Midwest Professional Planners, LTD.

CIK 0001730575 · Q1 2026

13F Equity AUM

$424.5M

+0.6% QoQ

Positions

137

-5 QoQ

AUM Rank

#4,782

Top 38%

Skill Alpha (FF)

-1.8%/yr^ns

No Clear Edge

Rank #4,900 · Top 60%

vs S&P -5.1%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 22.7%Top 10: 32.3%Top 20: 46.4%

SPY10.4%

SHV4.0%

NVDA3.3%

AVGO2.8%

EFA2.3%

IBTG2.0%

AMAT1.9%

LRCX1.9%

IEI1.9%

JPM1.8%

Others (127)67.7%

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

Sector Allocation

Financial Services50.8%

Technology22.2%

Industrials11.1%

Healthcare3.4%

Energy3.1%

Real Estate2.0%

Other7.4%

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

Position Sizing

Positions: 137Median: 0.47%Avg: 0.73%

0–0.5%

70(16.3%)

0.5–1%

38(26.8%)

1–3%

26(39.3%)

3–5%

2(7.3%)

5%+

1(10.4%)

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

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Portfolio Overlap

Shared: 137Unique: 0vs 20 funds

1.9%Low

137

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

2.6%

BANK OF AMERICA CORP /DE/

2.9%

3.3%

2.7%

4.1%

3.1%

GEODE CAPITAL MANAGEMENT, LLC

2.9%

VANGUARD CAPITAL MANAGEMENT LLC

2.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

3.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New4Increased84Decreased46Exited9

New Positions

IWN0.8%

+19K

CWB0.8%

+39K

NIC0.1%

+4K

FLOT0.1%

+4K

Increased

IBTH1.4%

+59K(+29%)

IBTG2.0%

+41K(+13%)

IBTI0.6%

+37K(+45%)

EFA2.3%

+36K(+58%)

IBTJ0.3%

+27K(+87%)

SDCI1.0%

+16K(+12%)

D0.3%

+16K(+348%)

IBKR0.3%

+15K(+354%)

SHV4.0%

+14K(+10%)

TSM1.2%

+10K(+223%)

Decreased

LRCX1.9%

-15,868(-29%)

SOFI0.3%

-10,437(-13%)

IGE0.8%

-8,904(-13%)

ABBV0.6%

-6,699(-38%)

PLTR0.2%

-5,235(-46%)

AVGO2.8%

-3,311(-8%)

EMXC1.1%

-3,290(-5%)

AAPL0.8%

-3,095(-19%)

WM0.7%

-2,450(-16%)

ABT0.3%

-1,916(-12%)

Exited

-20,874

-21,445

-6,960

-5,773

-5,221

-8,869

-3,036

-808

-2,039

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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