Midwest Professional Planners, LTD.
CIK 1730575 · View on SEC EDGAR ↗
- Portfolio value
- $510.3M
- Positions
- 131
- As of
- June 30, 2026
#3,725 of 9,443 by 13F value · top 39.4%
Portfolio value QoQ: +20.2% 13F does not disclose cash
- Top 10 holdings weight
- 33.83%
- Top 25 holdings weight
- 54.55%
- Positions above 1%
- 29
- Effective number of positions
- 43.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 7.48% Est. buys $44,357,962 · sells $34,968,644
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 70.8% still held
- New positions
- 8
- Increased
- 84
- Decreased
- 36
- Closed
- 14
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
28.3%
Industrials
10.2%
Financial Services
7.8%
Financials
3.9%
Energy
2.7%
Healthcare
2.4%
Real Estate
1.7%
Communication Services
1.6%
Retail
1.5%
Communications
1.2%
Utilities
1.1%
Consumer Discretionary
0.3%
Consumer Staples
0.3%
Consumer products
0.1%
Other/Unmapped
36.9%
Full portfolio 131 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SPY SPY | $54,111,177 | 10.60% | 72,460 | $9,985,670 | Up ×5 | ||
| AMAT Applied Materials, Inc. - Common Stock | $16,654,110 | 3.26% | 23,035 | $8,372,538 | Down ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $16,173,399 | 3.17% | 37,324 | $7,900,094 | Down ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $15,804,208 | 3.10% | 78,985 | $2,000,950 | Down ×4 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $15,349,915 | 3.01% | 26,424 | $10,114,357 | Up ×5 | ||
| AVGO Broadcom Inc. - Common Stock | $13,331,286 | 2.61% | 35,291 | $1,466,367 | Down ×6 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $12,576,442 | 2.46% | 113,969 | $-4,586,349 | Down ×1 | ||
| IJH | $10,572,373 | 2.07% | 137,108 | $4,880,495 | Up ×2 | ||
| CMI Cummins Inc. Common Stock | $9,057,605 | 1.77% | 12,700 | $2,463,285 | Up ×1 | ||
| IBTG iShares iBonds Dec 2026 Term Treasury ETF | $9,012,094 | 1.77% | 393,713 | $652,254 | Up ×6 | ||
| MU Micron Technology, Inc. - Common Stock | $8,675,662 | 1.70% | 7,516 | $6,121,012 | Down ×6 | ||
| IEI iShares 3-7 Year Treasury Bond ETF | $8,397,009 | 1.65% | 71,494 | $441,889 | Up ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $8,030,439 | 1.57% | 24,533 | $427,008 | Down ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $7,853,701 | 1.54% | 16,445 | $2,818,767 | Up ×5 | ||
| TER Teradyne, Inc. - Common Stock | $7,582,261 | 1.49% | 15,671 | $3,032,718 | Up ×6 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $7,360,553 | 1.44% | 17,273 | $1,149,618 | Down ×2 | ||
| IBTH iShares iBonds Dec 2027 Term Treasury ETF | $7,002,925 | 1.37% | 313,050 | $1,065,951 | Up ×6 | ||
| EFA | $6,918,368 | 1.36% | 66,600 | $-2,657,962 | Down ×1 | ||
| AGG | $6,768,477 | 1.33% | 68,382 | $455,073 | Up ×6 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $6,738,141 | 1.32% | 6,662 | $1,172,094 | Up ×6 | ||
