Midwest Professional Planners, LTD.
Reported holdings as of Q2 2026, from 31 quarterly filings.
This filer last reported in Q2 2026; the most recent quarter on file across all filers is Q3 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.
Holdings
Download these holdings as CSV
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | $54.1M | 72,460 | +0.21pp | 31q | +6.8%+$3.4M | |
| APPLIED MATLS INC | AMAT | $16.7M | 23,035 | +1.31pp | 31q | -4.9%-$864.0K | |
| LAM RESEARCH CORP | LRCX | $16.2M | 37,324 | +1.22pp | 7q | -3.6%-$605.8K | |
| NVIDIA CORPORATION | NVDA | $15.8M | 78,985 | -0.15pp | 31q | HELD | |
| ADVANCED MICRO DEVICES INC | AMD | $15.3M | 26,424 | +1.77pp | 18q | +2.7%+$399.7K | |
| BROADCOM INC | AVGO | $13.3M | 35,291 | -0.18pp | 30q | -7.9%-$1.1M | |
| ISHARES TR | SHV | $12.6M | 113,969 | -1.58pp | 21q | -26.7%-$4.6M | |
| ISHARES TR | IJH | $10.6M | 137,108 | +0.73pp | 14q | +62.7%+$4.1M | |
| CUMMINS INC | CMI | $9.1M | 12,700 | +0.22pp | 21q | +3.6%+$315.9K | |
| ISHARES TR | IBTG | $9.0M | 393,713 | -0.20pp | 10q | +7.9%+$661.4K | |
| MICRON TECHNOLOGY INC | MU | $8.7M | 7,516 | +1.10pp | 21q | -0.6%-$53.1K | |
| ISHARES TR | IEI | $8.4M | 71,494 | -0.23pp | 21q | +6.6%+$519.0K | |
| JPMORGAN CHASE & CO | JPM | $8.0M | 24,533 | -0.22pp | 31q | -5.1%-$430.4K | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $7.9M | 16,445 | +0.35pp | 6q | +10.4%+$738.8K | |
| TERADYNE INC | TER | $7.6M | 15,671 | +0.41pp | 7q | +2.1%+$157.2K | |
| EATON CORP PLC | ETN | $7.4M | 17,273 | -0.02pp | 31q | -0.5%-$39.2K | |
| ISHARES TR | IBTH | $7.0M | 313,050 | -0.03pp | 9q | +18.3%+$1.1M | |
| ISHARES TR | EFA | $6.9M | 66,600 | -0.90pp | 31q | -32.4%-$3.3M | |
| ISHARES TR | AGG | $6.8M | 68,382 | -0.16pp | 31q | +7.5%+$473.5K | |
| GOLDMAN SACHS GROUP INC | GS | $6.7M | 6,662 | +0.01pp | 14q | +1.3%+$83.9K | |
| RTX CORPORATION | RTX | $6.6M | 35,048 | -0.26pp | 10q | +1.7%+$111.2K | |
| ISHARES TR | IWV | $6.5M | 15,165 | -0.05pp | 31q | +0.7%+$44.8K | |
| ISHARES TR | EEM | $6.3M | 92,315 | -0.04pp | 14q | -3.3%-$215.1K | |
| MOODYS CORP | MCO | $5.5M | 12,186 | -0.17pp | 31q | HELD | |
| ARM HOLDINGS PLC | ARM | $5.5M | 15,419 | +0.54pp | 11q | +2.7%+$145.4K | |
| ISHARES INC | EMXC | $5.5M | 53,324 | flat | 17q | -7.9%-$467.9K | |
| CAPITAL ONE FINL CORP | COF | $5.3M | 26,245 | -0.23pp | 31q | -11.0%-$648.8K | |
| COSTCO WHOLESALE CORPORATION | COST | $5.2M | 5,604 | -0.31pp | 21q | -1.6%-$85.1K | |
| OSHKOSH CORP | OSK | $5.1M | 33,084 | -0.09pp | 31q | +5.6%+$267.1K | |
| LOCKHEED MARTIN CORP | LMT | $5.0M | 9,773 | -0.42pp | 31q | HELD | |
| UNION PAC CORP | UNP | $4.7M | 17,407 | +0.07pp | 31q | +15.4%+$633.2K | |
| AMERICAN EXPRESS CO | AXP | $4.6M | 13,655 | -0.04pp | 21q | +3.3%+$148.1K | |
| VISA INC | V | $4.5M | 13,142 | -0.01pp | 27q | +5.1%+$220.3K | |
