Midwest Professional Planners, LTD.
13F Reported Value
ⓘ$510.3M
Holdings
131
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Concentrating
$SPY
$AMAT
$LRCX
$NVDA
$AMD
$GS
$RTX
$OSK
$VSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$54.1M72,460 sh - 72.3#157
Quality
$16.7M23,035 sh - 79.4#38
Quality
$16.2M37,324 sh - 85.9
Quality
$15.8M78,985 sh - 79.8
Quality
$15.3M26,424 sh - 84.5
Quality
$13.3M35,291 sh ISHARES TR - TRUST ISHARE 0-1
—Quality
$12.6M113,969 shISHARES TR - CORE S&P MCP ETF
—Quality
$10.6M137,108 sh- 58.1
Quality
$9.1M12,700 sh ISHARES TR - IBONDS 26 TRM TS
—Quality
$9.0M393,713 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $54.1M | 72,460 |
| APPLIED MATERIALS INC /DE$AMAT | 72.3#157 | $16.7M | 23,035 |
| LAM RESEARCH CORP$LRCX | 79.4#38 | $16.2M | 37,324 |
| NVIDIA CORP$NVDA | 85.9 | $15.8M | 78,985 |
| ADVANCED MICRO DEVICES INC$AMD | 79.8 | $15.3M | 26,424 |
 Broadcom Inc.$AVGO | 84.5 | $13.3M | 35,291 |
| ISHARES TR - TRUST ISHARE 0-1 | — | $12.6M | 113,969 |
| ISHARES TR - CORE S&P MCP ETF | — | $10.6M | 137,108 |
 CUMMINS INC$CMI | 58.1 | $9.1M | 12,700 |
| ISHARES TR - IBONDS 26 TRM TS | — | $9.0M | 393,713 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Midwest Professional Planners, LTD.'s 131 positions.
Showing top 10 of 131 holdings.
Sector Allocation
Other
$192.5M
Technology
$137.6M
Industrials
$73.5M
Financials
$55.7M
Healthcare
$12.3M
Energy
$11.7M
Real Estate
$8.8M
Utilities
$8.6M
Full Holdings — Midwest Professional Planners, LTD. (Q2 2026)
All 131 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $54.1M | 10.6% | +7% | — |
| 2 | $AMAT | APPLIED MATERIALS INC /DE | $16.7M | 3.3% | -5% | 72.3 |
| 3 | $LRCX | LAM RESEARCH CORP | $16.2M | 3.2% | -4% | 79.4 |
| 4 | $NVDA | NVIDIA CORP | $15.8M | 3.1% | -0% | 85.9 |
| 5 | $AMD | ADVANCED MICRO DEVICES INC | $15.3M | 3.0% | +3% | 79.8 |
| 6 | $AVGO | Broadcom Inc. | $13.3M | 2.6% | -8% | 84.5 |
| 7 | — | ISHARES TR - TRUST ISHARE 0-1 | $12.6M | 2.5% | -27% | — |
| 8 | — | ISHARES TR - CORE S&P MCP ETF | $10.6M | 2.1% | +63% | — |
| 9 | $CMI | CUMMINS INC | $9.1M | 1.8% | +4% | 58.1 |
| 10 | — | ISHARES TR - IBONDS 26 TRM TS | $9.0M | 1.8% | +8% | — |
| 11 |  $MU | MICRON TECHNOLOGY INC | $8.7M | 1.7% | -1% | 86.2 |
| 12 | — | ISHARES TR - 3 7 YR TREAS BD | $8.4M | 1.6% | +7% | — |
| 13 |  $JPM | JPMORGAN CHASE & CO | $8.0M | 1.6% | -5% | 70.7 |
| 14 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $7.9M | 1.5% | +10% | — |
| 15 |  $TER | TERADYNE, INC | $7.6M | 1.5% | +2% | 77.3 |
| 16 |  $ETN | Eaton Corp plc | $7.4M | 1.4% | -1% | — |
| 17 | — | ISHARES TR - IBONDS 27 TRM TS | $7.0M | 1.4% | +18% | — |
| 18 | — | ISHARES TR - MSCI EAFE ETF | $6.9M | 1.4% | -32% | — |