| RTX RTX Corporation Common Stock | $6,649,620 | 1.30% | 35,048 | $1,809 | Up ×6 | ||
| IWV | $6,466,280 | 1.27% | 15,165 | $883,789 | Up ×3 | ||
| EEM | $6,315,268 | 1.24% | 92,315 | $894,090 | Down ×1 | ||
| MCO Moody's Corporation Common Stock | $5,519,207 | 1.08% | 12,186 | $207,399 | Up ×5 | ||
| ARM Arm Holdings plc - American Depositary Shares | $5,467,026 | 1.07% | 15,419 | $3,196,464 | Up ×4 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $5,455,025 | 1.07% | 53,324 | $900,733 | Down ×2 | ||
| COF Capital One Financial Corporation Common Stock | $5,265,206 | 1.03% | 26,245 | $-112,664 | Down ×4 | ||
| COST Costco Wholesale Corporation - Common Stock | $5,242,649 | 1.03% | 5,604 | $-431,727 | Down ×4 | ||
| OSK Oshkosh Corporation (Holding Company)Common Stock | $5,077,698 | 1.00% | 33,084 | $463,574 | Up ×6 | ||
| LMT Lockheed Martin Corporation Common Stock | $4,978,702 | 0.98% | 9,773 | $-929,242 | Down ×2 | ||
| UNP Union Pacific Corporation Common Stock | $4,734,773 | 0.93% | 17,407 | $1,076,349 | Up ×1 | ||
| AXP American Express Company Common Stock | $4,618,656 | 0.91% | 13,655 | $620,721 | Up ×5 | ||
| V Visa Inc. | $4,508,856 | 0.88% | 13,142 | $730,881 | Up ×6 | ||
| SDCI | $4,422,672 | 0.87% | 167,272 | $322,616 | Up ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $4,366,077 | 0.86% | 11,705 | $-209,092 | Down ×6 | ||
| HPE Hewlett Packard Enterprise Company Common Stock | $4,188,639 | 0.82% | 92,854 | $2,000,303 | Up ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $4,080,445 | 0.80% | 2,051 | $2,338,211 | Up ×2 | ||
| CWB | $4,061,118 | 0.80% | 37,666 | $497,421 | Down ×1 | ||
| QLTA | $3,972,107 | 0.78% | 83,588 | $218,400 | Up ×4 | ||
| IWN | $3,962,879 | 0.78% | 17,915 | $385,647 | Down ×1 | ||
| IWO | $3,935,686 | 0.77% | 9,990 | $628,089 | Down ×1 | ||
| IWS | $3,919,029 | 0.77% | 23,809 | Up ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $3,899,238 | 0.76% | 5,295 | $567,080 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $3,893,826 | 0.76% | 13,457 | $500,893 | Up ×1 | ||
| IWD | $3,858,341 | 0.76% | 15,915 | Up ×1 | |||
| XLK XLK | $3,750,984 | 0.74% | 19,688 | $434,403 | Down ×1 | ||
| NSC Norfolk Southern Corporation Common Stock | $3,661,634 | 0.72% | 11,639 | $481,084 | Up ×6 | ||
| RY Royal Bank Of Canada Common Stock | $3,597,941 | 0.71% | 17,384 | $964,404 | Up ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3,489,125 | 0.68% | 9,875 | $733,301 | Up ×4 | ||
| KLAC KLA Corporation - Common Stock | $3,453,623 | 0.68% | 11,447 | $1,948,708 | Up ×3 | ||
| IBTI iShares iBonds Dec 2028 Term Treasury ETF | $3,451,759 | 0.68% | 155,906 | $803,803 | Up ×6 | ||
| ADI Analog Devices, Inc. - Common Stock | $3,432,516 | 0.67% | 8,642 | $641,441 | Down ×4 | ||
| IJR | $3,418,713 | 0.67% | 23,051 | $563,470 | Up ×2 | ||
