Midway Capital Research & Management
117 holdingsFiling period: 2026-03-31Current AUM: $121.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC COM | 29.0K | $9.9M | $14.7M | 12.17% | -732 | 2026-03-31 |
| 2 | AAPL | APPLE INC COM | 26.1K | $6.6M | $8.1M | 6.65% | +2.3K | 2026-03-31 |
| 3 | JLL | JONES LANG LASALLE INC COM | 17.7K | $5.4M | $6.3M | 5.18% | -42 | 2026-03-31 |
| 4 | MA | MASTERCARD INCORPORATED CL A | 10.3K | $5.2M | $5.9M | 4.88% | +664 | 2026-03-31 |
| 5 | APH | AMPHENOL CORP CL A | 38.2K | $4.8M | $6.1M | 5.07% | -177 | 2026-03-31 |
| 6 | BN | BROOKFIELD CORP CL A LTD VT SH | 116.5K | $4.7M | $5.0M | 4.09% | +797 | 2026-03-31 |
| 7 | EWBC | EAST WEST BANCORP INC COM | 39.3K | $4.2M | $5.1M | 4.25% | +233 | 2026-03-31 |
| 8 | ADI | ANALOG DEVICES INC COM | 12.3K | $3.9M | $4.5M | 3.72% | -32 | 2026-03-31 |
| 9 | SYK | STRYKER CORPORATION COM | 11.0K | $3.6M | $3.6M | 2.95% | +135 | 2026-03-31 |
| 10 | GOOGL | ALPHABET INC CAP STK CL A | 9.7K | $2.8M | $3.5M | 2.86% | +8 | 2026-03-31 |
| 11 | DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | 44.4K | $2.7M | $2.7M | 2.23% | +2.1K | 2026-03-31 |
| 12 | FCFS | FIRSTCASH HOLDINGS INC COM | 13.9K | $2.6M | $2.8M | 2.34% | -37 | 2026-03-31 |
| 13 | LECO | LINCOLN ELEC HLDGS INC COM | 10.4K | $2.6M | $2.7M | 2.25% | +123 | 2026-03-31 |
| 14 | VRSK | VERISK ANALYTICS INC COM | 13.3K | $2.5M | $2.6M | 2.14% | +854 | 2026-03-31 |
| 15 | SNPS | SYNOPSYS INC COM | 6.3K | $2.5M | $2.5M | 2.03% | +247 | 2026-03-31 |
| 16 | ORI | OLD REP INTL CORP COM | 61.9K | $2.5M | $2.7M | 2.21% | +1.0K | 2026-03-31 |
| 17 | NEE | NEXTERA ENERGY INC COM | 26.2K | $2.4M | $2.3M | 1.88% | +275 | 2026-03-31 |
| 18 | MCD | MCDONALDS CORP COM | 7.7K | $2.4M | $2.1M | 1.73% | +173 | 2026-03-31 |
| 19 | JPM | JPMORGAN CHASE & CO COM | 8.1K | $2.4M | $2.8M | 2.34% | +59 | 2026-03-31 |
| 20 | EXPD | EXPEDITORS INTL WASH INC COM | 16.2K | $2.3M | $2.7M | 2.25% | -111 | 2026-03-31 |
| 21 | JNJ | JOHNSON & JOHNSON COM | 8.7K | $2.1M | $2.2M | 1.84% | +27 | 2026-03-31 |
| 22 | BLK | BLACKROCK INC COM | 2.1K | $2.1M | $2.3M | 1.93% | +14 | 2026-03-31 |
| 23 | MSCI | MSCI INC COM | 3.8K | $2.0M | $2.2M | 1.78% | +52 | 2026-03-31 |
| 24 | KMX | CARMAX INC COM | 44.5K | $1.8M | $2.5M | 2.10% | +2.4K | 2026-03-31 |
| 25 | Q | QNITY ELECTRONICS INC COMMON STOCK | 14.5K | $1.7M | $1.9M | 1.57% | +1.6K | 2026-03-31 |
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