Midwest Professional Planners, LTD.
Long book
$424.5M
Q1 2026
Positions
137
Top-10 weight
32%
concentration
Last quarter
+16.0%
SPY +14.8%
Turnover
9%
of book per quarter
Strategy in plain words
auto-generated from filingsMidwest Professional Planners, LTD. is an institutional manager, running a $424.5M US long book across 137 positions.
The portfolio is moderately concentrated (top 10 ≈ 32% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: SS SPDR S&P 500 ETF TRUST-US, ISHARES 0-1 YEAR TREASURY BO, NVIDIA CORP, BROADCOM INC, ISHARES MSCI EAFE ETF.
Over the last 9 quarters its long book ran on average 0.2pp per quarter ahead of the S&P 500, beating the index in 4 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.4%
Q2 2024
+4.6%
Q3 2024
+1.6%
Q4 2024
-4.2%
Q1 2025
+12.1%
Q2 2025
+7.1%
Q3 2025
+2.4%
Q4 2025
-0.8%
Q1 2026
+16.0%
Sector allocation
Technology 36%
Industrials 21%
Financials 15%
Services media 6%
Healthcare 6%
Utilities 5%
Other 4%
Energy 3%
Long book by quarter
What does Midwest Professional own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 79.1K | $13.8M | 3.3% | -2.1% |
| AVGO BROADCOM INC | Technology | 38.3K | $11.9M | 2.8% | -8.0% |
| AMAT APPLIED MATERIALS INC | Technology | 24.2K | $8.3M | 2.0% | -4.9% |
| LRCX LAM RESEARCH CORP | Industrials | 38.7K | $8.3M | 1.9% | -29.1% |
| JPM JPMORGAN CHASE & CO | Financials | 25.8K | $7.6M | 1.8% | +3.5% |
| RTX RTX CORP | Industrials | 34.5K | $6.6M | 1.6% | +0.1% |
| CMI CUMMINS INC | Industrials | 12.3K | $6.6M | 1.6% | -2.2% |
| ETN EATON CORP PLC | Industrials | 17.4K | $6.2M | 1.5% | -0.4% |
| LMT LOCKHEED MARTIN CORP | Industrials | 9.8K | $5.9M | 1.4% | -0.8% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 5.7K | $5.7M | 1.3% | -9.7% |
| GS GOLDMAN SACHS GROUP INC | Financials | 6.6K | $5.6M | 1.3% | +1.5% |
| COF CAPITAL ONE FINANCIAL CORP | Financials | 29.5K | $5.4M | 1.3% | -2.0% |
| MCO MOODY'S CORP | Services media | 12.2K | $5.3M | 1.3% | +0.2% |
| AMD ADVANCED MICRO DEVICES | Technology | 25.7K | $5.2M | 1.2% | +1.2% |
| OSK OSHKOSH CORP | Industrials | 31.3K | $4.6M | 1.1% | +0.2% |
| MSFT MICROSOFT CORP | Technology | 12.4K | $4.6M | 1.1% | -0.9% |
| TER TERADYNE INC | Technology | 15.3K | $4.5M | 1.1% | +48.8% |
| AXP AMERICAN EXPRESS CO | Financials | 13.2K | $4.0M | 0.9% | +0.9% |
| V VISA INC-CLASS A SHARES | Services media | 12.5K | $3.8M | 0.9% | +1.6% |
| UNP UNION PACIFIC CORP | Industrials | 15.1K | $3.7M | 0.9% | 0.0% |
| NOC NORTHROP GRUMMAN CORP | Technology | 5.0K | $3.4M | 0.8% | -0.6% |
| AAPL APPLE INC | Technology | 13.4K | $3.4M | 0.8% | -18.8% |
| META META PLATFORMS INC-CLASS A | Technology | 5.9K | $3.4M | 0.8% | -2.6% |
| ORCL ORACLE CORP | Technology | 22.8K | $3.4M | 0.8% | -1.0% |
| MA MASTERCARD INC - A | Services media | 6.5K | $3.2M | 0.8% | +0.1% |
| NSC NORFOLK SOUTHERN CORP | Industrials | 11.1K | $3.2M | 0.7% | +0.9% |
| WM WASTE MANAGEMENT INC | Utilities | 12.9K | $3.0M | 0.7% | -15.9% |
| MAIN MAIN STREET CAPITAL CORP | — | 54.4K | $2.9M | 0.7% | +4.7% |
| ADI ANALOG DEVICES INC | Technology | 8.8K | $2.8M | 0.7% | -2.9% |
| GOOG ALPHABET INC-CL C | Technology | 9.6K | $2.8M | 0.6% | +2.0% |
| RY ROYAL BANK OF CANADA | Financials | 16.3K | $2.6M | 0.6% | +1.7% |
| LNG CHENIERE ENERGY INC | Utilities | 9.1K | $2.6M | 0.6% | -0.2% |
| MU MICRON TECHNOLOGY INC | Technology | 7.6K | $2.6M | 0.6% | -2.1% |
| TRMDA TORM PLC-A | — | 91.5K | $2.6M | 0.6% | +0.5% |
| BSX BOSTON SCIENTIFIC CORP | Healthcare | 40.6K | $2.5M | 0.6% | -1.8% |
| BLK BLACKROCK INC | Financials | 2.6K | $2.5M | 0.6% | -1.8% |
| ABBV ABBVIE INC | Healthcare | 10.9K | $2.4M | 0.6% | -38.1% |
| EW EDWARDS LIFESCIENCES CORP | Healthcare | 29.6K | $2.4M | 0.6% | +2.0% |
| XOM EXXON MOBIL CORP | Energy | 13.9K | $2.4M | 0.6% | +1.1% |
| AMGN AMGEN INC | Healthcare | 6.7K | $2.3M | 0.6% | 0.0% |
| ANET ARISTA NETWORKS INC | Technology | 18.5K | $2.3M | 0.5% | +0.4% |
| HPE HEWLETT PACKARD ENTERPRISE | Technology | 91.9K | $2.2M | 0.5% | -0.3% |
| PAYX PAYCHEX INC | Services media | 22.6K | $2.1M | 0.5% | +0.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 9.2K | $1.9M | 0.5% | -6.4% |
| FCNCA FIRST CITIZENS BCSHS -CL A | Financials | 1.0K | $1.9M | 0.4% | +4.3% |
| CSCO CISCO SYSTEMS INC | Technology | 23.4K | $1.8M | 0.4% | -1.8% |
| CRM SALESFORCE INC | Technology | 9.3K | $1.7M | 0.4% | -2.2% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 1.3K | $1.7M | 0.4% | +168.1% |
| SHOP SHOPIFY INC - CLASS A | Technology | 14.6K | $1.7M | 0.4% | +3.3% |
| CVX CHEVRON CORP | Energy | 7.8K | $1.6M | 0.4% | -0.9% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 5, 2026 | 137 | $424.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 6, 2026 | 142 | $422.2M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 4, 2025 | 148 | $409.9M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 11, 2025 | 149 | $379.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 2, 2025 | 155 | $321.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 10, 2025 | 152 | $334.9M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 154 | $327.1M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 6, 2024 | 147 | $299.2M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 9, 2024 | 147 | $285.1M | canonical | SEC ↗ |
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