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MIDWEST CAPITAL ADVISORS, LLC 13F portfolio summary

MIDWEST CAPITAL ADVISORS, LLC of MIDWEST CAPITAL ADVISORS, LLC has 195 current stock holdings with a reported portfolio value of $214.0M. The portfolio 1 year return is +15.19%. Top holdings include QQQ (0.00%), AWK (0.00%), BSV (0.00%), ICVT (0.00%), SPY (0.00%).

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MIDWEST CAPITAL ADVISORS, LLC

MIDWEST CAPITAL ADVISORS, LLC
Latest filing: 2026-03-31

MIDWEST CAPITAL ADVISORS, LLC runs MIDWEST CAPITAL ADVISORS, LLC and currently holds 195 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $214.00M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MIDWEST CAPITAL ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MIDWEST CAPITAL ADVISORS, LLC's portfolio at MIDWEST CAPITAL ADVISORS, LLC has delivered returns of +15.19%. Their 3-year annualized return is +10.92%. Looking at the 5-year horizon, MIDWEST CAPITAL ADVISORS, LLC has achieved +10.92% annualized returns at MIDWEST CAPITAL ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.19%
#0/1000
3 Year
+10.92%
#0/1000
5 Year
+10.92%
#0/1000

Portfolio Value

$214.00M

Alpha Score

10.4

#0 of 1000

Holdings

195

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change