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CIK: 0001730575
Total reported value
$506.0M
$506.0M
131 檔
23.3%
The Q2 2026 SEC filing reveals that Midwest Professional Planners, LTD. held a total portfolio value of $506.0M, covering 131 public equity positions.
In Q2 2026, Midwest Professional Planners, LTD. displayed an active expansion posture, initiating 8 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 | 10.60% | -0.65% | +6.79% | |
| 2 | AMAT | Applied Materials Inc | Stock-Tech | 3.26% | -1.01% | -4.93% | |
| 3 | LRCX | Lam Research CORP | Stock-Tech | 3.17% | -0.93% | -3.61% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.10% | +0.31% | -0.20% | |
| 5 | AMD | Advanced Micro Devices | Stock-Tech | 3.01% | +0.05% | +2.67% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.61% | -0.28% | -7.94% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.46% | — | -26.70% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.07% | -0.84% | +62.67% | |
| 9 | CMI | Cummins Inc | Stock-Industrials | 1.77% | -0.56% | +3.61% | |
| 10 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.77% | -0.05% | +7.92% | |
| 11 | MU | Micron Technology Inc | Stock-Tech | 1.70% | +1.45% | -0.61% | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.65% | -0.10% | +6.59% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.57% | -0.03% | -5.09% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.54% | — | +10.38% | |
| 15 | TER | Teradyne Inc | Stock-Tech | 1.49% | -0.28% | +2.12% | |
| 16 | ETN | Eaton Corporation plc | Stock-Industrials | 1.44% | — | -0.53% | |
| 17 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 1.37% | +0.33% | +18.27% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.36% | +0.01% | -32.45% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.33% | -0.04% | +7.52% | |
| 20 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.32% | -0.17% | +1.26% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 1.30% | -0.09% | +1.70% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.27% | -0.04% | +0.70% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.24% | -0.05% | -3.29% | |
| 24 | MCO | Moody's CORP | Stock-Financials | 1.08% | +0.01% | +0.08% | |
| 25 | ARM | Arm Holdings Plc-adr | Stock-Tech | 1.07% | -0.15% | +2.73% | |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.07% | -0.03% | -7.90% | |
| 27 | COF | Capital One Financial CORP | Stock-Financials | 1.03% | -0.06% | -10.97% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.03% | -0.11% | -1.60% | |
| 29 | OSK | Oshkosh CORP | Stock-Industrials | 1.00% | -0.19% | +5.55% | |
| 30 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.98% | -0.01% | -0.02% | |
| 31 | UNP | Union Pacific CORP | Stock-Industrials | 0.93% | — | +15.44% | |
| 32 | AXP | American Express Co | Stock-Financials | 0.91% | -0.12% | +3.31% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | +0.06% | +5.14% | |
| 34 | SDCI | Uscf Summerhaven Dynamic ETF | ETF-Other | 0.87% | +0.23% | +11.13% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | +0.30% | -5.30% | |
| 36 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.82% | +0.32% | +1.03% | |
| 37 | ASML | ASML Holding N.V. | Stock-Tech | 0.80% | -0.09% | +55.50% | |
| 38 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.80% | -0.08% | -3.27% | |
| 39 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 0.78% | -0.07% | +5.97% | |
| 40 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.78% | -0.08% | -5.05% | |
| 41 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.77% | -0.10% | -5.22% | |
| 42 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.77% | -0.77% | EXIT | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.76% | -0.01% | -8.28% | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.76% | +0.12% | +0.66% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.76% | -0.03% | — | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.74% | — | -21.11% | |
| 47 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.72% | -0.02% | +5.03% | |
