Midway Capital Research & Management

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$106.1M
Q ending 2026-03-31
Prior quarter
$102.6M
Q ending 2025-12-31
Change
+3.4% QoQ
Positions
117
reported holdings

Largest positions

Top 100 of 117 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Applied Matls Inc ComAMATShares$9.9M29K
Apple Inc ComAAPLShares$6.6M26K
Jones Lang Lasalle Inc ComJLLShares$5.4M18K
Mastercard Incorporated Cl AMAShares$5.2M10K
Amphenol Corp Cl AAPHShares$4.8M38K
Brookfield Corp Cl A Ltd Vt ShBNShares$4.7M117K
East West Bancorp Inc ComEWBCShares$4.2M39K
Analog Devices Inc ComADIShares$3.9M12K
Stryker Corporation ComSYKShares$3.6M11K
Alphabet Inc Cap Stk Cl AGOOGLShares$2.8M10K
Wisdomtree Emerging Markets SmallcDGSShares$2.7M44K
Firstcash Holdings Inc ComFCFSShares$2.6M14K
Lincoln Elec Hldgs Inc ComLECOShares$2.6M10K
Verisk Analytics Inc ComVRSKShares$2.5M13K
Synopsys Inc ComSNPSShares$2.5M6K
Old Rep Intl Corp ComORIShares$2.5M62K
Nextera Energy Inc ComNEEShares$2.4M26K
Mcdonalds Corp ComMCDShares$2.4M8K
Jpmorgan Chase & Co ComJPMShares$2.4M8K
Expeditors Intl Wash Inc ComEXPDShares$2.3M16K
Johnson & Johnson ComJNJShares$2.1M9K
Blackrock Inc ComBLKShares$2.1M2K
Msci Inc ComMSCIShares$2.0M4K
Carmax Inc ComKMXShares$1.8M44K
Qnity Electronics Inc Common StockQShares$1.7M15K
Disney Walt Co ComDISShares$1.6M16K
Ishares 0-3 Month Treasury Bond EtSGOVShares$1.4M14K
Shopify Inc Cl A Sub Vtg ShsSHOPShares$1.4M12K
Pfizer Inc ComPFEShares$1.4M50K
Dupont De Nemours Inc ComDDUSDShares$1.3M29K
Berkshire Hathaway Inc Del Cl B NeBRK/BShares$1.2M3K
Adobe Inc ComADBEShares$1.2M5K
Vail Resorts Inc ComMTNShares$1.1M9K
Vanguard Dividend Appreciation EtfVIGShares$1.1M5K
Brookfield Asset Managmt Ltd Cl A BAMShares$716K16K
Illinois Tool Wks Inc ComITWShares$603K2K
American Express Co ComAXPShares$533K2K
Pimco Enhanced Short Maturity ActiMINTShares$528K5K
Alphabet Inc Cap Stk Cl CGOOGShares$449K2K
Microsoft Corp ComMSFTShares$380K1K
Dow Hldgs Inc ComDOWShares$300K7K
Vanguard Extended Market EtfVXFShares$268K1K
Factset Resh Sys Inc ComFDSShares$266K1K
Waste Mgmt Inc Del ComWMShares$253K1K
Cme Group Inc ComCMEShares$238K807
Amazon Com Inc ComAMZNShares$236K1K
Ishares Esg Aware Msci Eafe EtfESGDShares$222K2K
Ameren Corp ComAEEShares$199K2K
Blackstone Inc ComBXShares$199K2K
Starbucks Corp ComSBUXShares$183K2K
Janus Henderson Short Duration IncVNLAShares$179K4K
Visa Inc Com Cl AVShares$168K555
American Wtr Wks Co Inc New ComAWKShares$153K1K
Canadian Natl Ry Co ComCNIShares$142K1K
Coca Cola Co ComKOShares$137K2K
Merck & Co Inc ComMRKShares$121K1K
Vanguard Large-Cap EtfVVShares$120K400
Vanguard Russell 2000 Value EtfVTWVShares$112K670
State Street Spdr Msci Usa Gender SHEShares$111K865
Ishares Core S&P 500 EtfIVVShares$105K161
Vanguard Total Stock Market EtfVTIShares$103K321
Vanguard International Dividend ApVIGIShares$98K1K
Akre Focus EtfAKREShares$96K2K
Vanguard Short-Term Corporate BondVCSHShares$79K1K
Texas Instrs Inc ComTXNShares$79K408
Vanguard Ftse All-World Ex-Us IndeVEUShares$71K945
Vanguard Consumer Discretionary EtVCRShares$70K194
Netflix Com IncNFLXShares$58K600
Ventas Inc ComVTRShares$57K700
M & T Bk Corp ComMTBShares$57K275
Novartis Ag Sponsored AdrNVSShares$55K363
Mondelez Intl Inc Cl AMDLZShares$55K950
Vanguard Esg U.S. Stock EtfESGVShares$55K487
Ishares Esg Msci Usa Leaders EtfSUSLShares$45K400
Vanguard Russell 2000 EtfVTWOShares$44K440
Vanguard Small-Cap Growth EtfVBKShares$42K138
State Street Utilities Select SectXLUShares$37K800
Vanguard Value EtfVTVShares$37K187
Micron TechnologyMUShares$34K100
Chevron Corporation ComCVXShares$31K150
State Street Energy Select Sector XLEShares$31K500
Taiwan Semiconductor Manufact SponTSMShares$29K85
Eaton Vance Mun Income Tr Sh Ben IEVNShares$25K2K
International Business Machs ComIBMShares$24K100
Ccm Affordable Housing Mbs EtfOWNSShares$20K1K
Salesforce Inc ComCRMShares$19K100
Everpure Inc Cl APShares$17K280
Vanguard Growth EtfVUGShares$16K36
Fastenal Co ComFASTShares$16K336
Schwab U.S. Small-Cap EtfSCHAShares$15K522
Nvidia Corporation ComNVDAShares$13K76
Dexcom Inc ComDXCMShares$13K200
Capital One Finl Corp ComCOFShares$9K50
Ebay Inc. ComEBAYShares$9K100
Ishares Esg Aware Msci Em EtfESGEShares$8K178
Wisdomtree Japan Hedged Equity FunDXJShares$8K50
Bank America Corp ComBACShares$7K150
Invesco Nasdaq 100 EtfQQQMShares$7K30
Home Depot Inc ComHDShares$7K20
Vanguard Small-Cap EtfVBShares$7K25

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.