SEC Form 13F

Midwest Professional Planners, LTD. 13F Holdings

Inspect Midwest Professional Planners, LTD.'s 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-06T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-06
Reported value
$510,299,229
Positions
131

Read this manager's filing book

Step 1 of 3

Disclosed positions

Midwest Professional Planners, LTD.: source evidence dated 2026-08-06T03:59:59.999Z.

Issuer
STATE STR SPDR S&P 500 ETF T
Ticker
SPY
Class
TR UNIT
Reported value
$54,111,177
Reported amount
72,460
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001104659-26-091019
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions

Scroll sideways to compare all columns. Select a heading to sort.

STATE STR SPDR S&P 500 ETF TSPYTR UNIT$54,111,17772,460SHNone
APPLIED MATLS INCAMATCOM$16,654,11023,035SHNone
LAM RESEARCH CORPLRCXCOM NEW$16,173,39937,324SHNone
NVIDIA CORPORATIONNVDACOM$15,804,20878,985SHNone
ADVANCED MICRO DEVICES INCAMDCOM$15,349,91526,424SHNone
BROADCOM INCAVGOCOM$13,331,28635,291SHNone
ISHARES TRSHVTRUST ISHARE 0-1$12,576,442113,969SHNone
ISHARES TRIJHCORE S&P MCP ETF$10,572,373137,108SHNone
CUMMINS INCCMICOM$9,057,60512,700SHNone
ISHARES TRIBTGIBONDS 26 TRM TS$9,012,094393,713SHNone
MICRON TECHNOLOGY INCMUCOM$8,675,6627,516SHNone
ISHARES TRIEI3 7 YR TREAS BD$8,397,00971,494SHNone
JPMORGAN CHASE & COJPMCOM$8,030,43924,533SHNone
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$7,853,70116,445SHNone
TERADYNE INCTERCOM$7,582,26115,671SHNone
EATON CORP PLCETNSHS$7,360,55317,273SHNone
ISHARES TRIBTHIBONDS 27 TRM TS$7,002,925313,050SHNone
ISHARES TREFAMSCI EAFE ETF$6,918,36866,600SHNone
ISHARES TRAGGCORE US AGGBD ET$6,768,47768,382SHNone
GOLDMAN SACHS GROUP INCGSCOM$6,738,1416,662SHNone
RTX CORPORATIONRTXCOM$6,649,62035,048SHNone
ISHARES TRIWVRUSSELL 3000 ETF$6,466,28015,165SHNone
ISHARES TREEMMSCI EMG MKT ETF$6,315,26892,315SHNone
MOODYS CORPMCOCOM$5,519,20712,186SHNone
ARM HOLDINGS PLCARMSPONSORED ADS$5,467,02615,419SHNone
ISHARES INCEMXCMSCI EMRG CHN$5,455,02553,324SHNone
CAPITAL ONE FINL CORPCOFCOM$5,265,20626,245SHNone
COSTCO WHOLESALE CORPORATIONCOSTCOM$5,242,6495,604SHNone
OSHKOSH CORPOSKCOM$5,077,69833,084SHNone
LOCKHEED MARTIN CORPLMTCOM$4,978,7029,773SHNone
UNION PAC CORPUNPCOM$4,734,77317,407SHNone
AMERICAN EXPRESS COAXPCOM$4,618,65613,655SHNone
VISA INCVCOM CL A$4,508,85613,142SHNone
USCF ETF TRSDCISUMMERHAVEN K1$4,422,672167,272SHNone
MICROSOFT CORPMSFTCOM$4,366,07711,705SHNone
HEWLETT PACKARD ENTERPRISE CHPECOM$4,188,63992,854SHNone
ASML HLDG NVASMLN Y REGISTRY SHS$4,080,4452,051SHNone
SPDR SERIES TRUSTCWBST STR CONV ETF$4,061,11837,666SHNone
ISHARES TRQLTAA RATE CP BD ETF$3,972,10783,588SHNone
ISHARES TRIWNRUS 2000 VAL ETF$3,962,87917,915SHNone
ISHARES TRIWORUS 2000 GRW ETF$3,935,6869,990SHNone
ISHARES TRIWSRUS MDCP VAL ETF$3,919,02923,809SHNone
INVESCO QQQ TRQQQUNIT SER 1$3,899,2385,295SHNone
APPLE INCAAPLCOM$3,893,82613,457SHNone
ISHARES TRIWDRUS 1000 VAL ETF$3,858,34115,915SHNone
SELECT SECTOR SPDR TRXLKST STR TECHN ETF$3,750,98419,688SHNone
NORFOLK SOUTHN CORPNSCCOM$3,661,63411,639SHNone
ROYAL BK CDARYCOM$3,597,94117,384SHNone
ALPHABET INCGOOGCAP STK CL C$3,489,1259,875SHNone
KLA CORPKLACCOM NEW$3,453,62311,447SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.