Midwest Professional Planners as of Dec. 31, 2025
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 | 66k | 681.92 | |
| Ishares Tr Trust Ishare 0-1 (SHV) | 3.7 | $16M | 142k | 110.15 | |
| NVIDIA Corporation (NVDA) | 3.6 | $15M | 81k | 186.50 | |
| Broadcom (AVGO) | 3.4 | $14M | 42k | 346.10 | |
| Lam Research Corp Com New (LRCX) | 2.2 | $9.3M | 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 | 64k | 119.35 | |
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 1.8 | $7.4M | 324k | 22.88 | |
| Capital One Financial (COF) | 1.7 | $7.3M | 30k | 242.36 | |
| Applied Materials (AMAT) | 1.6 | $6.5M | 26k | 256.99 | |
| Cummins (CMI) | 1.5 | $6.4M | 13k | 510.46 | |
| Raytheon Technologies Corp (RTX) | 1.5 | $6.3M | 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 | 61k | 99.88 | |
| Microsoft Corporation (MSFT) | 1.4 | $6.0M | 13k | 483.62 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.4 | $6.0M | 62k | 96.03 | |
| Goldman Sachs (GS) | 1.4 | $5.7M | 6.5k | 878.94 | |
| Ishares Tr Russell 3000 Etf (IWV) | 1.3 | $5.7M | 15k | 386.84 | |
| Eaton Corp SHS (ETN) | 1.3 | $5.6M | 17k | 318.51 | |
| Advanced Micro Devices (AMD) | 1.3 | $5.4M | 25k | 214.16 | |
| Costco Wholesale Corporation (COST) | 1.3 | $5.4M | 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 | 13k | 369.94 | |
| Lockheed Martin Corporation (LMT) | 1.1 | $4.8M | 9.9k | 483.68 | |
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 1.1 | $4.6M | 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 | 61k | 72.68 | |
| Visa Com Cl A (V) | 1.0 | $4.3M | 12k | 350.72 | |
| Abbvie (ABBV) | 1.0 | $4.0M | 18k | 228.50 | |
| Meta Platforms Cl A (META) | 0.9 | $4.0M | 6.0k | 660.12 | |
| Boston Scientific Corporation (BSX) | 0.9 | $3.9M | 41k | 95.35 | |
| Oshkosh Corporation (OSK) | 0.9 | $3.9M | 31k | 125.63 | |
| Mastercard Incorporated Cl A (MA) | 0.9 | $3.7M | 6.4k | 570.86 | |
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.8 | $3.6M | 74k | 48.09 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $3.5M | 8.9k | 396.31 | |
| Ishares Tr Ishares Biotech (IBB) | 0.8 | $3.5M | 21k | 168.77 | |
| Union Pacific Corporation (UNP) | 0.8 | $3.5M | 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 | 66k | 50.20 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 0.8 | $3.3M | 21k | 154.80 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.8 | $3.3M | 23k | 143.97 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $3.3M | 7.0k | 473.33 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.8 | $3.3M | 10k | 323.01 | |
| Norfolk Southern (NSC) | 0.8 | $3.2M | 11k | 288.72 | |
| Main Street Capital Corporation (MAIN) | 0.7 | $3.1M | 52k | 60.39 | |
| Uscf Etf Tr Summerhaven K1 (SDCI) | 0.7 | $3.0M | 134k | 22.03 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.0M | 9.4k | 313.80 | |
| Northrop Grumman Corporation (NOC) | 0.7 | $2.9M | 5.0k | 570.23 | |
| Blackrock (BLK) | 0.7 | $2.8M | 2.6k | 1070.51 | |
| Rbc Cad (RY) | 0.6 | $2.7M | 16k | 170.49 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $2.7M | 22k | 120.18 | |
| Paychex (PAYX) | 0.6 | $2.5M | 23k | 112.18 | |
| salesforce (CRM) | 0.6 | $2.5M | 9.5k | 264.91 | |
| Edwards Lifesciences (EW) | 0.6 | $2.5M | 29k | 85.25 | |
| Analog Devices (ADI) | 0.6 | $2.5M | 9.0k | 271.20 | |
| Arista Networks Com Shs (ANET) | 0.6 | $2.4M | 19k | 131.03 | |
| Amazon (AMZN) | 0.5 | $2.3M | 9.9k | 230.82 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.5 | $2.3M | 14k | 160.97 | |
| Hewlett Packard Enterprise (HPE) | 0.5 | $2.2M | 92k | 24.02 | |
| Micron Technology (MU) | 0.5 | $2.2M | 7.7k | 285.42 | |
| Amgen (AMGN) | 0.5 | $2.2M | 6.7k | 327.30 | |
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.5 | $2.1M | 969.00 | 2146.20 | |
| Sofi Technologies (SOFI) | 0.5 | $2.0M | 78k | 26.18 | |
| Abbott Laboratories (ABT) | 0.5 | $2.0M | 16k | 125.29 | |
| Palantir Technologies Cl A (PLTR) | 0.5 | $2.0M | 11k | 177.75 | |
| Teradyne (TER) | 0.5 | $2.0M | 10k | 193.56 | |
| Omega Healthcare Investors (OHI) | 0.5 | $1.9M | 44k | 44.34 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $1.9M | 19k | 96.16 | |
