Midwest Professional Planners, LTD. holds a diversified book of 131 stocks worth $510.3M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Ishares Russell Mid-Cap Valu and trimmed Applied Materials Inc. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 11% of the equity book. Cloning the disclosed picks since 2025 would be +24% (+15.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1730575/holdings"
Use Arkolith to show Midwest Professional Planners, LTD.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +28.3%, a 3.9-point gap that is the cost of the ~36-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Midwest Professional Planners, LTD.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
62% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Midwest Professional Planners, LTD.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $508.7B |
| JPMORGAN CHASE & CO | 80 / 80 | $492.2B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $142.0B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $85.1B |
| LPL Financial LLC | 80 / 80 | $63.2B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $13.8B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $342.5B |
| ROYAL BANK OF CANADA | 79 / 80 | $149.1B |
Ranked by how many of Midwest Professional Planners, LTD.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $54.1M | 72.5K | 10.6% | ▲+6.8% Added · +5K sh | |
| 2 | Applied Matls Inc COM | $16.7M | 23.0K | 3.3% | ▼−4.9% Reduced · −1K sh | |
| 3 | Lam Research Corp COM NEW | $16.2M | 37.3K | 3.2% | ▼−3.6% Reduced · −1K sh | |
| 4 | Nvidia Corporation COM | $15.8M | 79.0K | 3.1% | ▼−0.2% Reduced · −162 sh | |
| 5 | Advanced Micro Devices Inc COM | $15.3M | 26.4K | 3.0% | ▲+2.7% Added · +688 sh | |
| 6 | Broadcom Inc COM | $13.3M | 35.3K | 2.6% | ▼−7.9% Reduced · −3K sh | |
| 7 | Ishares TR TRUST ISHARE 0-1 | $12.6M | 114.0K | 2.5% | ▼−27% Reduced · −42K sh | |
| 8 | Ishares TR CORE S&P MCP ETF | $10.6M | 137.1K | 2.1% | ▲+63% Added · +53K sh | |
| 9 | Cummins Inc COM | $9.1M | 12.7K | 1.8% | ▲+3.6% Added · +443 sh | |
| 10 | Ishares TR IBONDS 26 TRM TS | $9.0M | 393.7K | 1.8% | ▲+7.9% Added · +29K sh | |
| 11 | Micron Technology Inc COM | $8.7M | 7.5K | 1.7% | ▼−0.6% Reduced · −46 sh | |
| 12 | Ishares TR 3 7 YR TREAS BD | $8.4M | 71.5K | 1.6% | ▲+6.6% Added · +4K sh | |
| 13 | JPMorgan Chase & Co COM | $8.0M | 24.5K | 1.6% | ▼−5.1% Reduced · −1K sh | |
| 14 | Taiwan Semiconductor Manufac SPONSORED ADS | $7.9M | 16.4K | 1.5% | ▲+10% Added · +2K sh | |
| 15 | Teradyne Inc COM | $7.6M | 15.7K | 1.5% | ▲+2.1% Added · +325 sh | |
| 16 | Eaton Corp PLC SHS | $7.4M | 17.3K | 1.4% | ▼−0.5% Reduced · −92 sh | |
| 17 | Ishares TR IBONDS 27 TRM TS | $7.0M | 313.1K | 1.4% | ▲+18% Added · +48K sh | |
| 18 | Ishares TR MSCI EAFE ETF | $6.9M | 66.6K | 1.4% | ▼−32% Reduced · −32K sh | |
| 19 | Ishares TR CORE US AGGBD ET | $6.8M | 68.4K | 1.3% | ▲+7.5% Added · +5K sh | |
| 20 | Goldman Sachs Group Inc COM | $6.7M | 6.7K | 1.3% | ▲+1.3% Added · +83 sh | |
