Institutions / Midway Capital Research & Management
Midway Capital Research & Management
CIK 2115416 · Institution · as of Dec 31, 2025
Portfolio value
$102.61M
Positions
47
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 47 →
| Company | Value | % of portfolio |
|---|---|---|
| Applied Materials Inc /De | $7.65M | 7.5% |
| Apple Inc. | $6.47M | 6.3% |
| Jones Lang LaSalle Inc | $5.96M | 5.8% |
| Mastercard Inc | $5.51M | 5.4% |
| Brookfield Corp | $5.31M | 5.2% |
| Amphenol Corp /De | $5.19M | 5.1% |
| East West Bancorp Inc | $4.39M | 4.3% |
| Stryker Corp | $3.81M | 3.7% |
| Analog Devices Inc | $3.34M | 3.3% |
| Alphabet Inc. | $3.04M | 3.0% |
| Synopsys Inc | $2.86M | 2.8% |
| Verisk Analytics, Inc. | $2.78M | 2.7% |
| Old Republic International Corp | $2.78M | 2.7% |
| JPMorgan Chase & Co | $2.57M | 2.5% |
| Lincoln Electric Holdings Inc | $2.47M | 2.4% |
| Expeditors International of Washington Inc | $2.43M | 2.4% |
| WisdomTree Tr | $2.42M | 2.4% |
| Mcdonald'S Corp | $2.31M | 2.3% |
| BlackRock, Inc. | $2.28M | 2.2% |
| FirstCash Holdings, Inc. | $2.22M | 2.2% |
| MSCI Inc. | $2.13M | 2.1% |
| Nextera Energy Inc | $2.08M | 2.0% |
| iShares Tr | $1.98M | 1.9% |
| Walt Disney Co | $1.83M | 1.8% |
| Johnson & Johnson | $1.79M | 1.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.