| ORCL Oracle Corporation Common Stock | $3,357,806 | 0.66% | 22,912 | $3,470 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $3,347,409 | 0.66% | 6,518 | $124,255 | Up ×6 | ||
| ANET Arista Networks, Inc. Common Stock | $3,238,253 | 0.63% | 19,062 | $961,298 | Up ×5 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3,196,525 | 0.63% | 5,675 | $-172,251 | Down ×6 | ||
| EPR EPR Properties Common Stock | $3,093,390 | 0.61% | 53,325 | $1,218,279 | Up ×6 | ||
| MAIN Main Street Capital Corporation Common Stock | $2,965,887 | 0.58% | 57,168 | $85,662 | Up ×2 | ||
| EW Edwards Lifesciences Corporation Common Stock | $2,815,558 | 0.55% | 31,125 | $446,880 | Up ×2 | ||
| ABBV AbbVie Inc. Common Stock | $2,811,334 | 0.55% | 11,172 | $441,359 | Up ×1 | ||
| NOC Northrop Grumman Corporation Common Stock | $2,802,365 | 0.55% | 5,502 | $-616,901 | Up ×1 | ||
| WM Waste Management, Inc. Common Stock | $2,789,213 | 0.55% | 12,514 | $-184,210 | Down ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $2,677,434 | 0.52% | 22,794 | $858,270 | Down ×2 | ||
| AMGN Amgen Inc. - Common Stock | $2,630,690 | 0.52% | 7,265 | $281,507 | Up ×1 | ||
| NXPI NXP Semiconductors N.V. - Common Stock | $2,596,391 | 0.51% | 9,239 | $1,689,402 | Up ×2 | ||
| BLK BlackRock, Inc. Common Stock | $2,487,549 | 0.49% | 2,587 | $16,741 | Up ×1 | ||
| MLPX | $2,414,354 | 0.47% | 32,777 | $272,756 | Up ×4 | ||
| WTM White Mountains Insurance Group, Ltd. Common Stock | $2,413,426 | 0.47% | 1,164 | $1,545,627 | Up ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2,392,636 | 0.47% | 10,039 | $470,304 | Up ×1 | ||
| FCNCA First Citizens BancShares, Inc. - Class A Common Stock | $2,384,614 | 0.47% | 1,146 | $479,200 | Up ×3 | ||
| DDOG Datadog, Inc. - Class A Common Stock | $2,306,139 | 0.45% | 8,858 | $1,543,182 | Up ×4 | ||
| TRMD TORM plc - Class A Common Stock | $2,274,561 | 0.45% | 87,282 | $-278,438 | Down ×1 | ||
| OHI Omega Healthcare Investors, Inc. Common Stock | $2,266,990 | 0.44% | 47,546 | $285,102 | Up ×6 | ||
| PBA Pembina Pipeline Corp. Ordinary Shares (Canada) | $2,248,618 | 0.44% | 48,619 | $1,174,002 | Up ×3 | ||
| LNG Cheniere Energy, Inc. Common Stock | $2,184,954 | 0.43% | 9,142 | $-409,394 | Down ×4 | ||
| XOM Exxon Mobil Corporation Common Stock | $2,164,713 | 0.42% | 15,833 | $-195,483 | Up ×2 | ||
| PSA Public Storage Common Stock | $2,151,484 | 0.42% | 6,759 | $682,275 | Up ×1 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $2,082,217 | 0.41% | 22,018 | $135,276 | Up ×6 | ||
| DAC Danaos Corporation Common Stock | $2,062,546 | 0.40% | 16,855 | $1,478,475 | Up ×2 | ||
| TRP TC Energy Corporation Common Stock | $2,051,908 | 0.40% | 30,954 | $1,030,839 | Up ×6 | ||
| JEPI | $2,031,399 | 0.40% | 35,967 | $221,113 | Up ×6 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $2,022,683 | 0.40% | 24,634 | $64,784 | Up ×6 | ||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $1,973,392 | 0.39% | 22,672 | $645,544 | Up ×2 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $1,781,893 | 0.35% | 15,606 | $51,464 | Up ×6 | ||
