DOSSIER · 13F-HR · Q2 2026

Midwest Professional Planners, LTD.

$510M in tracked AUM across 131 positions as of Q2 2026.

MP
CIK 0001730575 · last filed Jun 30, 2026
Total AUM
$510M
as of Q2 2026
Holdings
131
positions
Whale Score
54
54
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Midwest Professional Planners, LTD. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$54M72K10.6%
02
AMAT
APPLIED MATLS INC
$17M23K3.3%
03
LRCX
LAM RESEARCH CORP
$16M37K3.2%
04
NVDA
NVIDIA CORPORATION
$16M79K3.1%
05
AMD
ADVANCED MICRO DEVICES INC
$15M26K3.0%
06
AVGO
BROADCOM INC
$13M35K2.6%
07
SHV
ISHARES TR
$13M114K2.5%
08
IJH
ISHARES TR
$11M137K2.1%
09
CMI
CUMMINS INC
$9M13K1.8%
10
IBTG
ISHARES TR
$9M394K1.8%

Filing history

2026Q2Jun 30
$510M 20.2%
131 positionsView →
2026Q1Mar 31
$425M 0.6%
137 positionsView →
2025Q4Dec 31
$422M 3.0%
142 positionsView →
2025Q3Sep 30
$410M 7.9%
148 positionsView →
2025Q2Jun 30
$380M 18.2%
149 positionsLocked
2025Q1Mar 31
$321M 4.0%
155 positionsLocked
2024Q4Dec 31
$335M 2.4%
152 positionsLocked
2024Q3Sep 30
$327M 9.3%
154 positionsLocked
2024Q2Jun 30
$299M 5.0%
147 positionsLocked
2024Q1Mar 31
$285M 13.6%
147 positionsLocked
2023Q4Dec 31
$251M 12.8%
129 positionsLocked
2023Q3Sep 30
$222M 2.6%
125 positionsLocked
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