Midwest Professional Planners

Midwest Professional Planners as of March 31, 2026

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