Midwest Professional Planners as of Sept. 30, 2025
Portfolio Holdings for Midwest Professional Planners
Midwest Professional Planners holds 148 positions in its portfolio as reported in the September 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) | 10.3 | $42M | 63k | 666.18 | |
| Ishares Tr Short Treas Bd (SHV) | 4.0 | $17M | 150k | 110.49 | |
| NVIDIA Corporation (NVDA) | 3.7 | $15M | 81k | 186.58 | |
| Broadcom (AVGO) | 3.4 | $14M | 43k | 329.91 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $7.9M | 25k | 315.43 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.8 | $7.3M | 61k | 119.51 | |
| Lam Research Corp Com New (LRCX) | 1.7 | $7.0M | 53k | 133.90 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.6 | $6.8M | 72k | 93.37 | |
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 1.6 | $6.7M | 293k | 22.95 | |
| Microsoft Corporation (MSFT) | 1.6 | $6.6M | 13k | 517.97 | |
| Oracle Corporation (ORCL) | 1.6 | $6.5M | 23k | 281.24 | |
| Capital One Financial (COF) | 1.6 | $6.5M | 31k | 212.58 | |
| Eaton Corp SHS (ETN) | 1.6 | $6.4M | 17k | 374.26 | |
| Costco Wholesale Corporation (COST) | 1.6 | $6.4M | 6.9k | 925.57 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 1.4 | $5.9M | 58k | 100.25 | |
| Moody's Corporation (MCO) | 1.4 | $5.7M | 12k | 476.48 | |
| Raytheon Technologies Corp (RTX) | 1.3 | $5.4M | 32k | 167.33 | |
| Ishares Tr Russell 3000 Etf (IWV) | 1.3 | $5.4M | 14k | 378.93 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $5.3M | 82k | 65.26 | |
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 1.3 | $5.3M | 227k | 23.36 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.2 | $5.1M | 96k | 53.40 | |
| Applied Materials (AMAT) | 1.2 | $5.1M | 25k | 204.74 | |
| Cummins (CMI) | 1.2 | $4.8M | 12k | 422.37 | |
| Goldman Sachs (GS) | 1.2 | $4.8M | 6.0k | 796.36 | |
| Meta Platforms Cl A (META) | 1.1 | $4.5M | 6.2k | 734.39 | |
| Boston Scientific Corporation (BSX) | 1.1 | $4.5M | 46k | 97.63 | |
| Lockheed Martin Corporation (LMT) | 1.1 | $4.5M | 8.9k | 499.20 | |
| American Express Company (AXP) | 1.0 | $4.2M | 13k | 332.17 | |
| Apple (AAPL) | 1.0 | $4.1M | 16k | 254.63 | |
| Visa Com Cl A (V) | 1.0 | $4.0M | 12k | 341.38 | |
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.9 | $3.8M | 169k | 22.52 | |
| Oshkosh Corporation (OSK) | 0.9 | $3.8M | 29k | 129.70 | |
| Main Street Capital Corporation (MAIN) | 0.9 | $3.6M | 56k | 63.59 | |
| Mastercard Incorporated Cl A (MA) | 0.9 | $3.5M | 6.2k | 568.77 | |
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.8 | $3.5M | 71k | 48.47 | |
| Ishares Msci Emrg Chn (EMXC) | 0.8 | $3.5M | 51k | 67.51 | |
| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.8 | $3.5M | 38k | 90.50 | |
| Waste Management (WM) | 0.8 | $3.4M | 15k | 220.83 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $3.3M | 7.1k | 468.44 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $3.3M | 9.4k | 355.47 | |
| Union Pacific Corporation (UNP) | 0.8 | $3.3M | 14k | 236.38 | |
| Abbvie (ABBV) | 0.8 | $3.3M | 14k | 231.55 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $3.3M | 5.5k | 600.38 | |
| Select Sector Spdr Tr Technology (XLK) | 0.8 | $3.2M | 12k | 281.86 | |
| salesforce (CRM) | 0.8 | $3.2M | 14k | 237.00 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.8 | $3.2M | 22k | 142.41 | |
