Midway Capital Research & Management

Est. AUM

$106.1M

13F long equity, this entity only

Positions

117

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLIED MATLS INC COM	Stock	$9.9M	29045	9.36%	SOLE
2	APPLE INC COM	Stock	$6.6M	26086	6.24%	SOLE
3	JONES LANG LASALLE INC COM	Stock	$5.4M	17686	5.07%	SOLE
4	MASTERCARD INCORPORATED CL A	Stock	$5.2M	10314	4.86%	SOLE
5	AMPHENOL CORP CL A	Stock	$4.8M	38232	4.55%	SOLE
6	BROOKFIELD CORP CL A LTD VT SH	Stock	$4.7M	116503	4.45%	SOLE
7	EAST WEST BANCORP INC COM	Stock	$4.2M	39272	3.95%	SOLE
8	ANALOG DEVICES INC COM	Stock	$3.9M	12279	3.68%	SOLE
9	STRYKER CORPORATION COM	Stock	$3.6M	10986	3.40%	SOLE
10	ALPHABET INC CAP STK CL A	Stock	$2.8M	9727	2.64%	SOLE
11	WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND	ETF	$2.7M	44414	2.52%	SOLE
12	FIRSTCASH HOLDINGS INC COM	Stock	$2.6M	13892	2.46%	SOLE
13	LINCOLN ELEC HLDGS INC COM	Stock	$2.6M	10423	2.45%	SOLE
14	VERISK ANALYTICS INC COM	Stock	$2.5M	13292	2.38%	SOLE
15	SYNOPSYS INC COM	Stock	$2.5M	6329	2.37%	SOLE
16	OLD REP INTL CORP COM	Stock	$2.5M	61945	2.33%	SOLE
17	NEXTERA ENERGY INC COM	Stock	$2.4M	26244	2.30%	SOLE
18	MCDONALDS CORP COM	Stock	$2.4M	7734	2.27%	SOLE
19	JPMORGAN CHASE & CO COM	Stock	$2.4M	8050	2.23%	SOLE
20	EXPEDITORS INTL WASH INC COM	Stock	$2.3M	16210	2.19%	SOLE
21	JOHNSON & JOHNSON COM	Stock	$2.1M	8684	2.00%	SOLE
22	BLACKROCK INC COM	Stock	$2.1M	2145	1.95%	SOLE
23	MSCI INC COM	Stock	$2.0M	3765	1.91%	SOLE
24	CARMAX INC COM	Stock	$1.8M	44469	1.74%	SOLE
25	QNITY ELECTRONICS INC COMMON STOCK	Stock	$1.7M	14516	1.58%	SOLE
26	DISNEY WALT CO COM	Stock	$1.6M	16289	1.48%	SOLE
27	ISHARES 0-3 MONTH TREASURY BOND ETF	ETF	$1.4M	14339	1.36%	SOLE
28	SHOPIFY INC CL A SUB VTG SHS	Stock	$1.4M	11899	1.33%	SOLE
29	PFIZER INC COM	Stock	$1.4M	49896	1.32%	SOLE
30	DUPONT DE NEMOURS INC COM	Stock	$1.3M	28848	1.25%	SOLE
31	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$1.2M	2599	1.17%	SOLE
32	ADOBE INC COM	Stock	$1.2M	4890	1.12%	SOLE
33	VAIL RESORTS INC COM	Stock	$1.1M	8750	1.06%	SOLE
34	VANGUARD DIVIDEND APPRECIATION ETF	ETF	$1.1M	5157	1.05%	SOLE
35	BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS	Stock	$716K	16104	0.68%	SOLE
36	ILLINOIS TOOL WKS INC COM	Stock	$603K	2317	0.57%	SOLE
37	AMERICAN EXPRESS CO COM	Stock	$533K	1763	0.50%	SOLE
38	PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	ETF	$528K	5250	0.50%	SOLE
39	ALPHABET INC CAP STK CL C	Stock	$449K	1565	0.42%	SOLE
40	MICROSOFT CORP COM	Stock	$380K	1026	0.36%	SOLE
41	DOW HLDGS INC COM	Stock	$300K	7194	0.28%	SOLE
42	VANGUARD EXTENDED MARKET ETF	ETF	$268K	1301	0.25%	SOLE
43	FACTSET RESH SYS INC COM	Stock	$266K	1226	0.25%	SOLE
44	WASTE MGMT INC DEL COM	Stock	$253K	1100	0.24%	SOLE
45	CME GROUP INC COM	Stock	$238K	807	0.22%	SOLE
46	AMAZON COM INC COM	Stock	$236K	1132	0.22%	SOLE
47	ISHARES ESG AWARE MSCI EAFE ETF	ETF	$222K	2321	0.21%	SOLE
48	BLACKSTONE INC COM	Stock	$199K	1733	0.19%	SOLE
49	AMEREN CORP COM	Stock	$199K	1814	0.19%	SOLE
50	STARBUCKS CORP COM	Stock	$183K	2044	0.17%	SOLE

1–50 of 117

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.