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CIK: 0001730575
Total reported value
$510.3M
$510.3M
147 檔
16.1%
According to the latest 13F quarterly dataset, Midwest Professional Planners, LTD. managed an equity portfolio of $510.3M at the end of Q2 2024, spanning 147 distinct U.S. exchange-listed positions.
During Q2 2024, Midwest Professional Planners, LTD.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 16.64% | +0.21% | +9.57% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.32% | -0.15% | +834.68% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 2.38% | -0.18% | +2.17% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.24% | -0.05% | +58.73% | |
| 5 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.93% | -0.22% | +92.92% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.86% | -0.22% | +5.94% | |
| 7 | AMAT | Applied Materials Inc | Stock-Tech | 1.85% | +1.31% | +1.49% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.84% | -0.31% | +0.48% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.73% | +0.73% | +1.78% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.71% | -0.22% | -0.78% | |
| 11 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.70% | — | -0.42% | |
| 12 | ETN | Eaton Corporation plc | Stock-Industrials | 1.65% | -0.02% | -0.06% | |
| 13 | MCO | Moody's CORP | Stock-Financials | 1.61% | -0.17% | +1.03% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.50% | -0.16% | -40.39% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.49% | -0.04% | +10.88% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.36% | -0.90% | -37.61% | |
| 17 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.31% | -0.41% | +1.94% | |
| 18 | CRM | Salesforce Inc | Stock-Tech | 1.22% | -0.32% | +5.92% | |
| 19 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.16% | -0.45% | +1.11% | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 1.11% | +1.78% | -5.22% | |
| 21 | WM | Waste Management Inc | Stock-Industrials | 1.05% | -0.15% | -0.15% | |
| 22 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.01% | — | +1.60% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 0.99% | +0.07% | +3.70% | |
| 24 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.98% | -0.01% | +0.82% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.97% | -0.04% | — | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.94% | — | -5.03% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.93% | -0.02% | — | |
| 28 | COF | Capital One Financial CORP | Stock-Financials | 0.92% | -0.24% | +12.34% | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.90% | — | +2.42% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.89% | -0.13% | +8.51% | |
| 31 | CMI | Cummins Inc | Stock-Industrials | 0.87% | +0.23% | +4.82% | |
| 32 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.87% | +0.30% | +2.46% | |
| 33 | OSK | Oshkosh CORP | Stock-Industrials | 0.85% | -0.09% | +4.51% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.84% | -0.03% | -0.26% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.84% | — | +3.65% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.16% | +12.98% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | -0.01% | +5.01% | |
| 38 | AXP | American Express Co | Stock-Financials | 0.82% | -0.03% | +20.29% | |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.76% | -1.58% | -13.65% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | -0.01% | -30.29% | |
| 41 | ADI | Analog Devices Inc | Stock-Tech | 0.68% | +0.01% | -2.22% | |
| 42 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.66% | +0.54% | +11.03% | |
| 43 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.65% | -0.26% | -4.42% | |
| 44 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.63% | +0.01% | +5.34% | |
| 45 | AMT | American Tower CORP | Stock-Real Estate | 0.63% | -0.31% | EXIT | |
| 46 | PSA | Public Storage | Stock-Real Estate | 0.60% | +0.07% | +2.21% | |
| 47 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.59% | — | +7.00% | |
| 48 | FISV | Fiserv Inc | Stock-Other | 0.58% | — | +1.43% | |
| 49 | TRMD | TORM plc | Stock-Other | 0.58% | -0.15% | +9.23% | |
| 50 | ARCC | Ares Capital CORP | Stock-Financials | 0.56% | -0.01% | +13.11% |
According to official SEC Form 13F filings, Midwest Professional Planners, LTD. reported a total U.S. public equity portfolio value of $510.3M across 147 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, NVDA, AVGO) accounted for 16.1% of total reported equity market value during Q2 2024.
During Q2 2024, Midwest Professional Planners, LTD.'s top holdings by market value included SPY (16.6%)、NVDA (4.3%)、AVGO (2.4%). The largest single position, SPY, represented 16.6% of total portfolio value.
In Q2 2024, Midwest Professional Planners, LTD. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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