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Latest Midwest Professional Planners, LTD. Stock Portfolio

$510Million | No. of Holdings #131

Midwest Professional Planners, LTD. Performance

2026 Q2+17.83%
YTD+17.01%
2025+15.41%

About Midwest Professional Planners, LTD. and 13F Hedge Fund Stock Holdings

On 2026-08-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Midwest Professional Planners, LTD. reported an equity portfolio of $510.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Midwest Professional Planners, LTD. are SPY, AMAT, LRCX. The fund has invested 10.6% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 3.3% of portfolio in APPLIED MATLS INC. <br><br> The fund managers got completely rid off ISHARES TR NORTH AMERN NAT (IJR), SPDR GOLD TR GOLD SHS (GLD) and ABBOTT LABORATORIES (ABT) stocks. They significantly reduced their stock positions in PAYCHEX INC (PAYX), SALESFORCE INC (CRM) and BOSTON SCIENTIFIC CORP (BSX). Midwest Professional Planners, LTD. opened new stock positions in ISHARES TR (IJR), NEBIUS GROUP N.V. (YNDX) and CREDO TECHNOLOGY GROUP HOLDI (CRDO). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), DANAOS CORPORATION (DAC) and WHITE MTNS INS GROUP LTD (WTM).
Midwest Professional Planners, LTD. Equity Portfolio Value
Last Reported on: 05 Aug, 2026
$510Million
  as of Aug 05, 2026

Midwest Professional Planners, LTD. Annual Return Estimates Vs S&P 500

Our best estimate is that Midwest Professional Planners, LTD. made a return of 17.83% in the last quarter. In trailing 12 months, it's portfolio return was 26.92%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr3,919,030
ishares tr3,858,340
nebius group n.v.468,937
credo technology group holdi452,525
caterpillar inc267,290
mccormick & co inc240,756
netease com inc210,390
qualcomm inc200,418
New stocks bought by Midwest Professional Planners, LTD.

Additions

Ticker% Inc.
vanguard index fds288
danaos corporation225
white mtns ins group ltd194
ishares tr134
pembina pipeline corp102
nxp semiconductors n v100
tc energy corp89.77
provident finl svcs inc76.83
Additions to existing portfolio by Midwest Professional Planners, LTD.

Reductions

Ticker% Reduced
paychex inc-73.37
salesforce inc-68.42
boston scientific corp-56.09
ishares tr-32.45
ishares tr-26.7
select sector spdr tr-21.11
vanguard index fds-11.94
capital one finl corp-10.97
Midwest Professional Planners, LTD. reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr north amern nat-3,611,750
arbor realty trust inc com-305,137
northern oil &gas inc com-579,387
nike inc class b com npv-945,665
abbott laboratories-1,466,240
bxp inc com-589,911
american tower corp new com-1,310,760
spdr gold tr gold shs-3,209,100
Midwest Professional Planners, LTD. got rid off the above stocks

Sector Distribution

Midwest Professional Planners, LTD. has about 43.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Industrials
  • Healthcare
  • Utilities
  • Real Estate
  • Communication Services
  • Energy
  • Consumer Defensive
Sector%
Others43.3
Technology25.7
Financial Services10.2
Industrials9.7
Healthcare2.3
Utilities1.9
Real Estate1.7
Communication Services1.5
Energy1.4
Consumer Defensive1.4

Market Cap. Distribution

Midwest Professional Planners, LTD. has about 52.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED44
MEGA-CAP33.2
LARGE-CAP19.5
MID-CAP3.3

Stocks belong to which Index?

About 50.8% of the stocks held by Midwest Professional Planners, LTD. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50049.3
Others49.2
RUSSELL 20001.5
Top 5 Winners (%)%
MU
micron technology inc
240.9 %
AMD
advanced micro devices inc
178.8 %
arm holdings plc
130.3 %
AMAT
applied matls inc
108.8 %
LRCX
lam research corp
101.0 %
Top 5 Winners ($)$
AMD
advanced micro devices inc
9.8 M
AMAT
applied matls inc
9.0 M
LRCX
lam research corp
8.4 M
SPY
state str spdr s&p 500 etf t
6.8 M
MU
micron technology inc
6.2 M
Top 5 Losers (%)%
VB
vanguard index fds
-61.7 %
CDXC
niagen bioscience inc
-27.7 %
NFLX
netflix inc.
-25.6 %
NOC
northrop grumman corp
-24.5 %
BSX
boston scientific corp
-23.0 %
Top 5 Losers ($)$
LMT
lockheed martin corp
-0.9 M
NOC
northrop grumman corp
-0.9 M
BSX
boston scientific corp
-0.6 M
VB
vanguard index fds
-0.5 M
XOM
exxon mobil corp
-0.5 M

Midwest Professional Planners, LTD. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Midwest Professional Planners, LTD.

Midwest Professional Planners, LTD. has 131 stocks in it's portfolio. About 33.8% of the portfolio is in top 10 stocks. LMT proved to be the most loss making stock for the portfolio. AMD was the most profitable stock for Midwest Professional Planners, LTD. last quarter.

$510.30MTotal Value
145Positions
05 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Midwest Professional Planners, LTD., last reported on 05 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Midwest Professional Planners, LTD.'s holding in Ishares Tr over time
2.46%113,969
$12.58M
2.46%
decreased 26.7 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Midwest Professional Planners, LTD.'s holding in Ishares Tr over time
1.65%71,494
$8.40M
1.65%
increased 6.59 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Midwest Professional Planners, LTD.'s holding in Ishares Tr over time
0.06%3,028
$303.8K
0.06%
increased 10.43 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
Midwest Professional Planners, LTD.'s holding in Global X Fds over time
0.47%32,777
$2.41M
0.47%
increased 13.16 percentadded
ALCC
Oklo Inc

Oklo Inc

ALCC
Midwest Professional Planners, LTD.'s holding in Oklo Inc over time
0.05%4,517
$236.4K
0.05%
decreased 10.5 percentreduced
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Midwest Professional Planners, LTD.'s holding in Asml Hldg Nv over time
0.8%2,051
$4.08M
0.8%
increased 55.5 percentadded