| USCF ETF TR | SDCI | $4.4M | 167,272 | -0.10pp | 4q | +11.1%+$443.0K | |
| MICROSOFT CORP | MSFT | $4.4M | 11,705 | -0.22pp | 21q | -5.3%-$244.3K | |
| HEWLETT PACKARD ENTERPRISE C | HPE | $4.2M | 92,854 | +0.31pp | 30q | +1.0%+$42.7K | |
| ASML HLDG NV | ASML | $4.1M | 2,051 | +0.39pp | 3q | +55.5%+$1.5M | |
| SPDR SERIES TRUST | CWB | $4.1M | 37,666 | -0.04pp | 2q | -3.3%-$137.3K | |
| ISHARES TR | QLTA | $4.0M | 83,588 | -0.11pp | 5q | +6.0%+$223.9K | |
| ISHARES TR | IWN | $4.0M | 17,915 | -0.07pp | 2q | -5.1%-$210.8K | |
| ISHARES TR | IWO | $3.9M | 9,990 | -0.01pp | 3q | -5.2%-$216.7K | |
| ISHARES TR | IWS | $3.9M | 23,809 | - | new | NEW | |
| INVESCO QQQ TR | QQQ | $3.9M | 5,295 | -0.02pp | 9q | -8.3%-$352.0K | |
| APPLE INC | AAPL | $3.9M | 13,457 | -0.04pp | 31q | +0.7%+$25.5K | |
| ISHARES TR | IWD | $3.9M | 15,915 | - | new | NEW | |
| SELECT SECTOR SPDR TR | XLK | $3.8M | 19,688 | -0.05pp | 4q | -21.1%-$1.0M | |
| NORFOLK SOUTHN CORP | NSC | $3.7M | 11,639 | -0.03pp | 31q | +5.0%+$175.2K | |
| ROYAL BK CDA | RY | $3.6M | 17,384 | +0.08pp | 21q | +6.8%+$228.7K | |
| ALPHABET INC | GOOG | $3.5M | 9,875 | +0.03pp | 21q | +2.8%+$94.7K | |
| KLA CORP | KLAC | $3.5M | 11,447 | +0.32pp | 6q | +1020.1%+$3.1M | |
| ISHARES TR | IBTI | $3.5M | 155,906 | +0.05pp | 7q | +31.2%+$820.8K | |
| ANALOG DEVICES INC | ADI | $3.4M | 8,642 | +0.02pp | 21q | -1.5%-$52.0K | |
| ISHARES TR | IJR | $3.4M | 23,051 | flat | 14q | HELD | |
| ORACLE CORP | ORCL | $3.4M | 22,912 | -0.13pp | 21q | HELD | |
| MASTERCARD INCORPORATED | MA | $3.3M | 6,518 | -0.10pp | 13q | +1.0%+$34.4K | |
| ARISTA NETWORKS INC | ANET | $3.2M | 19,062 | +0.10pp | 7q | +2.8%+$87.8K | |
| META PLATFORMS INC | META | $3.2M | 5,675 | -0.17pp | 30q | -3.6%-$120.0K | |
| EPR PPTYS | EPR | $3.1M | 53,325 | +0.16pp | 21q | +42.1%+$916.2K | |
| MAIN STR CAP CORP | MAIN | $3.0M | 57,168 | -0.10pp | 10q | +5.1%+$144.4K | |
| EDWARDS LIFESCIENCES CORP | EW | $2.8M | 31,125 | -0.01pp | 10q | +5.2%+$139.9K | |
| ABBVIE INC | ABBV | $2.8M | 11,172 | -0.01pp | 31q | +2.5%+$69.2K | |
| NORTHROP GRUMMAN CORP | NOC | $2.8M | 5,502 | -0.26pp | 31q | +9.8%+$249.6K | |
| WASTE MGMT INC DEL | WM | $2.8M | 12,514 | -0.15pp | 31q | -3.3%-$95.0K | |
| CISCO SYS INC | CSCO | $2.7M | 22,794 | +0.10pp | 21q | -2.8%-$76.6K | |
| AMGEN INC | AMGN | $2.6M | 7,265 | -0.04pp | 31q | +8.8%+$212.9K | |
| NXP SEMICONDUCTORS N V | NXPI | $2.6M | 9,239 | +0.30pp | 21q | +100.5%+$1.3M | |
| BLACKROCK INC | BLK | $2.5M | 2,587 | -0.09pp | 7q | +0.7%+$17.3K | |
| GLOBAL X FDS | MLPX | $2.4M | 32,777 | -0.03pp | 5q | +13.2%+$280.9K | |
| WHITE MTNS INS GROUP LTD | WTM | $2.4M | 1,164 | +0.27pp | 9q | +194.7%+$1.6M | |
| AMAZON COM INC | AMZN | $2.4M | 10,039 | +0.02pp | 31q | +8.8%+$192.8K | |
