§ 13F · FUND PROFILE
Midwest Professional Planners, LTD..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $410M (13F)Positions · 148Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STREET SPDR S&P 500 ETF UNITS | 68K | $44M | 10.4% | +2% |
| 2 | SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | 155K | $17M | 4.0% | +10% |
| 3 | NVDA | NVIDIA CORPORATION COM | 79K | $14M | 3.3% | −2% |
| 4 | AVGO | BROADCOM INC COM | 38K | $12M | 2.8% | −8% |
| 5 | EFA | ISHARES MSCI EAFE ETF | 99K | $10M | 2.3% | +58% |
| 6 | IBTG | ISHARES TR IBONDS 26 TRM TS | 365K | $8M | 2.0% | +13% |
| 7 | AMAT | APPLIED MATERIALS INC COM USD0.01 | 24K | $8M | 2.0% | −5% |
| 8 | LRCX | LAM RESEARCH CORP COM NEW | 39K | $8M | 1.9% | −29% |
| 9 | IEI | ISHARES TR 3 7 YR TREAS BD | 67K | $8M | 1.9% | +5% |
| 10 | JPM | JPMORGAN CHASE &CO. COM | 26K | $8M | 1.8% | +4% |
§ 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 $410 million in assets. The fund runs a portfolio of 148 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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