| 19 | — | ISHARES TR - CORE US AGGBD ET | $6.8M | 1.3% | +8% | — |
| 20 | $GS | GOLDMAN SACHS GROUP INC | $6.7M | 1.3% | +1% | 73.5 |
| 21 | $RTX | RTX Corp | $6.6M | 1.3% | +2% | 73.2 |
| 22 | — | ISHARES TR - RUSSELL 3000 ETF | $6.5M | 1.3% | +1% | — |
| 23 | — | ISHARES TR - MSCI EMG MKT ETF | $6.3M | 1.2% | -3% | — |
| 24 |  $MCO | MOODYS CORP /DE/ | $5.5M | 1.1% | +0% | 79.1 |
| 25 |  $ARM | ARM HOLDINGS PLC /UK | $5.5M | 1.1% | +3% | — |
| 26 | — | ISHARES INC - MSCI EMRG CHN | $5.5M | 1.1% | -8% | — |
| 27 |  $COF | CAPITAL ONE FINANCIAL CORP | $5.3M | 1.0% | -11% | 62.4 |
| 28 |  $COST | COSTCO WHOLESALE CORP /NEW | $5.2M | 1.0% | -2% | 66.2 |
| 29 | $OSK | OSHKOSH CORP | $5.1M | 1.0% | +6% | 45.2 |
| 30 |  $LMT | LOCKHEED MARTIN CORP | $5.0M | 1.0% | -0% | 65.6 |
| 31 |  $UNP | UNION PACIFIC CORP | $4.7M | 0.9% | +15% | 69.7 |
| 32 |  $AXP | AMERICAN EXPRESS CO | $4.6M | 0.9% | +3% | 69.4 |
| 33 | $V | VISA INC. | $4.5M | 0.9% | +5% | 82.9 |
| 34 | — | USCF ETF TR - SUMMERHAVEN K1 | $4.4M | 0.9% | +11% | — |
| 35 |  $MSFT | MICROSOFT CORP | $4.4M | 0.9% | -5% | 79.8 |
| 36 |  $HPE | Hewlett Packard Enterprise Co | $4.2M | 0.8% | +1% | 70.5 |
| 37 |  $ASML | ASML HOLDING NV | $4.1M | 0.8% | +55% | — |
| 38 | — | SPDR SERIES TRUST - ST STR CONV ETF | $4.1M | 0.8% | -3% | — |
| 39 | — | ISHARES TR - A RATE CP BD ETF | $4.0M | 0.8% | +6% | — |
| 40 | — | ISHARES TR - RUS 2000 VAL ETF | $4.0M | 0.8% | -5% | — |
| 41 | — | ISHARES TR - RUS 2000 GRW ETF | $3.9M | 0.8% | -5% | — |
| 42 | — | ISHARES TR - RUS MDCP VAL ETF | $3.9M | 0.8% | NEW | — |
| 43 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.9M | 0.8% | -8% | — |
| 44 |  $AAPL | Apple Inc. | $3.9M | 0.8% | +1% | 76.4 |
| 45 | — | ISHARES TR - RUS 1000 VAL ETF | $3.9M | 0.8% | NEW | — |
| 46 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $3.8M | 0.7% | -21% | — |
| 47 |  $NSC | NORFOLK SOUTHERN CORP | $3.7M | 0.7% | +5% | 63.2 |
| 48 |  $RY | ROYAL BANK OF CANADA | $3.6M | 0.7% | +7% | 74.8 |
| 49 |  $GOOGL | Alphabet Inc. | $3.5M | 0.7% | +3% | 78.2 |
| 50 |  $KLAC | KLA CORP | $3.5M | 0.7% | +1020% | 78.6 |
| 51 | — | ISHARES TR - IBONDS 28 TRM TS | $3.5M | 0.7% | +31% | — |
| 52 |  $ADI | ANALOG DEVICES INC | $3.4M | 0.7% | -1% | 79.2 |
| 53 | — | ISHARES TR - CORE S&P SCP ETF | $3.4M | 0.7% | +0% | — |
| 54 |  $ORCL | ORACLE CORP | $3.4M | 0.7% | +0% | 66.2 |
| 55 |  $MA | Mastercard Inc | $3.3M | 0.7% | +1% | 85.1 |
| 56 |  $ANET | Arista Networks, Inc. | $3.2M | 0.6% | +3% | 81.9 |
| 57 |  $META | Meta Platforms, Inc. | $3.2M | 0.6% | -4% | 79.6 |
| 58 |  $EPR | EPR PROPERTIES | $3.1M | 0.6% | +42% | 52.3 |
| 59 |  $MAIN | Main Street Capital CORP | $3.0M | 0.6% | +5% | — |
