Midwest Professional Planners, LTD.

CIK 0001730575 · Q2 2026

13F Equity AUM

$510.3M

+20.2% QoQ

Positions

131

-6 QoQ

AUM Rank

#3,644

Top 42%

Skill Alpha (FF)

-1.3%/yr^ns

No Clear Edge

Rank #4,775 · Top 57%

vs S&P -1.7%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 23.1%Top 10: 33.8%Top 20: 48.6%

SPY10.6%

AMAT3.3%

LRCX3.2%

NVDA3.1%

AMD3.0%

AVGO2.6%

SHV2.5%

IJH2.1%

CMI1.8%

IBTG1.8%

Others (121)66.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services47.6%

Technology29.5%

Industrials10.1%

Healthcare2.4%

Energy2.3%

Other8.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 131Median: 0.51%Avg: 0.76%

0–0.5%

65(15.1%)

0.5–1%

38(27.3%)

1–3%

23(34.5%)

3–5%

4(12.5%)

5%+

1(10.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 131vs 20 funds

0%Low

131

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New8Increased84Decreased36Exited14

New Positions

IWS0.8%

+24K

IWD0.8%

+16K

CRDO0.1%

+2K

YNDX0.1%

+2K

CAT0.1%

+251

MCX0.1%

+5K

QCOM0.0%

+1K

NTES0.0%

+2K

Increased

IJH2.1%

+53K(+63%)

IBTH1.4%

+48K(+18%)

IBTI0.7%

+37K(+31%)

IBTG1.8%

+29K(+8%)

PPL0.4%

+25K(+103%)

IBTJ0.3%

+19K(+33%)

PQ30.2%

+17K(+77%)

SDCI0.9%

+17K(+11%)

EPR0.6%

+16K(+42%)

IBTK0.1%

+15K(+135%)

Decreased

SHV2.5%

-41,505(-27%)

EFA1.4%

-31,993(-32%)

BSX0.1%

-22,774(-56%)

PAYX0.1%

-16,570(-73%)

CRM0.1%

-6,390(-68%)

XLK0.7%

-5,267(-21%)

EMXC1.1%

-4,574(-8%)

TRMD0.5%

-4,223(-5%)

COF1.0%

-3,234(-11%)

EEM1.2%

-3,145(-3%)

Exited

-57,384

-7,458

-14,281

-7,595

-6,101

-17,904

-1,776

-4,320

-19,822

-11,366

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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