Midwest Professional Planners, LTD.
Filing Date
Global Rank
#3,091
/ 8,232
▲ 133
Top Industry
Semiconductors
17.6%
3Y Alpha vs SPY
+1.1%
Period ended 2 months ago
Filed May 5, 2026 · 40d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+81.2%
SPY
+76.3%
Annualised alpha
+1.1%
Max drawdown
−20.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
106 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.6%
−0.0 pts
Top 5
28.5%
−1.2 pts
Top 10
39.3%
−0.9 pts
HHI
346
Diversified−9
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.8% | $96,450,172 |
| Financial Services | 17.1% | $51,730,556 |
| Unclassified | 16.7% | $50,666,731 |
| Industrials | 14.8% | $45,009,192 |
| Healthcare | 4.8% | $14,419,253 |
| Energy | 4.7% | $14,106,090 |
| Real Estate | 2.9% | $8,665,462 |
| Consumer Defensive | 2.4% | $7,389,029 |
| Communication Services | 1.9% | $5,645,557 |
| Utilities | 1.6% | $4,983,935 |
| Consumer Cyclical | 1.4% | $4,185,874 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| D | Dominion Energy, Inc | +16,078 | 20,694 | $1,279,303 | |
| IBKR | Interactive Brokers Group, Inc. | +15,440 | 19,798 | $1,327,851 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +10,286 | 14,898 | $5,034,779 | |
| ARCC | Ares Capital Corp | +6,774 | 69,047 | $1,244,226 | |
| TER | Teradyne, Inc | +5,035 | 15,346 | $4,549,475 | |
| PLD | Prologis, Inc. | +3,664 | 8,575 | $1,133,443 | |
| TRP | Tc Energy Corp | +2,576 | 16,311 | $1,021,068 | |
| MAIN | Main Street Capital CORP | +2,459 | 54,385 | $2,880,229 | |
| PFS | Provident Financial Services Inc | +1,583 | 22,561 | $477,390 | |
| SPY | Spdr S&P 500 ETF Trust | +1,404 | 67,850 | $44,125,569 | |
| OHI | Omega Healthcare Investors Inc | +1,297 | 45,228 | $1,981,890 | |
| JPM | Jpmorgan Chase & Co | +878 | 25,848 | $7,603,447 | |
| ASML | Asml Holding NV | +827 | 1,319 | $1,742,174 | |
| EW | Edwards Lifesciences Corp | +588 | 29,579 | $2,368,686 | |
| TRMD | TORM plc | +495 | 91,505 | $2,552,989 | |
| SHOP | Shopify Inc. | +461 | 14,588 | $1,730,428 | |
| PBA | Pembina Pipeline Corp | +410 | 24,008 | $1,074,598 | |
| KLAC | Kla Corp | +408 | 1,022 | $1,504,803 | |
| EPR | Epr Properties | +344 | 37,532 | $1,875,098 | |
| QQQ | Invesco Qqq Trust, Series 1 | +326 | 5,773 | $3,332,060 | |
| AMD | Advanced Micro Devices Inc | +316 | 25,736 | $5,235,474 | |
| MFC | Manulife Financial Corp | +305 | 27,702 | $954,056 | |
| RY | Royal Bank Of Canada | +279 | 16,279 | $2,633,616 | |
| ARM | Arm Holdings PLC /Uk | +276 | 15,009 | $2,270,561 | |
| NKE | NIKE, Inc. | +266 | 17,904 | $945,689 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LRCX | Lam Research Corp | −15,868 | 38,722 | $8,273,342 | |
| SOFI | SoFi Technologies, Inc. | −10,437 | 67,665 | $1,074,520 | |
| ABBV | AbbVie Inc. | −6,699 | 10,897 | $2,369,988 | |
| PLTR | Palantir Technologies Inc. | −5,235 | 6,155 | $900,353 | |
| AVGO | Broadcom Inc. | −3,311 | 38,335 | $11,865,065 | |
| AAPL | Apple Inc. | −3,095 | 13,369 | $3,392,918 | |
| WM | Waste Management Inc | −2,450 | 12,940 | $2,973,482 | |
| ABT | Abbott Laboratories | −1,916 | 14,281 | $1,466,230 | |
| NVDA | Nvidia Corp | −1,705 | 79,147 | $13,803,236 | |
| GLD | Spdr Gold Trust | −1,446 | 7,458 | $3,209,102 | |
| AMAT | Applied Materials Inc /De | −1,237 | 24,230 | $8,281,571 | |
| BSX | Boston Scientific Corp | −727 | 40,601 | $2,547,712 | |
| AMZN | Amazon Com Inc | −630 | 9,230 | $1,922,332 | |
| COST | Costco Wholesale Corp /New | −609 | 5,695 | $5,674,668 | |
| COF | Capital One Financial Corp | −607 | 29,479 | $5,377,853 | |
| OGE | Oge Energy Corp. | −573 | 23,792 | $1,141,064 | |
| CSCO | Cisco Systems, Inc. | −440 | 23,446 | $1,819,175 | |
| HPE | Hewlett Packard Enterprise Co | −289 | 91,908 | $2,188,329 | |
| CMI | Cummins Inc | −270 | 12,257 | $6,594,511 | |
| ADI | Analog Devices Inc | −263 | 8,773 | $2,791,042 | |
| ORCL | Oracle Corp | −224 | 22,802 | $3,354,402 | |
| CRM | Salesforce, Inc. | −206 | 9,340 | $1,743,497 | |
| TSLA | Tesla, Inc. | −205 | 3,545 | $1,317,853 | |
| AMT | American Tower Corp /Ma/ | −200 | 7,595 | $1,310,745 | |
| ABR | Arbor Realty Trust Inc | −198 | 39,577 | $305,138 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NIC | Nicolet Bankshares Inc | 3,810 | $566,242 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DELL | Dell Technologies Inc. | 5,773 | $726,705 | |
| GPC | Genuine Parts Co | 5,221 | $641,974 | |
| MANH | Manhattan Associates Inc | 3,036 | $526,169 | |