| FIRST CTZNS BANCSHARES INC D | FCNCA | $2.4M | 1,146 | +0.02pp | 10q | +13.4%+$280.9K | |
| DATADOG INC | DDOG | $2.3M | 8,858 | +0.27pp | 12q | +37.1%+$623.5K | |
| TORM PLC | TRMD | $2.3M | 87,282 | -0.16pp | 10q | -4.6%-$110.1K | |
| OMEGA HEALTHCARE INVS INC | OHI | $2.3M | 47,546 | -0.02pp | 28q | +5.1%+$110.5K | |
| PEMBINA PIPELINE CORP | PBA | $2.2M | 48,619 | +0.19pp | 7q | +102.5%+$1.1M | |
| CHENIERE ENERGY INC | LNG | $2.2M | 9,142 | -0.18pp | 16q | HELD | |
| EXXON MOBIL CORP | XOMXXXX | $2.2M | 15,833 | -0.13pp | 31q | +13.8%+$262.8K | |
| PUBLIC STORAGE | PSA | $2.2M | 6,759 | +0.08pp | 31q | +24.6%+$424.9K | |
| ISHARES TR | IEF | $2.1M | 22,018 | -0.05pp | 26q | +7.9%+$153.0K | |
| DANAOS CORPORATION | DAC | $2.1M | 16,855 | +0.27pp | 3q | +225.1%+$1.4M | |
| TC ENERGY CORP | TRP | $2.1M | 30,954 | +0.16pp | 7q | +89.8%+$970.7K | |
| J P MORGAN EXCHANGE TRADED F | JEPI | $2.0M | 35,967 | -0.03pp | 11q | +12.6%+$227.5K | |
| ISHARES TR | SHY | $2.0M | 24,634 | -0.06pp | 31q | +3.9%+$75.7K | |
| INTERACTIVE BROKERS GROUP IN | IBKR | $2.0M | 22,672 | +0.07pp | 7q | +14.5%+$250.2K | |
| SHOPIFY INC | SHOP | $1.8M | 15,606 | -0.06pp | 11q | +7.0%+$116.2K | |
| VERTEX PHARMACEUTICALS INC | VRTX | $1.7M | 3,471 | -0.04pp | 18q | -2.2%-$38.7K | |
| ISHARES TR | IBTJ | $1.7M | 76,724 | +0.03pp | 6q | +32.7%+$409.8K | |
| CADENCE DESIGN SYSTEM INC | CDNS | $1.6M | 4,300 | +0.08pp | 8q | +21.6%+$286.4K | |
| TESLA INC | TSLA | $1.5M | 3,675 | -0.01pp | 14q | +3.7%+$54.7K | |
| CHEVRON CORPORATION | CVX | $1.5M | 9,040 | -0.09pp | 31q | +15.5%+$200.7K | |
| DOMINION ENERGY INC | D | $1.4M | 20,906 | -0.02pp | 21q | +1.0%+$14.5K | |
| ARES CAPITAL CORP | ARCC | $1.4M | 76,617 | -0.01pp | 11q | +11.0%+$140.3K | |
| AMERICAN ELEC PWR CO INC | AEP | $1.3M | 9,848 | +0.04pp | 18q | +36.3%+$359.1K | |
| PROLOGIS INC. | PLD | $1.3M | 9,867 | -0.01pp | 29q | +15.1%+$175.0K | |
| OGE ENERGY CORP | OGE | $1.3M | 25,756 | -0.02pp | 21q | +8.3%+$95.6K | |
| MANULIFE FINL CORP | MFC | $1.2M | 30,647 | +0.02pp | 7q | +10.6%+$119.3K | |
| XCEL ENERGY INC | XEL | $1.2M | 15,437 | -0.01pp | 31q | +13.3%+$145.8K | |
| SOFI TECHNOLOGIES INC | SOFI | $1.2M | 67,512 | -0.02pp | 7q | HELD | |
| MONSTER BEVERAGE CORP NEW | MNST | $1.1M | 11,809 | +0.03pp | 11q | +2.8%+$30.9K | |
| DEERE & CO | DE | $1.1M | 1,753 | -0.01pp | 18q | +3.1%+$33.0K | |
| INTUITIVE SURGICAL INC | ISRG | $1.1M | 2,791 | -0.08pp | 21q | HELD | |
| RENAISSANCERE HLDGS LTD | RNR | $1.1M | 3,373 | -0.02pp | 15q | +1.8%+$19.0K | |
| PROVIDENT FINL SVCS INC | PFS | $943.1K | 39,894 | +0.07pp | 10q | +76.8%+$409.7K | |
| CNX RES CORP | CNX | $909.3K | 26,799 | -0.06pp | 10q | HELD | |
| ALPHABET INC | GOOGL | $874.5K | 2,447 | +0.01pp | 31q | +3.5%+$29.7K | |
| BOSTON SCIENTIFIC CORP | BSX | $760.8K | 17,827 | -0.45pp | 31q | -56.1%-$972.0K | |
