Midwest Professional Planners, LTD.
CIK 1730575 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $510.3M
- Posisi
- 131
- Per tanggal
- 30 Juni 2026
#3.725 dari 9.443 berdasarkan nilai 13F · top 39.4%
Nilai portofolio QoQ: +20.2% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 33,83%
- Bobot 25 kepemilikan teratas
- 54,55%
- Posisi di atas 1%
- 29
- Jumlah posisi efektif
- 43,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 7,48% Perkiraan pembelian $44.357.962 · penjualan $34.968.644
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 70,8% masih dipegang
- Posisi baru
- 8
- Meningkat
- 84
- Menurun
- 36
- Tertutup
- 14
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
36,9%
Portofolio lengkap 131 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SPY SPY | $54.111.177 | 10,60% | 72.460 | $9.985.670 | Naik ×5 | ||
| AMAT Applied Materials, Inc. - Common Stock | $16.654.110 | 3,26% | 23.035 | $8.372.538 | Turun ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $16.173.399 | 3,17% | 37.324 | $7.900.094 | Turun ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $15.804.208 | 3,10% | 78.985 | $2.000.950 | Turun ×4 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $15.349.915 | 3,01% | 26.424 | $10.114.357 | Naik ×5 | ||
| AVGO Broadcom Inc. - Common Stock | $13.331.286 | 2,61% | 35.291 | $1.466.367 | Turun ×6 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $12.576.442 | 2,46% | 113.969 | $-4.586.349 | Turun ×1 | ||
| IJH | $10.572.373 | 2,07% | 137.108 | $4.880.495 | Naik ×2 | ||
| CMI Cummins Inc. Common Stock | $9.057.605 | 1,77% | 12.700 | $2.463.285 | Naik ×1 | ||
| IBTG iShares iBonds Dec 2026 Term Treasury ETF | $9.012.094 | 1,77% | 393.713 | $652.254 | Naik ×6 | ||
| MU Micron Technology, Inc. - Common Stock | $8.675.662 | 1,70% | 7.516 | $6.121.012 | Turun ×6 | ||
| IEI iShares 3-7 Year Treasury Bond ETF | $8.397.009 | 1,65% | 71.494 | $441.889 | Naik ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $8.030.439 | 1,57% | 24.533 | $427.008 | Turun ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $7.853.701 | 1,54% | 16.445 | $2.818.767 | Naik ×5 | ||
| TER Teradyne, Inc. - Common Stock | $7.582.261 | 1,49% | 15.671 | $3.032.718 | Naik ×6 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $7.360.553 | 1,44% | 17.273 | $1.149.618 | Turun ×2 | ||
| IBTH iShares iBonds Dec 2027 Term Treasury ETF | $7.002.925 | 1,37% | 313.050 | $1.065.951 | Naik ×6 | ||
| EFA | $6.918.368 | 1,36% | 66.600 | $-2.657.962 | Turun ×1 | ||
| AGG | $6.768.477 | 1,33% | 68.382 | $455.073 | Naik ×6 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $6.738.141 | 1,32% | 6.662 | $1.172.094 | Naik ×6 | ||
| RTX RTX Corporation Common Stock | $6.649.620 | 1,30% | 35.048 | $1.809 | Naik ×6 | ||
| IWV | $6.466.280 | 1,27% | 15.165 | $883.789 | Naik ×3 | ||
| EEM | $6.315.268 | 1,24% | 92.315 | $894.090 | Turun ×1 | ||
| MCO Moody's Corporation Common Stock | $5.519.207 | 1,08% | 12.186 | $207.399 | Naik ×5 | ||
