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CIK: 0001730575
Total reported value
$510.3M
$510.3M
137 檔
18.9%
According to the latest 13F quarterly dataset, Midwest Professional Planners, LTD. managed an equity portfolio of $510.3M at the end of Q1 2026, spanning 137 distinct U.S. exchange-listed positions.
In Q1 2026, Midwest Professional Planners, LTD. displayed an active expansion posture, initiating 4 new positions and adding to 84 existing holdings, outstripping position reductions.
| # | 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 | 10.39% | +0.21% | +2.11% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 4.04% | -1.58% | +9.70% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.25% | -0.15% | -2.11% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 2.79% | -0.18% | -7.95% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.26% | -0.90% | +57.99% | |
| 6 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.97% | -0.20% | +12.74% | |
| 7 | AMAT | Applied Materials Inc | Stock-Tech | 1.95% | +1.31% | -4.86% | |
| 8 | LRCX | Lam Research CORP | Stock-Tech | 1.95% | +1.22% | -29.07% | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.87% | -0.22% | +5.10% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.79% | -0.22% | +3.52% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 1.57% | -0.27% | +0.10% | |
| 12 | CMI | Cummins Inc | Stock-Industrials | 1.55% | +0.23% | -2.16% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.49% | -0.16% | +4.47% | |
| 14 | ETN | Eaton Corporation plc | Stock-Industrials | 1.46% | -0.02% | -0.38% | |
| 15 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 1.40% | -0.03% | +28.98% | |
| 16 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.39% | -0.41% | -0.76% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.34% | +0.73% | +3.22% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.34% | -0.31% | -9.66% | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.31% | -0.05% | +2.30% | |
| 20 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.31% | +0.01% | +1.47% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.28% | -0.04% | +1.38% | |
| 22 | COF | Capital One Financial CORP | Stock-Financials | 1.27% | -0.24% | -2.02% | |
| 23 | MCO | Moody's CORP | Stock-Financials | 1.25% | -0.17% | +0.17% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 1.23% | +1.78% | +1.24% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.19% | +0.35% | +223.03% | |
| 26 | OSK | Oshkosh CORP | Stock-Industrials | 1.09% | -0.09% | +0.18% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | -0.22% | -0.93% | |
| 28 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.07% | — | -5.38% | |
| 29 | TER | Teradyne Inc | Stock-Tech | 1.07% | +0.42% | +48.83% | |
| 30 | SDCI | Uscf Summerhaven Dynamic ETF | ETF-Other | 0.97% | -0.10% | +11.96% | |
| 31 | AXP | American Express Co | Stock-Financials | 0.94% | -0.03% | +0.93% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.89% | -0.01% | +1.61% | |
| 33 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 0.88% | -0.10% | +6.08% | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.86% | +0.07% | -0.04% | |
| 35 | IGE | Ishares North American Natur | ETF-Other | 0.85% | -0.85% | EXIT | |
| 36 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.84% | -0.06% | — | |
| 37 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.84% | -0.04% | — | |
| 38 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.81% | -0.26% | -0.61% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.80% | -0.04% | -18.80% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | -0.16% | -2.65% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.79% | -0.13% | -0.97% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.78% | -0.02% | +5.98% | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.78% | -0.04% | +8.32% | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.78% | -0.01% | +3.91% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.76% | -0.10% | +0.08% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.76% | -0.76% | EXIT | |
| 47 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.75% | -0.03% | +0.90% | |
