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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, EFA, and represent 22.74% of Midwest Professional Planners's stock portfolio.
Added to shares of these 10 stocks: IWN, CWB, EFA, TSM, SHV, TER, IBTH, ASML, IBKR, D.
Started 4 new stock positions in FLOT, IWN, NIC, CWB.
Reduced shares in these 10 stocks: IBB, LRCX, , IWF, ABBV, AVGO, AAPL, PLTR, DELL, GPC.
Sold out of its positions in CNI, DELL, GPC, IBB, IWF, MANH, PYPL, XLV, TMO.
Midwest Professional Planners was a net buyer of stock by $5.9M.
Midwest Professional Planners has $425M in assets under management (AUM), dropping by 0.56%.
Central Index Key (CIK): 0001730575

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Positions held by Midwest Professional Planners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Midwest Professional Planners

Midwest Professional Planners holds 137 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Street Spdr S&p 500 Etf Units Tr Unit (SPY)	10.4	$44M	+2%	68k	650.34	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Trust Ishare 0-1 (SHV)	4.0	$17M	+9%	156k	110.39	View chart
NVIDIA Corporation (NVDA)	3.3	$14M	-2%	79k	174.40	View chart
Broadcom (AVGO)	2.8	$12M	-7%	38k	309.51	View chart
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)	2.3	$9.6M	+57%	99k	97.13	View chart
Ishares Tr Ibonds 26 Trm Ts Ibonds 26 Trm Ts (IBTG)	2.0	$8.4M	+12%	365k	22.91	View chart
Applied Materials (AMAT)	2.0	$8.3M	-4%	24k	341.79	View chart
Lam Research Corp Com New (LRCX)	1.9	$8.3M	-29%	39k	213.66	View chart
Ishares Tr 3 7 Yr Treas Bd 3 7 Yr Treas Bd (IEI)	1.9	$8.0M	+5%	67k	118.60	View chart
JPMorgan Chase & Co. (JPM)	1.8	$7.6M	+3%	26k	294.16	View chart
Raytheon Technologies Corp (RTX)	1.6	$6.6M		35k	192.90	View chart
Cummins (CMI)	1.6	$6.6M	-2%	12k	538.00	View chart
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG)	1.5	$6.3M	+4%	64k	99.27	View chart
Eaton Corporation SHS (ETN)	1.5	$6.2M		17k	357.67	View chart
Ishares Tr Ibonds 27 Trm Ts Ibonds 27 Trm Ts (IBTH)	1.4	$5.9M	+28%	265k	22.43	View chart
Lockheed Martin Corporation (LMT)	1.4	$5.9M		9.8k	604.39	View chart
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)	1.3	$5.7M	+3%	84k	67.53	View chart
Costco Wholesale Corporation (COST)	1.3	$5.7M	-9%	5.7k	996.38	View chart
Ishares Russell 3000 Etf Russell 3000 Etf (IWV)	1.3	$5.6M	+2%	15k	370.68	View chart
Goldman Sachs (GS)	1.3	$5.6M		6.6k	846.03	View chart
Ishares Trust Msci Emg Mkts Etf Usd Dis Msci Emg Mkt Etf (EEM)	1.3	$5.4M		96k	56.79	View chart
Capital One Financial (COF)	1.3	$5.4M	-2%	30k	182.43	View chart
Moody's Corporation (MCO)	1.3	$5.3M		12k	436.25	View chart
Advanced Micro Devices (AMD)	1.2	$5.2M		26k	203.43	View chart
