$119 Million is the total value of MIDWEST INVESTMENT MANAGEMENT LLC's 62 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 3.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MMM | Sell | MINNESOTA MNG & MFG CO COM | $2,633,000 | +6.1% | 22,053 | -2.8% | 2.21% | -12.3% |
| DE | Sell | DEERE & CO COM | $2,629,000 | -0.0% | 32,304 | -0.2% | 2.21% | -17.4% |
| NUE | Sell | NUCOR CORP COM | $2,615,000 | +11.0% | 53,355 | -1.9% | 2.20% | -8.2% |
| CSCO | Sell | CISCO SYS INC COM | $2,587,000 | -5.0% | 110,434 | -1.3% | 2.17% | -21.4% |
| PNC | Sell | PNC FINL SVCS GROUP COM | $2,543,000 | -3.5% | 35,103 | -2.9% | 2.14% | -20.2% |
| LOW | Sell | LOWES COS INC COM | $2,476,000 | +13.7% | 52,015 | -2.3% | 2.08% | -5.9% |
| IHI | Sell | MEDICAL DEVICES DJ ISHARES ETF | $2,386,000 | +3.2% | 28,175 | -4.4% | 2.00% | -14.7% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $2,367,000 | +5.6% | 25,693 | -3.0% | 1.99% | -12.7% |
| JCI | Sell | JOHNSON CTLS INC COM | $2,322,000 | +12.0% | 55,965 | -3.4% | 1.95% | -7.4% |
| ORCL | Sell | ORACLE CORP COM | $2,318,000 | +6.9% | 69,885 | -1.0% | 1.95% | -11.6% |
| BDX | Sell | BECTON DICKINSON & CO COM | $2,236,000 | -2.0% | 22,362 | -3.2% | 1.88% | -19.0% |
| PG | Sell | PROCTER & GAMBLE CO COM | $2,102,000 | -2.0% | 27,810 | -0.2% | 1.76% | -19.0% |
| HAL | Sell | HALLIBURTON CO COM | $2,051,000 | +12.1% | 42,610 | -2.9% | 1.72% | -7.3% |
| CAT | Sell | CATERPILLAR INC DEL COM | $2,050,000 | +0.7% | 24,590 | -0.4% | 1.72% | -16.7% |
| XYL | Sell | XYLEM INC COM | $1,896,000 | +0.2% | 67,895 | -3.4% | 1.59% | -17.2% |
| AXP | Sell | AMERICAN EXPRESS CO COM | $1,875,000 | -2.3% | 24,830 | -3.3% | 1.58% | -19.2% |
| INTC | Sell | INTEL CORP COM | $1,862,000 | -5.4% | 81,249 | -0.0% | 1.56% | -21.8% |
| TJX | Sell | TJX COS INC NEW COM | $1,571,000 | +8.7% | 27,865 | -3.5% | 1.32% | -10.1% |
| SLB | Sell | SCHLUMBERGER LTD COM | $1,458,000 | -38.1% | 16,510 | -49.8% | 1.22% | -48.8% |
| XLE | Sell | ENERGY SECTOR SPDR ETF (XLE) | $1,380,000 | -44.3% | 16,650 | -47.4% | 1.16% | -53.9% |
| ETN | Sell | EATON CORP COM | $1,329,000 | +1.5% | 19,320 | -2.9% | 1.12% | -16.1% |
| VIG | Sell | VANUGUARD SPECIALIZED DIV APPetf | $1,101,000 | +3.0% | 15,830 | -2.0% | 0.92% | -14.8% |
| MMC | Sell | MARSH & MCLENNAN COS COM | $1,010,000 | +7.4% | 23,210 | -1.5% | 0.85% | -11.2% |
| MTB | Sell | M & T BK CORP COM | $550,000 | -0.7% | 4,920 | -0.9% | 0.46% | -17.9% |
| DEM | Sell | WISDOM TREE EMERGING MARKETS Eetf | $482,000 | -10.2% | 9,326 | -16.2% | 0.40% | -25.7% |
| ADP | Exit | AUTOMATIC DATA PROCESS COM | $0 | – | -23,665 | -100.0% | -1.66% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-11-15
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.