| VRTX Vertex Pharmaceuticals Incorporated - Common Stock | $1,723,901 | 0.34% | 3,471 | $139,131 | Down ×1 | ||
| IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $1,661,075 | 0.33% | 76,724 | $398,615 | Up ×5 | ||
| CDNS Cadence Design Systems, Inc. - Common Stock | $1,613,970 | 0.32% | 4,300 | $631,144 | Up ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $1,545,495 | 0.30% | 3,675 | $227,641 | Up ×1 | ||
| CVX Chevron Corporation Common Stock | $1,498,532 | 0.29% | 9,040 | $-121,201 | Up ×1 | ||
| D Dominion Energy, Inc. Common Stock | $1,427,680 | 0.28% | 20,906 | $148,405 | Up ×2 | ||
| ARCC Ares Capital Corporation - Closed End Fund | $1,419,713 | 0.28% | 76,617 | $175,486 | Up ×2 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $1,347,290 | 0.26% | 9,848 | $400,536 | Up ×6 | ||
| PLD Prologis, Inc. Common Stock | $1,336,655 | 0.26% | 9,867 | $203,227 | Up ×3 | ||
| OGE OGE Energy Corp Common Stock | $1,253,276 | 0.25% | 25,756 | $112,200 | Up ×1 | ||
| MFC Manulife Financial Corporation Common Stock | $1,241,521 | 0.24% | 30,647 | $287,481 | Up ×3 | ||
| XEL Xcel Energy Inc. - Common Stock | $1,239,571 | 0.24% | 15,437 | $157,481 | Up ×6 | ||
| SOFI SoFi Technologies, Inc. - Common Stock | $1,210,486 | 0.24% | 67,512 | $135,966 | Down ×2 | ||
| MNST Monster Beverage Corporation - Common Stock | $1,135,057 | 0.22% | 11,809 | $302,637 | Up ×6 | ||
| DE Deere & Company Common Stock | $1,112,023 | 0.22% | 1,753 | $154,006 | Up ×5 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| SPY | $54,111,177 | 10.60% | up ×5 |
| AMD | $15,349,915 | 3.01% | up ×5 |
| IBTG | $9,012,094 | 1.77% | up ×6 |
| IEI | $8,397,009 | 1.65% | up ×6 |
| TSM | $7,853,701 | 1.54% | up ×5 |
| TER | $7,582,261 | 1.49% | up ×6 |
| IBTH | $7,002,925 | 1.37% | up ×6 |
| AGG | $6,768,477 | 1.33% | up ×6 |
| GS | $6,738,141 | 1.32% | up ×6 |
| RTX | $6,649,620 | 1.30% | up ×6 |
| IWV | $6,466,280 | 1.27% | up ×3 |
| MCO | $5,519,207 | 1.08% | up ×5 |
| ARM | $5,467,026 | 1.07% | up ×4 |
| OSK | $5,077,698 | 1.00% | up ×6 |
| AXP | $4,618,656 | 0.91% | up ×5 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| IBTF | Dec. 31, 2025 | 226,717 | $5,297,232 | No longer tracked |
| IGE | June 30, 2026 | 57,384 | $3,611,754 | No longer tracked |
| IBB | March 31, 2026 | 20,874 | $3,522,925 | 26.3% |
| CWB | Dec. 31, 2025 | 38,133 | $3,450,999 | No longer tracked |
| XLV | March 31, 2026 | 21,445 | $3,319,756 | No longer tracked |
| IWF | March 31, 2026 | 6,960 | $3,294,384 | No longer tracked |
| GLD | June 30, 2026 | 7,458 | $3,209,103 | No longer tracked |
| IWP | Dec. 31, 2025 | 22,412 | $3,191,736 | No longer tracked |
| IDU | Dec. 31, 2025 | 28,162 | $3,123,211 | No longer tracked |
