Midwest Professional Planners
Latest statistics and disclosures from Midwest Professional Planners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, SHV, NVDA, AVGO, LRCX, and represent 23.63% of Midwest Professional Planners's stock portfolio.
- Added to shares of these 10 stocks: IBB, IGE, XLV, IWO, SPY, AMD, XLK, SDCI, TSLA, IBTH.
- Started 9 new stock positions in TDY, IGE, DAC, ASML, IBTK, IWO, IBB, XLV, OKLO.
- Reduced shares in these 10 stocks: IBTF (-$5.3M), , IWP, IDU, , CRM, EFA, SHV, , PNC.
- Sold out of its positions in CMG, DFUS, ES, IWP, IDU, IBTF, MELI, OXY, PNC, TROW. CWB, XLF, TXN, UHT, INSW.
- Midwest Professional Planners was a net buyer of stock by $6.5M.
- Midwest Professional Planners has $422M in assets under management (AUM), dropping by 2.99%.
- Central Index Key (CIK): 0001730575
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Portfolio Holdings for Midwest Professional Planners
Midwest Professional Planners holds 142 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 10.7 | $45M | +4% | 66k | 681.92 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 3.7 | $16M | -5% | 142k | 110.15 |
|
| NVIDIA Corporation (NVDA) | 3.6 | $15M | 81k | 186.50 |
|
|
| Broadcom (AVGO) | 3.4 | $14M | -2% | 42k | 346.10 |
|
| Lam Research Corp Com New (LRCX) | 2.2 | $9.3M | +4% | 55k | 171.18 |
|
| JPMorgan Chase & Co. (JPM) | 1.9 | $8.0M | 25k | 322.23 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.8 | $7.6M | +4% | 64k | 119.35 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 1.8 | $7.4M | +10% | 324k | 22.88 |
|
| Capital One Financial (COF) | 1.7 | $7.3M | 30k | 242.36 |
|
|
| Applied Materials (AMAT) | 1.6 | $6.5M | +2% | 26k | 256.99 |
|
| Cummins (CMI) | 1.5 | $6.4M | +9% | 13k | 510.46 |
|
| Raytheon Technologies Corp (RTX) | 1.5 | $6.3M | +6% | 34k | 183.40 |
|
| Moody's Corporation (MCO) | 1.5 | $6.2M | 12k | 510.83 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.4 | $6.1M | +4% | 61k | 99.88 |
|
| Microsoft Corporation (MSFT) | 1.4 | $6.0M | -2% | 13k | 483.62 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.4 | $6.0M | -13% | 62k | 96.03 |
|
| Goldman Sachs (GS) | 1.4 | $5.7M | +7% | 6.5k | 878.94 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.3 | $5.7M | +3% | 15k | 386.84 |
|
| Eaton Corp SHS (ETN) | 1.3 | $5.6M | 17k | 318.51 |
|
|
| Advanced Micro Devices (AMD) | 1.3 | $5.4M | +60% | 25k | 214.16 |
|
| Costco Wholesale Corporation (COST) | 1.3 | $5.4M | -8% | 6.3k | 862.35 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $5.4M | 82k | 66.00 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.2 | $5.2M | 94k | 54.71 |
|
|
| American Express Company (AXP) | 1.1 | $4.8M | +4% | 13k | 369.94 |
|
| Lockheed Martin Corporation (LMT) | 1.1 | $4.8M | +10% | 9.9k | 483.68 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 1.1 | $4.6M | +21% | 205k | 22.47 |
|
| Oracle Corporation (ORCL) | 1.1 | $4.5M | 23k | 194.91 |
|
|
| Apple (AAPL) | 1.1 | $4.5M | 17k | 271.87 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 1.1 | $4.4M | +19% | 61k | 72.68 |
|
| Visa Com Cl A (V) | 1.0 | $4.3M | +4% | 12k | 350.72 |
|
| Abbvie (ABBV) | 1.0 | $4.0M | +22% | 18k | 228.50 |