| Norfolk Southern (NSC) | 0.8 | $3.1M | 11k | 300.42 | |
| Ishares Tr U.s. Utilits Etf (IDU) | 0.8 | $3.1M | 28k | 110.90 | |
| Select Sector Spdr Tr Financial (XLF) | 0.7 | $3.1M | 57k | 53.87 | |
| Blackrock (BLK) | 0.7 | $2.9M | 2.5k | 1165.64 | |
| Northrop Grumman Corporation (NOC) | 0.7 | $2.9M | 4.7k | 609.34 | |
| Edwards Lifesciences (EW) | 0.7 | $2.9M | 37k | 77.77 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $2.7M | 23k | 118.83 | |
| Arista Networks Com Shs (ANET) | 0.6 | $2.6M | 18k | 145.71 | |
| Advanced Micro Devices (AMD) | 0.6 | $2.6M | 16k | 161.79 | |
| Paychex (PAYX) | 0.6 | $2.4M | 19k | 126.76 | |
| Palantir Technologies Cl A (PLTR) | 0.6 | $2.3M | 13k | 182.42 | |
| Hewlett Packard Enterprise (HPE) | 0.6 | $2.3M | 93k | 24.56 | |
| Analog Devices (ADI) | 0.6 | $2.3M | 9.2k | 245.70 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.2M | 9.1k | 243.55 | |
| Rbc Cad (RY) | 0.5 | $2.2M | 15k | 147.32 | |
| Cheniere Energy Com New (LNG) | 0.5 | $2.2M | 9.2k | 234.98 | |
| Amazon (AMZN) | 0.5 | $2.1M | 9.7k | 219.57 | |
| Epr Pptys Com Sh Ben Int (EPR) | 0.5 | $2.0M | 35k | 58.01 | |
| Public Storage (PSA) | 0.5 | $2.0M | 7.0k | 288.86 | |
| Abbott Laboratories (ABT) | 0.5 | $2.0M | 15k | 133.94 | |
| Sofi Technologies (SOFI) | 0.5 | $2.0M | 76k | 26.42 | |
| Arm Holdings Sponsored Ads (ARM) | 0.5 | $2.0M | 14k | 141.49 | |
| American Tower Reit (AMT) | 0.5 | $1.9M | 10k | 192.31 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.5 | $1.9M | 13k | 148.61 | |
| Amgen (AMGN) | 0.4 | $1.8M | 6.5k | 282.18 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $1.8M | 19k | 96.46 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $1.8M | 22k | 82.96 | |
| Omega Healthcare Investors (OHI) | 0.4 | $1.8M | 42k | 42.22 | |
| Uscf Etf Tr Summerhaven K1 (SDCI) | 0.4 | $1.6M | 71k | 23.00 | |
| Nxp Semiconductors N V (NXPI) | 0.4 | $1.6M | 7.1k | 227.73 | |
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.4 | $1.6M | 893.00 | 1789.18 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $1.6M | 14k | 112.75 | |
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.4 | $1.5M | 24k | 62.71 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $1.4M | 25k | 57.10 | |
| Ares Capital Corporation (ARCC) | 0.3 | $1.4M | 68k | 20.41 | |
| Micron Technology (MU) | 0.3 | $1.4M | 8.2k | 167.32 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $1.4M | 3.5k | 391.64 | |
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.3 | $1.4M | 61k | 22.39 | |
| Arbor Realty Trust (ABR) | 0.3 | $1.2M | 101k | 12.21 | |
| Intuitive Surgical Com New (ISRG) | 0.3 | $1.2M | 2.7k | 447.23 | |
| Electronic Arts (EA) | 0.3 | $1.2M | 6.1k | 201.70 | |
| Chevron Corporation (CVX) | 0.3 | $1.2M | 7.9k | 155.29 | |
| Cadence Design Systems (CDNS) | 0.3 | $1.2M | 3.4k | 351.26 | |
| Oge Energy Corp (OGE) | 0.3 | $1.2M | 25k | 46.27 | |
| Torm Shs Cl A (TRMD) | 0.3 | $1.1M | 55k | 20.62 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $1.1M | 4.0k | 279.31 | |
| Teradyne (TER) | 0.3 | $1.1M | 7.8k | 137.64 | |
| Cisco Systems (CSCO) | 0.3 | $1.0M | 15k | 68.42 | |
| Northern Oil And Gas Inc Mn (NOG) | 0.3 | $1.0M | 42k | 24.80 | |
| White Mountains Insurance Gp (WTM) | 0.3 | $1.0M | 622.00 | 1671.52 | |
| Xcel Energy (XEL) | 0.3 | $1.0M | 13k | 80.65 | |