| PYPL | PayPal Holdings, Inc. | 8,869 | $517,772 | |
| TMO | Thermo Fisher Scientific Inc. | 808 | $468,195 | |
| CNI | Canadian National Railway Co | 2,039 | $201,555 | |
| No positions match the current search. | ||||
106 positions ·
$303,251,851 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 106 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 67,850 | $44,125,569 | 14.55% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 79,147 | $13,803,236 | 4.55% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 38,335 | $11,865,065 | 3.91% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 24,230 | $8,281,571 | 2.73% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 38,722 | $8,273,342 | 2.73% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 25,848 | $7,603,447 | 2.51% | |
| RTX |
RTX Corp
Industrials
|
Added | 34,462 | $6,647,719 | 2.19% | |
| CMI |
Cummins Inc
Industrials
|
Reduced | 12,257 | $6,594,511 | 2.17% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 17,365 | $6,210,939 | 2.05% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 9,775 | $5,907,912 | 1.95% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 5,695 | $5,674,668 | 1.87% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 6,579 | $5,565,768 | 1.84% | |
| COF |
Capital One Financial Corp
Financial Services
|
Reduced | 29,479 | $5,377,853 | 1.77% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Added | 12,176 | $5,311,780 | 1.75% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 25,736 | $5,235,474 | 1.73% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 14,898 | $5,034,779 | 1.66% | |
| OSK |
Oshkosh Corp
Industrials
|
Added | 31,344 | $4,614,150 | 1.52% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 12,360 | $4,575,301 | 1.51% | |
| TER |
Teradyne, Inc
Technology
|
Added | 15,346 | $4,549,475 | 1.50% | |
| AXP |
American Express Co
Financial Services
|
Added | 13,217 | $3,997,878 | 1.32% | |
| V |
Visa Inc.
Financial Services
|
Added | 12,500 | $3,778,000 | 1.25% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 15,079 | $3,658,466 | 1.21% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Reduced | 5,012 | $3,419,386 | 1.13% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 13,369 | $3,392,918 | 1.12% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 5,888 | $3,368,701 | 1.11% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 22,802 | $3,354,402 | 1.11% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 5,773 | $3,332,060 | 1.10% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 6,451 | $3,223,306 | 1.06% | |
| GLD |
Spdr Gold Trust
|
Reduced | 7,458 | $3,209,102 | 1.06% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Added | 11,082 | $3,180,534 | 1.05% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 12,940 | $2,973,482 | 0.98% | |
| MAIN |
Main Street Capital CORP
Financial Services
|
Added | 54,385 | $2,880,229 | 0.95% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 8,773 | $2,791,042 | 0.92% | |
| RY |
Royal Bank Of Canada
Financial Services
|
Added | 16,279 | $2,633,616 | 0.87% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
Reduced | 9,143 | $2,594,417 | 0.86% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 7,562 | $2,554,746 | 0.84% | |
| TRMD |
TORM plc
Energy
|
Added | 91,505 | $2,552,989 | 0.84% | |
| BSX |
Boston Scientific Corp
Healthcare
|
Reduced | 40,601 | $2,547,712 | 0.84% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 2,569 | $2,470,632 | 0.81% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 10,897 | $2,369,988 | 0.78% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
Added | 29,579 | $2,368,686 | 0.78% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 13,911 | $2,360,140 | 0.78% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 6,677 | $2,349,302 | 0.77% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 18,545 | $2,276,955 | 0.75% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
Added | 15,009 | $2,270,561 | 0.75% | |
| HPE |
Hewlett Packard Enterprise Co
Technology
|
Reduced | 91,908 | $2,188,329 | 0.72% | |
| PAYX |
Paychex Inc
Technology
|
Added | 22,585 | $2,080,530 | 0.69% | |
| OHI |
Omega Healthcare Investors Inc
Real Estate
|
Added | 45,228 | $1,981,890 | 0.65% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 9,230 | $1,922,332 | 0.63% | |
| FCNCA |
First Citizens Bancshares Inc /De/
Financial Services
|
Added | 1,011 | $1,905,391 | 0.63% |