☆Midwest Professional Planners, LTD.
Quality Q
0.264
AUM ($M)
510
Positions
131
Turnover
0.13
Top-10 wt
34%
Herfindahl
0.023
History (qtrs)
6
Excess Return
—
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Holdings · 145 positions · portfolio value $510M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 10.6% | +0.2% | 54.1 | 72,460 | +4,610 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | TRIM | — | 3.3% | +1.3% | 16.7 | 23,035 | -1,195 | 5 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | TRIM | — | 3.2% | +1.2% | 16.2 | 37,324 | -1,398 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 3.1% | -0.2% | 15.8 | 78,985 | -162 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | ADD | — | 3.0% | +1.8% | 15.3 | 26,424 | +688 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 2.6% | -0.2% | 13.3 | 35,291 | -3,044 | 5 | — |
| ☆SHV funds › | ISHARES TR | TRIM | — | 2.5% | -1.6% | 12.6 | 113,969 | -41,505 | 5 | — |
| ☆IJH funds › | ISHARES TR | ADD | — | 2.1% | +0.7% | 10.6 | 137,108 | +52,821 | 5 | — |
| ☆CMI funds › | CUMMINS INC | ADD | — | 1.8% | +0.2% | 9.1 | 12,700 | +443 | 5 | — |
| ☆IBTG funds › | ISHARES TR | ADD | — | 1.8% | -0.2% | 9.0 | 393,713 | +28,893 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | TRIM | — | 1.7% | +1.1% | 8.7 | 7,516 | -46 | 5 | — |
| ☆IEI funds › | ISHARES TR | ADD | — | 1.6% | -0.2% | 8.4 | 71,494 | +4,419 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 1.6% | -0.2% | 8.0 | 24,533 | -1,315 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | ADD | — | 1.5% | +0.4% | 7.9 | 16,445 | +1,547 | 5 | — |
| ☆TER funds › | TERADYNE INC | ADD | — | 1.5% | +0.4% | 7.6 | 15,671 | +325 | 5 | — |
| ☆ETN funds › | EATON CORP PLC | TRIM | — | 1.4% | -0.0% | 7.4 | 17,273 | -92 | 5 | — |
| ☆IBTH funds › | ISHARES TR | ADD | — | 1.4% | -0.0% | 7.0 | 313,050 | +48,361 | 5 | — |
| ☆EFA funds › | ISHARES TR | TRIM | — | 1.4% | -0.9% | 6.9 | 66,600 | -31,993 | 5 | — |
| ☆AGG funds › | ISHARES TR | ADD | — | 1.3% | -0.2% | 6.8 | 68,382 | +4,784 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | ADD | — | 1.3% | +0.0% | 6.7 | 6,662 | +83 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | ADD | — | 1.3% | -0.3% | 6.6 | 35,048 | +586 | 5 | — |
| ☆IWV funds › | ISHARES TR | ADD | — | 1.3% | -0.0% | 6.5 | 15,165 | +105 | 5 | — |
| ☆EEM funds › | ISHARES TR | TRIM | — | 1.2% | -0.0% | 6.3 | 92,315 | -3,145 | 5 | — |
| ☆MCO funds › | MOODYS CORP | ADD | — | 1.1% | -0.2% | 5.5 | 12,186 | +10 | 5 | — |
| ☆ARM funds › | ARM HOLDINGS PLC | ADD | — | 1.1% | +0.5% | 5.5 | 15,419 | +410 | 5 | — |
| ☆EMXC funds › | ISHARES INC | TRIM | — | 1.1% | -0.0% | 5.5 | 53,324 | -4,574 | 5 | — |
| ☆COF funds › | CAPITAL ONE FINL CORP | TRIM | — | 1.0% | -0.2% | 5.3 | 26,245 | -3,234 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 1.0% | -0.3% | 5.2 | 5,604 | -91 | 5 | — |
