Greater Midwest Financial Group, LLC

CIK 0002025409 · Q1 2026

13F Equity AUM

$186.1M

+4.0% QoQ

Positions

0 QoQ

AUM Rank

#7,692

Top 62%

Skill Alpha (FF)

+7.7%/yr^ns

No Clear Edge

Rank #399 · Top 5%

vs S&P -0.5%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 34.2%Top 10: 56.0%Top 20: 78.6%

OAKM7.8%

LSGR7.4%

AVUV7.2%

MSFT6.4%

GOOGL5.5%

CSNR5.0%

BAI4.5%

AMZN4.5%

NVDA4.1%

META3.7%

Others (55)44.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services41.3%

Technology25.8%

Communication Services12.1%

Healthcare9.3%

Consumer Cyclical4.8%

Industrials3.6%

Other3.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 65Median: 0.48%Avg: 1.54%

0–0.5%

34(7.6%)

0.5–1%

2(1.5%)

1–3%

19(34.9%)

3–5%

4(16.8%)

5%+

6(39.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Position Changes This Quarter

New6Increased39Decreased18Exited6

New Positions

CSNR5.0%

+250K

BMY1.8%

+56K

NVT1.6%

+26K

VALE1.6%

+187K

TEL0.2%

+2K

JNJ0.1%

+975

Increased

AVUV7.2%

+58K(+93%)

LSGR7.4%

+24K(+7%)

NDQ2.6%

+7K(+839%)

NVDA4.1%

+5K(+14%)

MU2.5%

+5K(+58%)

MSFT6.4%

+5K(+16%)

MCK2.7%

+4K(+289%)

AMZN4.5%

+4K(+12%)

BAI4.5%

+4K(+2%)

PANW1.8%

+3K(+18%)

Decreased

JEPQ0.4%

-81,027(-85%)

ABT0.6%

-21,665(-68%)

OAKM7.8%

-18,243(-3%)

NFLX2.8%

-14,623(-21%)

CRM0.2%

-13,862(-88%)

JPM0.5%

-8,199(-73%)

GOOGL5.5%

-2,599(-7%)

IBDZ0.2%

-1,102(-7%)

LRCX1.2%

-790(-7%)

CRWD1.5%

-789(-10%)

Exited

JEPI

-54,804

DELL

-21,804

-6,620

IBDV

-93,174

SHOP

-2,000

PLTR

-1,599

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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