Midwest Professional Planners, LTD.

hedge fundUpdated 36 days ago

Managed by Midwest Professional Planners, Ltd. • Latest filing Q2 2026

Portfolio value

$510.3M

Q2 2026

Filings

14

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

32.5%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table

Period	Portfolio value
Q1 2023	$204.4M
Q2 2023	$228.3M
Q3 2023	$222.4M
Q4 2023	$250.9M
Q1 2024	$285.1M
Q2 2024	$299.2M
Q3 2024	$327.1M
Q4 2024	$334.9M
Q1 2025	$321.3M
Q2 2025	$379.8M
Q3 2025	$409.9M
Q4 2025	$422.2M
Q1 2026	$424.5M
Q2 2026	$510.3M

Top holdings

131 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	S SPY STATE STR SPDR S&P 500 ETF T	$54.1M	72.5K	10.60%	Added(+6.8%)
2	A AMAT APPLIED MATLS INC	$16.7M	23.0K	3.26%	Trimmed(-4.9%)
3	L LRCX LAM RESEARCH CORP	$16.2M	37.3K	3.17%	Trimmed(-3.6%)
4	N NVDA NVIDIA CORPORATION	$15.8M	79.0K	3.10%	Trimmed(-0.2%)
5	A AMD ADVANCED MICRO DEVICES INC	$15.3M	26.4K	3.01%	Added(+2.7%)
6	A AVGO BROADCOM INC	$13.3M	35.3K	2.61%	Trimmed(-7.9%)
7	E ETHA ISHARES TR	$12.6M	114.0K	2.46%	Trimmed(-26.7%)
8	E ETHA ISHARES TR	$10.6M	137.1K	2.07%	Added(+62.7%)
9	C CMI CUMMINS INC	$9.1M	12.7K	1.77%	Added(+3.6%)
10	? N/A ISHARES TR	$9M	393.7K	1.77%	Added(+7.9%)
11	M MU MICRON TECHNOLOGY INC	$8.7M	7.5K	1.70%	Trimmed(-0.6%)
12	E ETHA ISHARES TR	$8.4M	71.5K	1.65%	Added(+6.6%)
13	J JPM-PM JPMORGAN CHASE & CO	$8M	24.5K	1.57%	Trimmed(-5.1%)
14	T TSMWF TAIWAN SEMICONDUCTOR MANUFAC	$7.9M	16.4K	1.54%	Added(+10.4%)
15	T TER TERADYNE INC	$7.6M	15.7K	1.49%	Added(+2.1%)
16	E ETN EATON CORP PLC	$7.4M	17.3K	1.44%	Trimmed(-0.5%)
17	E ETHA ISHARES TR	$7M	313.1K	1.37%	Added(+18.3%)
18	E ETHA ISHARES TR	$6.9M	66.6K	1.36%	Trimmed(-32.5%)
19	E ETHA ISHARES TR	$6.8M	68.4K	1.33%	Added(+7.5%)
20	G GS-PD GOLDMAN SACHS GROUP INC	$6.7M	6.7K	1.32%	Added(+1.3%)

S

STATE STR SPDR S&P 500 ETF T

+6.8%

Value

$54.1M

Shares

72.5K

% Port

10.60%

A

APPLIED MATLS INC

-4.9%

Value

$16.7M

Shares

23.0K

% Port

3.26%

L

LAM RESEARCH CORP

-3.6%

Value

$16.2M

Shares

37.3K

% Port

3.17%

N

NVIDIA CORPORATION

-0.2%

Value

$15.8M

Shares

79.0K

% Port

3.10%

A

ADVANCED MICRO DEVICES INC

+2.7%

Value

$15.3M

Shares

26.4K

% Port

3.01%

A

BROADCOM INC

-7.9%

Value

$13.3M

Shares

35.3K

% Port

2.61%

E

ISHARES TR

-26.7%

Value

$12.6M

Shares

114.0K

% Port

2.46%

E

ISHARES TR

+62.7%

Value

$10.6M

Shares

137.1K

% Port

2.07%

C

CUMMINS INC

+3.6%

Value

$9.1M

Shares

12.7K

% Port

1.77%

?

10.N/A

ISHARES TR

+7.9%

Value

$9M

Shares

393.7K

% Port

1.77%

M

11.MU

MICRON TECHNOLOGY INC

-0.6%

Value

$8.7M

Shares

7.5K

% Port

1.70%

E

ISHARES TR

+6.6%

Value

$8.4M

Shares

71.5K

% Port

1.65%

J

JPMORGAN CHASE & CO

-5.1%

Value

$8M

Shares

24.5K

% Port

1.57%

T

TAIWAN SEMICONDUCTOR MANUFAC

+10.4%

Value

$7.9M

Shares

16.4K

% Port

1.54%

T

15.TER

TERADYNE INC

+2.1%

Value

$7.6M

Shares

15.7K

% Port

1.49%

E

16.ETN

EATON CORP PLC

-0.5%

Value

$7.4M

Shares

17.3K

% Port

1.44%

E

ISHARES TR

+18.3%

Value

$7M

Shares

313.1K

% Port

1.37%

E

ISHARES TR

-32.5%

Value

$6.9M

Shares

66.6K

% Port

1.36%

E

ISHARES TR

+7.5%

Value

$6.8M

Shares

68.4K

% Port

1.33%

G

GOLDMAN SACHS GROUP INC

+1.3%

Value

$6.7M

Shares

6.7K

% Port

1.32%

View full portfolio (131 holdings) →

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