Q2 2026 13F · SEC CIK 1730575

Midwest Professional Planners, LTD.

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $510.3M
Reported positions: 131
Top holdings a year, 3 yrs: +23.2%
Assets under management: $649.3M

Midwest Professional Planners, LTD. is a wealth manager that reported 131 positions worth $510.3M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Spdr S&p 500 ETF Tr (SPY, 10.6%), Applied Matls Inc (AMAT, 3.3%), Lam Research Corp (LRCX, 3.2%). A portfolio copying its top holdings returned 23.2% a year over the last 3 years, against 20.4% for the S&P 500.

Midwest Professional Planners, LTD. holdings largest 50 of 131 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Midwest Professional Planners, LTD. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYSpdr S&p 500 ETF Tr	10.6%	10.4%	72,460	+6.8%	$54.1M
AMATApplied Matls Inc	3.3%	2.0%	23,035	-4.9%	$16.7M
LRCXLam Research Corp	3.2%	1.9%	37,324	-3.6%	$16.2M
NVDANvidia Corporation Com	3.1%	3.3%	78,985	-0.2%	$15.8M
AMDAdvanced Micro Devices Inc	3.0%	1.2%	26,424	+2.7%	$15.3M
AVGOBroadcom Inc	2.6%	2.8%	35,291	-7.9%	$13.3M
SHVIshares Tr	2.5%	4.0%	113,969	-26.7%	$12.6M
IJHIshares Tr	2.1%	1.3%	137,108	+62.7%	$10.6M
CMICummins Inc	1.8%	1.6%	12,700	+3.6%	$9.1M
IBTGIshares Tr	1.8%	2.0%	393,713	+7.9%	$9.0M
MUMicron Technology Inc	1.7%	—	7,516	—	$8.7M
IEIIshares	1.6%	1.9%	71,494	+6.6%	$8.4M
JPMJpmorgan Chase & Co	1.6%	1.8%	24,533	-5.1%	$8.0M
TSMTaiwan Semiconductor Manufac	1.5%	1.2%	16,445	+10.4%	$7.9M
TERTeradyne Inc	1.5%	1.1%	15,671	+2.1%	$7.6M
ETNEaton Corp PLC	1.4%	1.5%	17,273	-0.5%	$7.4M
IBTHIshares Tr	1.4%	1.4%	313,050	+18.3%	$7.0M
EFAiShs MSCI EAFE	1.4%	2.3%	66,600	-32.4%	$6.9M
AGGIshares Tr	1.3%	1.5%	68,382	+7.5%	$6.8M
GSGoldman Sachs Group Inc	1.3%	1.3%	6,662	+1.3%	$6.7M
RTXRtx Corporation Com	1.3%	1.6%	35,048	+1.7%	$6.6M
IWVIshares Russell 3000 Index	1.3%	1.3%	15,165	+0.7%	$6.5M
EEMIshares	1.2%	1.3%	92,315	-3.3%	$6.3M
MCOMoodys Corp	1.1%	1.3%	12,186	+0.1%	$5.5M
ARMArm Hldgs PLC Equity A Funsponsored ADR	1.1%	—	15,419	—	$5.5M
EMXCIshares Inc	1.1%	1.1%	53,324	-7.9%	$5.5M
COFCapital One Financial Corp	1.0%	1.3%	26,245	-11.0%	$5.3M
COSTCostco Whsl Corp New	1.0%	1.3%	5,604	-1.6%	$5.2M
OSKOshkosh Corp	1.0%	1.1%	33,084	+5.6%	$5.1M
LMTLockheed Martin Corp Com	1.0%	1.4%	9,773	-0.0%	$5.0M
UNPUnion Pac Corp	0.9%	0.9%	17,407	+15.4%	$4.7M
AXPAmerican Express Co Com	0.9%	0.9%	13,655	+3.3%	$4.6M
VVisa Inc Com Cl A	0.9%	0.9%	13,142	+5.1%	$4.5M
SDCIUscf ETF Tr	0.9%	1.0%	167,272	+11.1%	$4.4M
MSFTMicrosoft Corp	0.9%	1.1%	11,705	-5.3%	$4.4M
HPEHewlett Packard Enterprise	0.8%	—	92,854	—	$4.2M
ASMLAsml Hldg NV	0.8%	—	2,051	—	$4.1M
CWBSpdr Series Trust	0.8%	0.8%	37,666	-3.3%	$4.1M
QLTAIshares Tr	0.8%	0.9%	83,588	+6.0%	$4.0M
IWNIshares Russell 2000 Value ETF	0.8%	0.8%	17,915	-5.1%	$4.0M
IWOIshares Russell 2000 Growth ETF	0.8%	0.8%	9,990	-5.2%	$3.9M
IWSIshares Russell Mid-Cap Value ETF	0.8%	—	23,809	—	$3.9M
QQQInvesco Qqq Tr	0.8%	0.8%	5,295	-8.3%	$3.9M
AAPLApple Inc	0.8%	0.8%	13,457	+0.7%	$3.9M
IWDIshares Russell 1000 Value ETF	0.8%	—	15,915	—	$3.9M
XLKState Street Technology Select Sector Sp	0.7%	0.8%	19,688	-21.1%	$3.8M
NSCNorfolk Southn Corp	0.7%	0.7%	11,639	+5.0%	$3.7M
RYRoyal Bank of Canada	0.7%	—	17,384	—	$3.6M
GOOGAlphabet Inc	0.7%	—	9,875	—	$3.5M
KLACKla Corp	0.7%	—	11,447	—	$3.5M