| Epr Pptys Com Sh Ben Int (EPR) | 0.4 | $1.9M | 37k | 49.90 | |
| Cisco Systems (CSCO) | 0.4 | $1.8M | 24k | 77.03 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $1.8M | 22k | 82.82 | |
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.4 | $1.8M | 82k | 22.36 | |
| Torm Shs Cl A (TRMD) | 0.4 | $1.8M | 91k | 19.58 | |
| Cheniere Energy Com New (LNG) | 0.4 | $1.8M | 9.2k | 194.39 | |
| Tesla Motors (TSLA) | 0.4 | $1.7M | 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 | 29k | 57.24 | |
| Arm Holdings Sponsored Ads (ARM) | 0.4 | $1.6M | 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 | 26k | 60.53 | |
| Public Storage (PSA) | 0.3 | $1.4M | 5.5k | 259.50 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $1.4M | 4.6k | 303.92 | |
| American Tower Reit (AMT) | 0.3 | $1.4M | 7.8k | 175.56 | |
| Electronic Arts (EA) | 0.3 | $1.3M | 6.2k | 204.34 | |
| Ares Capital Corporation (ARCC) | 0.3 | $1.3M | 62k | 20.23 | |
| Chevron Corporation (CVX) | 0.3 | $1.2M | 7.9k | 152.41 | |
| Nike CL B (NKE) | 0.3 | $1.1M | 18k | 63.71 | |
| Cadence Design Systems (CDNS) | 0.3 | $1.1M | 3.5k | 312.58 | |
| Oge Energy Corp (OGE) | 0.2 | $1.0M | 24k | 42.70 | |
| Xcel Energy (XEL) | 0.2 | $1.0M | 14k | 73.86 | |
| Manulife Finl Corp (MFC) | 0.2 | $994k | 27k | 36.28 | |
| Nxp Semiconductors N V (NXPI) | 0.2 | $973k | 4.5k | 217.04 | |
| Cnx Resources Corporation (CNX) | 0.2 | $973k | 26k | 36.77 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.2 | $918k | 3.3k | 281.17 | |
| Pembina Pipeline Corp (PBA) | 0.2 | $898k | 24k | 38.06 | |
| Monster Beverage Corp (MNST) | 0.2 | $864k | 11k | 76.67 | |
| Datadog Cl A Com (DDOG) | 0.2 | $859k | 6.3k | 135.99 | |
| Synopsys (SNPS) | 0.2 | $826k | 1.8k | 469.72 | |
| American Electric Power Company (AEP) | 0.2 | $806k | 7.0k | 115.30 | |
| White Mountains Insurance Gp (WTM) | 0.2 | $806k | 388.00 | 2078.03 | |
| Deere & Company (DE) | 0.2 | $774k | 1.7k | 465.56 | |
| Boston Properties (BXP) | 0.2 | $766k | 11k | 67.48 | |
| Tc Energy Corp (TRP) | 0.2 | $756k | 14k | 55.01 | |
| Kla Corp Com New (KLAC) | 0.2 | $746k | 614.00 | 1215.21 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $731k | 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 | 31k | 21.95 | |
| Genuine Parts Company (GPC) | 0.2 | $642k | 5.2k | 122.95 | |
| Prologis (PLD) | 0.1 | $627k | 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 | 492.00 | 1069.95 | |
| Manhattan Associates (MANH) | 0.1 | $526k | 3.0k | 173.31 | |
| Paypal Holdings (PYPL) | 0.1 | $518k | 8.9k | 58.38 | |
| Danaos Corporation SHS (DAC) | 0.1 | $487k | 5.2k | 94.18 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $468k | 808.00 | 579.68 | |
| EOG Resources (EOG) | 0.1 | $452k | 4.3k | 105.02 | |
| Pepsi (PEP) | 0.1 | $451k | 3.1k | 143.54 | |
| Permian Resources Corp Class A Com (PR) | 0.1 | $431k | 31k | 14.03 | |
| Northern Oil And Gas Inc Mn (NOG) | 0.1 | $425k | 20k | 21.47 | |
| Provident Financial Services (PFS) | 0.1 | $414k | 21k | 19.75 | |
| Badger Meter (BMI) | 0.1 | $413k | 2.4k | 174.41 | |
| Procter & Gamble Company (PG) | 0.1 | $390k | 2.7k | 143.29 | |
| Biontech Se Sponsored Ads (BNTX) | 0.1 | $378k | 4.0k | 95.19 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $376k | 748.00 | 502.65 | |
| Oklo Com Cl A (OKLO) | 0.1 | $356k | 5.0k | 71.76 | |
| Netflix (NFLX) | 0.1 | $343k | 3.7k | 93.76 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $311k | 1.1k | 290.22 | |
| Arbor Realty Trust (ABR) | 0.1 | $309k | 40k | 7.76 | |
| Symbotic Class A Com (SYM) | 0.1 | $281k | 4.7k | 59.50 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $280k | 4.4k | 64.31 | |
| Dominion Resources (D) | 0.1 | $270k | 4.6k | 58.59 | |
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $266k | 2.6k | 101.65 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $261k | 829.00 | 314.80 | |
| Wec Energy Group (WEC) | 0.1 | $259k | 2.5k | 105.46 | |
| Teledyne Technologies Incorporated (TDY) | 0.1 | $245k | 479.00 | 510.73 | |
| Ishares Tr Ibond Dec 2030 (IBTK) | 0.0 | $204k | 10k | 19.84 | |
| Canadian Natl Ry (CNI) | 0.0 | $202k | 2.0k | 98.85 | |
| Niagen Bioscience Com New (NAGE) | 0.0 | $133k | 21k | 6.36 |
