Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $54.1M | 10.6% |
| Applied Matls Inc.COM | COM | $16.7M | 3.3% |
| Lam Research Corp.COM NEW | COM NEW | $16.2M | 3.2% |
| Nvidia CorporationCOM | COM | $15.8M | 3.1% |
| Advanced Micro Devices Inc.COM | COM | $15.3M | 3.0% |
| Broadcom Inc.COM | COM | $13.3M | 2.6% |
| iShares TRTRUST ISHARE 0-1 | TRUST ISHARE 0-1 | $12.6M | 2.5% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $10.6M | 2.1% |
| Cummins Inc.COM | COM | $9.06M | 1.8% |
| iShares TRIBONDS 26 TRM TS | IBONDS 26 TRM TS | $9.01M | 1.8% |
| Micron Technology Inc.COM | COM | $8.68M | 1.7% |
| iShares TR3 7 YR TREAS BD | 3 7 YR TREAS BD | $8.4M | 1.6% |
| JPMORGAN Chase & COCOM | COM | $8.03M | 1.6% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $7.85M | 1.5% |
| Teradyne Inc.COM | COM | $7.58M | 1.5% |
| Eaton Corp. PLCSHS | SHS | $7.36M | 1.4% |
| iShares TRIBONDS 27 TRM TS | IBONDS 27 TRM TS | $7M | 1.4% |
| iShares TRMSCI EAFE ETF | MSCI EAFE ETF | $6.92M | 1.4% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $6.77M | 1.3% |
| Goldman Sachs Group Inc.COM | COM | $6.74M | 1.3% |
| Rtx CorporationCOM | COM | $6.65M | 1.3% |
| iShares TRRUSSELL 3000 ETF | RUSSELL 3000 ETF | $6.47M | 1.3% |
| iShares TRMSCI EMG MKT ETF | MSCI EMG MKT ETF | $6.32M | 1.2% |
| Moodys Corp.COM | COM | $5.52M | 1.1% |
| ARM Holdings PLCSPONSORED ADS | SPONSORED ADS | $5.47M | 1.1% |
| iShares Inc.MSCI EMRG CHN | MSCI EMRG CHN | $5.46M | 1.1% |
| Capital One Finl Corp.COM | COM | $5.27M | 1.0% |
| Costco Wholesale CorporationCOM | COM | $5.24M | 1.0% |
| Oshkosh Corp.COM | COM | $5.08M | 1.0% |
| Lockheed Martin Corp.COM | COM | $4.98M | 1.0% |
| Union Pac Corp.COM | COM | $4.73M | 0.9% |
| American Express COCOM | COM | $4.62M | 0.9% |
| Visa Inc.COM CL A | COM CL A | $4.51M | 0.9% |
| Uscf ETF TRSUMMERHAVEN K1 | SUMMERHAVEN K1 | $4.42M | 0.9% |
| Microsoft Corp.COM | COM | $4.37M | 0.9% |
| Hewlett Packard Enterprise CCOM | COM | $4.19M | 0.8% |
| ASML Hldg NVN Y REGISTRY SHS | N Y REGISTRY SHS | $4.08M | 0.8% |
| SPDR Series TrustST STR CONV ETF | ST STR CONV ETF | $4.06M | 0.8% |
| iShares TRA RATE CP BD ETF | A RATE CP BD ETF | $3.97M | 0.8% |
| iShares TRRUS 2000 VAL ETF | RUS 2000 VAL ETF | $3.96M | 0.8% |
| iShares TRRUS 2000 GRW ETF | RUS 2000 GRW ETF | $3.94M | 0.8% |
| iShares TRRUS MDCP VAL ETF | RUS MDCP VAL ETF | $3.92M | 0.8% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $3.9M | 0.8% |
| Apple Inc.COM | COM | $3.89M | 0.8% |
| iShares TRRUS 1000 VAL ETF | RUS 1000 VAL ETF | $3.86M | 0.8% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $3.75M | 0.7% |
| Norfolk Southn Corp.COM | COM | $3.66M | 0.7% |
| Royal BK CdaCOM | COM | $3.6M | 0.7% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $3.49M | 0.7% |
| KLA Corp.COM NEW | COM NEW | $3.45M | 0.7% |
State Str SPDR S&P 500 ETF TTR UNIT$54.1M
- Class
- TR UNIT
- Share
- 10.6%
Applied Matls Inc.COM$16.7M
- Class
- COM
- Share
- 3.3%
Lam Research Corp.COM NEW$16.2M
- Class
- COM NEW
- Share
- 3.2%
Nvidia CorporationCOM$15.8M
- Class
- COM
- Share
- 3.1%
Advanced Micro Devices Inc.COM$15.3M
- Class
- COM
- Share
- 3.0%
Broadcom Inc.COM$13.3M
- Class
- COM
- Share
- 2.6%
iShares TRTRUST ISHARE 0-1$12.6M
- Class
- TRUST ISHARE 0-1
- Share
- 2.5%
iShares TRCORE S&P MCP ETF$10.6M
- Class
- CORE S&P MCP ETF
- Share
- 2.1%
Cummins Inc.COM$9.06M
- Class
- COM
- Share
- 1.8%
iShares TRIBONDS 26 TRM TS$9.01M
- Class
- IBONDS 26 TRM TS
- Share
- 1.8%
Micron Technology Inc.COM$8.68M
- Class
- COM
- Share
- 1.7%
iShares TR3 7 YR TREAS BD$8.4M
- Class
- 3 7 YR TREAS BD
- Share
- 1.6%