| 21 | RTX Corporation COM | $6.6M | 35.0K | 1.3% | ▲+1.7% Added · +586 sh | |
| 22 | Ishares TR RUSSELL 3000 ETF | $6.5M | 15.2K | 1.3% | ▲+0.7% Added · +105 sh | |
| 23 | Ishares TR MSCI EMG MKT ETF | $6.3M | 92.3K | 1.2% | ▼−3.3% Reduced · −3K sh | |
| 24 | Moodys Corp COM | $5.5M | 12.2K | 1.1% | ▲+0.1% Added · +10 sh | |
| 25 | Arm Holdings PLC SPONSORED ADS | $5.5M | 15.4K | 1.1% | ▲+2.7% Added · +410 sh | |
| 26 | Ishares Inc MSCI EMRG CHN | $5.5M | 53.3K | 1.1% | ▼−7.9% Reduced · −5K sh | |
| 27 | Capital One Finl Corp COM | $5.3M | 26.2K | 1.0% | ▼−11% Reduced · −3K sh | |
| 28 | Costco Wholesale Corporation COM | $5.2M | 5.6K | 1.0% | ▼−1.6% Reduced · −91 sh | |
| 29 | Oshkosh Corp COM | $5.1M | 33.1K | 1.0% | ▲+5.5% Added · +2K sh | |
| 30 | Lockheed Martin Corp COM | $5.0M | 9.8K | 1.0% | ▼~0% Reduced · −2 sh | |
| 31 | Union Pac Corp COM | $4.7M | 17.4K | 0.9% | ▲+15% Added · +2K sh | |
| 32 | American Express Co COM | $4.6M | 13.7K | 0.9% | ▲+3.3% Added · +438 sh | |
| 33 | Visa Inc COM CL A | $4.5M | 13.1K | 0.9% | ▲+5.1% Added · +642 sh | |
| 34 | Uscf ETF TR SUMMERHAVEN K1 | $4.4M | 167.3K | 0.9% | ▲+11% Added · +17K sh | |
| 35 | Microsoft Corp COM | $4.4M | 11.7K | 0.9% | ▼−5.3% Reduced · −655 sh | |
| 36 | Hewlett Packard Enterprise C COM | $4.2M | 92.9K | 0.8% | ▲+1.0% Added · +946 sh | |
| 37 | ASML Hldg NV N Y REGISTRY SHS | $4.1M | 2.1K | 0.8% | ▲+55% Added · +732 sh | |
| 38 | SPDR Series Trust ST STR CONV ETF | $4.1M | 37.7K | 0.8% | ▼−3.3% Reduced · −1K sh | |
| 39 | Ishares TR A RATE CP BD ETF | $4.0M | 83.6K | 0.8% | ▲+6.0% Added · +5K sh | |
| 40 | Ishares TR RUS 2000 VAL ETF | $4.0M | 17.9K | 0.8% | ▼−5.0% Reduced · −953 sh | |
| 41 | Ishares TR RUS 2000 GRW ETF | $3.9M | 10.0K | 0.8% | ▼−5.2% Reduced · −550 sh | |
| 42 | Ishares TR RUS MDCP VAL ETF | $3.9M | 23.8K | 0.8% | ▲New New position | |
| 43 | Invesco QQQ TR UNIT SER 1 | $3.9M | 5.3K | 0.8% | ▼−8.3% Reduced · −478 sh | |
| 44 | Apple Inc COM | $3.9M | 13.5K | 0.8% | ▲+0.7% Added · +88 sh | |
| 45 | Ishares TR RUS 1000 VAL ETF | $3.9M | 15.9K | 0.8% | ▲New New position | |
| 46 | Select Sector SPDR TR ST STR TECHN ETF | $3.8M | 19.7K | 0.7% | ▼−21% Reduced · −5K sh | |
| 47 | Norfolk Southn Corp COM | $3.7M | 11.6K | 0.7% | ▲+5.0% Added · +557 sh | |
| 48 | Royal BK Cda COM | $3.6M | 17.4K | 0.7% | ▲+6.8% Added · +1K sh | |
| 49 | Alphabet Inc CAP STK CL C | $3.5M | 9.9K | 0.7% | ▲+2.8% Added · +268 sh | |
| 50 | Kla Corp COM NEW | $3.5M | 11.4K | 0.7% | ▲11× Added · +10K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 131 | $510.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 137 | $424.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 142 | $422.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 148 | $409.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 149 | $379.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 155 | $321.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 152 | $334.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.