| 48 | RY | Royal Bank Of Canada | Stock-Financials | 0.71% | -0.01% | +6.79% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | — | +2.79% | |
| 50 | KLAC | Kla CORP | Stock-Tech | 0.68% | -0.23% | +1020.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +1.8% | +2.67% | Add |
| 2 | AMAT | Applied Materials Inc | +1.3% | -4.93% | Trim |
| 3 | LRCX | Lam Research CORP | +1.2% | -3.61% | Trim |
| 4 | MU | Micron Technology Inc | +1.1% | -0.61% | Trim |
| 5 | IWS | Ishares Russell Mid-cap Valu | +0.8% | NEW | New buy |
| 6 | IWD | Ishares Russell 1000 Value E | +0.8% | NEW | New buy |
| 7 | IJH | Ishares Core S&p Midcap ETF | +0.7% | +62.67% | Add |
| 8 | ARM | Arm Holdings Plc-adr | +0.5% | +2.73% | Add |
| 9 | TER | Teradyne Inc | +0.4% | +2.12% | Add |
| 10 | ASML | ASML Holding N.V. | +0.4% | +55.50% | Add |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +10.38% | Add |
| 12 | KLAC | Kla CORP | +0.3% | +1020.06% | Add |
| 13 | HPE | Hewlett Packard Enterprise | +0.3% | +1.03% | Add |
| 14 | NXPI | NXP Semiconductors N.V. | +0.3% | +100.54% | Add |
| 15 | WTM | White Mountains Insurance Group, Ltd. | +0.3% | +194.68% | Add |
| 16 | DDOG | Datadog Inc - Class A | +0.3% | +37.06% | Add |
| 17 | DAC | Danaos Corporation | +0.3% | +225.07% | Add |
| 18 | CMI | Cummins Inc | +0.2% | +3.61% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +6.79% | Add |
| 20 | PBA | Pembina Pipeline CORP | +0.2% | +102.51% | Add |
| 21 | EPR | Epr Properties | +0.2% | +42.08% | Add |
| 22 | TRP | Tc Energy CORP | +0.2% | +89.77% | Add |
| 23 | RY | Royal Bank Of Canada | +0.1% | +6.79% | Add |
| 24 | ANET | Arista Networks Inc | +0.1% | +2.79% | Add |
| 25 | CSCO | Cisco Systems Inc | +0.1% | -2.78% | Trim |
| 26 | CDNS | Cadence Design Sys Inc | +0.1% | +21.57% | Add |
| 27 | NBIS | Nebius Group N.V. | +0.1% | NEW | New buy |
| 28 | CRDO | Credo Technology Group Holding Ltd | +0.1% | NEW | New buy |
| 29 | IBKR | Interactive Brokers Gro-cl A | +0.1% | +14.52% | Add |
| 30 | UNP | Union Pacific CORP | +0.1% | +15.44% | Add |
| 31 | PSA | Public Storage | +0.1% | +24.61% | Add |
| 32 | PFS | Provident Financial Services | +0.1% | +76.83% | Add |
| 33 | IBTI | Ishares Ibonds Dec 2028 Term | +0.1% | +31.20% | Add |
| 34 | IBTK | Ishares Ibonds Dec 2030 Trea | +0.1% | +134.51% | Add |
| 35 | CAT | Caterpillar Inc | +0.1% | NEW | New buy |
| 36 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | NEW | New buy |
| 37 | AEP | American Electric Power | 0% | +36.34% | Add |
| 38 | NTES | Netease Inc-adr | 0% | NEW | New buy |
| 39 | QCOM | Qualcomm Inc | 0% | NEW | New buy |
| 40 | GOOG | Alphabet Inc-cl C | 0% | +2.79% | Add |
| 41 | IBTJ | Ishares Ibonds Dec 2029 Term | 0% | +32.75% | Add |
| 42 | FCNCA | First Citizens Bcshs -cl A | 0% | +13.35% | Add |
| 43 | AMZN | Amazon.com Inc | 0% | +8.76% | Add |
| 44 | MNST | Monster Beverage CORP | 0% | +2.79% | Add |
| 45 | MFC | Manulife Financial CORP | 0% | +10.63% | Add |
| 46 | GS | Goldman Sachs Group Inc | 0% | +1.26% | Add |
| 47 | ADI | Analog Devices Inc | 0% | -1.49% | Trim |
| 48 | GOOGL | Alphabet Inc-cl A | 0% | +3.51% | Add |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | — | -7.90% | Trim |
| 50 | IJR | Ishares Core S&p Small-cap E | — | +0.36% | Add |
According to official SEC Form 13F filings, Midwest Professional Planners, LTD. reported a total U.S. public equity portfolio value of $506.0M across 131 disclosed positions in Q2 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, AMAT, LRCX) accounted for 23.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
IWS
市值: $3.9M
Top Position Liquidated / Trimmed
IGE
前期市值: $3.6M
During Q2 2026, Midwest Professional Planners, LTD.'s top holdings by market value included SPY (10.6%)、AMAT (3.3%)、LRCX (3.2%). The largest single position, SPY, represented 10.6% of total portfolio value.
In Q2 2026, Midwest Professional Planners, LTD. made 142 total portfolio adjustments, initiating 8 new buys, adding to 84 positions, trimming 36 holdings, and fully liquidating 14 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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