|
| Meta Platforms Cl A (META) | 0.9 | $4.0M | -2% | 6.0k | 660.12 |
|
| Boston Scientific Corporation (BSX) | 0.9 | $3.9M | -10% | 41k | 95.35 |
|
| Oshkosh Corporation (OSK) | 0.9 | $3.9M | +6% | 31k | 125.63 |
|
| Mastercard Incorporated Cl A (MA) | 0.9 | $3.7M | +4% | 6.4k | 570.86 |
|
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.8 | $3.6M | +4% | 74k | 48.09 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $3.5M | -4% | 8.9k | 396.31 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.8 | $3.5M | NEW | 21k | 168.77 |
|
| Union Pacific Corporation (UNP) | 0.8 | $3.5M | +7% | 15k | 231.32 |
|
| Waste Management (WM) | 0.8 | $3.4M | 15k | 219.72 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $3.3M | 5.4k | 614.33 |
|
|
| Ishares Tr North Amern Nat (IGE) | 0.8 | $3.3M | NEW | 66k | 50.20 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.8 | $3.3M | NEW | 21k | 154.80 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.8 | $3.3M | +100% | 23k | 143.97 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $3.3M | -2% | 7.0k | 473.33 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.8 | $3.3M | NEW | 10k | 323.01 |
|
| Norfolk Southern (NSC) | 0.8 | $3.2M | +4% | 11k | 288.72 |
|
| Main Street Capital Corporation (MAIN) | 0.7 | $3.1M | -7% | 52k | 60.39 |
|
| Uscf Etf Tr Summerhaven K1 (SDCI) | 0.7 | $3.0M | +90% | 134k | 22.03 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.0M | +3% | 9.4k | 313.80 |
|
| Northrop Grumman Corporation (NOC) | 0.7 | $2.9M | +6% | 5.0k | 570.23 |
|
| Blackrock (BLK) | 0.7 | $2.8M | +3% | 2.6k | 1070.51 |
|
| Rbc Cad (RY) | 0.6 | $2.7M | +9% | 16k | 170.49 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $2.7M | 22k | 120.18 |
|
|
| Paychex (PAYX) | 0.6 | $2.5M | +17% | 23k | 112.18 |
|
| salesforce (CRM) | 0.6 | $2.5M | -30% | 9.5k | 264.91 |
|
| Edwards Lifesciences (EW) | 0.6 | $2.5M | -21% | 29k | 85.25 |
|
| Analog Devices (ADI) | 0.6 | $2.5M | -2% | 9.0k | 271.20 |
|
| Arista Networks Com Shs (ANET) | 0.6 | $2.4M | +3% | 19k | 131.03 |
|
| Amazon (AMZN) | 0.5 | $2.3M | +2% | 9.9k | 230.82 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.5 | $2.3M | +11% | 14k | 160.97 |
|
| Hewlett Packard Enterprise (HPE) | 0.5 | $2.2M | 92k | 24.02 |
|
|
| Micron Technology (MU) | 0.5 | $2.2M | -6% | 7.7k | 285.42 |
|
| Amgen (AMGN) | 0.5 | $2.2M | +3% | 6.7k | 327.30 |
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.5 | $2.1M | +8% | 969.00 | 2146.20 |
|
| Sofi Technologies (SOFI) | 0.5 | $2.0M | +2% | 78k | 26.18 |
|
| Abbott Laboratories (ABT) | 0.5 | $2.0M | +7% | 16k | 125.29 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $2.0M | -9% | 11k | 177.75 |
|
| Teradyne (TER) | 0.5 | $2.0M | +31% | 10k | 193.56 |
|
| Omega Healthcare Investors (OHI) | 0.5 | $1.9M | +5% | 44k | 44.34 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $1.9M | +3% | 19k | 96.16 |
|
| Epr Pptys Com Sh Ben Int (EPR) | 0.4 | $1.9M | +5% | 37k | 49.90 |
|
| Cisco Systems (CSCO) | 0.4 | $1.8M | +55% | 24k | 77.03 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $1.8M | +3% | 22k | 82.82 |
|
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.4 | $1.8M | +35% | 82k | 22.36 |
