Midwest Investment Management
Latest statistics and disclosures from Midwest Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, WFC, V, UNP, PSX, and represent 32.01% of Midwest Investment Management's stock portfolio.
- Added to shares of these 6 stocks: SNA, C, DAL, ABT, MCD, BRK.B.
- Started 3 new stock positions in MCD, SNA, ABT.
- Reduced shares in these 10 stocks: AME, WFC, BRK.A, SLB, Twenty-first Century Fox, UNP, DVA, V, MTB, USB.
- Midwest Investment Management was a net seller of stock by $-2.3M.
- Midwest Investment Management has $122M in assets under management (AUM), dropping by 2.43%.
- Central Index Key (CIK): 0001278178
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Portfolio Holdings for Midwest Investment Management
Midwest Investment Management holds 55 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 12.9 | $16M | 85k | 183.31 |
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| Wells Fargo & Company (WFC) | 6.8 | $8.2M | -3% | 149k | 55.14 |
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| Visa (V) | 4.4 | $5.4M | -2% | 51k | 105.24 |
|
| Union Pacific Corporation (UNP) | 4.3 | $5.2M | -2% | 45k | 115.97 |
|
| Phillips 66 (PSX) | 3.7 | $4.5M | 49k | 91.60 |
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| Republic Services (RSG) | 3.5 | $4.3M | -2% | 65k | 66.05 |
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| Berkshire Hathaway (BRK.A) | 3.4 | $4.1M | -6% | 15.00 | 274733.33 |
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| Kraft Heinz (KHC) | 3.2 | $3.9M | 51k | 77.55 |
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| U.S. Bancorp (USB) | 3.0 | $3.7M | -3% | 69k | 53.59 |
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| T. Rowe Price (TROW) | 2.9 | $3.5M | -2% | 39k | 90.64 |
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| Apple (AAPL) | 2.8 | $3.4M | -3% | 22k | 154.10 |
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| DaVita (DVA) | 2.6 | $3.2M | -4% | 54k | 59.38 |
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| Thermo Fisher Scientific (TMO) | 2.6 | $3.2M | -3% | 17k | 189.19 |
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| AutoNation (AN) | 2.6 | $3.2M | -2% | 67k | 47.45 |
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| Citigroup (C) | 2.5 | $3.1M | +32% | 42k | 72.73 |
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| Delta Air Lines (DAL) | 2.4 | $2.9M | +9% | 60k | 48.21 |
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| D.R. Horton (DHI) | 2.3 | $2.8M | 70k | 39.92 |
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| JPMorgan Chase & Co. (JPM) | 2.2 | $2.7M | -2% | 28k | 95.51 |
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| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 2.2 | $2.7M | -2% | 32k | 83.99 |
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| TJX Companies (TJX) | 2.1 | $2.6M | -2% | 35k | 73.71 |
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| Fortune Brands (FBIN) | 2.1 | $2.6M | -2% | 39k | 67.22 |
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| Schlumberger (SLB) | 2.0 | $2.4M | -7% | 35k | 69.75 |
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| Lowe's Companies (LOW) | 1.7 | $2.0M | -2% | 25k | 79.91 |
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| Cummins (CMI) | 1.6 | $1.9M | -2% | 11k | 167.98 |
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| Ametek (AME) | 1.6 | $1.9M | -54% | 29k | 66.03 |
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| Comcast Corporation (CMCSA) | 1.5 | $1.8M | -2% | 46k | 38.47 |
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| Paccar (PCAR) | 1.4 | $1.8M | -2% | 24k | 72.33 |
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| Oracle Corporation (ORCL) | 1.4 | $1.7M | -3% | 36k | 48.33 |
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| CVS Caremark Corporation (CVS) | 1.4 | $1.7M | 21k | 81.29 |
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| Te Connectivity Ltd for (TEL) | 1.4 | $1.7M | -2% | 20k | 83.04 |
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| Discover Financial Services (DFS) | 1.4 | $1.7M | -3% | 26k | 64.46 |
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| Twenty-first Century Fox | 1.3 | $1.6M | -9% | 59k | 26.37 |
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| Snap-on Incorporated (SNA) | 1.3 | $1.5M | NEW | 10k | 149.01 |
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| M&T Bank Corporation (MTB) | 1.2 | $1.5M | -8% | 9.2k | 161.04 |
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| Parker-Hannifin Corporation (PH) | 1.1 | $1.4M | -2% | 8.0k | 174.97 |
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| Vanguard Dividend Appreciation ETF (VIG) | 0.4 | $521k | 5.5k | 94.78 |
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| Walt Disney Company (DIS) | 0.4 | $487k | 4.9k | 98.52 |
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| Brookfield Asset Management | 0.4 | $451k | 11k | 41.28 |
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| 3M Company (MMM) | 0.3 | $425k | 2.0k | 209.88 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $384k | 4.7k | 81.86 |
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| Bank of America Corporation (BAC) | 0.3 | $373k | 15k | 25.31 |
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| Pepsi (PEP) | 0.3 | $335k | 3.0k | 111.11 |
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| 0.3 | $311k | 320.00 | 971.88 |
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| United Technologies Corporation | 0.2 | $304k | 2.6k | 115.72 |
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| SYSCO Corporation (SYY) | 0.2 | $294k | 5.5k | 53.94 |
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| Johnson & Johnson (JNJ) | 0.2 | $273k | 2.1k | 129.63 |
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| Procter & Gamble Company (PG) | 0.2 | $254k | 2.8k | 90.68 |
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| General Electric Company | 0.2 | $244k | 10k | 24.10 |
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| Philip Morris International (PM) | 0.2 | $244k | -4% | 2.2k | 110.91 |
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| Cisco Systems (CSCO) | 0.2 | $228k | 6.8k | 33.53 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $229k | 2.0k | 117.44 |
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| Microsoft Corporation (MSFT) | 0.2 | $223k | 3.0k | 74.33 |
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| Emerson Electric (EMR) | 0.2 | $218k | 3.5k | 62.70 |
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| McDonald's Corporation (MCD) | 0.2 | $202k | NEW | 1.3k | 156.11 |
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| Abbott Laboratories (ABT) | 0.2 | $212k | NEW | 4.0k | 53.27 |
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Past Filings by Midwest Investment Management
SEC 13F filings are viewable for Midwest Investment Management going back to 2011
- Midwest Investment Management 2017 Q3 filed Oct. 13, 2017
- Midwest Investment Management 2017 Q2 filed Aug. 3, 2017
- Midwest Investment Management 2017 Q1 filed May 10, 2017
- Midwest Investment Management 2016 Q4 filed Jan. 25, 2017
- Midwest Investment Management 2016 Q3 filed Nov. 2, 2016
- Midwest Investment Management 2016 Q2 filed Aug. 9, 2016
- Midwest Investment Management 2016 Q1 filed May 12, 2016
- Midwest Investment Management 2015 Q4 filed Feb. 5, 2016
- Midwest Investment Management 2015 Q3 filed Nov. 12, 2015
- Midwest Investment Management 2015 Q2 filed Aug. 11, 2015
- Midwest Investment Management 2015 Q1 filed May 13, 2015
- Midwest Investment Management 2014 Q4 filed Feb. 12, 2015
- Midwest Investment Management 2014 Q3 filed Nov. 13, 2014
- Midwest Investment Management 2014 Q2 filed Aug. 6, 2014
- Midwest Investment Management 2014 Q1 filed May 14, 2014
- Midwest Investment Management 2013 Q4 filed Feb. 12, 2014