Midwest Professional Planners
Latest statistics and disclosures from Midwest Professional Planners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, AMAT, LRCX, NVDA, AMD, and represent 23.14% of Midwest Professional Planners's stock portfolio.
- Added to shares of these 10 stocks: IJH, IWS, IWD, SPY, KLAC, WTM, ASML, DAC, NXPI, PBA.
- Started 8 new stock positions in CAT, NBIS, CRDO, MKC, NTES, QCOM, IWD, IWS.
- Reduced shares in these 10 stocks: SHV, IGE, EFA, , PAYX, ABT, , EA, AVGO, XLK.
- Sold out of its positions in ABT, AMT, ABR, BXP, EOG, EA, IGE, NIC, NKE, NOG. PEP, GLD, SNPS, ZBRA.
- Midwest Professional Planners was a net buyer of stock by $9.4M.
- Midwest Professional Planners has $510M in assets under management (AUM), dropping by 20.20%.
- Central Index Key (CIK): 0001730575
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Portfolio Holdings for Midwest Professional Planners
Midwest Professional Planners holds 131 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 10.6 | $54M | +6% | 73k | 746.77 |
|
| Applied Materials (AMAT) | 3.3 | $17M | -4% | 23k | 722.99 |
|
| Lam Research Corp Com New (LRCX) | 3.2 | $16M | -3% | 37k | 433.32 |
|
| NVIDIA Corporation (NVDA) | 3.1 | $16M | 79k | 200.09 |
|
|
| Advanced Micro Devices (AMD) | 3.0 | $15M | +2% | 26k | 580.91 |
|
| Broadcom (AVGO) | 2.6 | $13M | -7% | 35k | 377.75 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 2.5 | $13M | -26% | 114k | 110.35 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.1 | $11M | +62% | 137k | 77.11 |
|
| Cummins (CMI) | 1.8 | $9.1M | +3% | 13k | 713.20 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 1.8 | $9.0M | +7% | 394k | 22.89 |
|
| Micron Technology (MU) | 1.7 | $8.7M | 7.5k | 1154.29 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.6 | $8.4M | +6% | 72k | 117.45 |
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $8.0M | -5% | 25k | 327.33 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.5 | $7.9M | +10% | 16k | 477.57 |
|
| Teradyne (TER) | 1.5 | $7.6M | +2% | 16k | 483.84 |
|
| Eaton Corp SHS (ETN) | 1.4 | $7.4M | 17k | 426.13 |
|
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 1.4 | $7.0M | +18% | 313k | 22.37 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.4 | $6.9M | -32% | 67k | 103.88 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.3 | $6.8M | +7% | 68k | 98.98 |
|
| Goldman Sachs (GS) | 1.3 | $6.7M | 6.7k | 1011.43 |
|
|
| Raytheon Technologies Corp (RTX) | 1.3 | $6.6M | 35k | 189.73 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.3 | $6.5M | 15k | 426.39 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.2 | $6.3M | -3% | 92k | 68.41 |
|
| Moody's Corporation (MCO) | 1.1 | $5.5M | 12k | 452.91 |
|
|
| Arm Holdings Sponsored Ads (ARM) | 1.1 | $5.5M | +2% | 15k | 354.56 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.1 | $5.5M | -7% | 53k | 102.30 |
|
| Capital One Financial (COF) | 1.0 | $5.3M | -10% | 26k | 200.62 |
|
| Costco Wholesale Corporation (COST) | 1.0 | $5.2M | 5.6k | 935.52 |
|
|
| Oshkosh Corporation (OSK) | 1.0 | $5.1M | +5% | 33k | 153.48 |
|
| Lockheed Martin Corporation (LMT) | 1.0 | $5.0M | 9.8k | 509.43 |
|
|
| Union Pacific Corporation (UNP) | 0.9 | $4.7M | +15% | 17k | 272.00 |
|
| American Express Company (AXP) | 0.9 | $4.6M | +3% | 14k | 338.24 |
|
| Visa Com Cl A (V) | 0.9 | $4.5M | +5% | 13k | 343.09 |
|
| Uscf Etf Tr Summerhaven K1 (SDCI) | 0.9 | $4.4M | +11% | 167k | 26.44 |
|
| Microsoft Corporation (MSFT) | 0.9 | $4.4M | -5% | 12k | 373.01 |
|
| Hewlett Packard Enterprise (HPE) | 0.8 | $4.2M | 93k | 45.11 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.8 | $4.1M | +55% | 2.1k | 1989.49 |
