Midwest Professional Planners, Ltd. Portfolio Stock Holdings
Midwest Professional Planners, Ltd. disclosed 131 stock positions valued at approximately $510.3 million in its latest SEC 13F filing. The largest holdings include STATE STR SPDR S&P 500 ETF T, APPLIED MATLS INC, and LAM RESEARCH CORP. The filing reflects positions held as of June 30, 2026 and was filed on August 5, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 131
- Portfolio Value
- $510.3M
Holdings by Sector
Midwest Professional Planners, Ltd. Portfolio Holdings in Q2 2026
128 holdings in the latest reporting period.
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| 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 | Other | 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 | Other | 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 |
| UNION PAC CORP | UNP | Industrials | 0.93% | 17,407 | +2,328 | +15.44% | $4,734,773 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.91% | 13,655 | +438 | +3.31% | $4,618,656 |
| VISA INC | V | Financial Services | 0.88% | 13,142 | +642 | +5.14% | $4,508,856 |
| MICROSOFT CORP | MSFT | Technology | 0.86% | 11,705 | -655 | -5.30% | $4,366,077 |
| HEWLETT PACKARD ENTERPRISE C | HPE | Technology | 0.82% | 92,854 | +946 | +1.03% | $4,188,639 |
| ASML HLDG NV | ASML | Other | 0.80% | 2,051 | +732 | +55.50% | $4,080,445 |
| SPDR SERIES TRUST | CWB | Other | 0.80% | 37,666 | -1,273 | -3.27% | $4,061,118 |
| ISHARES TR | QLTA | Other | 0.78% | 83,588 | +4,712 | +5.97% | $3,972,107 |
| ISHARES TR | IWN | Other | 0.78% | 17,915 | -953 | -5.05% | $3,962,879 |
| ISHARES TR | IWO | Other | 0.77% | 9,990 | -550 | -5.22% | $3,935,686 |
| ISHARES TR | IWS | Other | 0.77% | 23,809 | +23,809 | +100.00% | $3,919,029 |
| INVESCO QQQ TR | QQQ | Other | 0.76% | 5,295 | -478 | -8.28% | $3,899,238 |
| APPLE INC | AAPL | Technology | 0.76% | 13,457 | +88 | +0.66% | $3,893,826 |
| ISHARES TR | IWD | Other | 0.76% | 15,915 | +15,915 | +100.00% | $3,858,341 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.74% | 19,688 | -5,267 | -21.11% | $3,750,984 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.72% | 11,639 | +557 | +5.03% | $3,661,634 |
| ROYAL BK CDA | RY | Financial Services | 0.71% | 17,384 | +1,105 | +6.79% | $3,597,941 |
| ALPHABET INC | GOOG | Communication Services | 0.68% | 9,875 | +268 | +2.79% | $3,489,125 |
| KLA CORP | KLAC | Technology | 0.68% | 11,447 | +10,425 | +1020.06% | $3,453,623 |
| ISHARES TR | IBTI | Other | 0.68% | 155,906 | +37,073 | +31.20% | $3,451,759 |
| ANALOG DEVICES INC | ADI | Technology | 0.67% | 8,642 | -131 | -1.49% | $3,432,516 |
| ISHARES TR | IJR | Other | 0.67% | 23,051 | +82 | +0.36% | $3,418,713 |
| ORACLE CORP | ORCL | Technology | 0.66% | 22,912 | +110 | +0.48% | $3,357,806 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.66% | 6,518 | +67 | +1.04% | $3,347,409 |
| ARISTA NETWORKS INC | ANET | Other | 0.63% | 19,062 | +517 | +2.79% | $3,238,253 |
| META PLATFORMS INC | META | Communication Services | 0.63% | 5,675 | -213 | -3.62% | $3,196,525 |
| EPR PPTYS | EPR | Real Estate | 0.61% | 53,325 | +15,793 | +42.08% | $3,093,390 |
| MAIN STR CAP CORP | MAIN | Financial Services | 0.58% | 57,168 | +2,783 | +5.12% | $2,965,887 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 0.55% | 31,125 | +1,546 | +5.23% | $2,815,558 |
| ABBVIE INC | ABBV | Healthcare | 0.55% | 11,172 | +275 | +2.52% | $2,811,334 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.55% | 5,502 | +490 | +9.78% | $2,802,365 |
