Midwest Professional Planners, LTD.
Sector Allocation
- Other37.7%$192.5M
- Technology31.8%$162.0M
- Financials10.9%$55.7M
- Industrials9.3%$47.5M
- Healthcare2.4%$12.3M
- Energy2.3%$11.7M
- Real Estate1.7%$8.8M
- Utilities1.7%$8.6M
- Consumer Staples1.4%$7.0M
- Consumer Discretionary0.8%$3.9M
AUM History
13fpro.ai/research/fund/midwest-professional-planners-ltd-1730575
Conviction and streaks
Concentrating · top 10 = 33.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
SPY
$54.1MAMAT
$16.7MLRCX
$16.2MNVDA
$15.8MAMD
$15.3MAVGO
$13.3M- ISHARES$12.6M
- ISHARES$10.6M
CMI
$9.1M- ISHARES$9.0M
MU
$8.7M- ISHARES$8.4M
JPM
$8.0MTSM
$7.9MTER
$7.6METN
$7.4M- ISHARES$7.0M
- ISHARES$6.9M
- ISHARES$6.8M
GS
$6.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/midwest-professional-planners-ltd-1730575
Midwest Professional Planners, LTD. 13F holdings — Q2 2026
$510.3M portfolio (+20.2% QoQ) · 131 holdings · Q2 2026 13F · top 10 are 34% of the stock portfolio
$54.1M
10.6% of stocks
+7%This quarter-0.6%Since filed10+ qtrsHeld$16.7M
3.3% of stocks
-5%This quarter-27.4%Since filed10+ qtrsHeldAIQuality71.6#176Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$16.2M
3.2% of stocks
-4%This quarter-22.7%Since filed10+ qtrsHeld$15.8M
3.1% of stocks
-0.2%This quarter-1.5%Since filed10+ qtrsHeld$15.3M
3.0% of stocks
+3%This quarter+10.2%Since filed10+ qtrsHeld$13.3M
2.6% of stocks
-8%This quarter-21.3%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row- 7
ISHARES TR - TRUST ISHARE 0-1
$12.6M
2.5% of stocks
-27%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - CORE S&P MCP ETF
$10.6M
2.1% of stocks
+63%This quarter—Since filed—HeldAIQuality—Est. buy— $9.1M
1.8% of stocks
+4%This quarter-19.7%Since filed10+ qtrsHeld- 10
ISHARES TR - IBONDS 26 TRM TS
$9.0M
1.8% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — Midwest Professional Planners, LTD. (Q2 2026)
131 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MICRON TECHNOLOGY INC | Technology | $8.7M | 1.7% | 7,516 | -0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | ISHARES TR - 3 7 YR TREAS BDetf/fund | — | $8.4M | 1.6% | 71K | +7% | — | — | 13F |
| 13 | JPMORGAN CHASE & CO | Financials | $8.0M | 1.6% | 25K | -5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $7.9M | 1.5% | 16K | +10% | 6 qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | TERADYNE, INC | Technology | $7.6M | 1.5% | 16K | +2% | 7 qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Eaton Corp plc | Industrials | $7.4M | 1.4% | 17K | -0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | ISHARES TR - IBONDS 27 TRM TSetf/fund | — | $7.0M | 1.4% | 313K | +18% | — | — | 13F |
| 18 | — | ISHARES TR - MSCI EAFE ETFetf/fund | — | $6.9M | 1.4% | 67K | -32% | — | — | 13F |
| 19 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $6.8M | 1.3% | 68K | +8% | — | — | 13F |
| 20 | GOLDMAN SACHS GROUP INC | Financials | $6.7M | 1.3% | 6,662 | +1% | 10+ qtrsAdded 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | RTX Corp | Industrials | $6.6M | 1.3% | 35K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - RUSSELL 3000 ETFetf/fund | — | $6.5M | 1.3% | 15K | +0.7% | — | — | 13F |
| 23 | — | ISHARES TR - MSCI EMG MKT ETFetf/fund | — | $6.3M | 1.2% | 92K | -3% | — | — | 13F |
| 24 | MOODYS CORP /DE/ | Financials | $5.5M | 1.1% | 12K | +0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | ARM HOLDINGS PLC /UKadr | Technology | $5.5M | 1.1% | 15K | +3% | 10+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | ISHARES INC - MSCI EMRG CHN | — | $5.5M | 1.1% | 53K | -8% | |||
| 27 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $5.3M | 1.0% | 26K | -11% | |||