| PALANTIR TECHNOLOGIES INC | PLTR | $712.5K | 6,107 | -0.07pp | 13q | -0.8%-$5.6K | |
| PERMIAN RESOURCES CORP | PR | $626.4K | 34,024 | -0.03pp | 10q | +11.5%+$64.7K | |
| PAYCHEX INC | PAYX | $591.4K | 6,015 | -0.37pp | 31q | -73.4%-$1.6M | |
| ISHARES TR | IBTK | $499.5K | 25,562 | +0.05pp | 3q | +134.5%+$286.5K | |
| NEBIUS GROUP N.V. | NBIS | $468.9K | 1,698 | - | new | NEW | |
| SALESFORCE INC | CRM | $462.2K | 2,950 | -0.32pp | 30q | -68.4%-$1.0M | |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | $452.5K | 1,664 | - | new | NEW | |
| PROCTER & GAMBLE CO | PG | $410.4K | 2,799 | -0.01pp | 21q | +2.6%+$10.3K | |
| BIONTECH SE | BNTX | $372.4K | 4,002 | -0.01pp | 21q | HELD | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $363.8K | 727 | -0.01pp | 21q | -1.5%-$5.5K | |
| TELEDYNE TECHNOLOGIES INC | TDY | $353.5K | 530 | flat | 3q | +7.3%+$24.0K | |
| VANGUARD INDEX FDS | VO | $328.9K | 4,082 | -0.01pp | 21q | +288.0%+$244.1K | |
| BADGER METER INC | BMI | $325.4K | 2,193 | -0.01pp | 16q | HELD | |
| ISHARES TR | TLH | $303.8K | 3,028 | -0.01pp | 6q | +10.4%+$28.7K | |
| WEC ENERGY GROUP INC | WEC | $286.9K | 2,457 | -0.01pp | 21q | HELD | |
| NETFLIX INC | NFLX | $267.5K | 3,746 | -0.03pp | 8q | +2.0%+$5.1K | |
| CATERPILLAR INC | CAT | $267.3K | 251 | - | new | NEW | |
| VANGUARD INDEX FDS | VV | $251.1K | 730 | -0.01pp | 21q | -11.9%-$34.0K | |
| MCCORMICK & CO INC | MKC | $240.8K | 4,775 | - | new | NEW | |
| SYMBOTIC INC | SYM | $238.6K | 5,308 | -0.01pp | 4q | +8.7%+$19.0K | |
| OKLO INC | OKLO | $236.4K | 4,517 | -0.01pp | 3q | -10.5%-$27.7K | |
| ISHARES TR | FLOT | $224.9K | 4,406 | flat | 2q | +9.0%+$18.5K | |
| NETEASE COM INC | NTES | $210.4K | 1,642 | - | new | NEW | |
| QUALCOMM INC | QCOM | $200.4K | 1,085 | - | new | NEW | |
| NIAGEN BIOSCIENCE INC | NAGE | $66.8K | 20,950 | -0.01pp | 21q | HELD |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Semiconductors & Electronics | $89.8M | 17.6% |
| Funds & ETFs | $62.4M | 12.2% |
| Industrials | $38.3M | 7.5% |
| Banks & Lending | $26.1M | 5.1% |
| Software & IT Services | $22.8M | 4.5% |
| Autos & Aerospace | $21.4M | 4.2% |
| Computer Hardware | $14.0M | 2.7% |
| Business Services | $14.0M | 2.7% |
| Transport & Logistics | $12.7M | 2.5% |
| Instruments & Controls | $11.4M | 2.2% |
| Capital Markets | $11.2M | 2.2% |
| Energy | $9.5M | 1.9% |
| Other sectors | $43.1M | 8.5% |
| Not classified | $133.6M | 26.2% |
What the disclosed book did
This is not the fund's return. A 13F shows long US equity positions only, so shorts, bonds, foreign listings, private holdings and cash are all invisible here. What this measures is the quarter's change in value of the positions this manager disclosed, had they been left untouched - the return a reader following the filing would have earned.