Taiwan Semiconductor Manufacturing Spon Ads Each Rep 5 Ord Twd10 Sponsored Ads (TSM)	1.2	$5.0M	+223%	15k	337.96	View chart
Oshkosh Corporation (OSK)	1.1	$4.6M		31k	147.21	View chart
Microsoft Corporation (MSFT)	1.1	$4.6M		12k	370.16	View chart
Ishares Msci Emr Mrk Ex Chna Msci Emrg Chn (EMXC)	1.1	$4.6M	-5%	58k	78.66	View chart
Teradyne (TER)	1.1	$4.5M	+48%	15k	296.46	View chart
Uscf Etf Tr Summerhaven K1 Summerhaven K1 (SDCI)	1.0	$4.1M	+11%	151k	27.24	View chart
American Express Company (AXP)	0.9	$4.0M		13k	302.48	View chart
Visa Com Cl A (V)	0.9	$3.8M		13k	302.24	View chart
Ishares Trust Aaa - A Rated Corp Bd Etf A Rate Cp Bd Etf (QLTA)	0.9	$3.8M	+6%	79k	47.59	View chart
Union Pacific Corporation (UNP)	0.9	$3.7M		15k	242.62	View chart
Ishares Tr North Amern Nat North Amern Nat (IGE)	0.9	$3.6M	-13%	57k	62.94	View chart
Ishares Russell 2000 Value Etf Rus 2000 Val Etf (IWN)	0.8	$3.6M	NEW	19k	189.59	View chart
Spdr Series Trust State Street Bloomberg Convertible Securities Etf State Street Spd (CWB)	0.8	$3.6M	NEW	39k	91.52	View chart
Northrop Grumman Corporation (NOC)	0.8	$3.4M		5.0k	682.22	View chart
Apple (AAPL)	0.8	$3.4M	-18%	13k	253.79	View chart
Meta Platforms Inc Class A Cl A (META)	0.8	$3.4M	-2%	5.9k	572.14	View chart
Oracle Corporation (ORCL)	0.8	$3.4M		23k	147.11	View chart
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)	0.8	$3.3M	+5%	5.8k	577.20	View chart
Select Sector Spdr Trust State Street Technology Select Sector Spdr Etf State Street Tec (XLK)	0.8	$3.3M	+8%	25k	132.90	View chart
Ishares Tr Rus 2000 Grw Etf Rus 2000 Grw Etf (IWO)	0.8	$3.3M	+3%	11k	313.81	View chart
Mastercard Incorporated Cl A Cl A (MA)	0.8	$3.2M		6.5k	499.64	View chart
Spdr Gold Tr Gold Gold Shs (GLD)	0.8	$3.2M	-16%	7.5k	430.29	View chart
Norfolk Southern (NSC)	0.7	$3.2M		11k	287.00	View chart
Waste Management (WM)	0.7	$3.0M	-15%	13k	229.79	View chart
Main Street Capital Corporation (MAIN)	0.7	$2.9M	+4%	54k	52.96	View chart
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)	0.7	$2.9M	+3%	23k	124.31	View chart
Analog Devices (ADI)	0.7	$2.8M	-2%	8.8k	318.14	View chart
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)	0.6	$2.8M	+2%	9.6k	286.86	View chart
Ishares Tr Ibonds 28 Trm Ts Ibonds 28 Trm Ts (IBTI)	0.6	$2.6M	+45%	119k	22.28	View chart
Rbc Cad (RY)	0.6	$2.6M		16k	161.78	View chart
Cheniere Energy Inc Com Usd0.003 Com New (LNG)	0.6	$2.6M		9.1k	283.75	View chart
Micron Technology (MU)	0.6	$2.6M	-2%	7.6k	337.83	View chart
Torm Plc Ser A Usd0.01 Shs Cl A (TRMD)	0.6	$2.6M		92k	27.90	View chart
Boston Scientific Corporation (BSX)	0.6	$2.5M		41k	62.75	View chart
Blackrock (BLK)	0.6	$2.5M		2.6k	961.78	View chart
Abbvie (ABBV)	0.6	$2.4M	-38%	11k	217.49	View chart
Edwards Lifesciences (EW)	0.6	$2.4M	+2%	30k	80.08	View chart
Exxon Mobil Corporation (XOM)	0.6	$2.4M		14k	169.66	View chart
