Midway Capital Research & Management

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
APPLIED MATERIALS INC /DE	—	$7.65M	29,777	7.5%
Apple Inc.	—	$6.47M	23,796	6.3%
Jones Lang LaSalle Inc	—	$5.96M	17,728	5.8%
Mastercard Inc	—	$5.51M	9,650	5.4%
BROOKFIELD CORP	—	$5.31M	115,706	5.2%
AMPHENOL CORP /DE	—	$5.19M	38,409	5.1%
East West Bancorp Inc	—	$4.39M	39,039	4.3%
STRYKER CORP	—	$3.81M	10,851	3.7%
ANALOG DEVICES INC	—	$3.34M	12,311	3.3%
Alphabet Inc.	—	$3.04M	9,719	3.0%
SYNOPSYS INC	—	$2.86M	6,082	2.8%
Verisk Analytics, Inc.	—	$2.78M	12,438	2.7%
OLD REPUBLIC INTERNATIONAL CORP	—	$2.78M	60,904	2.7%
JPMORGAN CHASE & CO	—	$2.57M	7,991	2.5%
LINCOLN ELECTRIC HOLDINGS INC	—	$2.47M	10,300	2.4%
EXPEDITORS INTERNATIONAL OF WASHINGTON INC	—	$2.43M	16,321	2.4%
WISDOMTREE TR	—	$2.42M	42,356	2.4%
MCDONALD'S CORP	—	$2.31M	7,561	2.3%
BlackRock, Inc.	—	$2.28M	2,131	2.2%
FirstCash Holdings, Inc.	—	$2.22M	13,929	2.2%
MSCI Inc.	—	$2.13M	3,713	2.1%
NEXTERA ENERGY INC	—	$2.08M	25,969	2.0%
ISHARES TR	—	$1.98M	19,710	1.9%
Walt Disney Co	—	$1.83M	16,084	1.8%
JOHNSON & JOHNSON	—	$1.79M	8,657	1.7%
SHOPIFY INC	—	$1.73M	10,778	1.7%
ADOBE INC.	—	$1.67M	4,776	1.6%
CarMax Inc	—	$1.62M	42,051	1.6%
Warren E. Buffett	—	$1.25M	2,479	1.2%
PFIZER INC	—	$1.20M	48,310	1.2%
DuPont de Nemours, Inc.	—	$1.14M	28,377	1.1%
VAIL RESORTS INC	—	$1.07M	8,060	1.0%
Qnity Electronics, Inc.	—	$1.06M	12,962	1.0%
VANGUARD SPECIALIZED FUNDS	—	$1.06M	4,804	1.0%
BROOKFIELD ASSET MANAGMT LTD	—	$828.8K	15,820	0.8%
AMERICAN EXPRESS CO	—	$633.7K	1,713	0.6%
PIMCO ETF TR	—	$577.0K	5,750	0.6%
ILLINOIS TOOL WORKS INC	—	$570.7K	2,317	0.6%
Alphabet Inc.	—	$491.1K	1,565	0.5%
MICROSOFT CORP	—	$322.6K	667	0.3%
FactSet Research Systems Inc	—	$303.8K	1,047	0.3%
VANGUARD INDEX FDS	—	$272.1K	1,301	0.3%
Blackstone Inc	—	$251.7K	1,633	0.2%
Amazon.com Inc	—	$249.3K	1,080	0.2%
WASTE MANAGEMENT INC	—	$242.1K	1,102	0.2%
ISHARES TR	—	$220.7K	2,321	0.2%
CME Group Inc	—	$220.4K	807	0.2%