§ 13F · FUND PROFILE
Midwest Professional Planners, LTD..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $379.8T (13F)Positions · 149Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 66K | $45.3T | 10.7% | +5% |
| 2 | SHV | ISHARES TR | 142K | $15.6T | 3.7% | −6% |
| 3 | NVDA | NVIDIA CORPORATION | 81K | $15.1T | 3.6% | ±0% |
| 4 | AVGO | BROADCOM INC | 42K | $14.4T | 3.4% | −3% |
| 5 | LRCX | LAM RESEARCH CORP | 55K | $9.3T | 2.2% | +4% |
| 6 | JPM | JPMORGAN CHASE &CO. | 25K | $8.0T | 1.9% | −1% |
| 7 | IEI | ISHARES TR | 64K | $7.6T | 1.8% | +5% |
| 8 | IBTG | ISHARES TR | 324K | $7.4T | 1.8% | +10% |
| 9 | COF | CAPITAL ONE FINL CORP | 30K | $7.3T | 1.7% | −1% |
| 10 | AMAT | APPLIED MATLS INC | 25K | $6.5T | 1.6% | +3% |
§ 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 $379777.8 trillion in assets. The fund runs a portfolio of 149 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed