Midway Capital Research & Management has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio holdings as of the close of business on September 30, 2026. The report lists the firm’s principal executive office as located at 400 North Michigan Avenue Suite 1018 in Chicago, Illinois.
The filing details a portfolio consisting of 51 distinct securities held in sole discretion. The largest position disclosed is Amphenol Corporation Class A, for which the firm holds 76,694 shares. Other significant equity holdings include Apple Inc. with 26,933 shares, Berkshire Hathaway Inc. Class B New with 3,574 shares, and Illinois Tool Works Inc. with 2,427 shares.
The portfolio includes a mix of large-cap technology, consumer, and industrial companies. Key holdings listed in the filing include Adobe Inc., Amazon.com Inc., Alphabet Inc. Class A and Class C, American Express Co., and Mastercard Incorporated. Additionally, the firm holds stakes in Johnson & Johnson, JPMorgan Chase & Co., McDonald’s Corporation, and Microsoft Corporation.
Midway Capital also disclosed positions in financial services and energy sectors, including Brookfield Asset Management Ltd. Class A Limited Voting Shares, Brookfield Corp Class A Limited Voting Shares, NextEra Energy Inc., and Waste Management Inc. The filing further lists positions in exchange-traded funds, including iShares 0-3 Month Treasury, iShares ESG Aware MSCI EAFE, and WisdomTree Emerging Markets SmallCap.
