Midway Capital Research & Management holds a focused book of 114 stocks worth $125.8M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Dupont De Nemours Inc Common Stock and trimmed Applied Materials Inc. Their largest long position is Applied Materials Inc at 16% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2115416/holdings"
Use Arkolith to show Midway Capital Research & Management's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
92% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Applied Matls Inc Com Stock | $19.9M | 27.5K | 15.8% | ▼−5.4% Reduced · −2K sh | |
| 2 | Apple Inc Com Stock | $7.5M | 26.0K | 6.0% | ▼−0.2% Reduced · −61 sh | |
| 3 | Amphenol Corp CL A Stock | $6.8M | 38.4K | 5.4% | ▲+0.4% Added · +158 sh | |
| 4 | Jones Lang Lasalle Inc Com Stock | $5.5M | 17.8K | 4.4% | ▲+0.8% Added · +143 sh | |
| 5 | Mastercard Incorporated CL A Stock | $5.3M | 10.4K | 4.2% | ▲+0.9% Added · +97 sh | |
| 6 | East West Bancorp Inc Com Stock | $5.1M | 39.3K | 4.0% | ▲+0.2% Added · +74 sh | |
| 7 | Brookfield Corp CL A Ltd VT SH Stock | $5.0M | 118.1K | 4.0% | ▲+1.3% Added · +2K sh | |
| 8 | Analog Devices Inc Com Stock | $4.9M | 12.2K | 3.9% | ▼−0.5% Reduced · −67 sh | |
| 9 | Stryker Corporation Com Stock | $3.6M | 11.5K | 2.9% | ▲+4.5% Added · +490 sh | |
| 10 | Alphabet Inc Cap STK CL A Stock | $3.5M | 9.8K | 2.8% | ▲+0.6% Added · +60 sh | |
| 11 | Firstcash Holdings Inc Com Stock | $3.0M | 13.9K | 2.4% | ▼−0.2% Reduced · −32 sh | |
| 12 | Wisdomtree Emerging Markets Smallcap Dividend Fund ETF | $2.9M | 45.3K | 2.3% | ▲+1.9% Added · +854 sh | |
| 13 | Synopsys Inc Com Stock | $2.9M | 6.5K | 2.3% | ▲+2.8% Added · +180 sh | |
| 14 | Lincoln Elec Hldgs Inc Com Stock | $2.8M | 10.5K | 2.2% | ▲+0.7% Added · +77 sh | |
| 15 | Expeditors Intl Wash Inc Com Stock | $2.7M | 16.3K | 2.1% | ▲+0.6% Added · +103 sh | |
| 16 | JPMorgan Chase & Co Com Stock | $2.7M | 8.1K | 2.1% | ▲+0.9% Added · +72 sh | |
| 17 | Old Rep Intl Corp Com Stock | $2.6M | 63.1K | 2.1% | ▲+1.9% Added · +1K sh | |
| 18 | Verisk Analytics Inc Com Stock | $2.5M | 13.7K | 2.0% | ▲+3.4% Added · +457 sh | |
| 19 | Carmax Inc Com Stock | $2.4M | 45.4K | 1.9% | ▲+2.1% Added · +929 sh | |
| 20 | Qnity Electronics Inc Common Stock Stock | $2.4M | 14.7K | 1.9% | ▲+1.0% Added · +142 sh | |
| 21 | NextEra Energy Inc Com Stock | $2.3M | 26.3K | 1.8% | ▲+0.3% Added · +92 sh | |
| 22 | Johnson & Johnson Com Stock | $2.2M | 8.8K | 1.8% | ▲+1.0% Added · +86 sh | |
| 23 | McDonalds Corp Com Stock | $2.1M | 7.9K | 1.7% | ▲+2.3% Added · +179 sh | |
| 24 | Msci Inc Com Stock | $2.1M | 3.8K | 1.7% | ▲+0.5% Added · +19 sh | |
| 25 | BlackRock Inc Com Stock | $2.1M | 2.2K | 1.7% | ▲+1.2% Added · +26 sh | |
| 26 | Shopify Inc CL A Sub VTG SHS Stock | $1.6M | 13.9K | 1.3% | ▲+17% Added · +2K sh | |
| 27 | Disney Walt Co Com Stock | $1.6M | 16.4K | 1.3% | ▲+1.0% Added · +161 sh | |
| 28 | Ishares 0-3 Month Treasury Bond ETF ETF | $1.4M | 14.1K | 1.1% | ▼−1.7% Reduced · −243 sh | |
| 29 | Dupont De Nemours Inc Common Stock Stock | $1.3M | 9.8K | 1.1% | ▲New New position | |
| 30 | Berkshire Hathaway Inc Del CL B New Stock | $1.3M | 2.6K | 1.0% | ▼−1.0% Reduced · −25 sh | |
| 31 | Vail Resorts Inc Com Stock | $1.3M | 9.3K | 1.0% | ▲+5.9% Added · +517 sh | |
| 32 | Vanguard Dividend Appreciation ETF ETF | $1.2M | 5.2K | 1.0% | ▲+1.5% Added · +79 sh | |
| 33 | Pfizer Inc Com Stock | $1.2M | 50.4K | 1.0% | ▲+1.0% Added · +494 sh | |
| 34 | Adobe Inc Com Stock | $1.0M | 5.0K | 0.8% | ▲+3.2% Added · +155 sh | |
| 35 | Brookfield Asset Managmt Ltd CL A LMT VTG SHS Stock | $835K | 18.6K | 0.7% | ▲+16% Added · +3K sh | |
| 36 | Illinois Tool WKS Inc Com Stock | $627K | 2.3K | 0.5% | —Held | |
| 37 | American Express Co Com Stock | $596K | 1.8K | 0.5% | —Held | |
| 38 | Alphabet Inc Cap STK CL C Stock | $553K | 1.6K | 0.4% | —Held | |
| 39 | Pimco Enhanced Short Maturity Active Exchange-Traded Fund ETF | $533K | 5.3K | 0.4% | ▲+0.8% Added · +40 sh | |
| 40 | Microsoft Corp Com Stock | $383K | 1.0K | 0.3% | —Held | |
| 41 | Vanguard Extended Market ETF ETF | $320K | 1.3K | 0.3% | —Held | |
| 42 | Factset Resh Sys Inc Com Stock | $304K | 1.3K | 0.2% | ▲+7.7% Added · +95 sh | |
| 43 | Amazon Com Inc Com Stock | $270K | 1.1K | 0.2% | —Held | |
| 44 | Waste Mgmt Inc Del Com Stock | $245K | 1.1K | 0.2% | —Held | |
| 45 | Ishares Esg Aware Msci Eafe ETF ETF | $239K | 2.3K | 0.2% | —Held | |
| 46 | Starbucks Corp Com Stock | $205K | 2.0K | 0.2% | ▼−1.7% Reduced · −34 sh | |
| 47 | Ameren Corp Com Stock | $205K | 1.8K | 0.2% | —Held | |
| 48 | Blackstone Inc Com Stock | $204K | 1.7K | 0.2% | —Held | |
| 49 | Janus Henderson Short Duration Income ETF ETF | $201K | 4.1K | 0.2% | ▲+12% Added · +442 sh | |
| 50 | Cme Group Inc Com Stock | $178K | 807 | 0.1% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.