$98.5 Million is the total value of MIDWEST INVESTMENT MANAGEMENT LLC's 56 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WFC | New | WELLS FARGO & CO NEW COM | $4,731,000 | – | 114,638 | +100.0% | 4.81% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC CL B | $4,048,000 | – | 36,172 | +100.0% | 4.11% | – |
| MSFT | New | MICROSOFT INC COM | $3,032,000 | – | 87,777 | +100.0% | 3.08% | – |
| JPM | New | J P MORGAN CHASE & CO. | $2,960,000 | – | 56,077 | +100.0% | 3.01% | – |
| IBM | New | INTERNATIONAL BUS MACH COM | $2,847,000 | – | 14,900 | +100.0% | 2.89% | – |
| CSCO | New | CISCO SYS INC COM | $2,722,000 | – | 111,874 | +100.0% | 2.76% | – |
| PNC | New | PNC FINL SVCS GROUP COM | $2,636,000 | – | 36,153 | +100.0% | 2.68% | – |
| CVS | New | CVS/CAREMARK CORP | $2,631,000 | – | 46,025 | +100.0% | 2.67% | – |
| DE | New | DEERE & CO COM | $2,630,000 | – | 32,379 | +100.0% | 2.67% | – |
| USB | New | U S BANKCORP DEL | $2,569,000 | – | 71,081 | +100.0% | 2.61% | – |
| BRKA | New | BERKSHIRE HATHAWAY INC CL A | $2,529,000 | – | 15 | +100.0% | 2.57% | – |
| V | New | VISA INC COM CL A | $2,514,000 | – | 13,760 | +100.0% | 2.55% | – |
| MMM | New | MINNESOTA MNG & MFG CO COM | $2,481,000 | – | 22,690 | +100.0% | 2.52% | – |
| XLE | New | ENERGY SECTOR SPDR ETF (XLE) | $2,476,000 | – | 31,625 | +100.0% | 2.52% | – |
| TROW | New | PRICE T ROWE GROUP INC COM | $2,458,000 | – | 33,585 | +100.0% | 2.50% | – |
| SLB | New | SCHLUMBERGER LTD COM | $2,355,000 | – | 32,873 | +100.0% | 2.39% | – |
| NUE | New | NUCOR CORP COM | $2,355,000 | – | 54,385 | +100.0% | 2.39% | – |
| IHI | New | MEDICAL DEVICES DJ ISHARES ETF | $2,313,000 | – | 29,460 | +100.0% | 2.35% | – |
| BDX | New | BECTON DICKINSON & CO COM | $2,282,000 | – | 23,095 | +100.0% | 2.32% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $2,241,000 | – | 26,485 | +100.0% | 2.28% | – |
| UPS | New | UNITED PARCEL SERVICE CL B | $2,186,000 | – | 25,288 | +100.0% | 2.22% | – |
| TGT | New | TARGET CORP COM | $2,181,000 | – | 31,680 | +100.0% | 2.22% | – |
| LOW | New | LOWES COS INC COM | $2,177,000 | – | 53,245 | +100.0% | 2.21% | – |
| ORCL | New | ORACLE CORP COM | $2,168,000 | – | 70,610 | +100.0% | 2.20% | – |
| PG | New | PROCTER & GAMBLE CO COM | $2,145,000 | – | 27,865 | +100.0% | 2.18% | – |
| JCI | New | JOHNSON CTLS INC COM | $2,073,000 | – | 57,926 | +100.0% | 2.11% | – |
| CAT | New | CATERPILLAR INC DEL COM | $2,036,000 | – | 24,685 | +100.0% | 2.07% | – |
| GE | New | GENERAL ELEC CO COM | $2,036,000 | – | 87,809 | +100.0% | 2.07% | – |
| JNJ | New | JOHNSON & JOHNSON COM | $1,982,000 | – | 23,085 | +100.0% | 2.01% | – |
| INTC | New | INTEL CORP COM | $1,969,000 | – | 81,269 | +100.0% | 2.00% | – |
| AXP | New | AMERICAN EXPRESS CO COM | $1,920,000 | – | 25,690 | +100.0% | 1.95% | – |
| XYL | New | XYLEM INC COM | $1,892,000 | – | 70,261 | +100.0% | 1.92% | – |
| HAL | New | HALLIBURTON CO COM | $1,830,000 | – | 43,865 | +100.0% | 1.86% | – |