Amgen (AMGN)	0.6	$2.3M		6.7k	351.83	View chart
Arista Networks Com Shs (ANET)	0.5	$2.3M		19k	122.78	View chart
Arm Holdings Plc Spon Ads Each Rep 1 Ord Sponsored Ads (ARM)	0.5	$2.3M		15k	151.28	View chart
Hewlett Packard Enterprise (HPE)	0.5	$2.2M		92k	23.81	View chart
Global X Fds Glb X Mlp Enrg I Glb X Mlp Enrg I (MLPX)	0.5	$2.1M	+12%	29k	73.94	View chart
Paychex (PAYX)	0.5	$2.1M		23k	92.12	View chart
Omega Healthcare Investors (OHI)	0.5	$2.0M	+2%	45k	43.82	View chart
Ishares Trust 1-3 Year Treasury Bond Etf 1 3 Yr Treas Bd (SHY)	0.5	$2.0M	+7%	24k	82.57	View chart
Ishares Tr 7-10 Yr Trsy Bd 7-10 Yr Trsy Bd (IEF)	0.5	$1.9M	+5%	20k	95.44	View chart
Amazon (AMZN)	0.5	$1.9M	-6%	9.2k	208.27	View chart
First Citizens Bancshares Cl A (FCNCA)	0.4	$1.9M	+4%	1.0k	1884.68	View chart
Epr Properties Sbi Usd0.01 Com Sh Ben Int (EPR)	0.4	$1.9M		38k	49.96	View chart
Cisco Systems (CSCO)	0.4	$1.8M		23k	77.59	View chart
J P Morgan Exchange Traded Fd Equity Premium Equity Premium (JEPI)	0.4	$1.8M	+11%	32k	56.68	View chart
salesforce (CRM)	0.4	$1.7M	-2%	9.3k	186.67	View chart
Asml Holding Nv Eur0.09 Ny Registry Shs 2012 N Y Registry Shs (ASML)	0.4	$1.7M	+168%	1.3k	1320.87	View chart
Shopify Inc Com Npv Cl A Isin #ca82509l1076 Sedol #bx865c7 Cl A Sub Vtg Shs (SHOP)	0.4	$1.7M	+3%	15k	118.62	View chart
Chevron Corporation (CVX)	0.4	$1.6M		7.8k	206.89	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.4	$1.6M		3.5k	446.54	View chart
Kla Corp Com New (KLAC)	0.4	$1.5M	+66%	1.0k	1472.52	View chart
Public Storage (PSA)	0.3	$1.5M	-2%	5.4k	270.87	View chart
Abbott Laboratories (ABT)	0.3	$1.5M	-11%	14k	102.67	View chart
Interactive Brokers Group Inc Com Cl A Com Cl A (IBKR)	0.3	$1.3M	+354%	20k	67.07	View chart
Tesla Motors (TSLA)	0.3	$1.3M	-5%	3.5k	371.75	View chart
American Tower Reit (AMT)	0.3	$1.3M	-2%	7.6k	172.58	View chart
Intuitive Surgical Com New (ISRG)	0.3	$1.3M		2.8k	460.99	View chart
Dominion Resources (D)	0.3	$1.3M	+348%	21k	61.82	View chart
Ishares Tr Ibonds 29 Trm Ts Ibonds 29 Trm Ts (IBTJ)	0.3	$1.3M	+87%	58k	21.84	View chart
Ares Capital Corporation (ARCC)	0.3	$1.2M	+10%	69k	18.02	View chart
Electronic Arts (EA)	0.3	$1.2M		6.1k	203.86	View chart
Oge Energy Corp (OGE)	0.3	$1.1M	-2%	24k	47.96	View chart
Prologis (PLD)	0.3	$1.1M	+74%	8.6k	132.18	View chart
Xcel Energy (XEL)	0.3	$1.1M		14k	79.44	View chart
Pembina Pipeline Corp (PBA)	0.3	$1.1M		24k	44.76	View chart
Sofi Technologies (SOFI)	0.3	$1.1M	-13%	68k	15.88	View chart
Cnx Resources Corporation (CNX)	0.2	$1.0M		27k	38.55	View chart
Tc Energy Corp (TRP)	0.2	$1.0M	+18%	16k	62.60	View chart
Renaissance Re Holdings Ltd Cmn (RNR)	0.2	$985k		3.3k	297.23	View chart
Cadence Design Systems (CDNS)	0.2	$983k		3.5k	277.87	View chart
Deere & Company (DE)	0.2	$958k	+2%	1.7k	563.21	View chart
