MidWestOne Financial Group, Inc.
Annual return '25
-1.7%
SPY '25
+17.7%
Alpha
-19.4ptsvs SPY
Invested
$222.5M
Holdings
13
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JYNT
JOINT CORP
Held since at least Q1 2024
15.4%
02
$SGU
STAR GROUP L P
Held since at least Q1 2024
14.6%
03
$GOOGL
ALPHABET INC
Q1 2026: Exited (was 23.6k shares)
12.6%
04
$AMKR
AMKOR TECHNOLOGY INC
Held since at least Q1 2024
12.3%
05
$BUR
BURFORD CAP LTD
Held since at least Q1 2024
9.7%
06
$SKYW
SKYWEST INC
Held since at least Q1 2024
8.1%
07
$AMRC
AMERESCO INC
Held since at least Q1 2024
6.9%
08
$NNI
NELNET INC
Held since at least Q1 2024
6.1%
09
$AIOT
POWERFLEET INC
Held since at least Q1 2024
4.5%
10
$TLF
TANDY LEATHER FACTORY INC
Held since at least Q1 2024
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:56 UTC.