| 48 | WM | Waste Management Inc | Stock-Industrials | 0.70% | -0.15% | -15.92% | |
| 49 | MAIN | Main Street Capital CORP | Stock-Financials | 0.68% | -0.10% | +4.74% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.67% | — | +3.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +0.9% | +223.03% | Add |
| 2 | EFA | Ishares Msci Eafe ETF | +0.8% | +57.99% | Add |
| 3 | TER | Teradyne Inc | +0.6% | +48.83% | Add |
| 4 | AMAT | Applied Materials Inc | +0.4% | -4.86% | Trim |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | +0.3% | +9.70% | Add |
| 6 | IBTH | Ishares Ibonds Dec 2027 Term | +0.3% | +28.98% | Add |
| 7 | ASML | ASML Holding N.V. | +0.3% | +168.09% | Add |
| 8 | SDCI | Uscf Summerhaven Dynamic ETF | +0.3% | +11.96% | Add |
| 9 | LMT | Lockheed Martin CORP | +0.3% | -0.76% | Trim |
| 10 | IBKR | Interactive Brokers Gro-cl A | +0.2% | +354.29% | Add |
| 11 | D | Dominion Energy Inc | +0.2% | +348.31% | Add |
| 12 | IBTG | Ishares Ibonds Dec 2026 Term | +0.2% | +12.74% | Add |
| 13 | IBTI | Ishares Ibonds Dec 2028 Term | +0.2% | +45.11% | Add |
| 14 | LNG | Cheniere Energy Inc | +0.2% | -0.23% | Trim |
| 15 | TRMD | TORM plc | +0.2% | +0.54% | Add |
| 16 | KLAC | Kla CORP | +0.2% | +66.45% | Add |
| 17 | XOM | Exxon Mobil CORP | +0.2% | +1.11% | Add |
| 18 | OSK | Oshkosh CORP | +0.2% | +0.18% | Add |
| 19 | ARM | Arm Holdings Plc-adr | +0.2% | +1.87% | Add |
| 20 | ETN | Eaton Corporation plc | +0.1% | -0.38% | Trim |
| 21 | IBTJ | Ishares Ibonds Dec 2029 Term | +0.1% | +87.29% | Add |
| 22 | MLPX | Global X Mlp & Energy Infras | +0.1% | +12.33% | Add |
| 23 | NOC | Northrop Grumman CORP | +0.1% | -0.61% | Trim |
| 24 | PLD | Prologis Inc | +0.1% | +74.61% | Add |
| 25 | CVX | Chevron CORP | +0.1% | -0.87% | Trim |
| 26 | MU | Micron Technology Inc | +0.1% | -2.06% | Trim |
| 27 | ADI | Analog Devices Inc | +0.1% | -2.91% | Trim |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +5.10% | Add |
| 29 | RTX | Rtx CORP | +0.1% | +0.10% | Add |
| 30 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +3.22% | Add |
| 31 | IGE | Ishares North American Natur | +0.1% | -13.43% | Trim |
| 32 | EEM | Ishares Msci Emerging Market | +0.1% | +1.38% | Add |
| 33 | TRP | Tc Energy CORP | +0.1% | +18.75% | Add |
| 34 | COST | Costco Wholesale CORP | +0.1% | -9.66% | Trim |
| 35 | AGG | Ishares Core U.s. Aggregate | +0.1% | +4.47% | Add |
| 36 | PR | Permian Resources Corp-cl A | +0.1% | -0.63% | Trim |
| 37 | DE | Deere & Co | +0.1% | +2.29% | Add |
| 38 | CMI | Cummins Inc | 0% | -2.16% | Trim |
| 39 | IJR | Ishares Core S&p Small-cap E | 0% | +3.07% | Add |
| 40 | JEPI | Jpmorgan Equity Premium Inco | 0% | +11.90% | Add |
| 41 | PBA | Pembina Pipeline CORP | 0% | +1.74% | Add |
| 42 | EOG | Eog Resources Inc | 0% | +0.44% | Add |
| 43 | NOG | Northern Oil And Gas Inc | 0% | +0.23% | Add |
| 44 | QLTA | Ishares Aaa - A Rated Corpor | 0% | +6.08% | Add |
| 45 | UNP | Union Pacific CORP | 0% | -0.04% | Trim |
| 46 | AMGN | Amgen Inc | 0% | -0.04% | Trim |
| 47 | AEP | American Electric Power | 0% | +3.27% | Add |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +7.17% | Add |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | -5.38% | Trim |
| 50 | OGE | Oge Energy CORP | 0% | -2.35% | Trim |
According to official SEC Form 13F filings, Midwest Professional Planners, LTD. reported a total U.S. public equity portfolio value of $510.3M across 137 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, SHV, NVDA) accounted for 18.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
IWN
市值: $3.6M
Top Position Liquidated / Trimmed
IBB
前期市值: $3.5M
During Q1 2026, Midwest Professional Planners, LTD.'s top holdings by market value included SPY (10.4%)、SHV (4.0%)、NVDA (3.3%). The largest single position, SPY, represented 10.4% of total portfolio value.
In Q1 2026, Midwest Professional Planners, LTD. made 143 total portfolio adjustments, initiating 4 new buys, adding to 84 positions, trimming 46 holdings, and fully liquidating 9 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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