Manulife Finl Corp (MFC)	0.2	$954k		28k	34.44	View chart
American Electric Power Company (AEP)	0.2	$947k	+3%	7.2k	131.07	View chart
Nike Inc Class B CL B (NKE)	0.2	$946k		18k	52.82	View chart
Nxp Semiconductors N V (NXPI)	0.2	$907k	+2%	4.6k	196.87	View chart
Palantir Technologies Inc Cl A Cl A (PLTR)	0.2	$900k	-45%	6.2k	146.28	View chart
White Mountains Insurance Gp (WTM)	0.2	$868k		395.00	2196.96	View chart
Monster Beverage Corp (MNST)	0.2	$832k		12k	72.46	View chart
Datadog Inc Cl A Cl A Com (DDOG)	0.2	$763k	+2%	6.5k	118.05	View chart
Synopsys (SNPS)	0.2	$704k		1.8k	396.48	View chart
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)	0.2	$680k		2.4k	287.57	View chart
Permian Resources Corp Class A Class A Com (PR)	0.2	$651k		31k	21.32	View chart
EOG Resources (EOG)	0.1	$625k		4.3k	144.56	View chart
Boston Properties (BXP)	0.1	$590k		11k	51.90	View chart
Danaos Corp Com Usd0.01 Post Rev Splt SHS (DAC)	0.1	$584k		5.2k	112.65	View chart
Northern Oil And Gas Inc Mn (NOG)	0.1	$579k		20k	29.23	View chart
Nicolet Bankshares (NIC)	0.1	$566k	NEW	3.8k	148.62	View chart
Zebra Technologies Corporation Cl A Cl A (ZBRA)	0.1	$492k		2.4k	209.08	View chart
Pepsi (PEP)	0.1	$488k		3.1k	155.30	View chart
Provident Financial Services (PFS)	0.1	$477k	+7%	23k	21.16	View chart
Procter & Gamble Company (PG)	0.1	$394k		2.7k	144.46	View chart
Biontech Se Spon Ads Each Rep 1 Ord Sponsored Ads (BNTX)	0.1	$356k		4.0k	88.89	View chart
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)	0.1	$354k		738.00	479.20	View chart
Netflix (NFLX)	0.1	$353k		3.7k	96.15	View chart
Badger Meter (BMI)	0.1	$334k	-7%	2.2k	152.35	View chart
Arbor Realty Trust (ABR)	0.1	$305k		40k	7.71	View chart
Vanguard Mid-cap Index Fund Mid Cap Etf (VO)	0.1	$302k		1.1k	287.18	View chart
Teledyne Technologies Incorporated (TDY)	0.1	$299k	+3%	494.00	605.01	View chart
Wec Energy Group (WEC)	0.1	$284k		2.5k	115.77	View chart
Ishares Tr 10-20 Yr Trs Etf 10-20 Yr Trs Etf (TLH)	0.1	$276k	+4%	2.7k	100.71	View chart
Symbotic Inc Class A Class A Com (SYM)	0.1	$260k	+3%	4.9k	53.20	View chart
Oklo Inc Com Cl A Com Cl A (OKLO)	0.1	$250k		5.0k	49.59	View chart
Vanguard Large-cap Index Fund Large Cap Etf (VV)	0.1	$248k		829.00	298.85	View chart
Ishares Tr Ibond Dec 2030 Ibond Dec 2030 (IBTK)	0.1	$215k	+6%	11k	19.72	View chart
Ishares Tr Fltg Rate Nt Etf Fltg Rate Nt Etf (FLOT)	0.0	$206k	NEW	4.0k	50.95	View chart
Niagen Bioscience Com New (NAGE)	0.0	$92k		21k	4.41	View chart

Past Filings by Midwest Professional Planners

SEC 13F filings are viewable for Midwest Professional Planners going back to 2017

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
Midwest Professional Planners 2022 Q2 filed Aug. 9, 2022

View all past filings

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