Greater Midwest Financial Group, LLC
Annual return '25
+54.5%
SPY '25
+17.7%
Alpha
+36.7ptsvs SPY
Invested
$186.1M
Holdings
65
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
$OAKM
HARRIS OAKMARK ETF TRUST
Q4 2025: Exited (was 539.4k shares)
7.8%
02
$LSGR
NATIXIS ETF TRUST II
Q4 2025: Exited (was 313.8k shares)
7.4%
03
$AVUV
AMERICAN CENTY ETF TR
Q2 2025: Exited (was 144.1k shares)
7.2%
04
$MSFT
MICROSOFT CORP
Q4 2025: Sold 92.4% (26.5k → 2.0k shares)
6.4%
05
$GOOGL
ALPHABET INC
Q1 2026: Sold 38.1% (1.2k → 764 shares)
5.4%
06
$CSNR
COHEN & STEERS ETF TRUST
Held since at least Q1 2024
5.1%
07
$BAI
BLACKROCK ETF TRUST
Q1 2026: Increased +9.5% (11.9k → 13.0k shares)
4.5%
08
$AMZN
AMAZON COM INC
Q4 2025: Sold 73.8% (33.7k → 8.8k shares)
4.5%
09
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +9.0% (10.0k → 10.9k shares)
4.1%
10
$META
META PLATFORMS INC
Q4 2025: Exited (was 9.4k shares)
3.7%
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 09:29 UTC.