| ☆OSK funds › | OSHKOSH CORP | ADD | — | 1.0% | -0.1% | 5.1 | 33,084 | +1,740 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | TRIM | — | 1.0% | -0.4% | 5.0 | 9,773 | -2 | 5 | — |
| ☆UNP funds › | UNION PAC CORP | ADD | — | 0.9% | +0.1% | 4.7 | 17,407 | +2,328 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | ADD | — | 0.9% | -0.0% | 4.6 | 13,655 | +438 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 0.9% | -0.0% | 4.5 | 13,142 | +642 | 5 | — |
| ☆SDCI funds › | USCF ETF TR | ADD | — | 0.9% | -0.1% | 4.4 | 167,272 | +16,756 | 4 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 0.9% | -0.2% | 4.4 | 11,705 | -655 | 5 | — |
| ☆HPE funds › | HEWLETT PACKARD ENTERPRISE C | ADD | — | 0.8% | +0.3% | 4.2 | 92,854 | +946 | 5 | — |
| ☆ASML funds › | ASML HLDG NV | ADD | — | 0.8% | +0.4% | 4.1 | 2,051 | +732 | 3 | — |
| ☆CWB funds › | SPDR SERIES TRUST | TRIM | — | 0.8% | -0.0% | 4.1 | 37,666 | -1,273 | 2 | — |
| ☆QLTA funds › | ISHARES TR | ADD | — | 0.8% | -0.1% | 4.0 | 83,588 | +4,712 | 5 | — |
| ☆IWN funds › | ISHARES TR | TRIM | — | 0.8% | -0.1% | 4.0 | 17,915 | -953 | 2 | — |
| ☆IWO funds › | ISHARES TR | TRIM | — | 0.8% | -0.0% | 3.9 | 9,990 | -550 | 3 | — |
| ☆IWS funds › | ISHARES TR | NEW | — | 0.8% | +0.8% | 3.9 | 23,809 | +23,809 | 1 | — |
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 0.8% | -0.0% | 3.9 | 5,295 | -478 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 0.8% | -0.0% | 3.9 | 13,457 | +88 | 5 | — |
| ☆IWD funds › | ISHARES TR | NEW | — | 0.8% | +0.8% | 3.9 | 15,915 | +15,915 | 1 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.7% | -0.0% | 3.8 | 19,688 | -5,267 | 4 | — |
| ☆NSC funds › | NORFOLK SOUTHN CORP | ADD | — | 0.7% | -0.0% | 3.7 | 11,639 | +557 | 5 | — |
| ☆RY funds › | ROYAL BK CDA | ADD | — | 0.7% | +0.1% | 3.6 | 17,384 | +1,105 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 0.7% | +0.0% | 3.5 | 9,875 | +268 | 5 | — |
| ☆KLAC funds › | KLA CORP | ADD | — | 0.7% | +0.3% | 3.5 | 11,447 | +10,425 | 5 | — |
| ☆IBTI funds › | ISHARES TR | ADD | — | 0.7% | +0.1% | 3.5 | 155,906 | +37,073 | 5 | — |
| ☆ADI funds › | ANALOG DEVICES INC | TRIM | — | 0.7% | +0.0% | 3.4 | 8,642 | -131 | 5 | — |
| ☆IJR funds › | ISHARES TR | ADD | — | 0.7% | -0.0% | 3.4 | 23,051 | +82 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | ADD | — | 0.7% | -0.1% | 3.4 | 22,912 | +110 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | ADD | — | 0.7% | -0.1% | 3.3 | 6,518 | +67 | 5 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | ADD | — | 0.6% | +0.1% | 3.2 | 19,062 | +517 | 5 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.6% | -0.2% | 3.2 | 5,675 | -213 | 5 | — |
| ☆EPR funds › | EPR PPTYS | ADD | — | 0.6% | +0.2% | 3.1 | 53,325 | +15,793 | 5 | — |
| ☆MAIN funds › | MAIN STR CAP CORP | ADD | — | 0.6% | -0.1% | 3.0 | 57,168 | +2,783 | 5 | — |
