Midwest Professional Planners, Ltd. Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Midwest Professional Planners, Ltd. disclosed 130 stock positions valued at approximately $510.30M as of quarter-end June 30, 2026. The largest holdings include STATE STR SPDR S&P 500 ETF T, APPLIED MATLS INC, and LAM RESEARCH CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 130
- Portfolio Value
- $510.30M
Holdings by Sector
Midwest Professional Planners, Ltd. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 10.60% | 72,460 | +4,610 | +6.79% | $54,111,177 |
| APPLIED MATLS INC | AMAT | Technology | 3.26% | 23,035 | -1,195 | -4.93% | $16,654,110 |
| LAM RESEARCH CORP | LRCX | Technology | 3.17% | 37,324 | -1,398 | -3.61% | $16,173,399 |
| NVIDIA CORPORATION | NVDA | Technology | 3.10% | 78,985 | -162 | -0.20% | $15,804,208 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 3.01% | 26,424 | +688 | +2.67% | $15,349,915 |
| BROADCOM INC | AVGO | Technology | 2.61% | 35,291 | -3,044 | -7.94% | $13,331,286 |
| ISHARES TR | SHV | Other | 2.46% | 113,969 | -41,505 | -26.70% | $12,576,442 |
| ISHARES TR | IJH | Other | 2.07% | 137,108 | +52,821 | +62.67% | $10,572,373 |
| CUMMINS INC | CMI | Industrials | 1.77% | 12,700 | +443 | +3.61% | $9,057,605 |
| ISHARES TR | IBTG | Other | 1.77% | 393,713 | +28,893 | +7.92% | $9,012,094 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.70% | 7,516 | -46 | -0.61% | $8,675,662 |
| ISHARES TR | IEI | Other | 1.65% | 71,494 | +4,419 | +6.59% | $8,397,009 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.57% | 24,533 | -1,315 | -5.09% | $8,030,439 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.54% | 16,445 | +1,547 | +10.38% | $7,853,701 |
| TERADYNE INC | TER | Technology | 1.49% | 15,671 | +325 | +2.12% | $7,582,261 |
| EATON CORP PLC | ETN | Industrials | 1.44% | 17,273 | -92 | -0.53% | $7,360,553 |
| ISHARES TR | IBTH | Other | 1.37% | 313,050 | +48,361 | +18.27% | $7,002,925 |
| ISHARES TR | EFA | Other | 1.36% | 66,600 | -31,993 | -32.45% | $6,918,368 |
| ISHARES TR | AGG | Other | 1.33% | 68,382 | +4,784 | +7.52% | $6,768,477 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 1.32% | 6,662 | +83 | +1.26% | $6,738,141 |
| RTX CORPORATION | RTX | Industrials | 1.30% | 35,048 | +586 | +1.70% | $6,649,620 |
| ISHARES TR | IWV | Other | 1.27% | 15,165 | +105 | +0.70% | $6,466,280 |
| ISHARES TR | EEM | Other | 1.24% | 92,315 | -3,145 | -3.29% | $6,315,268 |
| MOODYS CORP | MCO | Financial Services | 1.08% | 12,186 | +10 | +0.08% | $5,519,207 |
| ARM HOLDINGS PLC | ARM | Technology | 1.07% | 15,419 | +410 | +2.73% | $5,467,026 |
| ISHARES INC | EMXC | Other | 1.07% | 53,324 | -4,574 | -7.90% | $5,455,025 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 1.03% | 26,245 | -3,234 | -10.97% | $5,265,206 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.03% | 5,604 | -91 | -1.60% | $5,242,649 |
| OSHKOSH CORP | OSK | Industrials | 1.00% | 33,084 | +1,740 | +5.55% | $5,077,698 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.98% | 9,773 | -2 | -0.02% | $4,978,702 |
Showing 30 of 130 holdings in the latest reporting period.