| ARM Arm Holdings plc - American Depositary Shares | $5.467.026 | 1,07% | 15.419 | $3.196.464 | Naik ×4 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $5.455.025 | 1,07% | 53.324 | $900.733 | Turun ×2 | ||
| COF Capital One Financial Corporation Common Stock | $5.265.206 | 1,03% | 26.245 | $-112.664 | Turun ×4 | ||
| COST Costco Wholesale Corporation - Common Stock | $5.242.649 | 1,03% | 5.604 | $-431.727 | Turun ×4 | ||
| OSK Oshkosh Corporation (Holding Company)Common Stock | $5.077.698 | 1,00% | 33.084 | $463.574 | Naik ×6 | ||
| LMT Lockheed Martin Corporation Common Stock | $4.978.702 | 0,98% | 9.773 | $-929.242 | Turun ×2 | ||
| UNP Union Pacific Corporation Common Stock | $4.734.773 | 0,93% | 17.407 | $1.076.349 | Naik ×1 | ||
| AXP American Express Company Common Stock | $4.618.656 | 0,91% | 13.655 | $620.721 | Naik ×5 | ||
| V Visa Inc. | $4.508.856 | 0,88% | 13.142 | $730.881 | Naik ×6 | ||
| SDCI | $4.422.672 | 0,87% | 167.272 | $322.616 | Naik ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $4.366.077 | 0,86% | 11.705 | $-209.092 | Turun ×6 | ||
| HPE Hewlett Packard Enterprise Company Common Stock | $4.188.639 | 0,82% | 92.854 | $2.000.303 | Naik ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $4.080.445 | 0,80% | 2.051 | $2.338.211 | Naik ×2 | ||
| CWB | $4.061.118 | 0,80% | 37.666 | $497.421 | Turun ×1 | ||
| QLTA | $3.972.107 | 0,78% | 83.588 | $218.400 | Naik ×4 | ||
| IWN | $3.962.879 | 0,78% | 17.915 | $385.647 | Turun ×1 | ||
| IWO | $3.935.686 | 0,77% | 9.990 | $628.089 | Turun ×1 | ||
| IWS | $3.919.029 | 0,77% | 23.809 | Naik ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $3.899.238 | 0,76% | 5.295 | $567.080 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $3.893.826 | 0,76% | 13.457 | $500.893 | Naik ×1 | ||
| IWD | $3.858.341 | 0,76% | 15.915 | Naik ×1 | |||
| XLK XLK | $3.750.984 | 0,74% | 19.688 | $434.403 | Turun ×1 | ||
| NSC Norfolk Southern Corporation Common Stock | $3.661.634 | 0,72% | 11.639 | $481.084 | Naik ×6 | ||
| RY Royal Bank Of Canada Common Stock | $3.597.941 | 0,71% | 17.384 | $964.404 | Naik ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3.489.125 | 0,68% | 9.875 | $733.301 | Naik ×4 | ||
| KLAC KLA Corporation - Common Stock | $3.453.623 | 0,68% | 11.447 | $1.948.708 | Naik ×3 | ||
| IBTI iShares iBonds Dec 2028 Term Treasury ETF | $3.451.759 | 0,68% | 155.906 | $803.803 | Naik ×6 | ||
| ADI Analog Devices, Inc. - Common Stock | $3.432.516 | 0,67% | 8.642 | $641.441 | Turun ×4 | ||
| IJR | $3.418.713 | 0,67% | 23.051 | $563.470 | Naik ×2 | ||
| ORCL Oracle Corporation Common Stock | $3.357.806 | 0,66% | 22.912 | $3.470 | Naik ×1 | ||
| MA Mastercard Incorporated Common Stock | $3.347.409 | 0,66% | 6.518 | $124.255 | Naik ×6 | ||
| ANET Arista Networks, Inc. Common Stock | $3.238.253 | 0,63% | 19.062 | $961.298 | Naik ×5 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3.196.525 | 0,63% | 5.675 | $-172.251 | Turun ×6 | ||