| ☆EW funds › | EDWARDS LIFESCIENCES CORP | ADD | — | 0.6% | -0.0% | 2.8 | 31,125 | +1,546 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 0.6% | -0.0% | 2.8 | 11,172 | +275 | 5 | — |
| ☆NOC funds › | NORTHROP GRUMMAN CORP | ADD | — | 0.5% | -0.3% | 2.8 | 5,502 | +490 | 5 | — |
| ☆WM funds › | WASTE MGMT INC DEL | TRIM | — | 0.5% | -0.2% | 2.8 | 12,514 | -426 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 0.5% | +0.1% | 2.7 | 22,794 | -652 | 5 | — |
| ☆AMGN funds › | AMGEN INC | ADD | — | 0.5% | -0.0% | 2.6 | 7,265 | +588 | 5 | — |
| ☆NXPI funds › | NXP SEMICONDUCTORS N V | ADD | — | 0.5% | +0.3% | 2.6 | 9,239 | +4,632 | 5 | — |
| ☆BLK funds › | BLACKROCK INC | ADD | — | 0.5% | -0.1% | 2.5 | 2,587 | +18 | 5 | — |
| ☆MLPX funds › | GLOBAL X FDS | ADD | — | 0.5% | -0.0% | 2.4 | 32,777 | +3,813 | 5 | — |
| ☆WTM funds › | WHITE MTNS INS GROUP LTD | ADD | — | 0.5% | +0.3% | 2.4 | 1,164 | +769 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.5% | +0.0% | 2.4 | 10,039 | +809 | 5 | — |
| ☆FCNCA funds › | FIRST CTZNS BANCSHARES INC D | ADD | — | 0.5% | +0.0% | 2.4 | 1,146 | +135 | 5 | — |
| ☆DDOG funds › | DATADOG INC | ADD | — | 0.5% | +0.3% | 2.3 | 8,858 | +2,395 | 5 | — |
| ☆TRMD funds › | TORM PLC | TRIM | — | 0.4% | -0.2% | 2.3 | 87,282 | -4,223 | 5 | — |
| ☆OHI funds › | OMEGA HEALTHCARE INVS INC | ADD | — | 0.4% | -0.0% | 2.3 | 47,546 | +2,318 | 5 | — |
| ☆PBA funds › | PEMBINA PIPELINE CORP | ADD | — | 0.4% | +0.2% | 2.2 | 48,619 | +24,611 | 5 | — |
| ☆LNG funds › | CHENIERE ENERGY INC | TRIM | — | 0.4% | -0.2% | 2.2 | 9,142 | -1 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.4% | -0.1% | 2.2 | 15,833 | +1,922 | 5 | — |
| ☆PSA funds › | PUBLIC STORAGE | ADD | — | 0.4% | +0.1% | 2.2 | 6,759 | +1,335 | 5 | — |
| ☆IEF funds › | ISHARES TR | ADD | — | 0.4% | -0.1% | 2.1 | 22,018 | +1,618 | 5 | — |
| ☆DAC funds › | DANAOS CORPORATION | ADD | — | 0.4% | +0.3% | 2.1 | 16,855 | +11,670 | 3 | — |
| ☆TRP funds › | TC ENERGY CORP | ADD | — | 0.4% | +0.2% | 2.1 | 30,954 | +14,643 | 5 | — |
| ☆JEPI funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.4% | -0.0% | 2.0 | 35,967 | +4,028 | 5 | — |
| ☆SHY funds › | ISHARES TR | ADD | — | 0.4% | -0.1% | 2.0 | 24,634 | +922 | 5 | — |
| ☆IBKR funds › | INTERACTIVE BROKERS GROUP IN | ADD | — | 0.4% | +0.1% | 2.0 | 22,672 | +2,874 | 5 | — |
| ☆SHOP funds › | SHOPIFY INC | ADD | — | 0.3% | -0.1% | 1.8 | 15,606 | +1,018 | 5 | — |
| ☆VRTX funds › | VERTEX PHARMACEUTICALS INC | TRIM | — | 0.3% | -0.0% | 1.7 | 3,471 | -78 | 5 | — |
| ☆IBTJ funds › | ISHARES TR | ADD | — | 0.3% | +0.0% | 1.7 | 76,724 | +18,927 | 5 | — |
| ☆CDNS funds › | CADENCE DESIGN SYSTEM INC | ADD | — | 0.3% | +0.1% | 1.6 | 4,300 | +763 | 5 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 0.3% | -0.0% | 1.5 | 3,675 | +130 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 0.3% | -0.1% | 1.5 | 9,040 | +1,211 | 5 | — |
