StockDriftsStockDriftsTop 50 Midwest Professional Planners, LTD. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 10.6% | 72.5K | $54.1M | +6.79%(+4.61K) | $458.19(+69.22%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 3.26% | 23.0K | $16.7M | -4.93%(-1.20K) | $82.11(+547.66%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 3.17% | 37.3K | $16.2M | -3.61%(-1.40K) | $46.68(+622.76%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.1% | 79.0K | $15.8M | -0.20%(-162) | $13.76(+1543.23%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.01% | 26.4K | $15.3M | +2.67%(+688) | $157.63(+224.97%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.61% | 35.3K | $13.3M | -7.94%(-3.04K) | $70.21(+460.80%) | 2026-06-30 | |
| SHV | ISHARES TR | 2.46% | 114.0K | $12.6M | -26.70%(-41.51K) | $110.39(-0.14%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.07% | 137.1K | $10.6M | +62.67%(+52.82K) | $58.33(+34.65%) | 2026-06-30 | |
| CMI | CUMMINS INC | 1.77% | 12.7K | $9.1M | +3.61%(+443) | $287.81(+123.44%) | 2026-06-30 | |
| IBTG | ISHARES TR | 1.77% | 393.7K | $9.0M | +7.92%(+28.89K) | $22.89(-0.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.16% | +86.82% | +12.72% | +81.94% |
| Top 20 Holdings Unweighted | +23.17% | +86.87% | +12.09% | +76.91% |
Midwest Professional Planners, LTD. reports $510.30M in US-listed equity holdings across 131 positions in its most recent 13F filing. Its largest disclosed positions are SPY (10.6%), AMAT (3.3%) and LRCX (3.2%). The top 20 holdings account for 48.59% of reported assets. Its disclosed equity book has returned +86.82% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Midwest Professional Planners, LTD.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730575). View Midwest Professional Planners, LTD.’s 13F filings on SEC