Filed: 4/13/2026ACC: 0001754960-26-000230
📋 What this filing means
MIDWAY CAPITAL RESEARCH & MANAGEMENT filed this quarterly 13F‑HR report disclosing 117 equity positions with a total reported market value of $106.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
117
Positions
$106.06M
Total AUM (reported)
820.39K
Total Shares
Allocation by class
STOCK$98.14M92.5%
ETF$7.76M7.3%
ADR$84.2K0.1%
REIT$57.2K0.1%
CEF$25.6K0.0%
Portfolio Concentration
Top 3$21.93M20.7%
4–10$29.21M27.5%
11–25$34.65M32.7%
Rest$20.28M19.1%
Top 3 weight
20.7%
Top 10 weight
48.2%
Voting Authority Distribution
Total shares with voting rights: 820.39K
Sole
Full voting authority
820.39K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole117
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings117
Rows:
APPLIED MATLS INC COM
SOLEShares29.05K
TypeSH
Market value$9.93M
9.36%
Sole
29.05K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares26.09K
TypeSH
Market value$6.62M
6.24%
Sole
26.09K
Shared
0.00
None
0.00
JONES LANG LASALLE INC COM
SOLEShares17.69K
TypeSH
Market value$5.38M
5.07%
Sole
17.69K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares10.31K
TypeSH
Market value$5.15M
4.86%
Sole
10.31K
Shared
0.00
None
0.00
AMPHENOL CORP CL A
SOLEShares38.23K
TypeSH
Market value$4.83M
4.55%
Sole
38.23K
Shared
0.00
None
0.00
BROOKFIELD CORP CL A LTD VT SH
SOLEShares116.50K
TypeSH
Market value$4.71M
4.45%
Sole
116.50K
Shared
0.00
None
0.00
EAST WEST BANCORP INC COM
SOLEShares39.27K
TypeSH
Market value$4.19M
3.95%
Sole
39.27K
Shared
0.00
None
0.00
ANALOG DEVICES INC COM
SOLEShares12.28K
TypeSH
Market value$3.91M
3.68%
Sole
12.28K
Shared
0.00
None
0.00
STRYKER CORPORATION COM
SOLEShares10.99K
TypeSH
Market value$3.61M
3.40%
Sole
10.99K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares9.73K
TypeSH
Market value$2.80M
2.64%
Sole
9.73K
Shared
0.00
None
0.00
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
SOLEShares44.41K
TypeSH
Market value$2.67M
2.52%
Sole
44.41K
Shared
0.00
None
0.00
FIRSTCASH HOLDINGS INC COM
SOLEShares13.89K
TypeSH
Market value$2.61M
2.46%
Sole
13.89K
Shared
0.00
None
0.00
LINCOLN ELEC HLDGS INC COM
SOLEShares10.42K
TypeSH
Market value$2.60M
2.45%
Sole
10.42K
Shared
0.00
None
0.00
VERISK ANALYTICS INC COM
SOLEShares13.29K
TypeSH
Market value$2.52M
2.38%
Sole
13.29K
Shared
0.00
None
0.00
SYNOPSYS INC COM
SOLEShares6.33K
TypeSH
Market value$2.51M
2.37%
Sole
6.33K
Shared
0.00
None
0.00
OLD REP INTL CORP COM
SOLEShares61.95K
TypeSH
Market value$2.47M
2.33%
Sole
61.95K
Shared
0.00
None
0.00
NEXTERA ENERGY INC COM
SOLEShares26.24K
TypeSH
Market value$2.44M
2.30%
Sole
26.24K
Shared
0.00
None
0.00
MCDONALDS CORP COM
SOLEShares7.73K
TypeSH
Market value$2.40M
2.27%
Sole
7.73K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO COM
SOLEShares8.05K
TypeSH
Market value$2.37M
2.23%
Sole
8.05K
Shared
0.00
None
0.00
EXPEDITORS INTL WASH INC COM
SOLEShares16.21K
TypeSH
