# Midwest Professional Planners, LTD.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1730575. Source: https://holderbook.com/funds/1730575-midwest-professional-planners-ltd/

- Reported value: $510.3M
- Positions: 131
- Weight of the ten largest: 33.8%
- Filed: 2026-08-05

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $54.1M | 72,460 | 10.6% | 31 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $16.7M | 23,035 | 3.3% | 31 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $16.2M | 37,324 | 3.2% | 7 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $15.8M | 78,985 | 3.1% | 31 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $15.3M | 26,424 | 3.0% | 18 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $13.3M | 35,291 | 2.6% | 30 |
| ISHARES TR | [SHV](https://holderbook.com/stocks/SHV/) | $12.6M | 113,969 | 2.5% | 21 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $10.6M | 137,108 | 2.1% | 14 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $9.1M | 12,700 | 1.8% | 21 |
| ISHARES TR | [IBTG](https://holderbook.com/stocks/IBTG/) | $9.0M | 393,713 | 1.8% | 10 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $8.7M | 7,516 | 1.7% | 21 |
| ISHARES TR | [IEI](https://holderbook.com/stocks/IEI/) | $8.4M | 71,494 | 1.6% | 21 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $8.0M | 24,533 | 1.6% | 31 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $7.9M | 16,445 | 1.5% | 6 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $7.6M | 15,671 | 1.5% | 7 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $7.4M | 17,273 | 1.4% | 31 |
| ISHARES TR | [IBTH](https://holderbook.com/stocks/IBTH/) | $7.0M | 313,050 | 1.4% | 9 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $6.9M | 66,600 | 1.4% | 31 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $6.8M | 68,382 | 1.3% | 31 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $6.7M | 6,662 | 1.3% | 14 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $6.6M | 35,048 | 1.3% | 10 |
| ISHARES TR | [IWV](https://holderbook.com/stocks/IWV/) | $6.5M | 15,165 | 1.3% | 31 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $6.3M | 92,315 | 1.2% | 14 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $5.5M | 12,186 | 1.1% | 31 |
| ARM HOLDINGS PLC | [ARM](https://holderbook.com/stocks/ARM/) | $5.5M | 15,419 | 1.1% | 11 |
| ISHARES INC | [EMXC](https://holderbook.com/stocks/EMXC/) | $5.5M | 53,324 | 1.1% | 17 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $5.3M | 26,245 | 1.0% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $5.2M | 5,604 | 1.0% | 21 |
| OSHKOSH CORP | [OSK](https://holderbook.com/stocks/OSK/) | $5.1M | 33,084 | 1.0% | 31 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $5.0M | 9,773 | 1.0% | 31 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $4.7M | 17,407 | 0.9% | 31 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $4.6M | 13,655 | 0.9% | 21 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $4.5M | 13,142 | 0.9% | 27 |
| USCF ETF TR | [SDCI](https://holderbook.com/stocks/SDCI/) | $4.4M | 167,272 | 0.9% | 4 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $4.4M | 11,705 | 0.9% | 21 |
| HEWLETT PACKARD ENTERPRISE C | [HPE](https://holderbook.com/stocks/HPE/) | $4.2M | 92,854 | 0.8% | 30 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $4.1M | 2,051 | 0.8% | 3 |
| SPDR SERIES TRUST | [CWB](https://holderbook.com/stocks/CWB/) | $4.1M | 37,666 | 0.8% | 2 |
| ISHARES TR | [QLTA](https://holderbook.com/stocks/QLTA/) | $4.0M | 83,588 | 0.8% | 5 |
| ISHARES TR | [IWN](https://holderbook.com/stocks/IWN/) | $4.0M | 17,915 | 0.8% | 2 |
| ISHARES TR | [IWO](https://holderbook.com/stocks/IWO/) | $3.9M | 9,990 | 0.8% | 3 |
| ISHARES TR | [IWS](https://holderbook.com/stocks/IWS/) | $3.9M | 23,809 | 0.8% | 1 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $3.9M | 5,295 | 0.8% | 9 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $3.9M | 13,457 | 0.8% | 31 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $3.9M | 15,915 | 0.8% | 1 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $3.8M | 19,688 | 0.7% | 4 |
| NORFOLK SOUTHN CORP | [NSC](https://holderbook.com/stocks/NSC/) | $3.7M | 11,639 | 0.7% | 31 |
| ROYAL BK CDA | [RY](https://holderbook.com/stocks/RY/) | $3.6M | 17,384 | 0.7% | 21 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $3.5M | 9,875 | 0.7% | 21 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $3.5M | 11,447 | 0.7% | 6 |
| ISHARES TR | [IBTI](https://holderbook.com/stocks/IBTI/) | $3.5M | 155,906 | 0.7% | 7 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $3.4M | 8,642 | 0.7% | 21 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $3.4M | 23,051 | 0.7% | 14 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $3.4M | 22,912 | 0.7% | 21 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $3.3M | 6,518 | 0.7% | 13 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $3.2M | 19,062 | 0.6% | 7 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $3.2M | 5,675 | 0.6% | 30 |