What Midwest Professional Planners, LTD. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IJH Ishares Tr+62.7% shares
IBTH Ishares Tr+18.3% shares
UNP Union Pac Corp+15.4% shares
SDCI Uscf ETF Tr+11.1% shares
TSM Taiwan Semiconductor Manufac+10.4% shares
IBTG Ishares Tr+7.9% shares
AGG Ishares Tr+7.5% shares
SPY Spdr S&p 500 ETF Tr+6.8% shares

Reduced

EFA iShs MSCI EAFE-32.4% shares
SHV Ishares Tr-26.7% shares
XLK State Street Technology Select Sector Sp-21.1% shares
COF Capital One Financial Corp-11.0% shares
QQQ Invesco Qqq Tr-8.3% shares
AVGO Broadcom Inc-7.9% shares
EMXC Ishares Inc-7.9% shares
MSFT Microsoft Corp-5.3% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.1% /yr; S&P 500 +20.1%
3 years: +23.2% /yr; S&P 500 +20.4%
5 years: +12.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F 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

Questions about Midwest Professional Planners, LTD.'s portfolio

What stocks does Midwest Professional Planners, LTD. own?

Midwest Professional Planners, LTD.'s latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 131 positions worth $510.3M. The largest are Spdr S&p 500 ETF Tr (SPY) at 10.6%, Applied Matls Inc (AMAT) at 3.3%, Lam Research Corp (LRCX) at 3.2%, Nvidia Corporation Com (NVDA) at 3.1% and Advanced Micro Devices Inc (AMD) at 3.0%.

What did Midwest Professional Planners, LTD. buy last quarter?

In Q2 2026, Midwest Professional Planners, LTD. added Ishares Tr (IJH) (+62.7% shares), Ishares Tr (IBTH) (+18.3% shares) and Union Pac Corp (UNP) (+15.4% shares), compared with its Q1 2026 filing.

What did Midwest Professional Planners, LTD. sell last quarter?

In Q2 2026, Midwest Professional Planners, LTD. cut from its top 50 Ishares Tr (IGE), cut from its top 50 Northrop Grumman Corp (NOC), cut from its top 50 Meta Platforms Inc Class A (META), cut from its top 50 Oracle Corp (ORCL), cut from its top 50 Mastercard Inc. (MA), iShs MSCI EAFE (EFA) (-32.4% shares), Ishares Tr (SHV) (-26.7% shares) and State Street Technology Select Sector Sp (XLK) (-21.1% shares), compared with its Q1 2026 filing.

How has Midwest Professional Planners, LTD.'s portfolio performed?

A portfolio copying Midwest Professional Planners, LTD.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.1% against +20.1%. Over 5 years: +12.2% a year against +11.6%.

When is Midwest Professional Planners, LTD.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Midwest Professional Planners, LTD.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Midwest Professional Planners, LTD. manage?

Midwest Professional Planners, LTD. reported $649.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $510.3M.