| EPR EPR Properties Common Stock | $3.093.390 | 0,61% | 53.325 | $1.218.279 | Naik ×6 | ||
| MAIN Main Street Capital Corporation Common Stock | $2.965.887 | 0,58% | 57.168 | $85.662 | Naik ×2 | ||
| EW Edwards Lifesciences Corporation Common Stock | $2.815.558 | 0,55% | 31.125 | $446.880 | Naik ×2 | ||
| ABBV AbbVie Inc. Common Stock | $2.811.334 | 0,55% | 11.172 | $441.359 | Naik ×1 | ||
| NOC Northrop Grumman Corporation Common Stock | $2.802.365 | 0,55% | 5.502 | $-616.901 | Naik ×1 | ||
| WM Waste Management, Inc. Common Stock | $2.789.213 | 0,55% | 12.514 | $-184.210 | Turun ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $2.677.434 | 0,52% | 22.794 | $858.270 | Turun ×2 | ||
| AMGN Amgen Inc. - Common Stock | $2.630.690 | 0,52% | 7.265 | $281.507 | Naik ×1 | ||
| NXPI NXP Semiconductors N.V. - Common Stock | $2.596.391 | 0,51% | 9.239 | $1.689.402 | Naik ×2 | ||
| BLK BlackRock, Inc. Common Stock | $2.487.549 | 0,49% | 2.587 | $16.741 | Naik ×1 | ||
| MLPX | $2.414.354 | 0,47% | 32.777 | $272.756 | Naik ×4 | ||
| WTM White Mountains Insurance Group, Ltd. Common Stock | $2.413.426 | 0,47% | 1.164 | $1.545.627 | Naik ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2.392.636 | 0,47% | 10.039 | $470.304 | Naik ×1 | ||
| FCNCA First Citizens BancShares, Inc. - Class A Common Stock | $2.384.614 | 0,47% | 1.146 | $479.200 | Naik ×3 | ||
| DDOG Datadog, Inc. - Class A Common Stock | $2.306.139 | 0,45% | 8.858 | $1.543.182 | Naik ×4 | ||
| TRMD TORM plc - Class A Common Stock | $2.274.561 | 0,45% | 87.282 | $-278.438 | Turun ×1 | ||
| OHI Omega Healthcare Investors, Inc. Common Stock | $2.266.990 | 0,44% | 47.546 | $285.102 | Naik ×6 | ||
| PBA Pembina Pipeline Corp. Ordinary Shares (Canada) | $2.248.618 | 0,44% | 48.619 | $1.174.002 | Naik ×3 | ||
| LNG Cheniere Energy, Inc. Common Stock | $2.184.954 | 0,43% | 9.142 | $-409.394 | Turun ×4 | ||
| XOM Exxon Mobil Corporation Common Stock | $2.164.713 | 0,42% | 15.833 | $-195.483 | Naik ×2 | ||
| PSA Public Storage Common Stock | $2.151.484 | 0,42% | 6.759 | $682.275 | Naik ×1 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $2.082.217 | 0,41% | 22.018 | $135.276 | Naik ×6 | ||
| DAC Danaos Corporation Common Stock | $2.062.546 | 0,40% | 16.855 | $1.478.475 | Naik ×2 | ||
| TRP TC Energy Corporation Common Stock | $2.051.908 | 0,40% | 30.954 | $1.030.839 | Naik ×6 | ||
| JEPI | $2.031.399 | 0,40% | 35.967 | $221.113 | Naik ×6 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $2.022.683 | 0,40% | 24.634 | $64.784 | Naik ×6 | ||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $1.973.392 | 0,39% | 22.672 | $645.544 | Naik ×2 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $1.781.893 | 0,35% | 15.606 | $51.464 | Naik ×6 | ||
| VRTX Vertex Pharmaceuticals Incorporated - Common Stock | $1.723.901 | 0,34% | 3.471 | $139.131 | Turun ×1 | ||
| IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $1.661.075 | 0,33% | 76.724 | $398.615 | Naik ×5 | ||
| CDNS Cadence Design Systems, Inc. - Common Stock | $1.613.970 | 0,32% | 4.300 | $631.144 | Naik ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $1.545.495 | 0,30% | 3.675 | $227.641 | Naik ×1 | ||
| CVX Chevron Corporation Common Stock | $1.498.532 | 0,29% | 9.040 | $-121.201 | Naik ×1 | ||
| D Dominion Energy, Inc. Common Stock | $1.427.680 | 0,28% | 20.906 | $148.405 | Naik ×2 | ||
| ARCC Ares Capital Corporation - Closed End Fund | $1.419.713 | 0,28% | 76.617 | $175.486 | Naik ×2 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $1.347.290 | 0,26% | 9.848 | $400.536 | Naik ×6 | ||
| PLD Prologis, Inc. Common Stock | $1.336.655 | 0,26% | 9.867 | $203.227 | Naik ×3 | ||
| OGE OGE Energy Corp Common Stock | $1.253.276 | 0,25% | 25.756 | $112.200 | Naik ×1 | ||
| MFC Manulife Financial Corporation Common Stock | $1.241.521 | 0,24% | 30.647 | $287.481 | Naik ×3 | ||
| XEL Xcel Energy Inc. - Common Stock | $1.239.571 | 0,24% | 15.437 | $157.481 | Naik ×6 | ||
| SOFI SoFi Technologies, Inc. - Common Stock | $1.210.486 | 0,24% | 67.512 | $135.966 | Turun ×2 | ||
| MNST Monster Beverage Corporation - Common Stock | $1.135.057 | 0,22% | 11.809 | $302.637 | Naik ×6 | ||
| DE Deere & Company Common Stock | $1.112.023 | 0,22% | 1.753 | $154.006 | Naik ×5 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| SPY | $54.111.177 | 10,60% | naik ×5 |
| AMD | $15.349.915 | 3,01% | naik ×5 |
| IBTG | $9.012.094 | 1,77% | naik ×6 |
| IEI | $8.397.009 | 1,65% | naik ×6 |
| TSM | $7.853.701 | 1,54% | naik ×5 |
| TER | $7.582.261 | 1,49% | naik ×6 |
| IBTH | $7.002.925 | 1,37% | naik ×6 |
| AGG | $6.768.477 | 1,33% | naik ×6 |
| GS | $6.738.141 | 1,32% | naik ×6 |
| RTX | $6.649.620 | 1,30% | naik ×6 |
| IWV | $6.466.280 | 1,27% | naik ×3 |
| MCO | $5.519.207 | 1,08% | naik ×5 |
| ARM | $5.467.026 | 1,07% | naik ×4 |
| OSK | $5.077.698 | 1,00% | naik ×6 |
| AXP | $4.618.656 | 0,91% | naik ×5 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| AMD | Beli lebih banyak | +688 | +$10.1M |
| SPY | Beli lebih banyak | +5K | +$10.0M |
| AMAT | Dipangkas | -1K | +$8.4M |
| LRCX | Dipangkas | -1K | +$7.9M |
| MU | Dipangkas | -46 | +$6.1M |
| IJH | Beli lebih banyak | +53K | +$4.9M |
| SHV | Dipangkas | -42K | -$4.6M |
| ARM | Beli lebih banyak | +410 | +$3.2M |
| TER | Beli lebih banyak | +325 | +$3.0M |
| TSM | Beli lebih banyak | +2K | +$2.8M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| IBTF | 31 Des. 2025 | 226.717 | $5.297.232 | Tidak lagi dilacak |
| IGE | 30 Juni 2026 | 57.384 | $3.611.754 | Tidak lagi dilacak |
| IBB | 31 Maret 2026 | 20.874 | $3.522.925 | 26,3% |
| CWB | 31 Des. 2025 | 38.133 | $3.450.999 | Tidak lagi dilacak |
| XLV | 31 Maret 2026 | 21.445 | $3.319.756 | Tidak lagi dilacak |
| IWF | 31 Maret 2026 | 6.960 | $3.294.384 | Tidak lagi dilacak |
| GLD | 30 Juni 2026 | 7.458 | $3.209.103 | Tidak lagi dilacak |
