Midwest Professional Planners, LTD. holds a diversified book of 131 reported positions 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 reported non-option book. Cloning the disclosed picks since 2025 would be +24% (+14.0%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +26.7%, a 3.2-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
+5 sectors below the cut, 3% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Midwest Professional Planners, LTD.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Uhlmann Price Securities, LLC | 31 / 80 | $2.5B |
| BlueSpruce Investments, LP | 10 / 80 | $585.4M |
| Hoffman, Alan N Investment Management | 8 / 80 | $148.2M |
| 9823 Capital, L.P. | 8 / 80 | $126.1M |
| Fremen Capital Management LP | 8 / 80 | $94.2M |
| Wallace Hart LLC | 17 / 80 | $128.2M |
| Ketron Financial | 18 / 80 | $257.8M |
| Hoey Investments, Inc | 44 / 80 | $617.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Midwest Professional Planners, LTD.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 36d | 131 | $510.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 35d | 137 | $424.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 37d | 142 | $422.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 35d | 148 | $409.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 42d | 149 | $379.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 32d | 155 | $321.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 41d | 152 | $334.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.