| 60 |  $EW | Edwards Lifesciences Corp | $2.8M | 0.6% | +5% | 69.4 |
| 61 |  $ABBV | AbbVie Inc. | $2.8M | 0.6% | +3% | 72.6 |
| 62 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $2.8M | 0.6% | +10% | 62.9 |
| 63 |  $WM | WASTE MANAGEMENT INC | $2.8M | 0.6% | -3% | 67.6 |
| 64 |  $CSCO | CISCO SYSTEMS, INC. | $2.7M | 0.5% | -3% | 70.3 |
| 65 |  $AMGN | AMGEN INC | $2.6M | 0.5% | +9% | 79.2 |
| 66 |  $NXPI | NXP Semiconductors N.V. | $2.6M | 0.5% | +101% | — |
| 67 |  $BLK | BlackRock, Inc. | $2.5M | 0.5% | +1% | 70 |
| 68 | — | GLOBAL X FDS - GLB X MLP ENRG I | $2.4M | 0.5% | +13% | — |
| 69 |  $WTM | WHITE MOUNTAINS INSURANCE GROUP LTD | $2.4M | 0.5% | +195% | — |
| 70 |  $AMZN | AMAZON COM INC | $2.4M | 0.5% | +9% | 68.7 |
| 71 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $2.4M | 0.5% | +13% | 52.9 |
| 72 |  $DDOG | Datadog, Inc. | $2.3M | 0.5% | +37% | 71.4 |
| 73 |  $TRMD | TORM plc | $2.3M | 0.5% | -5% | — |
| 74 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $2.3M | 0.4% | +5% | 56.5 |
| 75 |  $PBA | PEMBINA PIPELINE CORP | $2.2M | 0.4% | +103% | — |
| 76 |  $LNG | Cheniere Energy, Inc. | $2.2M | 0.4% | -0% | 66.5 |
| 77 |  $XOM.R34088 | EXXON MOBIL CORP | $2.2M | 0.4% | +14% | 57.9 |
| 78 |  $PSA | Public Storage | $2.2M | 0.4% | +25% | 69.1 |
| 79 | — | ISHARES TR - 7-10 YR TRSY BD | $2.1M | 0.4% | +8% | — |
| 80 |  $DAC | Danaos Corp | $2.1M | 0.4% | +225% | 39 |
| 81 |  $TRP | TC ENERGY CORP | $2.1M | 0.4% | +90% | — |
| 82 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $2.0M | 0.4% | +13% | — |
| 83 | — | ISHARES TR - 1 3 YR TREAS BD | $2.0M | 0.4% | +4% | — |
| 84 |  $IBKR | Interactive Brokers Group, Inc. | $2.0M | 0.4% | +15% | 77 |
| 85 |  $SHOP | SHOPIFY INC. | $1.8M | 0.3% | +7% | 64.9 |
| 86 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $1.7M | 0.3% | -2% | 75.4 |
| 87 | — | ISHARES TR - IBONDS 29 TRM TS | $1.7M | 0.3% | +33% | — |
| 88 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $1.6M | 0.3% | +22% | 72.6 |
| 89 |  $TSLA | Tesla, Inc. | $1.5M | 0.3% | +4% | 53.9 |
| 90 |  $CVX | CHEVRON CORP | $1.5M | 0.3% | +15% | 62.8 |
| 91 |  $D | DOMINION ENERGY, INC | $1.4M | 0.3% | +1% | 69.9 |
| 92 |  $ARCC | ARES CAPITAL CORP | $1.4M | 0.3% | +11% | — |
| 93 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $1.3M | 0.3% | +36% | 66.8 |
| 94 |  $PLD | Prologis, Inc. | $1.3M | 0.3% | +15% | 68.3 |
| 95 |  $OGE | OGE ENERGY CORP. | $1.3M | 0.3% | +8% | 64.4 |
| 96 |  $MFC | MANULIFE FINANCIAL CORP | $1.2M | 0.2% | +11% | — |
| 97 |  $XEL | XCEL ENERGY INC | $1.2M | 0.2% | +13% | 56.4 |
| 98 |  $SOFI | SoFi Technologies, Inc. | $1.2M | 0.2% | -0% | 62.4 |
