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Disclosed positions
Midway Capital Research & Management: source evidence dated 2026-07-15T03:59:59.999Z.
- Issuer
- APPLIED MATLS INC COM
- Ticker
- AMAT
- Class
- Stock
- Reported value
- $19,867,317
- Reported amount
- 27,479
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001754960-26-000485Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| APPLIED MATLS INC COM | AMAT | Stock | $19,867,317 | 27,479 | SH | None |
| APPLE INC COM | AAPL | Stock | $7,530,594 | 26,025 | SH | None |
| AMPHENOL CORP CL A | APH | Stock | $6,768,925 | 38,390 | SH | None |
| JONES LANG LASALLE INC COM | JLL | Stock | $5,526,099 | 17,829 | SH | None |
| MASTERCARD INCORPORATED CL A | MA | Stock | $5,347,090 | 10,411 | SH | None |
| EAST WEST BANCORP INC COM | EWBC | Stock | $5,079,175 | 39,346 | SH | None |
| BROOKFIELD CORP CL A LTD VT SH | BN | Stock | $5,028,346 | 118,064 | SH | None |
| ANALOG DEVICES INC COM | ADI | Stock | $4,850,240 | 12,212 | SH | None |
| STRYKER CORPORATION COM | SYK | Stock | $3,613,104 | 11,476 | SH | None |
| ALPHABET INC CAP STK CL A | GOOGL | Stock | $3,497,580 | 9,787 | SH | None |
| FIRSTCASH HOLDINGS INC COM | FCFS | Stock | $2,998,195 | 13,860 | SH | None |
| WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | DGS | ETF | $2,929,292 | 45,268 | SH | None |
| SYNOPSYS INC COM | SNPS | Stock | $2,903,470 | 6,509 | SH | None |
| LINCOLN ELEC HLDGS INC COM | LECO | Stock | $2,787,855 | 10,500 | SH | None |
| EXPEDITORS INTL WASH INC COM | EXPD | Stock | $2,658,693 | 16,313 | SH | None |
| JPMORGAN CHASE & CO COM | JPM | Stock | $2,658,574 | 8,122 | SH | None |
| OLD REP INTL CORP COM | ORI | Stock | $2,582,984 | 63,123 | SH | None |
| VERISK ANALYTICS INC COM | VRSK | Stock | $2,468,358 | 13,749 | SH | None |
| CARMAX INC COM | KMX | Stock | $2,401,100 | 45,398 | SH | None |
| QNITY ELECTRONICS INC COMMON STOCK | Q | Stock | $2,393,798 | 14,658 | SH | None |
| NEXTERA ENERGY INC COM | NEE | Stock | $2,311,511 | 26,336 | SH | None |
| JOHNSON & JOHNSON COM | JNJ | Stock | $2,227,317 | 8,770 | SH | None |
| MCDONALDS CORP COM | MCD | Stock | $2,138,963 | 7,913 | SH | None |
| MSCI INC COM | MSCI | Stock | $2,119,191 | 3,784 | SH | None |
| BLACKROCK INC COM | BLK | Stock | $2,087,547 | 2,171 | SH | None |
| SHOPIFY INC CL A SUB VTG SHS | SHOP | Stock | $1,592,012 | 13,943 | SH | None |
| DISNEY WALT CO COM | DIS | Stock | $1,583,313 | 16,450 | SH | None |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | ETF | $1,419,044 | 14,096 | SH | None |
| DUPONT DE NEMOURS INC COMMON STOCK | DD | Stock | $1,329,950 | 9,805 | SH | None |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK.B | Stock | $1,288,004 | 2,574 | SH | None |
| VAIL RESORTS INC COM | MTN | Stock | $1,261,702 | 9,267 | SH | None |
| VANGUARD DIVIDEND APPRECIATION ETF | VIG | ETF | $1,238,942 | 5,236 | SH | None |
| PFIZER INC COM | PFE | Stock | $1,213,391 | 50,390 | SH | None |
| ADOBE INC COM | ADBE | Stock | $1,034,326 | 5,045 | SH | None |
| BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | BAM | Stock | $834,614 | 18,609 | SH | None |
| ILLINOIS TOOL WKS INC COM | ITW | Stock | $626,679 | 2,317 | SH | None |
| AMERICAN EXPRESS CO COM | AXP | Stock | $596,335 | 1,763 | SH | None |
| ALPHABET INC CAP STK CL C | GOOG | Stock | $552,961 | 1,565 | SH | None |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | ETF | $533,285 | 5,290 | SH | None |
| MICROSOFT CORP COM | MSFT | Stock | $382,719 | 1,026 | SH | None |
| VANGUARD EXTENDED MARKET ETF | VXF | ETF | $320,319 | 1,301 | SH | None |
| FACTSET RESH SYS INC COM | FDS | Stock | $303,936 | 1,321 | SH | None |
| AMAZON COM INC COM | AMZN | Stock | $269,801 | 1,132 | SH | None |
| WASTE MGMT INC DEL COM | WM | Stock | $245,168 | 1,100 | SH | None |
| ISHARES ESG AWARE MSCI EAFE ETF | ESGD | ETF | $238,622 | 2,321 | SH | None |
| STARBUCKS CORP COM | SBUX | Stock | $205,402 | 2,010 | SH | None |
| AMEREN CORP COM | AEE | Stock | $205,055 | 1,814 | SH | None |
| BLACKSTONE INC COM | BX | Stock | $203,922 | 1,733 | SH | None |
| JANUS HENDERSON SHORT DURATION INCOME ETF | VNLA | ETF | $200,542 | 4,104 | SH | None |
| CME GROUP INC COM | CME | Stock | $178,210 | 807 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.