|
| Torm Shs Cl A (TRMD) | 0.4 | $1.8M | +64% | 91k | 19.58 |
|
| Cheniere Energy Com New (LNG) | 0.4 | $1.8M | 9.2k | 194.39 |
|
|
| Tesla Motors (TSLA) | 0.4 | $1.7M | +130% | 3.8k | 449.72 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $1.7M | 14k | 120.34 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $1.6M | +13% | 29k | 57.24 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.4 | $1.6M | +6% | 15k | 109.31 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $1.6M | 3.5k | 453.36 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $1.6M | 2.8k | 566.36 |
|
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.4 | $1.6M | +8% | 26k | 60.53 |
|
| Public Storage (PSA) | 0.3 | $1.4M | -21% | 5.5k | 259.50 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $1.4M | +14% | 4.6k | 303.92 |
|
| American Tower Reit (AMT) | 0.3 | $1.4M | -22% | 7.8k | 175.56 |
|
| Electronic Arts (EA) | 0.3 | $1.3M | 6.2k | 204.34 |
|
|
| Ares Capital Corporation (ARCC) | 0.3 | $1.3M | -7% | 62k | 20.23 |
|
| Chevron Corporation (CVX) | 0.3 | $1.2M | 7.9k | 152.41 |
|
|
| Nike CL B (NKE) | 0.3 | $1.1M | +73% | 18k | 63.71 |
|
| Cadence Design Systems (CDNS) | 0.3 | $1.1M | +2% | 3.5k | 312.58 |
|
| Oge Energy Corp (OGE) | 0.2 | $1.0M | -2% | 24k | 42.70 |
|
| Xcel Energy (XEL) | 0.2 | $1.0M | +5% | 14k | 73.86 |
|
| Manulife Finl Corp (MFC) | 0.2 | $994k | +173% | 27k | 36.28 |
|
| Nxp Semiconductors N V (NXPI) | 0.2 | $973k | -36% | 4.5k | 217.04 |
|
| Cnx Resources Corporation (CNX) | 0.2 | $973k | +2% | 26k | 36.77 |
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.2 | $918k | +3% | 3.3k | 281.17 |
|
| Pembina Pipeline Corp (PBA) | 0.2 | $898k | +39% | 24k | 38.06 |
|
| Monster Beverage Corp (MNST) | 0.2 | $864k | +6% | 11k | 76.67 |
|
| Datadog Cl A Com (DDOG) | 0.2 | $859k | +85% | 6.3k | 135.99 |
|
| Synopsys (SNPS) | 0.2 | $826k | +2% | 1.8k | 469.72 |
|
| American Electric Power Company (AEP) | 0.2 | $806k | +5% | 7.0k | 115.30 |
|
| White Mountains Insurance Gp (WTM) | 0.2 | $806k | -37% | 388.00 | 2078.03 |
|
| Deere & Company (DE) | 0.2 | $774k | +3% | 1.7k | 465.56 |
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| Boston Properties (BXP) | 0.2 | $766k | 11k | 67.48 |
|
|
| Tc Energy Corp (TRP) | 0.2 | $756k | +3% | 14k | 55.01 |
|
| Kla Corp Com New (KLAC) | 0.2 | $746k | +110% | 614.00 | 1215.21 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $731k | +4% | 2.3k | 313.01 |
|
| Dell Technologies CL C (DELL) | 0.2 | $727k | 5.8k | 125.87 |
|
|
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.2 | $677k | +42% | 31k | 21.95 |
|
| Genuine Parts Company (GPC) | 0.2 | $642k | +93% | 5.2k | 122.95 |
|
| Prologis (PLD) | 0.1 | $627k | +13% | 4.9k | 127.65 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $580k | 2.4k | 242.82 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $526k | NEW | 492.00 | 1069.95 |
|
| Manhattan Associates (MANH) | 0.1 | $526k | +6% | 3.0k | 173.31 |
|
| Paypal Holdings (PYPL) | 0.1 | $518k | -12% | 8.9k | 58.38 |
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| Danaos Corporation SHS (DAC) | 0.1 | $487k | NEW | 5.2k | 94.18 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $468k | 808.00 | 579.68 |
