Midwest Professional Planners, LTD.
Filing Date
Global Rank
#1,196
/ 4,286
▲ 2016
Top Industry
Semiconductors
22.8%
3Y Alpha vs SPY
+3.5%
Period ended 38 days ago
Filed Aug 5, 2026 · 2d
26 quarters · since Mar 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+92.9%
SPY
+77.0%
Annualised alpha
+3.5%
Max drawdown
−20.3%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
100 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
14.3%
−0.1 pts
Top 5
31.2%
+2.9 pts
Top 10
43.5%
+4.5 pts
HHI
363
Diversified+22
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 39.8% | $150,976,769 |
| Financial Services | 15.9% | $60,098,289 |
| Unclassified | 15.3% | $58,010,192 |
| Industrials | 13.4% | $50,792,447 |
| Energy | 3.7% | $13,958,993 |
| Healthcare | 3.2% | $12,291,835 |
| Real Estate | 2.3% | $8,848,515 |
| Communication Services | 2.2% | $8,507,092 |
| Consumer Defensive | 1.6% | $5,893,573 |
| Utilities | 1.5% | $5,791,128 |
| Consumer Cyclical | 1.0% | $3,938,400 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PBA | Pembina Pipeline Corp | +24,611 | 48,619 | $2,248,628 | |
| PFS | Provident Financial Services Inc | +17,333 | 39,894 | $943,094 | |
| EPR | Epr Properties | +15,793 | 53,325 | $3,093,383 | |
| TRP | Tc Energy Corp | +14,643 | 30,954 | $2,051,940 | |
| DAC | Danaos Corp | +11,670 | 16,855 | $2,062,546 | |
| KLAC | Kla Corp | +10,425 | 11,447 | $3,453,674 | |
| ARCC | Ares Capital Corp | +7,570 | 76,617 | $1,419,713 | |
| NXPI | NXP Semiconductors N.V. | +4,632 | 9,239 | $2,596,436 | |
| SPY | Spdr S&P 500 ETF Trust | +4,610 | 72,460 | $54,110,954 | |
| PR | Permian Resources Corp | +3,515 | 34,024 | $626,381 | |
| MFC | Manulife Financial Corp | +2,945 | 30,647 | $1,241,509 | |
| IBKR | Interactive Brokers Group, Inc. | +2,874 | 22,672 | $1,973,370 | |
| MAIN | Main Street Capital CORP | +2,783 | 57,168 | $2,965,875 | |
| AEP | American Electric Power Co Inc | +2,625 | 9,848 | $1,347,304 | |
| DDOG | Datadog, Inc. | +2,395 | 8,858 | $2,306,268 | |
| UNP | Union Pacific Corp | +2,328 | 17,407 | $4,734,704 | |
| OHI | Omega Healthcare Investors Inc | +2,318 | 47,546 | $2,266,993 | |
| OGE | Oge Energy Corp. | +1,964 | 25,756 | $1,253,286 | |
| XOM | ExxonMobil Holdings Corp | +1,922 | 15,833 | $2,164,687 | |
| XEL | Xcel Energy Inc | +1,816 | 15,437 | $1,239,591 | |
| OSK | Oshkosh Corp | +1,740 | 33,084 | $5,077,732 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +1,547 | 16,445 | $7,853,638 | |
| EW | Edwards Lifesciences Corp | +1,546 | 31,125 | $2,815,567 | |
| PSA | Public Storage | +1,335 | 6,759 | $2,151,457 | |
| PLD | Prologis, Inc. | +1,292 | 9,867 | $1,336,682 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BSX | Boston Scientific Corp | −22,774 | 17,827 | $760,856 | |
| PAYX | Paychex Inc | −16,570 | 6,015 | $591,454 | |
| CRM | Salesforce, Inc. | −6,390 | 2,950 | $462,147 | |
| TRMD | TORM plc | −4,223 | 87,282 | $2,274,568 | |
| COF | Capital One Financial Corp | −3,234 | 26,245 | $5,265,271 | |
| AVGO | Broadcom Inc. | −3,044 | 35,291 | $13,331,175 | |
| LRCX | Lam Research Corp | −1,398 | 37,324 | $16,173,608 | |
| JPM | Jpmorgan Chase & Co | −1,315 | 24,533 | $8,030,386 | |
| AMAT | Applied Materials Inc /De | −1,195 | 23,035 | $16,654,305 | |
| MSFT | Microsoft Corp | −655 | 11,705 | $4,366,199 | |
| CSCO | Cisco Systems, Inc. | −652 | 22,794 | $2,677,383 | |
| OKLO | Oklo Inc. | −530 | 4,517 | $236,374 | |
| QQQ | Invesco Qqq Trust, Series 1 | −478 | 5,295 | $3,899,238 | |
| WM | Waste Management Inc | −426 | 12,514 | $2,789,120 | |
| META | Meta Platforms, Inc. | −213 | 5,675 | $3,196,670 | |
| NVDA | Nvidia Corp | −162 | 78,985 | $15,804,108 | |
| SOFI | SoFi Technologies, Inc. | −153 | 67,512 | $1,210,490 | |
| ADI | Analog Devices Inc | −131 | 8,642 | $3,432,343 | |
| ETN | Eaton Corp plc | −92 | 17,273 | $7,360,370 | |
| COST | Costco Wholesale Corp /New | −91 | 5,604 | $5,242,373 | |
| VRTX | Vertex Pharmaceuticals Inc / Ma | −78 | 3,471 | $1,724,149 | |
| PLTR | Palantir Technologies Inc. | −48 | 6,107 | $712,503 | |
| MU | Micron Technology Inc | −46 | 7,516 | $8,675,643 | |
| BRK-B | Berkshire Hathaway Inc | −11 | 727 | $363,783 | |
| BNTX | BioNTech SE | −7 | 4,002 | $372,386 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NBIS | Nebius Group N.V. | 1,698 | $468,936 | |
| CRDO | Credo Technology Group Holding Ltd | 1,664 | $452,524 | |
| CAT | Caterpillar Inc | 251 | $267,289 | |
| MKC | Mccormick & Co Inc | 4,775 | $240,755 | |
| NTES | NetEase, Inc. | 1,642 | $210,405 | |
| QCOM | Qualcomm Inc/De | 1,085 | $200,497 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GLD | Spdr Gold Trust | 7,458 | $3,209,102 | |
| ABT | Abbott Laboratories | 14,281 | $1,466,230 | |
| AMT | American Tower Corp /Ma/ | 7,595 | $1,310,745 | |
| EA | Electronic Arts Inc. | 6,101 | $1,243,810 | |
