Greater Midwest Financial Group, LLC
SEC Form 13F institutional filer · CIK 0002025409
13F-HR · 50 reported holdings · 2026-03-31
Reported long-US-equity value
$0.12B
Top-10 concentration
60.3%
Greater Midwest Financial Group, LLC — $116M AUM allocation strategy
Greater Midwest Financial Group, LLC files SEC Form 13F and reports $116M of long US equity value across 50 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 35.5%, followed by Communication Services 19.1% and Health Care 12.4%.
The top 10 holdings account for 60% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Greater Midwest Financial Group, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$116M
total across 50 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
60% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$QQQ +7.38K sh · +$4.23M+$NVDA +5.48K sh · +$488K+$MU +5.11K sh · +$2.18M
Biggest trims (shares)
−$ABT −21.7K sh · −$2.94M−$NFLX −14.6K sh · −$1.24M−$CRM −13.9K sh · −$3.82M
Exited to nil (held last quarter, gone now)
$DELL ($2.74M last qtr)$V ($2.32M last qtr)$PLTR ($284K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Systems Software15.6%—
- Interactive Media & Services14.6%—
- Semiconductors14.6%—
- Broadline Retail7.2%—
- Pharmaceuticals6.0%—
- Multi-Sector Holdings4.7%—
- Movies & Entertainment4.5%—
- Health Care Distributors4.4%—
- Other holdings28.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MSFT | Microsoft Corporation | 32.2K | $11.9M | +4.53K | 10.2% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 35.3K | $10.1M | -2.6K | 8.7% |
| $AMZN | Amazon.com Inc | 39.9K | $8.31M | +4.22K | 7.1% |
| $NVDA | NVIDIA Corporation | 44K | $7.68M | +5.48K | 6.6% |
| $META | Meta Platforms Inc | 12K | $6.84M | -547 | 5.9% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 11.5K | $5.5M | +1.69K | 4.7% |
| $NFLX | Netflix Inc | 54.2K | $5.21M | -14.6K | 4.5% |
| $MCK | McKesson Corporation | 5.86K | $5.07M | +4.35K | 4.4% |
| $MU | Micron Technology Inc | 13.9K | $4.68M | +5.11K | 4.0% |
…and 41 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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