|
| Spdr Series Trust St Str Conv Etf (CWB) | 0.8 | $4.1M | -3% | 38k | 107.82 |
|
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.8 | $4.0M | +5% | 84k | 47.52 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.8 | $4.0M | -5% | 18k | 221.20 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.8 | $3.9M | -5% | 10k | 393.96 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.8 | $3.9M | NEW | 24k | 164.60 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $3.9M | -8% | 5.3k | 736.40 |
|
| Apple (AAPL) | 0.8 | $3.9M | 14k | 289.35 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.8 | $3.9M | NEW | 16k | 242.43 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.7 | $3.8M | -21% | 20k | 190.52 |
|
| Norfolk Southern (NSC) | 0.7 | $3.7M | +5% | 12k | 314.60 |
|
| Rbc Cad (RY) | 0.7 | $3.6M | +6% | 17k | 206.97 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.5M | +2% | 9.9k | 353.33 |
|
| Kla Corp Com New (KLAC) | 0.7 | $3.5M | +1020% | 11k | 301.71 |
|
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.7 | $3.5M | +31% | 156k | 22.14 |
|
| Analog Devices (ADI) | 0.7 | $3.4M | 8.6k | 397.19 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $3.4M | 23k | 148.31 |
|
|
| Oracle Corporation (ORCL) | 0.7 | $3.4M | 23k | 146.55 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.7 | $3.3M | 6.5k | 513.56 |
|
|
| Arista Networks Com Shs (ANET) | 0.6 | $3.2M | +2% | 19k | 169.88 |
|
| Meta Platforms Cl A (META) | 0.6 | $3.2M | -3% | 5.7k | 563.26 |
|
| Epr Pptys Com Sh Ben Int (EPR) | 0.6 | $3.1M | +42% | 53k | 58.01 |
|
| Main Street Capital Corporation (MAIN) | 0.6 | $3.0M | +5% | 57k | 51.88 |
|
| Edwards Lifesciences (EW) | 0.6 | $2.8M | +5% | 31k | 90.46 |
|
| Abbvie (ABBV) | 0.6 | $2.8M | +2% | 11k | 251.64 |
|
| Northrop Grumman Corporation (NOC) | 0.5 | $2.8M | +9% | 5.5k | 509.34 |
|
| Waste Management (WM) | 0.5 | $2.8M | -3% | 13k | 222.89 |
|
| Cisco Systems (CSCO) | 0.5 | $2.7M | -2% | 23k | 117.46 |
|
| Amgen (AMGN) | 0.5 | $2.6M | +8% | 7.3k | 362.10 |
|
| Nxp Semiconductors N V (NXPI) | 0.5 | $2.6M | +100% | 9.2k | 281.03 |
|
| Blackrock (BLK) | 0.5 | $2.5M | 2.6k | 961.56 |
|
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.5 | $2.4M | +13% | 33k | 73.66 |
|
| White Mountains Insurance Gp (WTM) | 0.5 | $2.4M | +194% | 1.2k | 2073.39 |
|
| Amazon (AMZN) | 0.5 | $2.4M | +8% | 10k | 238.33 |
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.5 | $2.4M | +13% | 1.1k | 2080.82 |
|
| Datadog Cl A Com (DDOG) | 0.5 | $2.3M | +37% | 8.9k | 260.35 |
|
| Torm Shs Cl A (TRMD) | 0.4 | $2.3M | -4% | 87k | 26.06 |
|
| Omega Healthcare Investors (OHI) | 0.4 | $2.3M | +5% | 48k | 47.68 |
|
| Pembina Pipeline Corp (PBA) | 0.4 | $2.2M | +102% | 49k | 46.25 |
|
| Cheniere Energy Com New (LNG) | 0.4 | $2.2M | 9.1k | 239.00 |
|
|
| Exxon Mobil Corporation (XOM) | 0.4 | $2.2M | +13% | 16k | 136.72 |
|
| Public Storage (PSA) | 0.4 | $2.2M | +24% | 6.8k | 318.31 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $2.1M | +7% | 22k | 94.57 |
|
| Danaos Corporation SHS (DAC) | 0.4 | $2.1M | +225% | 17k | 122.37 |
|
| Tc Energy Corp (TRP) | 0.4 | $2.1M | +89% | 31k | 66.29 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $2.0M | +12% | 36k | 56.48 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $2.0M | +3% | 25k | 82.11 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.4 | $2.0M | +14% | 23k | 87.04 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $1.8M | +6% | 16k | 114.18 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $1.7M | -2% | 3.5k | 496.66 |
