DOSSIER · 13F-HR · Q2 2026

Midway Capital Research & Management

$126M in tracked AUM across 114 positions as of Q2 2026.

MC
CIK 0002115416 · last filed Jun 30, 2026
Total AUM
$126M
as of Q2 2026
Holdings
114
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Midway Capital Research & Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AMAT
APPLIED MATLS INC COM
$20M27K15.8%
02
AAPL
APPLE INC COM
$8M26K6.0%
03
APH
AMPHENOL CORP CL A
$7M38K5.4%
04
JLL
JONES LANG LASALLE INC COM
$6M18K4.4%
05
MA
MASTERCARD INCORPORATED CL A
$5M10K4.2%
06
EWBC
EAST WEST BANCORP INC COM
$5M39K4.0%
07
BN
BROOKFIELD CORP CL A LTD VT SH
$5M118K4.0%
08
ADI
ANALOG DEVICES INC COM
$5M12K3.9%
09
SYK
STRYKER CORPORATION COM
$4M11K2.9%
10
GOOGL
ALPHABET INC CAP STK CL A
$3M10K2.8%

Filing history

2026Q2Jun 30
$126M 18.6%
114 positionsView →
2026Q1Mar 31
$106M 3.4%
117 positionsView →
2025Q4Dec 31
$103M
47 positionsView →