Midwest Professional Planners, LTD.
Q2 2026 13F filing
Updated 36 days ago131 disclosed positions worth $510.3M
Full holdings
Every line item disclosed in 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%) |
| 21 | R RTX RTX CORPORATION | $6.6M | 35.0K | 1.30% | Added(+1.7%) |
| 22 | E ETHA ISHARES TR | $6.5M | 15.2K | 1.27% | Added(+0.7%) |
| 23 | E ETHA ISHARES TR | $6.3M | 92.3K | 1.24% | Trimmed(-3.3%) |
| 24 | M MCO MOODYS CORP | $5.5M | 12.2K | 1.08% | Added(+0.1%) |
| 25 | A ARM ARM HOLDINGS PLC | $5.5M | 15.4K | 1.07% | Added(+2.7%) |
| 26 | E ETHA ISHARES INC | $5.5M | 53.3K | 1.07% | Trimmed(-7.9%) |
| 27 | C COF-PN CAPITAL ONE FINL CORP | $5.3M | 26.2K | 1.03% | Trimmed(-11.0%) |
| 28 | C COST COSTCO WHOLESALE CORPORATION | $5.2M | 5.6K | 1.03% | Trimmed(-1.6%) |
| 29 | O OSK OSHKOSH CORP | $5.1M | 33.1K | 0.99% | Added(+5.5%) |
| 30 | L LMT LOCKHEED MARTIN CORP | $5M | 9.8K | 0.98% | Trimmed(-0.0%) |
| 31 | U UNP UNION PAC CORP | $4.7M | 17.4K | 0.93% | Added(+15.4%) |
| 32 | A AXP AMERICAN EXPRESS CO | $4.6M | 13.7K | 0.91% | Added(+3.3%) |
| 33 | V V VISA INC | $4.5M | 13.1K | 0.88% | Added(+5.1%) |
| 34 | ? N/A USCF ETF TR | $4.4M | 167.3K | 0.87% | Added(+11.1%) |
| 35 | M MSFT MICROSOFT CORP | $4.4M | 11.7K | 0.86% | Trimmed(-5.3%) |
| 36 | H HPE-PC HEWLETT PACKARD ENTERPRISE C | $4.2M | 92.9K | 0.82% | Added(+1.0%) |
| 37 | A ASMLF ASML HLDG NV | $4.1M | 2.1K | 0.80% | Added(+55.5%) |
| 38 | C CW SPDR SERIES TRUST | $4.1M | 37.7K | 0.80% | Trimmed(-3.3%) |
| 39 | E ETHA ISHARES TR | $4M | 83.6K | 0.78% | Added(+6.0%) |
| 40 | E ETHA ISHARES TR | $4M | 17.9K | 0.78% | Trimmed(-5.0%) |
| 41 | E ETHA ISHARES TR | $3.9M | 10.0K | 0.77% | Trimmed(-5.2%) |
| 42 | E ETHA ISHARES TR | $3.9M | 23.8K | 0.77% | — |
| 43 | Q QQQ INVESCO QQQ TR | $3.9M | 5.3K | 0.76% | Trimmed(-8.3%) |
| 44 | A AAPL APPLE INC | $3.9M | 13.5K | 0.76% | Added(+0.7%) |
| 45 | E ETHA ISHARES TR | $3.9M | 15.9K | 0.76% | — |
| 46 | S STT-PG SELECT SECTOR SPDR TR | $3.8M | 19.7K | 0.74% | Trimmed(-21.1%) |
| 47 | N NSC NORFOLK SOUTHN CORP | $3.7M | 11.6K | 0.72% | Added(+5.0%) |
| 48 | R RYLBF ROYAL BK CDA | $3.6M | 17.4K | 0.71% | Added(+6.8%) |
| 49 | G GOOGN ALPHABET INC | $3.5M | 9.9K | 0.68% | Added(+2.8%) |
| 50 | K KLAC KLA CORP | $3.5M | 11.4K | 0.68% | Added(+1020.1%) |