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Livermore
Livermore
ZHEN

Midwest Professional Planners, LTD.

SEC CIK
0001730575
Latest filing
Aug 5, 2026

The latest 13F from Midwest Professional Planners, LTD. covers Q2 2026 (filed Aug 5, 2026): 131 long positions worth $510.3M. The top 10 holdings make up 33.8% of the portfolio, and the largest is SPDR S&P 500 ETF Trust (SPY) at 10.6%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
8
Est. +$9.62M
Added
83
Est. +$31.7M
Reduced
37
Est. −$18.8M
Sold out
14
Est. −$16.1M

Top 5 holdings

Share of this quarter's portfolio value

  1. SPYSPDR S&P 500 ETF Trust
    10.6%$54.1MHistory
  2. AMATApplied Materials Inc
    3.3%$16.7MHistory
  3. LRCXLam Research Corp
    3.2%$16.2MHistory
  4. NVDANVIDIA Corp
    3.1%$15.8MHistory
  5. AMDAdvanced Micro Devices Inc
    3.0%$15.3MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Core S&P Mid-Cap ETF464287507
    +$4.07MAdded
  2. iShares Russell Mid-Cap Value ETF464287473
    +$3.92MNew
  3. iShares Russell 1000 Value ETF464287598
    +$3.86MNew
  4. SPYSPDR S&P 500 ETF Trust
    +$3.44MAddedHistory
  5. WTMWhite Mountains Insurance Group Ltd
    +$1.59MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. AMDAdvanced Micro Devices Inc
    +1.77 pp1.2% → 3.0%History
  2. iShares Russell Mid-Cap Value ETF464287473
    +0.77 pp0.0% → 0.8%
  3. iShares Russell 1000 Value ETF464287598
    +0.76 pp0.0% → 0.8%
  4. iShares Core S&P Mid-Cap ETF464287507
    +0.73 pp1.3% → 2.1%
  5. ARMArm Holdings PLC
    +0.54 pp0.5% → 1.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Trust iShares 0-1 Year Treasury Bond ETF464288679
    −$4.58MReduced
  2. iShares Tr464287374
    −$3.61MSold out
  3. iShares MSCI Eafe ETF464287465
    −$3.32MReduced
  4. GLDSPDR Gold Trust
    −$3.21MSold outHistory
  5. PAYXPaychex Inc
    −$1.63MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Trust iShares 0-1 Year Treasury Bond ETF464288679
    −1.58 pp4.0% → 2.5%
  2. iShares MSCI Eafe ETF464287465
    −0.90 pp2.3% → 1.4%
  3. iShares Tr464287374
    −0.85 pp0.9% → 0.0%
  4. GLDSPDR Gold Trust
    −0.76 pp0.8% → 0.0%History
  5. BSXBoston Scientific Corp
    −0.45 pp0.6% → 0.1%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$510.3M
+$85.8M (+20.2%) vs. prior quarter
Positions
131
−6 vs. prior quarter
Top 10 concentration
33.8%
Top 10 as share of value
Turnover
7.5%
Q2 2026, one quarter
Average holding period
16.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $510.3M (Q2 2026)

Q1 2021: $99.0MQ2 2021: $191.9MQ3 2021: $188.5MQ4 2021: $205.9MQ1 2022: $203.3MQ2 2022: $177.3MQ3 2022: $167.6MQ4 2022: $180.7MQ1 2023: $204.4MQ2 2023: $228.3MQ3 2023: $222.4MQ4 2023: $250.9MQ1 2024: $285.1MQ2 2024: $299.2MQ3 2024: $327.1MQ4 2024: $334.9MQ1 2025: $321.3MQ2 2025: $379.8MQ3 2025: $409.9MQ4 2025: $422.2MQ1 2026: $424.5MQ2 2026: $510.3M
Q1 2021Q2 2026
13F filings of Midwest Professional Planners, LTD. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 5, 2026131$510.3MSPYAMATLRCXvs. Q1 2026SEC
Q1 2026May 5, 2026137$424.5MSPYiShares Trust iShares 0-1 Year Treasury Bond ETFNVDAvs. Q4 2025SEC
Q4 2025Feb 6, 2026142$422.2MSPYiShares Trust iShares 0-1 Year Treasury Bond ETFNVDAvs. Q3 2025SEC
Q3 2025Nov 4, 2025148$409.9MSPYiShares Trust iShares 0-1 Year Treasury Bond ETFNVDAvs. Q2 2025SEC
Q2 2025Aug 11, 2025149$379.8MSPYiShares Trust iShares 0-1 Year Treasury Bond ETFNVDAvs. Q1 2025SEC
Q1 2025May 2, 2025155$321.3MSPYNVDAiShares MSCI Eafe ETFvs. Q4 2024SEC
Q4 2024Feb 10, 2025152$334.9MSPYNVDAAVGOvs. Q3 2024SEC
Q3 2024Nov 14, 2024154$327.1MSPYNVDAAVGOvs. Q2 2024SEC
Q2 2024Aug 6, 2024147$299.2MSPYNVDAAVGOvs. Q1 2024SEC
Q1 2024May 9, 2024147$285.1MSPYNVDAiShares Core U.S. Aggregate Bond ETFvs. Q4 2023SEC
Q4 2023Feb 15, 2024129$250.9MSPYNVDAiShares Core U.S. Aggregate Bond ETFvs. Q3 2023SEC
Q3 2023Nov 13, 2023125$222.4MSPYiShares Core U.S. Aggregate Bond ETFNVDAvs. Q2 2023SEC
Q2 2023Aug 7, 2023124$228.3MSPYiShares Core U.S. Aggregate Bond ETFNVDAvs. Q1 2023SEC
Q1 2023May 15, 2023121$204.4MSPYiShares TriShares Core U.S. Aggregate Bond ETFvs. Q4 2022SEC
Q4 2022Feb 10, 2023123$180.7MSPYiShares Core U.S. Aggregate Bond ETFiShares Trvs. Q3 2022SEC
Q3 2022Nov 10, 2022117$167.6MSPYiShares Core U.S. Aggregate Bond ETFiShares Trvs. Q2 2022SEC
Q2 2022Aug 9, 2022115$177.3MSPYiShares TriShares Core U.S. Aggregate Bond ETFvs. Q1 2022SEC
Q1 2022May 11, 2022120$203.3MSPYiShares Core U.S. Aggregate Bond ETFiShares Trvs. Q4 2021SEC
Q4 2021Feb 10, 2022116$205.9MSPYiShares Core U.S. Aggregate Bond ETFiShares Trvs. Q3 2021SEC
Q3 2021Nov 8, 2021114$188.5MSPYiShares Core U.S. Aggregate Bond ETFiShares Trvs. Q2 2021SEC
Q2 2021Aug 10, 2021116$191.9MiShares Core U.S. Aggregate Bond ETFSPYiShares Trvs. Q1 2021SEC
Q1 2021May 17, 202180$99.0MSWKSiShares Core U.S. Aggregate Bond ETFSPY–SEC