| 28 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $5.2M | 1.0% | 5,604 | -2% | |||
| 29 | $OSK | OSHKOSH CORP | Industrials | $5.1M | 1.0% | 33K | +6% | |||
| 30 | $LMT | LOCKHEED MARTIN CORP | Industrials | $5.0M | 1.0% | 9,773 | -0.0% | |||
| 31 | $UNP | UNION PACIFIC CORP | Industrials | $4.7M | 0.9% | 17K | +15% | |||
| 32 | $AXP | AMERICAN EXPRESS CO | Financials | $4.6M | 0.9% | 14K | +3% | |||
| 33 | $V | VISA INC. | Financials | $4.5M | 0.9% | 13K | +5% | |||
| 34 | — | USCF ETF TR - SUMMERHAVEN K1 | — | $4.4M | 0.9% | 167K | +11% | |||
| 35 | $MSFT | MICROSOFT CORP | Technology | $4.4M | 0.9% | 12K | -5% | |||
| 36 | $HPE | Hewlett Packard Enterprise Co | Technology | $4.2M | 0.8% | 93K | +1% | |||
| 37 | $ASML | ASML HOLDING NV | Technology | $4.1M | 0.8% | 2,051 | +55% | |||
| 38 | — | SPDR SERIES TRUST - ST STR CONV ETF | — | $4.1M | 0.8% | 38K | -3% | |||
| 39 | — | ISHARES TR - A RATE CP BD ETF | — | $4.0M | 0.8% | 84K | +6% | |||
| 40 | — | ISHARES TR - RUS 2000 VAL ETF | — | $4.0M | 0.8% | 18K | -5% | |||
| 41 | — | ISHARES TR - RUS 2000 GRW ETF | — | $3.9M | 0.8% | 9,990 | -5% | |||
| 42 | — | ISHARES TR - RUS MDCP VAL ETF | — | $3.9M | 0.8% | 24K | New | |||
| 43 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $3.9M | 0.8% | 5,295 | -8% | |||
| 44 | $AAPL | Apple Inc. | Technology | $3.9M | 0.8% | 13K | +0.7% | |||
| 45 | — | ISHARES TR - RUS 1000 VAL ETF | — | $3.9M | 0.8% | 16K | New | |||
| 46 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $3.8M | 0.7% | 20K | -21% | |||
| 47 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $3.7M | 0.7% | 12K | +5% | |||
| 48 | $RY | ROYAL BANK OF CANADA | Financials | $3.6M | 0.7% | 17K | +7% | |||
| 49 | $GOOG | Alphabet Inc. | Technology | $3.5M | 0.7% | 9,875 | +3% | |||
| 50 | $KLAC | KLA CORP | Technology | $3.5M | 0.7% | 11K | +1020% | |||
| 51 | — | ISHARES TR - IBONDS 28 TRM TS | — | $3.5M | 0.7% | 156K | +31% | |||
| 52 | $ADI | ANALOG DEVICES INC | Technology | $3.4M | 0.7% | 8,642 | -1% | |||
| 53 | — | ISHARES TR - CORE S&P SCP ETF | — | $3.4M | 0.7% | 23K | +0.4% | |||
| 54 | $ORCL | ORACLE CORP | Technology | $3.4M | 0.7% | 23K | +0.5% | |||
| 55 | $MA | Mastercard Inc | Financials | $3.3M | 0.7% | 6,518 | +1% | |||
| 56 | $ANET | Arista Networks, Inc. | Technology | $3.2M | 0.6% | 19K | +3% | |||
| 57 | $META | Meta Platforms, Inc. | Technology | $3.2M | 0.6% | 5,675 | -4% | |||
| 58 | $EPR | EPR PROPERTIES | Real Estate | $3.1M | 0.6% | 53K | +42% | |||
| 59 | $MAIN | Main Street Capital CORP | Other | $3.0M | 0.6% | 57K | +5% | |||
| 60 | $EW | Edwards Lifesciences Corp | Healthcare | $2.8M | 0.6% | 31K | +5% | |||
| 61 | $ABBV | AbbVie Inc. | Healthcare | $2.8M | 0.6% | 11K | +3% | |||
| 62 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $2.8M | 0.6% | 5,502 | +10% | |||
| 63 | $WM | WASTE MANAGEMENT INC | Utilities | $2.8M | 0.6% | 13K | -3% | |||
| 64 | $CSCO | CISCO SYSTEMS, INC. | Technology | $2.7M | 0.5% | 23K | -3% | |||
| 65 | $AMGN | AMGEN INC | Healthcare | $2.6M | 0.5% | 7,265 | +9% | |||
| 66 | $NXPI | NXP Semiconductors N.V. | Technology | $2.6M | 0.5% | 9,239 | +101% | |||
| 67 | $BLK | BlackRock, Inc. | Financials | $2.5M | 0.5% | 2,587 | +0.7% | |||
| 68 | — | GLOBAL X FDS - GLB X MLP ENRG I | — | $2.4M | 0.5% | 33K | +13% | |||
| 69 | $WTM | WHITE MOUNTAINS INSURANCE GROUP LTD | Financials | $2.4M | 0.5% | 1,164 | +195% | |||
| 70 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.4M | 0.5% | 10K | +9% | |||
| 71 | $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | Financials | $2.4M | 0.5% | 1,146 | +13% | |||
| 72 | $DDOG | Datadog, Inc. | Technology | $2.3M | 0.5% | 8,858 | +37% | |||
