§ 13F · FUND PROFILE
Midway Capital Research & Management.
AUM · $126M (13F)Positions · 114Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC COM | 27K | $20M | 15.8% | −5% |
| 2 | AAPL | APPLE INC COM | 26K | $8M | 6.0% | ±0% |
| 3 | APH | AMPHENOL CORP CL A | 38K | $7M | 5.4% | ±0% |
| 4 | JLL | JONES LANG LASALLE INC COM | 18K | $6M | 4.4% | +1% |
| 5 | MA | MASTERCARD INCORPORATED CL A | 10K | $5M | 4.2% | +1% |
| 6 | EWBC | EAST WEST BANCORP INC COM | 39K | $5M | 4.0% | ±0% |
| 7 | BN | BROOKFIELD CORP CL A LTD VT SH | 118K | $5M | 4.0% | +1% |
| 8 | ADI | ANALOG DEVICES INC COM | 12K | $5M | 3.9% | −1% |
| 9 | SYK | STRYKER CORPORATION COM | 11K | $4M | 2.9% | +4% |
| 10 | GOOGL | ALPHABET INC CAP STK CL A | 10K | $3M | 2.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MIDWAY SIGNAL
AC read
Midway Capital Research & Management is a institutional fund managing $126 million in assets. The fund runs a portfolio of 114 positions.
Read the full dossier →