Midwest Professional Planners, LTD.
SEC Form 13F institutional filer · CIK 0001730575
13F-HR · 77 reported holdings · 2026-03-31
Reported long-US-equity value
$0.29B
Top-10 concentration
46.2%
Midwest Professional Planners, LTD. — $291M AUM allocation strategy
Midwest Professional Planners, LTD. files SEC Form 13F and reports $291M of long US equity value across 77 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 19.4%, followed by Financials 10.3% and Industrials 8.7%.
The top 10 holdings account for 46% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Midwest Professional Planners, LTD. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$291M
total across 77 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
46% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$D +16.1K sh · +$1.01M+$IBKR +15.4K sh · +$1.05M+$IWM +12.6K sh · +$202K
Biggest trims (shares)
−$LRCX −15.9K sh · −$1.07M−$BLK −8.95K sh · −$46.6K−$ABBV −6.7K sh · −$1.65M
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$QTOP ($3.52M last qtr)$XLV ($3.32M last qtr)$DELL ($727K last qtr)$GPC ($642K last qtr)$PYPL ($518K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors10.6%—
- Semiconductor Materials & Equipment7.3%—
- Aerospace & Defense4.3%—
- Diversified Banks2.6%—
- Construction Machinery & Heavy Transportation Equipment2.3%—
- Electrical Components & Equipment2.1%—
- Asset Management & Custody Banks2.1%—
- Consumer Staples Merchandise Retail1.9%—
- Other holdings66.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 79.1K | $13.8M | -1.71K | 4.7% |
| $AVGO | Broadcom Inc | 38.3K | $11.9M | -3.31K | 4.1% |
| $AMAT | Applied Materials Inc | 24.2K | $8.28M | -1.24K | 2.8% |
| $LRCX | Lam Research Corporation | 38.7K | $8.27M | -15.9K | 2.8% |
| $JPM | JP Morgan Chase & Co | 25.8K | $7.6M | +878 | 2.6% |
| $RTX | RTX Corporation | 34.5K | $6.65M | +34 | 2.3% |
| $CMI | Cummins Inc | 12.3K | $6.59M | -270 | 2.3% |
…and 70 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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