| NKE | NIKE, Inc. | 17,904 | $945,689 | |
| SNPS | Synopsys Inc | 1,776 | $704,148 | |
| EOG | Eog Resources Inc | 4,320 | $624,542 | |
| BXP | BXP, Inc. | 11,366 | $589,895 | |
| NOG | Northern Oil & Gas, Inc. | 19,822 | $579,397 | |
| NIC | Nicolet Bankshares Inc | 3,810 | $566,242 | |
| ZBRA | Zebra Technologies Corp | 2,354 | $492,174 | |
| PEP | Pepsico Inc | 3,141 | $487,765 | |
| ABR | Arbor Realty Trust Inc | 39,577 | $305,138 | |
| No positions match the current search. | ||||
100 tracked positions ·
$379,107,233 total
· filing declares
131 positions · $510,299,229
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 100 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 72,460 | $54,110,954 | 14.27% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 23,035 | $16,654,305 | 4.39% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 37,324 | $16,173,608 | 4.27% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 78,985 | $15,804,108 | 4.17% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 26,424 | $15,349,965 | 4.05% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 35,291 | $13,331,175 | 3.52% | |
| CMI |
Cummins Inc
Industrials
|
Added | 12,700 | $9,057,767 | 2.39% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 7,516 | $8,675,643 | 2.29% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 24,533 | $8,030,386 | 2.12% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 16,445 | $7,853,638 | 2.07% | |
| TER |
Teradyne, Inc
Technology
|
Added | 15,671 | $7,582,256 | 2.00% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 17,273 | $7,360,370 | 1.94% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 6,662 | $6,737,746 | 1.78% | |
| RTX |
RTX Corp
Industrials
|
Added | 35,048 | $6,649,657 | 1.75% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Added | 12,186 | $5,519,283 | 1.46% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
Added | 15,419 | $5,467,114 | 1.44% | |
| COF |
Capital One Financial Corp
Financial Services
|
Reduced | 26,245 | $5,265,271 | 1.39% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 5,604 | $5,242,373 | 1.38% | |
| OSK |
Oshkosh Corp
Industrials
|
Added | 33,084 | $5,077,732 | 1.34% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 9,773 | $4,978,952 | 1.31% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 17,407 | $4,734,704 | 1.25% | |
| AXP |
American Express Co
Financial Services
|
Added | 13,655 | $4,618,803 | 1.22% | |
| V |
Visa Inc.
Financial Services
|
Added | 13,142 | $4,508,888 | 1.19% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 11,705 | $4,366,199 | 1.15% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 12,322 | $4,363,617 | 1.15% | |
| HPE |
Hewlett Packard Enterprise Co
Technology
|
Added | 92,854 | $4,188,643 | 1.10% | |
| ASML |
Asml Holding NV
Technology
|
Added | 2,051 | $4,080,341 | 1.08% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 5,295 | $3,899,238 | 1.03% | |
| AAPL |
Apple Inc.
Technology
|
Added | 13,457 | $3,893,917 | 1.03% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Added | 11,639 | $3,661,513 | 0.97% | |
| RY |
Royal Bank Of Canada
Financial Services
|
Added | 17,384 | $3,597,966 | 0.95% | |
| KLAC |
Kla Corp
Technology
|
Added | 11,447 | $3,453,674 | 0.91% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 8,642 | $3,432,343 | 0.91% | |
| ORCL |
Oracle Corp
Technology
|
Added | 22,912 | $3,357,753 | 0.89% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 6,518 | $3,347,644 | 0.88% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 19,062 | $3,238,252 | 0.85% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 5,675 | $3,196,670 | 0.84% | |
| EPR |
Epr Properties
Real Estate
|
Added | 53,325 | $3,093,383 | 0.82% | |
| MAIN |
Main Street Capital CORP
Financial Services
|
Added | 57,168 | $2,965,875 | 0.78% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
Added | 31,125 | $2,815,567 | 0.74% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 11,172 | $2,811,322 | 0.74% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Added | 5,502 | $2,802,223 | 0.74% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 12,514 | $2,789,120 | 0.74% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 22,794 | $2,677,383 | 0.71% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 7,265 | $2,630,801 | 0.69% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Added | 9,239 | $2,596,436 | 0.68% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 2,587 | $2,487,555 | 0.66% | |
| WTM |
White Mountains Insurance Group Ltd
Financial Services
|
Added | 1,164 | $2,413,425 | 0.64% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 10,039 | $2,392,695 | 0.63% | |
| FCNCA |
First Citizens Bancshares Inc /De/
Financial Services
|
Added | 1,146 | $2,384,585 | 0.63% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.