| IWP | 31 Des. 2025 | 22.412 | $3.191.736 | Tidak lagi dilacak |
| IDU | 31 Des. 2025 | 28.162 | $3.123.211 | Tidak lagi dilacak |
| XLF | 31 Des. 2025 | 57.006 | $3.070.910 | Tidak lagi dilacak |
| FISV | 30 Juni 2025 | 12.746 | $2.814.798 | -70,2% |
| ICF | 31 Maret 2025 | 41.793 | $2.518.425 | Tidak lagi dilacak |
| IWO | 31 Maret 2025 | 8.677 | $2.497.506 | Tidak lagi dilacak |
| XLK | 30 Juni 2025 | 11.901 | $2.457.359 | Tidak lagi dilacak |
| NMFC | 30 Sep. 2025 | 150.065 | $1.583.185 | -21,0% |
| ABT | 30 Juni 2026 | 14.281 | $1.466.236 | 26,6% |
| DFS | 30 Juni 2025 | 8.263 | $1.410.574 | Tidak lagi dilacak |
| DBP | 30 Juni 2025 | 19.416 | $1.387.273 | Tidak lagi dilacak |
| AMT | 30 Juni 2026 | 7.595 | $1.310.756 | 8,4% |
| CWB | 30 Juni 2025 | 16.534 | $1.266.802 | Tidak lagi dilacak |
| DBA | 30 Juni 2025 | 47.606 | $1.253.942 | Tidak lagi dilacak |
| EA | 30 Juni 2026 | 6.101 | $1.243.763 | Tidak lagi dilacak |
| FLOT | 30 Juni 2025 | 18.996 | $969.745 | Tidak lagi dilacak |
| NKE | 30 Juni 2026 | 17.904 | $945.665 | -1,1% |
| LQD | 30 Juni 2025 | 8.626 | $937.550 | Tidak lagi dilacak |
| TROW | 31 Des. 2025 | 7.504 | $770.220 | 9,9% |
| DELL | 31 Maret 2026 | 5.773 | $726.661 | 164,0% |
| SNPS | 30 Juni 2026 | 1.776 | $704.148 | -10,9% |
| PNC | 31 Des. 2025 | 3.440 | $691.188 | 17,2% |
| GPC | 31 Maret 2026 | 5.221 | $641.938 | 24,7% |
| EOG | 30 Juni 2026 | 4.320 | $624.511 | 18,0% |
| BXP | 30 Juni 2026 | 11.366 | $589.911 | 1,7% |
| NOG | 30 Juni 2026 | 19.822 | $579.387 | 49,9% |
| IAGG | 30 Juni 2025 | 11.571 | $578.456 | Tidak lagi dilacak |
| NIC | 30 Juni 2026 | 3.810 | $566.242 | 3,5% |
| MANH | 31 Maret 2026 | 3.036 | $526.169 | 57,4% |
| PYPL | 31 Maret 2026 | 8.869 | $517.747 | 36,4% |
| UHT | 31 Des. 2025 | 12.586 | $492.977 | 4,9% |
| ZBRA | 30 Juni 2026 | 2.354 | $492.174 | 33,7% |
| PEP | 30 Juni 2026 | 3.141 | $487.799 | 5,0% |
| TXN | 31 Des. 2025 | 2.642 | $485.393 | 53,3% |
| ZTS | 30 Sep. 2025 | 3.106 | $484.318 | -48,2% |
| HYG | 30 Juni 2025 | 6.105 | $481.653 | Tidak lagi dilacak |
| TMO | 31 Maret 2026 | 808 | $468.381 | 26,1% |
| ES | 31 Des. 2025 | 5.637 | $401.048 | 7,3% |
| CMG | 31 Des. 2025 | 9.869 | $386.766 | -7,4% |
| MRVL | 30 Sep. 2025 | 4.832 | $374.011 | 189,3% |
| DFUS | 31 Des. 2025 | 4.829 | $349.813 | Tidak lagi dilacak |
| KMB | 30 Sep. 2025 | 2.479 | $319.565 | -12,2% |
| ABR | 30 Juni 2026 | 39.577 | $305.137 | -5,2% |
| INSW | 31 Des. 2025 | 6.586 | $303.467 | 103,3% |
| OXY | 31 Des. 2025 | 5.570 | $263.205 | 50,4% |
| EXAS | 31 Maret 2025 | 4.397 | $247.067 | Tidak lagi dilacak |
| EXAS | 30 Sep. 2025 | 4.344 | $230.840 | Tidak lagi dilacak |
| AMAL | 31 Maret 2025 | 6.276 | $210.072 | 69,7% |
| MELI | 31 Des. 2025 | 87 | $203.314 | -4,8% |
| UNH | 30 Juni 2025 | 388 | $203.215 | 25,8% |
| CNI | 31 Maret 2026 | 2.039 | $201.555 | 24,2% |
| CTAS | 30 Sep. 2025 | 899 | $200.384 | -1,2% |
| MUB | 30 Juni 2025 | 1.897 | $200.020 | Tidak lagi dilacak |