§ 13F · FUND PROFILE
Midwest Professional Planners, LTD..
AUM · $510M (13F)Positions · 131Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 72K | $54M | 10.6% | +7% |
| 2 | AMAT | APPLIED MATLS INC | 23K | $17M | 3.3% | −5% |
| 3 | LRCX | LAM RESEARCH CORP | 37K | $16M | 3.2% | −4% |
| 4 | NVDA | NVIDIA CORPORATION | 79K | $16M | 3.1% | ±0% |
| 5 | AMD | ADVANCED MICRO DEVICES INC | 26K | $15M | 3.0% | +3% |
| 6 | AVGO | BROADCOM INC | 35K | $13M | 2.6% | −8% |
| 7 | SHV | ISHARES TR | 114K | $13M | 2.5% | −27% |
| 8 | IJH | ISHARES TR | 137K | $11M | 2.1% | +63% |
| 9 | CMI | CUMMINS INC | 13K | $9M | 1.8% | +4% |
| 10 | IBTG | ISHARES TR | 394K | $9M | 1.8% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MIDWEST SIGNAL
AC read
Midwest Professional Planners, LTD. is a Other fund managing $510 million in assets. The fund runs a portfolio of 131 positions.
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