| EPR PPTYS | [EPR](https://holderbook.com/stocks/EPR/) | $3.1M | 53,325 | 0.6% | 21 |
| MAIN STR CAP CORP | [MAIN](https://holderbook.com/stocks/MAIN/) | $3.0M | 57,168 | 0.6% | 10 |
| EDWARDS LIFESCIENCES CORP | [EW](https://holderbook.com/stocks/EW/) | $2.8M | 31,125 | 0.6% | 10 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $2.8M | 11,172 | 0.6% | 31 |
| NORTHROP GRUMMAN CORP | [NOC](https://holderbook.com/stocks/NOC/) | $2.8M | 5,502 | 0.5% | 31 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $2.8M | 12,514 | 0.5% | 31 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $2.7M | 22,794 | 0.5% | 21 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $2.6M | 7,265 | 0.5% | 31 |
| NXP SEMICONDUCTORS N V | [NXPI](https://holderbook.com/stocks/NXPI/) | $2.6M | 9,239 | 0.5% | 21 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $2.5M | 2,587 | 0.5% | 7 |
| GLOBAL X FDS | [MLPX](https://holderbook.com/stocks/MLPX/) | $2.4M | 32,777 | 0.5% | 5 |
| WHITE MTNS INS GROUP LTD | [WTM](https://holderbook.com/stocks/WTM/) | $2.4M | 1,164 | 0.5% | 9 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.4M | 10,039 | 0.5% | 31 |
| FIRST CTZNS BANCSHARES INC D | [FCNCA](https://holderbook.com/stocks/FCNCA/) | $2.4M | 1,146 | 0.5% | 10 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $2.3M | 8,858 | 0.5% | 12 |
| TORM PLC | [TRMD](https://holderbook.com/stocks/TRMD/) | $2.3M | 87,282 | 0.4% | 10 |
| OMEGA HEALTHCARE INVS INC | [OHI](https://holderbook.com/stocks/OHI/) | $2.3M | 47,546 | 0.4% | 28 |
| PEMBINA PIPELINE CORP | [PBA](https://holderbook.com/stocks/PBA/) | $2.2M | 48,619 | 0.4% | 7 |
| CHENIERE ENERGY INC | [LNG](https://holderbook.com/stocks/LNG/) | $2.2M | 9,142 | 0.4% | 16 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $2.2M | 15,833 | 0.4% | 31 |
| PUBLIC STORAGE | [PSA](https://holderbook.com/stocks/PSA/) | $2.2M | 6,759 | 0.4% | 31 |
| ISHARES TR | [IEF](https://holderbook.com/stocks/IEF/) | $2.1M | 22,018 | 0.4% | 26 |
| DANAOS CORPORATION | [DAC](https://holderbook.com/stocks/DAC/) | $2.1M | 16,855 | 0.4% | 3 |
| TC ENERGY CORP | [TRP](https://holderbook.com/stocks/TRP/) | $2.1M | 30,954 | 0.4% | 7 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $2.0M | 35,967 | 0.4% | 11 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $2.0M | 24,634 | 0.4% | 31 |
| INTERACTIVE BROKERS GROUP IN | [IBKR](https://holderbook.com/stocks/IBKR/) | $2.0M | 22,672 | 0.4% | 7 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $1.8M | 15,606 | 0.3% | 11 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $1.7M | 3,471 | 0.3% | 18 |
| ISHARES TR | [IBTJ](https://holderbook.com/stocks/IBTJ/) | $1.7M | 76,724 | 0.3% | 6 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $1.6M | 4,300 | 0.3% | 8 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.5M | 3,675 | 0.3% | 14 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $1.5M | 9,040 | 0.3% | 31 |
| DOMINION ENERGY INC | [D](https://holderbook.com/stocks/D/) | $1.4M | 20,906 | 0.3% | 21 |
| ARES CAPITAL CORP | [ARCC](https://holderbook.com/stocks/ARCC/) | $1.4M | 76,617 | 0.3% | 11 |
| AMERICAN ELEC PWR CO INC | [AEP](https://holderbook.com/stocks/AEP/) | $1.3M | 9,848 | 0.3% | 18 |
| PROLOGIS INC. | [PLD](https://holderbook.com/stocks/PLD/) | $1.3M | 9,867 | 0.3% | 29 |
| OGE ENERGY CORP | [OGE](https://holderbook.com/stocks/OGE/) | $1.3M | 25,756 | 0.2% | 21 |
| MANULIFE FINL CORP | [MFC](https://holderbook.com/stocks/MFC/) | $1.2M | 30,647 | 0.2% | 7 |
| XCEL ENERGY INC | [XEL](https://holderbook.com/stocks/XEL/) | $1.2M | 15,437 | 0.2% | 31 |
| SOFI TECHNOLOGIES INC | [SOFI](https://holderbook.com/stocks/SOFI/) | $1.2M | 67,512 | 0.2% | 7 |
| MONSTER BEVERAGE CORP NEW | [MNST](https://holderbook.com/stocks/MNST/) | $1.1M | 11,809 | 0.2% | 11 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $1.1M | 1,753 | 0.2% | 18 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +18.4% | +14.8% | +3.6% | 100% |
| Q1 2026 | -1.0% | -4.6% | +3.6% | 100% |
| Q4 2025 | +1.8% | +2.4% | -0.5% | 99% |
| Q3 2025 | +6.5% | +7.8% | -1.3% | 100% |
| Q2 2025 | +11.3% | +10.5% | +0.9% | 100% |
| Q1 2025 | -4.6% | -4.6% | -0.0% | 100% |
| Q4 2024 | +0.9% | +2.1% | -1.2% | 100% |
| Q3 2024 | +4.1% | +5.4% | -1.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $510.3M | 131 |
| Q1 2026 | $424.5M | 137 |
| Q4 2025 | $422.2M | 142 |
| Q3 2025 | $409.9M | 148 |
| Q2 2025 | $379.8M | 149 |
| Q1 2025 | $321.3M | 155 |
| Q4 2024 | $334.9M | 152 |
| Q3 2024 | $327.1M | 154 |
| Q2 2024 | $299.2M | 147 |
| Q1 2024 | $285.1M | 147 |
| Q4 2023 | $250.9M | 129 |
| Q3 2023 | $222.4M | 125 |