Midway Capital Research & Management 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MC Midway Capital Research & Management | Institutional Filer | — | $106.1M | 117 |
Current Portfolio Holdings
Showing all 117 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials, Inc. | Technology | 29K | $9.9M | 9.36% |
| 2 | AAPL | Apple Inc. | Technology | 26K | $6.6M | 6.24% |
| 3 | JLL | Jones Lang LaSalle Incorporated | Real Estate | 18K | $5.4M | 5.07% |
| 4 | MA | Mastercard Incorporated | Financial Services | 10K | $5.2M | 4.86% |
| 5 | APH | Amphenol Corporation | Technology | 38K | $4.8M | 4.55% |
| 6 | BN | Brookfield Corporation | Financial Services | 117K | $4.7M | 4.45% |
| 7 | EWBC | East West Bancorp, Inc. | Financial Services | 39K | $4.2M | 3.95% |
| 8 | ADI | Analog Devices, Inc. | Technology | 12K | $3.9M | 3.68% |
| 9 | SYK | Stryker Corporation | Healthcare | 11K | $3.6M | 3.40% |
| 10 | GOOGL | Alphabet Inc. | Technology | 10K | $2.8M | 2.64% |
| 11 | DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | — | 44K | $2.7M | 2.52% |
| 12 | FCFS | FirstCash Holdings, Inc | Financial Services | 14K | $2.6M | 2.46% |
| 13 | LECO | Lincoln Electric Holdings, Inc. | Industrials | 10K | $2.6M | 2.45% |
| 14 | VRSK | Verisk Analytics, Inc. | Industrials | 13K | $2.5M | 2.38% |
| 15 | SNPS | Synopsys, Inc. | Technology | 6K | $2.5M | 2.37% |
Showing 1 to 15 of 117 holdings