| KO | New | COCA COLA CO COM | $1,822,000 | – | 45,450 | +100.0% | 1.85% | – |
| AAPL | New | APPLE INC COM | $1,796,000 | – | 4,531 | +100.0% | 1.82% | – |
| ADP | New | AUTOMATIC DATA PROCESS COM | $1,629,000 | – | 23,665 | +100.0% | 1.66% | – |
| TJX | New | TJX COS INC NEW COM | $1,445,000 | – | 28,885 | +100.0% | 1.47% | – |
| ETN | New | EATON CORP COM | $1,309,000 | – | 19,895 | +100.0% | 1.33% | – |
| VIG | New | VANUGUARD SPECIALIZED DIV APPetf | $1,069,000 | – | 16,155 | +100.0% | 1.09% | – |
| DVA | New | DAVITA HEALTHCARE PART COM | $1,028,000 | – | 8,515 | +100.0% | 1.04% | – |
| MMC | New | MARSH & MCLENNAN COS COM | $940,000 | – | 23,560 | +100.0% | 0.96% | – |
| A309PS | New | DIRECTV COM | $921,000 | – | 14,950 | +100.0% | 0.94% | – |
| MURGY | New | MUNICH RE GROUP ADR | $668,000 | – | 36,350 | +100.0% | 0.68% | – |
| MTB | New | M & T BK CORP COM | $554,000 | – | 4,965 | +100.0% | 0.56% | – |
| DEM | New | WISDOM TREE EMERGING MARKETS Eetf | $537,000 | – | 11,131 | +100.0% | 0.54% | – |
| WMT | New | WAL MART STORES INC COM | $521,000 | – | 7,000 | +100.0% | 0.53% | – |
| LUK | New | LEUCADIA NATL CORP COM | $461,000 | – | 17,595 | +100.0% | 0.47% | – |
| XOM | New | EXXON MOBIL CORP COM | $361,000 | – | 4,004 | +100.0% | 0.37% | – |
| GOOGL | New | GOOGLE INC CL A | $308,000 | – | 350 | +100.0% | 0.31% | – |
| PEP | New | PEPSICO INC COM | $306,000 | – | 3,750 | +100.0% | 0.31% | – |
| VOD | New | VODAFONE GROUP PLC NEW SPONS A | $264,000 | – | 9,200 | +100.0% | 0.27% | – |
| PBCT | New | PEOPLES UTD FINL INC COM | $251,000 | – | 16,900 | +100.0% | 0.26% | – |
| XRAY | New | DENTSPLY INTL INC NEW COM | $245,000 | – | 6,000 | +100.0% | 0.25% | – |
| EGL | New | ENGILITY HLDGS INC COM | $221,000 | – | 7,800 | +100.0% | 0.22% | – |
| IWR | New | RUSSELL MIDCAP ISHARES ETF (IWetf | $220,000 | – | 1,700 | +100.0% | 0.22% | – |
| NYCB | New | NEW YORK CMNTY BANCORP COM | $163,000 | – | 11,650 | +100.0% | 0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-07
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC CL B | 18 | Q3 2017 | 12.9% |
| WELLS FARGO & CO NEW COM | 18 | Q3 2017 | 7.5% |
| BERKSHIRE HATHAWAY INC CL A | 18 | Q3 2017 | 3.7% |
| U S BANKCORP DEL | 18 | Q3 2017 | 3.4% |
| DAVITA INC | 18 | Q3 2017 | 3.3% |
| TJX COS INC NEW COM | 18 | Q3 2017 | 3.3% |
| J P MORGAN CHASE & CO. | 18 | Q3 2017 | 3.0% |
| VISA INC COM CL A | 18 | Q3 2017 | 4.4% |
| THERMO FISHER SCIENTIFIC INC | 18 | Q3 2017 | 2.6% |
| PRICE T ROWE GROUP INC COM | 18 | Q3 2017 | 2.9% |
View MIDWEST INVESTMENT MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2017-10-13 |
| 13F-HR | 2017-08-03 |
| 13F-HR | 2017-05-10 |
| 13F-HR | 2017-01-25 |
| 13F-HR | 2016-11-02 |
| 13F-HR | 2016-08-09 |
| 13F-HR | 2016-05-12 |
| 13F-HR | 2016-02-05 |
| 13F-HR | 2015-11-12 |
| 13F-HR | 2015-08-11 |
View MIDWEST INVESTMENT MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.