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 5 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Greater Midwest Financial Group’s Q2 2026 Filing

Greater Midwest Financial Group submitted their Form 13F-HR for the Q2 2026 period on 07/15/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Greater Midwest Financial Group reported a managed portfolio value of 200.61 M, consisting of 65 individual positions.

This page displays the raw filing documents. To see which stocks Greater Midwest Financial Group bought or sold during Q2 2026, please visit Greater Midwest Financial Group's Portfolio Analysis page.