Market value$2.32M
2.19%
Sole
16.21K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares8.68K
TypeSH
Market value$2.12M
2.00%
Sole
8.68K
Shared
0.00
None
0.00
BLACKROCK INC COM
SOLEShares2.15K
TypeSH
Market value$2.06M
1.94%
Sole
2.15K
Shared
0.00
None
0.00
MSCI INC COM
SOLEShares3.77K
TypeSH
Market value$2.03M
1.91%
Sole
3.77K
Shared
0.00
None
0.00
CARMAX INC COM
SOLEShares44.47K
TypeSH
Market value$1.85M
1.74%
Sole
44.47K
Shared
0.00
None
0.00
QNITY ELECTRONICS INC COMMON STOCK
SOLEShares14.52K
TypeSH
Market value$1.67M
1.58%
Sole
14.52K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLIED MATLS INC COMSOLE | Stock | 29.05K | SH | $9.93M 9.36% | 29.05K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 26.09K | SH | $6.62M 6.24% | 26.09K | 0.00 | 0.00 |
JONES LANG LASALLE INC COMSOLE | Stock | 17.69K | SH | $5.38M 5.07% | 17.69K | 0.00 | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | Stock | 10.31K | SH | $5.15M 4.86% | 10.31K | 0.00 | 0.00 |
AMPHENOL CORP CL ASOLE | Stock | 38.23K | SH | $4.83M 4.55% | 38.23K | 0.00 | 0.00 |
BROOKFIELD CORP CL A LTD VT SHSOLE | Stock | 116.50K | SH | $4.71M 4.45% | 116.50K | 0.00 | 0.00 |
EAST WEST BANCORP INC COMSOLE | Stock | 39.27K | SH | $4.19M 3.95% | 39.27K | 0.00 | 0.00 |
ANALOG DEVICES INC COMSOLE | Stock | 12.28K | SH | $3.91M 3.68% | 12.28K | 0.00 | 0.00 |
STRYKER CORPORATION COMSOLE | Stock | 10.99K | SH | $3.61M 3.40% | 10.99K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 9.73K | SH | $2.80M 2.64% | 9.73K | 0.00 | 0.00 |
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUNDSOLE | ETF | 44.41K | SH | $2.67M 2.52% | 44.41K | 0.00 | 0.00 |
FIRSTCASH HOLDINGS INC COMSOLE | Stock | 13.89K | SH | $2.61M 2.46% | 13.89K | 0.00 | 0.00 |
LINCOLN ELEC HLDGS INC COMSOLE | Stock | 10.42K | SH | $2.60M 2.45% | 10.42K | 0.00 | 0.00 |
VERISK ANALYTICS INC COMSOLE | Stock | 13.29K | SH | $2.52M 2.38% | 13.29K | 0.00 | 0.00 |
SYNOPSYS INC COMSOLE | Stock | 6.33K | SH | $2.51M 2.37% | 6.33K | 0.00 | 0.00 |
OLD REP INTL CORP COMSOLE | Stock | 61.95K | SH | $2.47M 2.33% | 61.95K | 0.00 | 0.00 |
NEXTERA ENERGY INC COMSOLE | Stock | 26.24K | SH | $2.44M 2.30% | 26.24K | 0.00 | 0.00 |
MCDONALDS CORP COMSOLE | Stock | 7.73K | SH | $2.40M 2.27% | 7.73K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 8.05K | SH | $2.37M 2.23% | 8.05K | 0.00 | 0.00 |
EXPEDITORS INTL WASH INC COMSOLE | Stock | 16.21K | SH | $2.32M 2.19% | 16.21K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 8.68K | SH | $2.12M 2.00% | 8.68K | 0.00 | 0.00 |
BLACKROCK INC COMSOLE | Stock | 2.15K | SH | $2.06M 1.94% | 2.15K | 0.00 | 0.00 |
MSCI INC COMSOLE | Stock | 3.77K | SH | $2.03M 1.91% | 3.77K | 0.00 | 0.00 |
CARMAX INC COMSOLE | Stock | 44.47K | SH | $1.85M 1.74% | 44.47K | 0.00 | 0.00 |
QNITY ELECTRONICS INC COMMON STOCKSOLE | Stock | 14.52K | SH | $1.67M 1.58% | 14.52K | 0.00 | 0.00 |
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