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MIDWEST PROFESSIONAL PLANNERS, LTD.
MIDWEST PROFESSIONAL PLANNERS, LTD.
Latest filing: 2026-06-30
MIDWEST PROFESSIONAL PLANNERS, LTD. runs MIDWEST PROFESSIONAL PLANNERS, LTD. and currently holds 131 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $510.30M. Their top holdings are SPY, AMAT, LRCX, NVDA, AMD. The top five represent 23.1% of reported portfolio weight. MIDWEST PROFESSIONAL PLANNERS, LTD. ranks #459 out of 1000 investors tracked by Alpha Score. In the most recent quarter, MIDWEST PROFESSIONAL PLANNERS, LTD. initiated 2 new positions. They added to 71 existing positions. They trimmed 27 positions. Their current best-performing preview position is MU with returns of +241.68%.
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131 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SPY STATE STR SPDR S&P 500 ETF T | 10.60% | $473.43 | $765.62 | +61.72% | Added +6.79% |
 AMAT APPLIED MATLS INC | 3.26% | $80.22 | $492.32 | +513.71% | Trimmed -4.93% |
 LRCX LAM RESEARCH CORP | 3.17% | $76.60 | $314.00 | +309.92% | Trimmed -3.61% |
 NVDA NVIDIA CORPORATION | 3.10% | $14.37 | $214.76 | +1,394.50% | Trimmed -0.20% |
 AMD ADVANCED MICRO DEVICES INC | 3.01% | $171.89 | $473.25 | +175.32% | Added +2.67% |
 AVGO BROADCOM INC | 2.61% | $76.19 | $368.45 | +383.59% | Trimmed -7.94% |
 SHV ISHARES TR | 2.46% | $110.39 | $110.31 | -0.07% | Trimmed -26.70% |
 IJH ISHARES TR | 2.07% | $61.04 | $76.75 | +25.74% | Added +62.67% |
 CMI CUMMINS INC | 1.77% | $297.23 | $587.51 | +97.66% | Added +3.61% |
 IBTG ISHARES TR | 1.77% | $22.89 | $22.87 | -0.09% | Added +7.92% |
Showing 1-10 of 131