| 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% |
Market is SPY over the same two quarter ends, priced the same way as everything else here - the median across every filer reporting it. It is a large-cap US proxy, so a manager holding small caps or biotech will beat or trail it for reasons that are not skill. Prices are quarter-end to quarter-end and say nothing about the path in between, or about trades opened and closed inside a quarter.
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $510.3M | 131 | 8 | 79 | 31 | 14 | 33.8% | 36 |
| Q1 2026 | $424.5M | 137 | 4 | 71 | 39 | 9 | 32.3% | 35 |
| Q4 2025 | $422.2M | 142 | 9 | 85 | 39 | 15 | 32.4% | 37 |
| Q3 2025 | $409.9M | 148 | 5 | 46 | 50 | 6 | 31.8% | 35 |
| Q2 2025 | $379.8M | 149 | 6 | 89 | 27 | 12 | 32.9% | 42 |
| Q1 2025 | $321.3M | 155 | 7 | 70 | 64 | 4 | 29.0% | 32 |
| Q4 2024 | $334.9M | 152 | 18 | 94 | 30 | 20 | 31.8% | 41 |
| Q3 2024 | $327.1M | 154 | 10 | 111 | 23 | 3 | 33.4% | 45 |
| Q2 2024 | $299.2M | 147 | 7 | 92 | 31 | 7 | 36.5% | 37 |
| Q1 2024 | $285.1M | 147 | 26 | 67 | 46 | 8 | 34.7% | 39 |
| Q4 2023 | $250.9M | 129 | 16 | 88 | 19 | 12 | 38.9% | 46 |
| Q3 2023 | $222.4M | 125 | 6 | 88 | 25 | 5 | 40.2% | 44 |
| Q2 2023 | $228.3M | 124 | 10 | 83 | 22 | 7 | 41.7% | 38 |
| Q1 2023 | $204.4M | 121 | 11 | 74 | 27 | 13 | 42.3% | 45 |
| Q4 2022 | $180.7M | 123 | 9 | 85 | 24 | 3 | 37.1% | 41 |
| Q3 2022 | $167.6M | 117 | 8 | 88 | 12 | 6 | 42.7% | 41 |
| Q2 2022 | $177.3M | 115 | 5 | 93 | 8 | 10 | 43.6% | 40 |
| Q1 2022 | $203.3M | 120 | 17 | 79 | 16 | 13 | 42.9% | 41 |
| Q4 2021 | $205.9M | 116 | 4 | 65 | 24 | 2 | 41.8% | 41 |
| Q3 2021 | $188.5M | 114 | 10 | 45 | 35 | 12 | 41.0% | 39 |
| Q2 2021 | $191.9M | 116 | 49 | 43 | 24 | 13 | 42.3% | 41 |
| Q1 2021 | $101.3M | 80 | 13 | 24 | 43 | 45 | 48.5% | 47 |
| Q4 2020 | $162.3M | 112 | 19 | 54 | 33 | 10 | 44.4% | 70 |
| Q3 2020 | $142.2M | 103 | 4 | 84 | 13 | 5 | 42.7% | 37 |
| Q2 2020 | $127.0M | 104 | 26 | 59 | 18 | 3 | 42.9% | 45 |
| Q1 2020 | $101.3M | 81 | 3 | 62 | 12 | 14 | 46.1% | 35 |
| Q4 2019 | $122.4M | 92 | 9 | 51 | 27 | 8 | 43.4% | 42 |
| Q3 2019 | $111.8M | 91 | 9 | 48 | 17 | 9 | 46.6% | 45 |
| Q2 2019 | $107.8M | 91 | 8 | 42 | 23 | 6 | 42.7% | 43 |
| Q1 2019 | $103.6M | 89 | 22 | 36 | 23 | 13 | 46.1% | 38 |
| Q4 2018 | $92.9M | 80 | 0 | 0 | 0 | 0 | 49.9% | 45 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.