Midway Capital Research & Management Top Holdings and 13F Report (2026) About Midway Capital Research & ManagementInvestment ActivityMidway Capital Research & Management has $106.06 million in total holdings as of March 31, 2026.Midway Capital Research & Management owns shares of 117 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 5.81% of the portfolio was purchased this quarter.About 0.86% of the portfolio was sold this quarter.This quarter, Midway Capital Research & Management has purchased 47 new stocks and bought additional shares in 33 stocks.Midway Capital Research & Management sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings Applied Materials $9,927,291Apple $6,620,366Jones Lang LaSalle $5,382,204Mastercard $5,153,493Amphenol $4,830,613 Largest New Holdings this Quarter 260557103 - DOW $299,630 Holding023608102 - Ameren $199,395 Holding855244109 - Starbucks $183,122 Holding47103U886 - Janus Henderson Short Duration Income ETF $178,925 Holding92826C839 - Visa $167,743 Holding Largest Purchases this Quarter Apple 2,290 shares (about $581.18K)Mastercard 664 shares (about $331.77K)DOW 7,194 shares (about $299.63K)Ameren 1,814 shares (about $199.40K)Starbucks 2,044 shares (about $183.12K) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 5,371 shares (about $540.64K)Applied Materials 732 shares (about $250.19K)PIMCO Enhanced Short Maturity Exchange-Traded Fund 500 shares (about $50.29K)Amphenol 177 shares (about $22.36K)Expeditors International of Washington 111 shares (about $15.90K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMidway Capital Research & Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMATApplied Materials$9,927,291$250,190 â–¼-2.5%29,0459.4%Computer and TechnologyAAPLApple$6,620,366$581,179 â–²9.6%26,0866.2%Computer and TechnologyJLLJones Lang LaSalle$5,382,204$12,781 â–¼-0.2%17,6865.1%FinanceMAMastercard$5,153,493$331,774 â–²6.9%10,3144.9%Business ServicesAPHAmphenol$4,830,613$22,364 â–¼-0.5%38,2324.6%Computer and TechnologyBNBrookfield$4,714,876$32,255 â–²0.7%116,5034.4%FinanceEWBCEast West Bancorp$4,192,679$24,875 â–²0.6%39,2724.0%FinanceADIAnalog Devices$3,906,441$10,180 â–¼-0.3%12,2793.7%Computer and TechnologySYKStryker$3,609,890$44,360 â–²1.2%10,9863.4%MedicalGOOGLAlphabet$2,797,096$2,300 â–²0.1%9,7272.6%Computer and TechnologyDGSWisdomTree Emerging Markets SmallCap Dividend Fund$2,669,281$123,686 â–²4.9%44,4142.5%FinanceFCFSFirstCash$2,611,696$6,956 â–¼-0.3%13,8922.5%Business ServicesLECOLincoln Electric$2,596,161$30,637 â–²1.2%10,4232.4%IndustrialsVRSKVerisk Analytics$2,522,157$162,047 â–²6.9%13,2922.4%Business ServicesSNPSSynopsys$2,509,322$97,931 â–²4.1%6,3292.4%Computer and TechnologyORIOld Republic International$2,471,618$41,536 â–²1.7%61,9452.3%FinanceNEENextEra Energy$2,437,543$25,542 â–²1.1%26,2442.3%UtilitiesMCDMcDonald's$2,403,650$53,767 â–²2.3%7,7342.3%Retail/WholesaleJPMJPMorgan Chase & Co.$2,367,988$17,355 â–²0.7%8,0502.2%FinanceEXPDExpeditors International of Washington$2,321,758$15,899 â–¼-0.7%16,2102.2%TransportationJNJJohnson & Johnson$2,122,717$6,600 â–²0.3%8,6842.0%MedicalBLACKROCK INC COM$2,062,868$13,464 â–²0.7%2,1451.9%StockMSCIMSCI$2,029,373$28,029 â–²1.4%3,7651.9%FinanceKMXCarMax$1,849,021$100,540 â–²5.8%44,4691.7%Retail/WholesaleQNITY ELECTRONICS INC COMMON STOCK$1,674,856$179,301 â–²12.0%14,5161.6%StockDISWalt Disney$1,569,934$19,758 â–²1.3%16,2891.5%Consumer DiscretionarySGOViShares 0-3 Month Treasury Bond ETF$1,443,364$540,645 â–¼-27.3%14,3391.4%ETFSHOPIFY INC CL A SUB VTG SHS$1,411,459$132,973 â–²10.4%11,8991.3%StockPFEPfizer$1,401,080$44,535 â–²3.3%49,8961.3%MedicalDDDuPont de Nemours$1,321,238$21,572 â–²1.7%28,8481.2%Basic MaterialsBRK.BBerkshire Hathaway$1,245,441$57,504 â–²4.8%2,5991.2%FinanceADBEAdobe$1,188,661$27,711 â–²2.4%4,8901.1%Computer and TechnologyMTNVail Resorts$1,122,800$88,541 â–²8.6%8,7501.1%Consumer DiscretionaryVIGVanguard Dividend Appreciation ETF$1,109,064$75,916 â–²7.3%5,1571.0%ETFBAMBrookfield Asset Management$715,823$12,624 â–²1.8%16,1040.7%FinanceITWIllinois Tool Works$603,0920.0%2,3170.6%IndustrialsAXPAmerican Express$533,272$15,124 â–²2.9%1,7630.5%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$527,993$50,285 â–¼-8.7%5,2500.5%ETFGOOGAlphabet$448,9360.0%1,5650.4%Computer