| XLF | Dec. 31, 2025 | 57,006 | $3,070,910 | No longer tracked |
| FISV | June 30, 2025 | 12,746 | $2,814,798 | -70.2% |
| ICF | March 31, 2025 | 41,793 | $2,518,425 | No longer tracked |
| IWO | March 31, 2025 | 8,677 | $2,497,506 | No longer tracked |
| XLK | June 30, 2025 | 11,901 | $2,457,359 | No longer tracked |
| NMFC | Sept. 30, 2025 | 150,065 | $1,583,185 | -21.0% |
| ABT | June 30, 2026 | 14,281 | $1,466,236 | 26.6% |
| DFS | June 30, 2025 | 8,263 | $1,410,574 | No longer tracked |
| DBP | June 30, 2025 | 19,416 | $1,387,273 | No longer tracked |
| AMT | June 30, 2026 | 7,595 | $1,310,756 | 8.4% |
| CWB | June 30, 2025 | 16,534 | $1,266,802 | No longer tracked |
| DBA | June 30, 2025 | 47,606 | $1,253,942 | No longer tracked |
| EA | June 30, 2026 | 6,101 | $1,243,763 | No longer tracked |
| FLOT | June 30, 2025 | 18,996 | $969,745 | No longer tracked |
| NKE | June 30, 2026 | 17,904 | $945,665 | -1.1% |
| LQD | June 30, 2025 | 8,626 | $937,550 | No longer tracked |
| TROW | Dec. 31, 2025 | 7,504 | $770,220 | 9.9% |
| DELL | March 31, 2026 | 5,773 | $726,661 | 164.0% |
| SNPS | June 30, 2026 | 1,776 | $704,148 | -10.9% |
| PNC | Dec. 31, 2025 | 3,440 | $691,188 | 17.2% |
| GPC | March 31, 2026 | 5,221 | $641,938 | 24.7% |
| EOG | June 30, 2026 | 4,320 | $624,511 | 18.0% |
| BXP | June 30, 2026 | 11,366 | $589,911 | 1.7% |
| NOG | June 30, 2026 | 19,822 | $579,387 | 49.9% |
| IAGG | June 30, 2025 | 11,571 | $578,456 | No longer tracked |
| NIC | June 30, 2026 | 3,810 | $566,242 | 3.5% |
| MANH | March 31, 2026 | 3,036 | $526,169 | 57.4% |
| PYPL | March 31, 2026 | 8,869 | $517,747 | 36.4% |
| UHT | Dec. 31, 2025 | 12,586 | $492,977 | 4.9% |
| ZBRA | June 30, 2026 | 2,354 | $492,174 | 33.7% |
| PEP | June 30, 2026 | 3,141 | $487,799 | 5.0% |
| TXN | Dec. 31, 2025 | 2,642 | $485,393 | 53.3% |
| ZTS | Sept. 30, 2025 | 3,106 | $484,318 | -48.2% |
| HYG | June 30, 2025 | 6,105 | $481,653 | No longer tracked |
| TMO | March 31, 2026 | 808 | $468,381 | 26.1% |
| ES | Dec. 31, 2025 | 5,637 | $401,048 | 7.3% |
| CMG | Dec. 31, 2025 | 9,869 | $386,766 | -7.4% |
| MRVL | Sept. 30, 2025 | 4,832 | $374,011 | 189.3% |
| DFUS | Dec. 31, 2025 | 4,829 | $349,813 | No longer tracked |
| KMB | Sept. 30, 2025 | 2,479 | $319,565 | -12.2% |
| ABR | June 30, 2026 | 39,577 | $305,137 | -5.2% |
| INSW | Dec. 31, 2025 | 6,586 | $303,467 | 103.3% |
| OXY | Dec. 31, 2025 | 5,570 | $263,205 | 50.4% |
| EXAS | March 31, 2025 | 4,397 | $247,067 | No longer tracked |
| EXAS | Sept. 30, 2025 | 4,344 | $230,840 | No longer tracked |
| AMAL | March 31, 2025 | 6,276 | $210,072 | 69.7% |
| MELI | Dec. 31, 2025 | 87 | $203,314 | -4.8% |
| UNH | June 30, 2025 | 388 | $203,215 | 25.8% |
| CNI | March 31, 2026 | 2,039 | $201,555 | 24.2% |
| CTAS | Sept. 30, 2025 | 899 | $200,384 | -1.2% |
| MUB | June 30, 2025 | 1,897 | $200,020 | No longer tracked |