JPMORGAN Chase & COCOM$8.03M
- Class
- COM
- Share
- 1.6%
Taiwan Semiconductor ManufacSPONSORED ADS$7.85M
- Class
- SPONSORED ADS
- Share
- 1.5%
Teradyne Inc.COM$7.58M
- Class
- COM
- Share
- 1.5%
Eaton Corp. PLCSHS$7.36M
- Class
- SHS
- Share
- 1.4%
iShares TRIBONDS 27 TRM TS$7M
- Class
- IBONDS 27 TRM TS
- Share
- 1.4%
iShares TRMSCI EAFE ETF$6.92M
- Class
- MSCI EAFE ETF
- Share
- 1.4%
iShares TRCORE US AGGBD ET$6.77M
- Class
- CORE US AGGBD ET
- Share
- 1.3%
Goldman Sachs Group Inc.COM$6.74M
- Class
- COM
- Share
- 1.3%
Rtx CorporationCOM$6.65M
- Class
- COM
- Share
- 1.3%
iShares TRRUSSELL 3000 ETF$6.47M
- Class
- RUSSELL 3000 ETF
- Share
- 1.3%
iShares TRMSCI EMG MKT ETF$6.32M
- Class
- MSCI EMG MKT ETF
- Share
- 1.2%
Moodys Corp.COM$5.52M
- Class
- COM
- Share
- 1.1%
ARM Holdings PLCSPONSORED ADS$5.47M
- Class
- SPONSORED ADS
- Share
- 1.1%
iShares Inc.MSCI EMRG CHN$5.46M
- Class
- MSCI EMRG CHN
- Share
- 1.1%
Capital One Finl Corp.COM$5.27M
- Class
- COM
- Share
- 1.0%
Costco Wholesale CorporationCOM$5.24M
- Class
- COM
- Share
- 1.0%
Oshkosh Corp.COM$5.08M
- Class
- COM
- Share
- 1.0%
Lockheed Martin Corp.COM$4.98M
- Class
- COM
- Share
- 1.0%
Union Pac Corp.COM$4.73M
- Class
- COM
- Share
- 0.9%
American Express COCOM$4.62M
- Class
- COM
- Share
- 0.9%
Visa Inc.COM CL A$4.51M
- Class
- COM CL A
- Share
- 0.9%
Uscf ETF TRSUMMERHAVEN K1$4.42M
- Class
- SUMMERHAVEN K1
- Share
- 0.9%
Microsoft Corp.COM$4.37M
- Class
- COM
- Share
- 0.9%
Hewlett Packard Enterprise CCOM$4.19M
- Class
- COM
- Share
- 0.8%
ASML Hldg NVN Y REGISTRY SHS$4.08M
- Class
- N Y REGISTRY SHS
- Share
- 0.8%
SPDR Series TrustST STR CONV ETF$4.06M
- Class
- ST STR CONV ETF
- Share
- 0.8%
iShares TRA RATE CP BD ETF$3.97M
- Class
- A RATE CP BD ETF
- Share
- 0.8%
iShares TRRUS 2000 VAL ETF$3.96M
- Class
- RUS 2000 VAL ETF
- Share
- 0.8%
iShares TRRUS 2000 GRW ETF$3.94M
- Class
- RUS 2000 GRW ETF
- Share
- 0.8%
iShares TRRUS MDCP VAL ETF$3.92M
- Class
- RUS MDCP VAL ETF
- Share
- 0.8%
Invesco Qqq TRUNIT SER 1$3.9M
- Class
- UNIT SER 1
- Share
- 0.8%
Apple Inc.COM$3.89M
- Class
- COM
- Share
- 0.8%
iShares TRRUS 1000 VAL ETF$3.86M
- Class
- RUS 1000 VAL ETF
- Share
- 0.8%
Select Sector SPDR TRST STR TECHN ETF$3.75M
- Class
- ST STR TECHN ETF
- Share
- 0.7%
Norfolk Southn Corp.COM$3.66M
- Class
- COM
- Share
- 0.7%
Royal BK CdaCOM$3.6M
- Class
- COM
- Share
- 0.7%
Alphabet Inc.CAP STK CL C$3.49M
- Class
- CAP STK CL C
- Share
- 0.7%
KLA Corp.COM NEW$3.45M
- Class
- COM NEW
- Share
- 0.7%
The share class is shown on a wider screen.
The 50 largest of 131 positions by value, with holdings of the same security combined. The 131 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1730575
- File number
- 028-18384
- Options
- 0 call, 0 put
- In the 25 largest
- 54.6%
- Prior quarter
- $425M at 31 March 2026
- Positions opened
- 8
- Positions closed
- 14
Common questions
What are Midwest Professional Planners’ 13F holdings worth?
$510 million across 131 positions for the quarter ended 30 June 2026.
What is Midwest Professional Planners’ largest 13F holding?
STATE STR SPDR S&P 500 ETF T (TR UNIT) was the largest position at $54.1 million, or 10.6% of reported 13F value, as of 30 June 2026.
How concentrated is Midwest Professional Planners’ 13F portfolio?
The ten largest positions accounted for 33.8% of reported value and the twenty-five largest for 54.6%, across 131 positions as of 30 June 2026.
Does Form 13F show everything Midwest Professional Planners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Midwest Professional Planners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.