and TechnologyMSFTMicrosoft$379,794$132,891 â–²53.8%1,0260.4%Computer and TechnologyDOWDOW$299,630$299,630 â–²New Holding7,1940.3%Basic MaterialsVXFVanguard Extended Market ETF$267,7460.0%1,3010.3%ETFFDSFactSet Research Systems$266,030$38,841 â–²17.1%1,2260.3%Business ServicesWMWaste Management$252,769$460 â–¼-0.2%1,1000.2%Business ServicesCMECME Group$238,3470.0%8070.2%FinanceAMZNAmazon.com$235,762$10,830 â–²4.8%1,1320.2%Retail/WholesaleESGDiShares ESG Aware MSCI EAFE ETF$221,9340.0%2,3210.2%ManufacturingAEEAmeren$199,395$199,395 â–²New Holding1,8140.2%UtilitiesBXBlackstone$199,278$11,499 â–²6.1%1,7330.2%FinanceSBUXStarbucks$183,122$183,122 â–²New Holding2,0440.2%Retail/WholesaleVNLAJanus Henderson Short Duration Income ETF$178,925$178,925 â–²New Holding3,6620.2%ETFVVisa$167,743$167,743 â–²New Holding5550.2%Business ServicesAWKAmerican Water Works$153,101$153,101 â–²New Holding1,1250.1%UtilitiesCNICanadian National Railway$141,720$141,720 â–²New Holding1,3790.1%TransportationKOCocaCola$136,890$136,890 â–²New Holding1,8000.1%Consumer StaplesMRKMerck & Co., Inc.$121,373$121,373 â–²New Holding1,0090.1%MedicalVVVanguard Large-Cap ETF$119,540$119,540 â–²New Holding4000.1%ETFVTWVVanguard Russell 2000 Value ETF$112,037$112,037 â–²New Holding6700.1%ETFSHESPDR MSCI USA Gender Diversity ETF$110,555$110,555 â–²New Holding8650.1%ETFIVViShares Core S&P 500 ETF$105,167$105,167 â–²New Holding1610.1%ETFVTIVanguard Total Stock Market ETF$102,980$102,980 â–²New Holding3210.1%ETFVIGIVanguard International Dividend Appreciation ETF$97,837$97,837 â–²New Holding1,1060.1%ETFAKRE FOCUS ETF$96,293$96,293 â–²New Holding1,8220.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$79,270$79,270 â–²New Holding1,0000.1%ETFTXNTexas Instruments$79,209$79,209 â–²New Holding4080.1%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$70,970$70,970 â–²New Holding9450.1%ETFVCRVanguard Consumer Discretionary ETF$69,652$69,652 â–²New Holding1940.1%ETFNFLXNetflix$57,690$57,690 â–²New Holding6000.1%Consumer DiscretionaryVTRVentas$57,246$57,246 â–²New Holding7000.1%FinanceMTBM&T Bank$56,848$56,848 â–²New Holding2750.1%FinanceNVSNovartis$55,448$55,448 â–²New Holding3630.1%MedicalMDLZMondelez International$54,758$54,758 â–²New Holding9500.1%Consumer StaplesESGVVanguard ESG U.S. Stock ETF$54,675$54,675 â–²New Holding4870.1%ETFSUSLiShares ESG MSCI USA Leaders ETF$45,441$45,441 â–²New Holding4000.0%ManufacturingVTWOVanguard Russell 2000 ETF$44,075$44,075 â–²New Holding4400.0%ETFVBKVanguard Small-Cap Growth ETF$41,711$41,711 â–²New Holding1380.0%ETFXLUUtilities Select Sector SPDR Fund$36,712$36,712 â–²New Holding8000.0%ETFVTVVanguard Value ETF$36,689$36,689 â–²New Holding1870.0%ETFMUMicron Technology$33,784$33,784 â–²New Holding1000.0%Computer and TechnologyCVXChevron$31,035$31,035 â–²New Holding1500.0%EnergyXLEEnergy Select Sector SPDR Fund$30,630$30,630 â–²New Holding5000.0%ETFTSMTaiwan Semiconductor Manufacturing$28,726$28,726 â–²New Holding850.0%Computer and TechnologyEVNEaton Vance Municipal Income Trust$24,984$24,984 â–²New Holding2,4000.0%FinanceIBMInternational Business Machines$24,239$24,239 â–²New Holding1000.0%Computer and TechnologyCCM AFFORDABLE HOUSING MBS ETF$20,028$20,028 â–²New Holding1,1550.0%ETFCRMSalesforce$18,667$18,667 â–²New Holding1000.0%Computer and TechnologyEVERPURE INC CL A$16,531$16,531 â–²New Holding2800.0%StockVUGVanguard Growth ETF$15,724$15,724 â–²New Holding360.0%ETFFASTFastenal$15,590$15,590 â–²New Holding3360.0%Retail/WholesaleSCHASchwab US Small-Cap ETF$15,180$15,180 â–²New Holding5220.0%ETFNVDANVIDIA$13,254$13,254 â–²New Holding760.0%Computer and TechnologyDXCMDexCom$12,560$12,560 â–²New Holding2000.0%MedicalCOFCapital One Financial$9,122$9,122 â–²New Holding500.0%FinanceEBAYeBay$9,102$9,102 â–²New Holding1000.0%Retail/WholesaleESGEiShares ESG Aware MSCI EM ETF$8,094$8,094 â–²New Holding1780.0%ManufacturingDXJWisdomTree Japan Hedged Equity Fund$7,929$7,929 â–²New Holding500.0%FinanceBACBank of America$7,313$7,313 â–²New Holding1500.0%FinanceQQQMInvesco NASDAQ 100 ETF$7,129$7,129 â–²New Holding300.0%ETFHDHome Depot$6,578$6,578 â–²New Holding200.0%Retail/WholesaleVBVanguard Small-Cap ETF$6,548$6,548 â–²New Holding250.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
