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CoreCap Advisors’s Middleby MIDD Stock Holding History

CoreCap Advisors’s Portfolio MIDD Stock Details MIDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$860 Buy
+5
New +$754 ﹤0.01% 2732
2025
Q2 		– Sell
-6
Closed -$912 – 3053
2025
Q1 		$912 Buy
+6
New +$941 ﹤0.01% 2546

Other funds holding MIDD

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
MC
Mayar Capital London, United Kingdom $89.1M AUM 3.94% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CoreCap Advisors's MIDD Position: Q2 2026 in Review

CoreCap Advisors opened a new position in Middleby (MIDD) in Q2 2026: 5 shares worth $860. The stake represents ﹤0.01% of the portfolio and ranks #2732 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in MIDD as recently as Q1 2025.

CoreCap Advisors first reported a position in MIDD in Q1 2025 and has held it in 2 quarters since. The position peaked at $912 in Q1 2025. 77 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • CoreCap Advisors held 5 shares of Middleby worth $860 as of Q2 2026.
  • Middleby was a new CoreCap Advisors position in Q2 2026.
  • Middleby made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2732 holding.
  • CoreCap Advisors first reported a position in Middleby in Q1 2025 and has held it in 2 quarters since.
  • CoreCap Advisors's Middleby position peaked at $912 in Q1 2025.
  • 77 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.