|
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.3 | $1.7M | +32% | 77k | 21.65 |
|
| Cadence Design Systems (CDNS) | 0.3 | $1.6M | +21% | 4.3k | 375.34 |
|
| Tesla Motors (TSLA) | 0.3 | $1.5M | +3% | 3.7k | 420.54 |
|
| Chevron Corporation (CVX) | 0.3 | $1.5M | +15% | 9.0k | 165.77 |
|
| Dominion Resources (D) | 0.3 | $1.4M | 21k | 68.29 |
|
|
| Ares Capital Corporation (ARCC) | 0.3 | $1.4M | +10% | 77k | 18.53 |
|
| American Electric Power Company (AEP) | 0.3 | $1.3M | +36% | 9.8k | 136.81 |
|
| Prologis (PLD) | 0.3 | $1.3M | +15% | 9.9k | 135.47 |
|
| Oge Energy Corp (OGE) | 0.2 | $1.3M | +8% | 26k | 48.66 |
|
| Manulife Finl Corp (MFC) | 0.2 | $1.2M | +10% | 31k | 40.51 |
|
| Xcel Energy (XEL) | 0.2 | $1.2M | +13% | 15k | 80.30 |
|
| Sofi Technologies (SOFI) | 0.2 | $1.2M | 68k | 17.93 |
|
|
| Monster Beverage Corp (MNST) | 0.2 | $1.1M | +2% | 12k | 96.12 |
|
| Deere & Company (DE) | 0.2 | $1.1M | +3% | 1.8k | 634.35 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $1.1M | 2.8k | 397.68 |
|
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.2 | $1.1M | 3.4k | 316.93 |
|
|
| Provident Financial Services (PFS) | 0.2 | $943k | +76% | 40k | 23.64 |
|
| Cnx Resources Corporation (CNX) | 0.2 | $909k | 27k | 33.93 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $875k | +3% | 2.4k | 357.38 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $761k | -56% | 18k | 42.68 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $713k | 6.1k | 116.67 |
|
|
| Permian Resources Corp Class A Com (PR) | 0.1 | $626k | +11% | 34k | 18.41 |
|
| Paychex (PAYX) | 0.1 | $591k | -73% | 6.0k | 98.32 |
|
| Ishares Tr Ibond Dec 2030 (IBTK) | 0.1 | $500k | +134% | 26k | 19.54 |
|
| Nebius Group Shs Class A (NBIS) | 0.1 | $469k | NEW | 1.7k | 276.17 |
|
| salesforce (CRM) | 0.1 | $462k | -68% | 3.0k | 156.68 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.1 | $453k | NEW | 1.7k | 271.95 |
|
| Procter & Gamble Company (PG) | 0.1 | $410k | +2% | 2.8k | 146.62 |
|
| Biontech Se Sponsored Ads (BNTX) | 0.1 | $372k | 4.0k | 93.04 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $364k | 727.00 | 500.39 |
|
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $354k | +7% | 530.00 | 666.90 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $329k | +288% | 4.1k | 80.57 |
|
| Badger Meter (BMI) | 0.1 | $325k | 2.2k | 148.38 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $304k | +10% | 3.0k | 100.35 |
|
| Wec Energy Group (WEC) | 0.1 | $287k | 2.5k | 116.77 |
|
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| Netflix (NFLX) | 0.1 | $268k | 3.7k | 71.40 |
|
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| Caterpillar (CAT) | 0.1 | $267k | NEW | 251.00 | 1064.90 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $251k | -11% | 730.00 | 343.91 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $241k | NEW | 4.8k | 50.42 |
|
| Symbotic Class A Com (SYM) | 0.0 | $239k | +8% | 5.3k | 44.95 |
|
| Oklo Com Cl A (OKLO) | 0.0 | $236k | -10% | 4.5k | 52.33 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $225k | +8% | 4.4k | 51.05 |
|
| Netease Sponsored Ads (NTES) | 0.0 | $210k | NEW | 1.6k | 128.13 |
|
| Qualcomm (QCOM) | 0.0 | $200k | NEW | 1.1k | 184.72 |
|
| Niagen Bioscience Com New (NAGE) | 0.0 | $67k | 21k | 3.19 |
|
Past Filings by Midwest Professional Planners
SEC 13F filings are viewable for Midwest Professional Planners going back to 2017
- Midwest Professional Planners 2026 Q2 filed Aug. 5, 2026
- Midwest Professional Planners 2026 Q1 filed May 5, 2026
- 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