| 73 | $TRMD | TORM plc | Industrials | $2.3M | 0.5% | 87K | -5% | |||
| 74 | $OHI | OMEGA HEALTHCARE INVESTORS INC | Real Estate | $2.3M | 0.4% | 48K | +5% | |||
| 75 | $PBA | PEMBINA PIPELINE CORP | Energy | $2.2M | 0.4% | 49K | +103% | |||
| 76 | $LNG | Cheniere Energy, Inc. | Energy | $2.2M | 0.4% | 9,142 | -0.0% | |||
| 77 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.2M | 0.4% | 16K | +14% | |||
| 78 | $PSA | Public Storage | Real Estate | $2.2M | 0.4% | 6,759 | +25% | |||
| 79 | — | ISHARES TR - 7-10 YR TRSY BD | — | $2.1M | 0.4% | 22K | +8% | |||
| 80 | $DAC | Danaos Corp | Industrials | $2.1M | 0.4% | 17K | +225% | |||
| 81 | $TRP | TC ENERGY CORP | Energy | $2.1M | 0.4% | 31K | +90% | |||
| 82 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $2.0M | 0.4% | 36K | +13% | |||
| 83 | — | ISHARES TR - 1 3 YR TREAS BD | — | $2.0M | 0.4% | 25K | +4% | |||
| 84 | $IBKR | Interactive Brokers Group, Inc. | Financials | $2.0M | 0.4% | 23K | +15% | |||
| 85 | $SHOP | SHOPIFY INC. | Technology | $1.8M | 0.3% | 16K | +7% | |||
| 86 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $1.7M | 0.3% | 3,471 | -2% | |||
| 87 | — | ISHARES TR - IBONDS 29 TRM TS | — | $1.7M | 0.3% | 77K | +33% | |||
| 88 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $1.6M | 0.3% | 4,300 | +22% | |||
| 89 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.5M | 0.3% | 3,675 | +4% | |||
| 90 | $CVX | CHEVRON CORP | Energy | $1.5M | 0.3% | 9,040 | +15% | |||
| 91 | $D | DOMINION ENERGY, INC | Utilities | $1.4M | 0.3% | 21K | +1% | |||
| 92 | $ARCC | ARES CAPITAL CORP | Other | $1.4M | 0.3% | 77K | +11% | |||
| 93 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $1.3M | 0.3% | 9,848 | +36% | |||
| 94 | $PLD | Prologis, Inc. | Real Estate | $1.3M | 0.3% | 9,867 | +15% | |||
| 95 | $OGE | OGE ENERGY CORP. | Utilities | $1.3M | 0.3% | 26K | +8% | |||
| 96 | $MFC | MANULIFE FINANCIAL CORP | Financials | $1.2M | 0.2% | 31K | +11% | |||
| 97 | $XEL | XCEL ENERGY INC | Utilities | $1.2M | 0.2% | 15K | +13% | |||
| 98 | $SOFI | SoFi Technologies, Inc. | Financials | $1.2M | 0.2% | 68K | -0.2% | |||
| 99 | $MNST | Monster Beverage Corp | Consumer Staples | $1.1M | 0.2% | 12K | +3% | |||
| 100 | $DE | DEERE & CO | Industrials | $1.1M | 0.2% | 1,753 | +3% | |||
| 101 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $1.1M | 0.2% | 2,791 | +0.2% | |||
| 102 | $RNR | RENAISSANCERE HOLDINGS LTD | Financials | $1.1M | 0.2% | 3,373 | +2% | |||
| 103 | $PFS | PROVIDENT FINANCIAL SERVICES INC | Financials | $943K | 0.2% | 40K | +77% | |||
| 104 | $CNX | CNX Resources Corp | Energy | $909K | 0.2% | 27K | +0.4% | |||
| 105 | $GOOGL | Alphabet Inc. | Technology | $875K | 0.2% | 2,447 | +4% | |||
| 106 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $761K | 0.1% | 18K | -56% | |||
| 107 | $PLTR | Palantir Technologies Inc. | Technology | $713K | 0.1% | 6,107 | -0.8% | |||
| 108 | $PR | Permian Resources Corp | Energy | $626K | 0.1% | 34K | +12% | |||
| 109 | $PAYX | PAYCHEX INC | Technology | $591K | 0.1% | 6,015 | -73% | |||
| 110 | — | ISHARES TR - IBOND DEC 2030 | — | $499K | 0.1% | 26K | +135% | |||
| 111 | $NBIS | Nebius Group N.V. | Technology | $469K | 0.1% | 1,698 | New | |||
| 112 | $CRM | Salesforce, Inc. | Technology | $462K | 0.1% | 2,950 | -68% | |||
| 113 | $CRDO | Credo Technology Group Holding Ltd | Technology | $453K | 0.1% | 1,664 | New | |||
| 114 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $410K | 0.1% | 2,799 | +3% | |||
| 115 | $BNTX | BioNTech SE | Healthcare | $372K | 0.1% | 4,002 | -0.2% | |||
| 116 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $364K | 0.1% | 727 | -1% | |||
