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Greater Midwest Financial Group, LLC 13F Holdings
Holdings from the most recent 13F from Greater Midwest Financial Group, LLC
Filed: 2026-02-17 (Q4 2025) | Holdings: 65 | Value: $178.9M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| OAKM - HARRIS OAKMARK ETF TRUST | Add 1% ($162.8K) | 8.64% | $15.5M | -3.17% | |||
| LSGR - NATIXIS ETF TRUST II | Add 4% ($501.6K) | 8.13% | $14.5M | -3.87% | |||
| MSFT - MICROSOFT CORP | Add 4% ($564.9K) | 7.48% | $13.4M | -7.01% | |||
| GOOGL - ALPHABET INC | Reduce 9% $(1.1M) | 6.63% | $11.9M | ||||
| BAI - BLACKROCK ETF TRUST | New Purchase | 4.66% | $8.3M | -1.33% | |||
| META - META PLATFORMS INC | Add 33% ($2.0M) | 4.61% | $8.3M | -8.53% | |||
| AMZN - AMAZON COM INC | Add 6% ($444.1K) | 4.60% | $8.2M | +4.21% | |||
| NVDA - NVIDIA CORPORATION | Add 14% ($866.7K) | 4.02% | $7.2M | -6.88% | |||
| NFLX - NETFLIX INC | Add 1165% ($5.9M) | 3.61% | $6.5M | +23.58% | |||
| AVUV - AMERICAN CENTY ETF TR | New Purchase | 3.58% | $6.4M | -3.52% | |||
| JEPQ - J P MORGAN EXCHANGE TRADED F | Add 10% ($502.6K) | 3.09% | $5.5M | -2.67% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 9% ($394.6K) | 2.75% | $4.9M | -5.20% | |||
| CRM - SALESFORCE INC | Reduce 7% $(298.0K) | 2.32% | $4.2M | ||||
| ABT - ABBOTT LABS | Add 10% ($356.0K) | 2.23% | $4.0M | -8.52% | |||
| CRWD - CROWDSTRIKE HLDGS INC | Add 6% ($204.8K) | 2.13% | $3.8M | ||||
| AAPL - APPLE INC | Add 1% ($20.1K) | 2.03% | $3.6M | -3.02% | |||
| JPM - JPMORGAN CHASE & CO. | Add 4% ($132.4K) | 2.03% | $3.6M | ||||
| PANW - PALO ALTO NETWORKS INC | Add 6% ($186.0K) | 1.82% | $3.3M | +7.44% | |||
| JEPI - J P MORGAN EXCHANGE TRADED F | Reduce 45% $(2.6M) | 1.75% | $3.1M | -4.47% | |||
| DELL - DELL TECHNOLOGIES INC | Add 12% ($283.5K) | 1.53% | $2.7M | ||||
| TMO - THERMO FISHER SCIENTIFIC INC | Add 6% ($149.5K) | 1.51% | $2.7M | -1.10% | |||
| INTU - INTUIT | New Purchase | 1.46% | $2.6M | +12.00% | |||
| QCOM - QUALCOMM INC | Add 9% ($225.1K) | 1.46% | $2.6M | -10.73% | |||
| MU - MICRON TECHNOLOGY INC | Reduce 31% $(1.1M) | 1.40% | $2.5M | -7.88% | |||
| V - VISA INC | Add 12% ($255.7K) | 1.30% | $2.3M | ||||
| AMD - ADVANCED MICRO DEVICES INC | Add 5% ($106.4K) | 1.28% | $2.3M | +5.95% | |||
| ETN - EATON CORP PLC | New Purchase | 1.25% | $2.2M | -6.90% | |||
| IBDV - ISHARES TR | Add 17% ($297.1K) | 1.15% | $2.1M | -1.33% | |||
| LRCX - LAM RESEARCH CORP | Reduce 19% $(450.0K) | 1.09% | $2.0M | -5.97% | |||
| NEE - NEXTERA ENERGY INC | Add 9% ($139.1K) | 0.96% | $1.7M | +0.52% | |||
| FTNT - FORTINET INC | Add 13% ($179.3K) | 0.85% | $1.5M | +0.32% | |||
| LLY - ELI LILLY & CO | Add 1% ($16.1K) | 0.84% | $1.5M | -7.54% | |||
| MCK - MCKESSON CORP | 0.69% | $1.2M | |||||
| SMH - VANECK ETF TRUST | 0.49% | $883.7K | |||||
| AVGO - BROADCOM INC | Reduce 1% $(6.6K) | 0.44% | $786.4K | ||||
| ORCL - ORACLE CORP | Add 4% ($26.1K) | 0.43% | $770.6K | -5.94% | |||
| ABBV - ABBVIE INC | Add 1% ($5.3K) | 0.42% | $745.9K | -8.13% | |||
| USMV - ISHARES TR | 0.41% | $726.1K | -2.96% | ||||
| QQQ - INVESCO QQQ TR | Add 35% ($138.9K) | 0.30% | $540.3K | -2.83% | |||
| IBTO - ISHARES TR | Reduce 6% $(33.8K) | 0.29% | $515.9K | -1.65% | |||
| MRK - MERCK & CO INC | Reduce 2% $(8.3K) | 0.25% | $450.0K | +0.40% | |||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.25% | $447.1K | -5.99% | ||||
| IBDW - ISHARES TR | Reduce 1% $(2.9K) | 0.23% | $416.9K | -1.56% | |||
| IBDZ - ISHARES TR | Reduce 4% $(14.4K) | 0.22% | $395.7K | -1.98% | |||
| USB - US BANCORP DEL | Reduce 5% $(18.7K) | 0.21% | $377.5K | ||||
| GS - GOLDMAN SACHS GROUP INC | Reduce 2% $(8.8K) | 0.20% | $361.2K | -6.17% | |||
| DGRO - ISHARES TR | Add 1% ($2.3K) | 0.20% | $360.9K | -4.19% | |||
| CSCO - CISCO SYS INC | 0.19% | $346.2K | +1.80% | ||||
| GOOG - ALPHABET INC | New Purchase | 0.18% | $322.9K | ||||
| IBTM - ISHARES TR | Add 1% ($4.3K) | 0.18% | $322.8K | -1.50% | |||
| TMUS - T-MOBILE US INC | Reduce 100% | 0.00% | $0.00 | ||||
| HD - HOME DEPOT INC | Reduce 100% | 0.00% | $0.00 | ||||
| PG - PROCTER AND GAMBLE CO | Reduce 100% | 0.00% | $0.00 | ||||
| ALL - ALLSTATE CORP | Reduce 100% | 0.00% | $0.00 | ||||
| JCI - JOHNSON CTLS INTL PLC | Reduce 100% | 0.00% | $0.00 | ||||