| WASTE MGMT INC DEL | WM | Industrials | 0.55% | 12,514 | -426 | -3.29% | $2,789,213 |
| CISCO SYS INC | CSCO | Technology | 0.52% | 22,794 | -652 | -2.78% | $2,677,434 |
| AMGEN INC | AMGN | Healthcare | 0.52% | 7,265 | +588 | +8.81% | $2,630,690 |
| NXP SEMICONDUCTORS N V | N6596X109 | Other | 0.51% | 9,239 | +4,632 | +100.54% | $2,596,391 |
| BLACKROCK INC | BLK | Other | 0.49% | 2,587 | +18 | +0.70% | $2,487,549 |
| GLOBAL X FDS | MLPX | Other | 0.47% | 32,777 | +3,813 | +13.16% | $2,414,354 |
| WHITE MTNS INS GROUP LTD | G9618E107 | Other | 0.47% | 1,164 | +769 | +194.68% | $2,413,426 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.47% | 10,039 | +809 | +8.76% | $2,392,636 |
| FIRST CTZNS BANCSHARES INC D | FCNCA | Financial Services | 0.47% | 1,146 | +135 | +13.35% | $2,384,614 |
| DATADOG INC | DDOG | Technology | 0.45% | 8,858 | +2,395 | +37.06% | $2,306,139 |
| TORM PLC | TRMD | Other | 0.45% | 87,282 | -4,223 | -4.62% | $2,274,561 |
| OMEGA HEALTHCARE INVS INC | OHI | Real Estate | 0.44% | 47,546 | +2,318 | +5.13% | $2,266,990 |
| PEMBINA PIPELINE CORP | PBA | Energy | 0.44% | 48,619 | +24,611 | +102.51% | $2,248,618 |
| CHENIERE ENERGY INC | LNG | Energy | 0.43% | 9,142 | -1 | -0.01% | $2,184,954 |
| EXXON MOBIL CORP | XOM | Energy | 0.42% | 15,833 | +1,922 | +13.82% | $2,164,713 |
| PUBLIC STORAGE | PSA | Real Estate | 0.42% | 6,759 | +1,335 | +24.61% | $2,151,484 |
| ISHARES TR | IEF | Other | 0.41% | 22,018 | +1,618 | +7.93% | $2,082,217 |
| TC ENERGY CORP | TRP | Energy | 0.40% | 30,954 | +14,643 | +89.77% | $2,051,908 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.40% | 35,967 | +4,028 | +12.61% | $2,031,399 |
| ISHARES TR | SHY | Other | 0.40% | 24,634 | +922 | +3.89% | $2,022,683 |
| INTERACTIVE BROKERS GROUP IN | IBKR | Financial Services | 0.39% | 22,672 | +2,874 | +14.52% | $1,973,392 |
| SHOPIFY INC | SHOP | Technology | 0.35% | 15,606 | +1,018 | +6.98% | $1,781,893 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 0.34% | 3,471 | -78 | -2.20% | $1,723,901 |
| ISHARES TR | IBTJ | Other | 0.33% | 76,724 | +18,927 | +32.75% | $1,661,075 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 0.32% | 4,300 | +763 | +21.57% | $1,613,970 |
| TESLA INC | TSLA | Consumer Cyclical | 0.30% | 3,675 | +130 | +3.67% | $1,545,495 |
| CHEVRON CORPORATION | CVX | Energy | 0.29% | 9,040 | +1,211 | +15.47% | $1,498,532 |
| DOMINION ENERGY INC | D | Utilities | 0.28% | 20,906 | +212 | +1.02% | $1,427,680 |
| ARES CAPITAL CORP | ARCC | Financial Services | 0.28% | 76,617 | +7,570 | +10.96% | $1,419,713 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.26% | 9,848 | +2,625 | +36.34% | $1,347,290 |
| PROLOGIS INC. | PLD | Real Estate | 0.26% | 9,867 | +1,292 | +15.07% | $1,336,655 |
| OGE ENERGY CORP | OGE | Utilities | 0.25% | 25,756 | +1,964 | +8.25% | $1,253,276 |
| MANULIFE FINL CORP | MFC | Financial Services | 0.24% | 30,647 | +2,945 | +10.63% | $1,241,521 |
| XCEL ENERGY INC | XEL | Utilities | 0.24% | 15,437 | +1,816 | +13.33% | $1,239,571 |
| SOFI TECHNOLOGIES INC | SOFI | Financial Services | 0.24% | 67,512 | -153 | -0.23% | $1,210,486 |
| MONSTER BEVERAGE CORP NEW | MNST | Consumer Defensive | 0.22% | 11,809 | +321 | +2.79% | $1,135,057 |
| DEERE & CO | DE | Industrials | 0.22% | 1,753 | +52 | +3.06% | $1,112,023 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.22% | 2,791 | +6 | +0.22% | $1,109,925 |
| PROVIDENT FINL SVCS INC | PFS | Financial Services | 0.18% | 39,894 | +17,333 | +76.83% | $943,087 |