| ☆D funds › | DOMINION ENERGY INC | ADD | — | 0.3% | -0.0% | 1.4 | 20,906 | +212 | 5 | — |
| ☆ARCC funds › | ARES CAPITAL CORP | ADD | — | 0.3% | -0.0% | 1.4 | 76,617 | +7,570 | 5 | — |
| ☆AEP funds › | AMERICAN ELEC PWR CO INC | ADD | — | 0.3% | +0.0% | 1.3 | 9,848 | +2,625 | 5 | — |
| ☆PLD funds › | PROLOGIS INC. | ADD | — | 0.3% | -0.0% | 1.3 | 9,867 | +1,292 | 5 | — |
| ☆OGE funds › | OGE ENERGY CORP | ADD | — | 0.2% | -0.0% | 1.3 | 25,756 | +1,964 | 5 | — |
| ☆MFC funds › | MANULIFE FINL CORP | ADD | — | 0.2% | +0.0% | 1.2 | 30,647 | +2,945 | 5 | — |
| ☆XEL funds › | XCEL ENERGY INC | ADD | — | 0.2% | -0.0% | 1.2 | 15,437 | +1,816 | 5 | — |
| ☆SOFI funds › | SOFI TECHNOLOGIES INC | TRIM | — | 0.2% | -0.0% | 1.2 | 67,512 | -153 | 5 | — |
| ☆MNST funds › | MONSTER BEVERAGE CORP NEW | ADD | — | 0.2% | +0.0% | 1.1 | 11,809 | +321 | 5 | — |
| ☆DE funds › | DEERE & CO | ADD | — | 0.2% | -0.0% | 1.1 | 1,753 | +52 | 5 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | ADD | — | 0.2% | -0.1% | 1.1 | 2,791 | +6 | 5 | — |
| ☆RNR funds › | RENAISSANCERE HLDGS LTD | ADD | — | 0.2% | -0.0% | 1.1 | 3,373 | +60 | 5 | — |
| ☆PFS funds › | PROVIDENT FINL SVCS INC | ADD | — | 0.2% | +0.1% | 0.9 | 39,894 | +17,333 | 5 | — |
| ☆CNX funds › | CNX RES CORP | ADD | — | 0.2% | -0.1% | 0.9 | 26,799 | +115 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.2% | +0.0% | 0.9 | 2,447 | +83 | 5 | — |
| ☆BSX funds › | BOSTON SCIENTIFIC CORP | TRIM | — | 0.1% | -0.5% | 0.8 | 17,827 | -22,774 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | TRIM | — | 0.1% | -0.1% | 0.7 | 6,107 | -48 | 5 | — |
| ☆PR funds › | PERMIAN RESOURCES CORP | ADD | — | 0.1% | -0.0% | 0.6 | 34,024 | +3,515 | 5 | — |
| ☆PAYX funds › | PAYCHEX INC | TRIM | — | 0.1% | -0.4% | 0.6 | 6,015 | -16,570 | 5 | — |
| ☆IBTK funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.5 | 25,562 | +14,662 | 3 | — |
| ☆NBIS funds › | NEBIUS GROUP N.V. | NEW | — | 0.1% | +0.1% | 0.5 | 1,698 | +1,698 | 1 | — |
| ☆CRM funds › | SALESFORCE INC | TRIM | — | 0.1% | -0.3% | 0.5 | 2,950 | -6,390 | 5 | — |
| ☆CRDO funds › | CREDO TECHNOLOGY GROUP HOLDI | NEW | — | 0.1% | +0.1% | 0.5 | 1,664 | +1,664 | 1 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | ADD | — | 0.1% | -0.0% | 0.4 | 2,799 | +70 | 5 | — |
| ☆BNTX funds › | BIONTECH SE | TRIM | — | 0.1% | -0.0% | 0.4 | 4,002 | -7 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 0.1% | -0.0% | 0.4 | 727 | -11 | 5 | — |
| ☆TDY funds › | TELEDYNE TECHNOLOGIES INC | ADD | — | 0.1% | -0.0% | 0.4 | 530 | +36 | 3 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | -0.0% | 0.3 | 4,082 | +3,030 | 5 | — |
| ☆BMI funds › | BADGER METER INC | HOLD | — | 0.1% | -0.0% | 0.3 | 2,193 | +0 | 5 | — |
| ☆TLH funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.3 | 3,028 | +286 | 5 | — |