|
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| EOG Resources (EOG) | 0.1 | $452k | 4.3k | 105.02 |
|
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| Pepsi (PEP) | 0.1 | $451k | -6% | 3.1k | 143.54 |
|
| Permian Resources Corp Class A Com (PR) | 0.1 | $431k | -57% | 31k | 14.03 |
|
| Northern Oil And Gas Inc Mn (NOG) | 0.1 | $425k | -53% | 20k | 21.47 |
|
| Provident Financial Services (PFS) | 0.1 | $414k | +38% | 21k | 19.75 |
|
| Badger Meter (BMI) | 0.1 | $413k | 2.4k | 174.41 |
|
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| Procter & Gamble Company (PG) | 0.1 | $390k | -4% | 2.7k | 143.29 |
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| Biontech Se Sponsored Ads (BNTX) | 0.1 | $378k | +2% | 4.0k | 95.19 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $376k | 748.00 | 502.65 |
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| Oklo Com Cl A (OKLO) | 0.1 | $356k | NEW | 5.0k | 71.76 |
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| Netflix (NFLX) | 0.1 | $343k | +971% | 3.7k | 93.76 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $311k | 1.1k | 290.22 |
|
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| Arbor Realty Trust (ABR) | 0.1 | $309k | -60% | 40k | 7.76 |
|
| Symbotic Class A Com (SYM) | 0.1 | $281k | +12% | 4.7k | 59.50 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $280k | -15% | 4.4k | 64.31 |
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| Dominion Resources (D) | 0.1 | $270k | -57% | 4.6k | 58.59 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $266k | +7% | 2.6k | 101.65 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $261k | -7% | 829.00 | 314.80 |
|
| Wec Energy Group (WEC) | 0.1 | $259k | 2.5k | 105.46 |
|
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $245k | NEW | 479.00 | 510.73 |
|
| Ishares Tr Ibond Dec 2030 (IBTK) | 0.0 | $204k | NEW | 10k | 19.84 |
|
| Canadian Natl Ry (CNI) | 0.0 | $202k | -33% | 2.0k | 98.85 |
|
| Niagen Bioscience Com New (NAGE) | 0.0 | $133k | 21k | 6.36 |
|
Past Filings by Midwest Professional Planners
SEC 13F filings are viewable for Midwest Professional Planners going back to 2017
- Midwest Professional Planners 2025 Q4 filed Feb. 6, 2026
- Midwest Professional Planners 2025 Q3 filed Nov. 4, 2025
- Midwest Professional Planners 2025 Q2 filed Aug. 11, 2025
- Midwest Professional Planners 2025 Q1 filed May 2, 2025
- Midwest Professional Planners 2024 Q4 filed Feb. 10, 2025
- Midwest Professional Planners 2024 Q3 filed Nov. 14, 2024
- Midwest Professional Planners 2024 Q2 filed Aug. 6, 2024
- Midwest Professional Planners 2024 Q1 filed May 9, 2024
- Midwest Professional Planners 2023 Q4 filed Feb. 15, 2024
- Midwest Professional Planners 2023 Q3 filed Nov. 13, 2023
- Midwest Professional Planners 2023 Q2 filed Aug. 7, 2023
- Midwest Professional Planners 2023 Q1 filed May 15, 2023
- Midwest Professional Planners 2022 Q4 filed Feb. 10, 2023
- Midwest Professional Planners 2022 Q3 filed Nov. 10, 2022
- Midwest Professional Planners 2022 Q2 filed Aug. 9, 2022
- Midwest Professional Planners 2022 Q1 filed May 11, 2022