| 99 |  $MNST | Monster Beverage Corp | $1.1M | 0.2% | +3% | 71.3 |
| 100 |  $DE | DEERE & CO | $1.1M | 0.2% | +3% | 55.4 |
| 101 |  $ISRG | INTUITIVE SURGICAL INC | $1.1M | 0.2% | +0% | 79.9 |
| 102 |  $RNR | RENAISSANCERE HOLDINGS LTD | $1.1M | 0.2% | +2% | — |
| 103 |  $PFS | PROVIDENT FINANCIAL SERVICES INC | $943,087 | 0.2% | +77% | 74.2 |
| 104 |  $CNX | CNX Resources Corp | $909,299 | 0.2% | +0% | 68.2 |
| 105 |  $GOOG | Alphabet Inc. | $874,519 | 0.2% | +4% | 78.2 |
| 106 |  $BSX | BOSTON SCIENTIFIC CORP | $760,846 | 0.1% | -56% | 77.5 |
| 107 |  $PLTR | Palantir Technologies Inc. | $712,504 | 0.1% | -1% | 84.6 |
| 108 |  $PR | Permian Resources Corp | $626,374 | 0.1% | +12% | 79.5 |
| 109 |  $PAYX | PAYCHEX INC | $591,407 | 0.1% | -73% | 74.6 |
| 110 | — | ISHARES TR - IBOND DEC 2030 | $499,481 | 0.1% | +135% | — |
| 111 |  $NBIS | Nebius Group N.V. | $468,937 | 0.1% | NEW | — |
| 112 |  $CRM | Salesforce, Inc. | $462,212 | 0.1% | -68% | 77 |
| 113 |  $CRDO | Credo Technology Group Holding Ltd | $452,525 | 0.1% | NEW | 55.1 |
| 114 |  $PG | PROCTER & GAMBLE Co | $410,380 | 0.1% | +3% | 64.6 |
| 115 |  $BNTX | BioNTech SE | $372,350 | 0.1% | -0% | — |
| 116 |  $BRK.B | BERKSHIRE HATHAWAY INC | $363,784 | 0.1% | -1% | 73.8 |
| 117 |  $TDY | TELEDYNE TECHNOLOGIES INC | $353,457 | 0.1% | +7% | 67.2 |
| 118 | — | VANGUARD INDEX FDS - MID CAP ETF | $328,887 | 0.1% | +288% | — |
| 119 |  $BMI | BADGER METER INC | $325,397 | 0.1% | +0% | 61 |
| 120 | — | ISHARES TR - 10-20 YR TRS ETF | $303,849 | 0.1% | +10% | — |
| 121 |  $WEC | WEC ENERGY GROUP, INC. | $286,904 | 0.1% | +0% | 60.1 |
| 122 |  $NFLX | NETFLIX INC | $267,464 | 0.1% | +2% | 78.8 |
| 123 |  $CAT | CATERPILLAR INC | $267,290 | 0.1% | NEW | 66.5 |
| 124 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $251,054 | 0.1% | -12% | — |
| 125 |  $MKC | MCCORMICK & CO INC | $240,756 | 0.1% | NEW | 67.6 |
| 126 |  $SYM | Symbotic Inc. | $238,595 | 0.1% | +9% | 67.8 |
| 127 |  $OKLO | Oklo Inc. | $236,362 | 0.1% | -11% | — |
| 128 | — | ISHARES TR - FLTG RATE NT ETF | $224,907 | 0.0% | +9% | — |
| 129 |  $NTES | NetEase, Inc. | $210,390 | 0.0% | NEW | — |
| 130 |  $QCOM | QUALCOMM INC/DE | $200,418 | 0.0% | NEW | 70.5 |
| 131 |  $NAGE | Niagen Bioscience, Inc. | $66,831 | 0.0% | +0% | 53.2 |
New Positions (8)
Exited Positions (14)
$GLD SPDR GOLD TRUST
$ABT ABBOTT LABORATORIES
$AMT AMERICAN TOWER CORP /MA/
$EA ELECTRONIC ARTS INC.
$NKE NIKE, Inc.
$SNPS SYNOPSYS INC
$EOG EOG RESOURCES INC
$BXP BXP, Inc.
$NOG NORTHERN OIL & GAS, INC.
$NIC NICOLET BANKSHARES INC
$ZBRA ZEBRA TECHNOLOGIES CORP
$PEP PEPSICO INC
$ABR ARBOR REALTY TRUST INCBrowse Top Institutional Investors
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