| 117 | $TDY | TELEDYNE TECHNOLOGIES INC | Technology | $353K | 0.1% | 530 | +7% | |||
| 118 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $329K | 0.1% | 4,082 | +288% | |||
| 119 | $BMI | BADGER METER INC | Technology | $325K | 0.1% | 2,193 | — | |||
| 120 | — | ISHARES TR - 10-20 YR TRS ETF | — | $304K | 0.1% | 3,028 | +10% | |||
| 121 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $287K | 0.1% | 2,457 | — | |||
| 122 | $NFLX | NETFLIX INC | Communication Services | $267K | 0.1% | 3,746 | +2% | |||
| 123 | $CAT | CATERPILLAR INC | Industrials | $267K | 0.1% | 251 | New | |||
| 124 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $251K | 0.1% | 730 | -12% | |||
| 125 | $MKC | MCCORMICK & CO INC | Consumer Staples | $241K | 0.1% | 4,775 | New | |||
| 126 | $SYM | Symbotic Inc. | Industrials | $239K | 0.1% | 5,308 | +9% | |||
| 127 | $OKLO | Oklo Inc. | Utilities | $236K | 0.1% | 4,517 | -11% | |||
| 128 | — | ISHARES TR - FLTG RATE NT ETF | — | $225K | 0.0% | 4,406 | +9% | |||
| 129 | $NTES | NetEase, Inc. | Technology | $210K | 0.0% | 1,642 | New | |||
| 130 | $QCOM | QUALCOMM INC/DE | Technology | $200K | 0.0% | 1,085 | New | |||
| 131 | $NAGE | Niagen Bioscience, Inc. | Healthcare | $67K | 0.0% | 21K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 8 new, 84 added to, 36 trimmed, 14 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
- ISHARES TR - RUS MDCP VAL ETF$3.9M
first bought this quarter
- ISHARES TR - RUS 1000 VAL ETF$3.9M
first bought this quarter
$NBISNebius Group N.V.$469K
first bought this quarter
$CRDOCredo Technology Group Holding Ltd$453K
first bought this quarter
$CATCATERPILLAR INC$267K
first bought this quarter
$MKCMCCORMICK & CO INC$241K
first bought this quarter
+2 more in the Excel export
Added to (84)
- ISHARES TR - CORE S&P MCP ETF+63%
now $10.6M
now $54.1M · held 10+ qtrs, 4 adds in a row
$KLACKLA CORP+1020%
now $3.5M · held 6 qtrs, 3 adds in a row
$WTMWHITE MOUNTAINS INSURANCE GROUP LTD+195%
now $2.4M · held 9 qtrs, 2 adds in a row
$ASMLASML HOLDING NV+55%
now $4.1M · held 3 qtrs, 3 adds in a row
$DACDanaos Corp+225%
now $2.1M · held 3 qtrs
+78 more in the Excel export
Trimmed (36)
- ISHARES TR - TRUST ISHARE 0-1-27%
now $12.6M
- ISHARES TR - MSCI EAFE ETF-32%
now $6.9M
$PAYXPAYCHEX INC-73%
now $591K · held 10+ qtrs
now $13.3M · held 10+ qtrs, 4 trims in a row
- SELECT SECTOR SPDR TR - ST STR TECHN ETF-21%
now $3.8M
$CRMSalesforce, Inc.-68%
now $462K · held 10+ qtrs, 4 trims in a row
+30 more in the Excel export
Holdings by quarter
Every 13F Midwest Professional Planners, LTD. has filed, 34 earlier quarters. Pick one to see what it held then.
Is it too late to follow Midwest Professional Planners, LTD.?
Q2 2026 13F filed with the SEC on Aug 5, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Midwest Professional Planners, LTD.'s top 20 holdings: 76/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-7.3%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter; 25% over the last 4
Top 10 weight
34%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Midwest Professional Planners, LTD. disclosed 131 positions worth $510.3M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 10.6% of the equity portfolio, followed by $AMAT and $LRCX. During the quarter the fund opened 8 new positions and exited 14. The portfolio is most concentrated in Other (37.7% of disclosed assets). All figures are sourced directly from Midwest Professional Planners, LTD.’s Form 13F-HR filing with the SEC under CIK 1730575.
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AI-Powered Hedge Fund Analysis: Midwest Professional Planners, LTD.
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