| ☆WEC funds › | WEC ENERGY GROUP INC | HOLD | — | 0.1% | -0.0% | 0.3 | 2,457 | +0 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | ADD | — | 0.1% | -0.0% | 0.3 | 3,746 | +72 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | NEW | — | 0.1% | +0.1% | 0.3 | 251 | +251 | 1 | — |
| ☆VV funds › | VANGUARD INDEX FDS | TRIM | — | 0.0% | -0.0% | 0.3 | 730 | -99 | 5 | — |
| ☆MKC funds › | MCCORMICK & CO INC | NEW | — | 0.0% | +0.0% | 0.2 | 4,775 | +4,775 | 1 | — |
| ☆SYM funds › | SYMBOTIC INC | ADD | — | 0.0% | -0.0% | 0.2 | 5,308 | +423 | 4 | — |
| ☆OKLO funds › | OKLO INC | TRIM | — | 0.0% | -0.0% | 0.2 | 4,517 | -530 | 3 | — |
| ☆FLOT funds › | ISHARES TR | ADD | — | 0.0% | -0.0% | 0.2 | 4,406 | +362 | 2 | — |
| ☆NTES funds › | NETEASE COM INC | NEW | — | 0.0% | +0.0% | 0.2 | 1,642 | +1,642 | 1 | — |
| ☆QCOM funds › | QUALCOMM INC | NEW | — | 0.0% | +0.0% | 0.2 | 1,085 | +1,085 | 1 | — |
| ☆NAGE funds › | NIAGEN BIOSCIENCE INC | HOLD | — | 0.0% | -0.0% | 0.1 | 20,950 | +0 | 5 | — |
| ☆BXP funds › | BXP INC COM | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -11,366 | 0 | — |
| ☆NKE funds › | NIKE INC CLASS B COM NPV | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -17,904 | 0 | — |
| ☆GLD funds › | SPDR GOLD TR GOLD SHS | EXIT | — | 0.0% | -0.8% | 0.0 | 0 | -7,458 | 0 | — |
| ☆AMT funds › | AMERICAN TOWER CORP NEW COM | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -7,595 | 0 | — |
| ☆EA funds › | ELECTRONIC ARTS INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -6,101 | 0 | — |
| ☆SNPS funds › | SYNOPSYS INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -1,776 | 0 | — |
| ☆NIC funds › | NICOLET BANKSHARES INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,810 | 0 | — |
| ☆IGE funds › | ISHARES TR NORTH AMERN NAT | EXIT | — | 0.0% | -0.9% | 0.0 | 0 | -57,384 | 0 | — |
| ☆NOG funds › | NORTHERN OIL &GAS INC COM | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -19,822 | 0 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -14,281 | 0 | — |
| ☆PEP funds › | PEPSICO INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,141 | 0 | — |
| ☆ZBRA funds › | ZEBRA TECHNOLOGIES CORPORATION CL A | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,354 | 0 | — |
| ☆EOG funds › | EOG RESOURCES INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -4,320 | 0 | — |
| ☆ABR funds › | ARBOR REALTY TRUST INC COM | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -39,577 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 510 | 131 | 0.13 | 34% | 0.023 | 0.263 | — | in |
| 2026Q1 | 425 | 137 | 0.10 | 32% | 0.022 | 0.297 | — | in |
| 2025Q4 | 422 | 142 | 0.10 | 32% | 0.023 | 0.246 | — | in |
| 2025Q3 | 410 | 148 | 0.07 | 32% | 0.022 | 0.302 | — | in |
| 2025Q2 | 380 | 149 | 0.12 | 33% | 0.022 | 0.259 | — | entered |
| 2025Q1 | 321 | 155 | 0.00 | 29% | 0.020 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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