| Permian Resources Corp Class A Com (PR) | 0.2 | $914k | 71k | 12.80 | |
| Synopsys (SNPS) | 0.2 | $843k | 1.7k | 493.39 | |
| Boston Properties (BXP) | 0.2 | $835k | 11k | 74.34 | |
| Cnx Resources Corporation (CNX) | 0.2 | $829k | 26k | 32.12 | |
| Dell Technologies CL C (DELL) | 0.2 | $807k | 5.7k | 141.78 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.2 | $798k | 3.1k | 253.93 | |
| T. Rowe Price (TROW) | 0.2 | $770k | 7.5k | 102.64 | |
| American Electric Power Company (AEP) | 0.2 | $744k | 6.6k | 112.50 | |
| Deere & Company (DE) | 0.2 | $734k | 1.6k | 457.20 | |
| Tc Energy Corp (TRP) | 0.2 | $723k | 13k | 54.41 | |
| Tesla Motors (TSLA) | 0.2 | $723k | 1.6k | 444.72 | |
| Monster Beverage Corp (MNST) | 0.2 | $710k | 11k | 67.31 | |
| Nike CL B (NKE) | 0.2 | $710k | 10k | 69.73 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.2 | $708k | 2.4k | 297.16 | |
| PNC Financial Services (PNC) | 0.2 | $691k | 3.4k | 200.93 | |
| Pembina Pipeline Corp (PBA) | 0.2 | $682k | 17k | 40.46 | |
| Paypal Holdings (PYPL) | 0.2 | $681k | 10k | 67.06 | |
| Dominion Resources (D) | 0.2 | $667k | 11k | 61.17 | |
| Manhattan Associates (MANH) | 0.1 | $586k | 2.9k | 204.98 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $541k | 2.2k | 243.11 | |
| Prologis (PLD) | 0.1 | $494k | 4.3k | 114.51 | |
| Universal Health Rlty Income Sh Ben Int (UHT) | 0.1 | $493k | 13k | 39.17 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $485k | 2.6k | 183.72 | |
| Datadog Cl A Com (DDOG) | 0.1 | $485k | 3.4k | 142.40 | |
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.1 | $474k | 22k | 21.95 | |
| EOG Resources (EOG) | 0.1 | $474k | 4.2k | 112.12 | |
| Pepsi (PEP) | 0.1 | $473k | 3.4k | 140.43 | |
| Procter & Gamble Company (PG) | 0.1 | $440k | 2.9k | 153.65 | |
| Badger Meter (BMI) | 0.1 | $423k | 2.4k | 178.58 | |
| Netflix (NFLX) | 0.1 | $409k | 341.00 | 1198.92 | |
| Eversource Energy (ES) | 0.1 | $401k | 5.6k | 71.15 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $387k | 9.9k | 39.19 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $385k | 793.00 | 485.20 | |
| Biontech Se Sponsored Ads (BNTX) | 0.1 | $382k | 3.9k | 98.61 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $376k | 748.00 | 502.74 | |
| Genuine Parts Company (GPC) | 0.1 | $373k | 2.7k | 138.61 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $354k | 5.1k | 68.80 | |
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $350k | 4.8k | 72.44 | |
| Kla Corp Com New (KLAC) | 0.1 | $314k | 291.00 | 1078.81 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $313k | 1.1k | 293.74 | |
| Manulife Finl Corp (MFC) | 0.1 | $312k | 10k | 31.15 | |
| International Seaways (INSW) | 0.1 | $304k | 6.6k | 46.08 | |
| Provident Financial Services (PFS) | 0.1 | $292k | 15k | 19.28 | |
| Canadian Natl Ry (CNI) | 0.1 | $289k | 3.1k | 94.30 | |
| Wec Energy Group (WEC) | 0.1 | $282k | 2.5k | 114.59 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $276k | 895.00 | 307.86 | |
| Occidental Petroleum Corporation (OXY) | 0.1 | $263k | 5.6k | 47.25 | |
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $252k | 2.4k | 103.00 | |
| Symbotic Class A Com (SYM) | 0.1 | $227k | 4.2k | 53.90 | |
| MercadoLibre (MELI) | 0.0 | $203k | 87.00 | 2336.94 | |
| Niagen Bioscience Com New (NAGE) | 0.0 | $196k | 21k | 9.33 |
