Midwest Professional Planners, LTD.
CIK 1730575 · Holdings on Jun 30, 2026 · First reported Aug 5, 2026
Top ten holdings
Q2 2026- SPY10.60%
- AMAT3.26%
- LRCX3.17%
- NVDA3.10%
- AMD3.01%
- AVGO2.61%
- SHV2.46%
- IJH2.07%
- CMI1.77%
- IBTG1.77%
Share classes counted separately33.82%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AMDWeight increased · +1.78 pp1.23% → 3.01%Shares +688 (+2.67%)
- SHVWeight decreased · -1.58 pp4.04% → 2.46%Shares -41.51K (-26.70%)
- AMATWeight increased · +1.31 pp1.95% → 3.26%Shares -1.20K (-4.93%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $54.11M | 10.60% | 72.46K shares | 10.39% → 10.60%+0.21 pp +4.61K (+6.79%) | Added | ↗▾ |
| 02 | AMATAPPLIED MATERIALS INC View history and evidence | $16.65M | 3.26% | 23.04K shares | 1.95% → 3.26%+1.31 pp -1.20K (-4.93%) | Reduced | ↗▾ |
| 03 | LRCXLAM RESEARCH CORPCOM NEW View history and evidence | $16.17M | 3.17% | 37.32K shares | 1.95% → 3.17%+1.22 pp -1.40K (-3.61%) | Reduced | ↗▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $15.80M | 3.10% | 78.98K shares | 3.25% → 3.10%-0.15 pp -162 (-0.20%) | Reduced | ↗▾ |
| 05 | AMDADVANCED MICRO DEVICES View history and evidence | $15.35M | 3.01% | 26.42K shares | 1.23% → 3.01%+1.78 pp +688 (+2.67%) | Added | ↗▾ |
| 06 | AVGOBROADCOM INC View history and evidence | $13.33M | 2.61% | 35.29K shares | 2.79% → 2.61%-0.18 pp -3.04K (-7.94%) | Reduced | ↗▾ |
| 07 | SHVISHARES 0-1 YEAR TREASURY BOTRUST ISHARE 0-1 View history and evidence | $12.58M | 2.46% | 113.97K shares | 4.04% → 2.46%-1.58 pp -41.51K (-26.70%) | Reduced | ↗▾ |
| 08 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $10.57M | 2.07% | 137.11K shares | 1.34% → 2.07%+0.73 pp +52.82K (+62.67%) | Added | ↗▾ |
| 09 | CMICUMMINS INC View history and evidence | $9.06M | 1.77% | 12.70K shares | 1.55% → 1.77%+0.22 pp +443 (+3.61%) | Added | ↗▾ |
| 10 | IBTGISHARES IBONDS DEC 2026 TERMIBONDS 26 TRM TS View history and evidence | $9.01M | 1.77% | 393.71K shares | 1.97% → 1.77%-0.20 pp +28.89K (+7.92%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 14
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IGE ISHARES NORTH AMERICAN NATUR | Non-derivative | -57,384 | -$3.61M | SEC filing ↗ | SEC filing ↗ |
| GLD SPDR GOLD SHARES | Non-derivative | -7,458 | -$3.21M | SEC filing ↗ | SEC filing ↗ |
| ABT ABBOTT LABORATORIES | Non-derivative | -14,281 | -$1.47M | SEC filing ↗ | SEC filing ↗ |
3 / 14 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1730575 · Period Jun 30, 2026
Data loaded Sep 23, 2026 · First reported Aug 5, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 510299229
}Research all 131 reported holdings.
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