Midwest Professional Planners

Midwest Professional Planners as of June 30, 2026

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 73k 746.77
Applied Materials (AMAT) 3.3 $17M 23k 722.99
Lam Research Corp Com New (LRCX) 3.2 $16M 37k 433.32
NVIDIA Corporation (NVDA) 3.1 $16M 79k 200.09
Advanced Micro Devices (AMD) 3.0 $15M 26k 580.91
Broadcom (AVGO) 2.6 $13M 35k 377.75
Ishares Tr Trust Ishare 0-1 (SHV) 2.5 $13M 114k 110.35
Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $11M 137k 77.11
Cummins (CMI) 1.8 $9.1M 13k 713.20
Ishares Tr Ibonds 26 Trm Ts (IBTG) 1.8 $9.0M 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 72k 117.45
JPMorgan Chase & Co. (JPM) 1.6 $8.0M 25k 327.33
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 1.5 $7.9M 16k 477.57
Teradyne (TER) 1.5 $7.6M 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 313k 22.37
Ishares Tr Msci Eafe Etf (EFA) 1.4 $6.9M 67k 103.88
Ishares Tr Core Us Aggbd Et (AGG) 1.3 $6.8M 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 92k 68.41
Moody's Corporation (MCO) 1.1 $5.5M 12k 452.91
Arm Holdings Sponsored Ads (ARM) 1.1 $5.5M 15k 354.56
Ishares Msci Emrg Chn (EMXC) 1.1 $5.5M 53k 102.30
Capital One Financial (COF) 1.0 $5.3M 26k 200.62
Costco Wholesale Corporation (COST) 1.0 $5.2M 5.6k 935.52
Oshkosh Corporation (OSK) 1.0 $5.1M 33k 153.48
Lockheed Martin Corporation (LMT) 1.0 $5.0M 9.8k 509.43
Union Pacific Corporation (UNP) 0.9 $4.7M 17k 272.00
American Express Company (AXP) 0.9 $4.6M 14k 338.24
Visa Com Cl A (V) 0.9 $4.5M 13k 343.09
Uscf Etf Tr Summerhaven K1 (SDCI) 0.9 $4.4M 167k 26.44
Microsoft Corporation (MSFT) 0.9 $4.4M 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 2.1k 1989.49
Spdr Series Trust St Str Conv Etf (CWB) 0.8 $4.1M 38k 107.82
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.8 $4.0M 84k 47.52
Ishares Tr Rus 2000 Val Etf (IWN) 0.8 $4.0M 18k 221.20
Ishares Tr Rus 2000 Grw Etf (IWO) 0.8 $3.9M 10k 393.96
Ishares Tr Rus Mdcp Val Etf (IWS) 0.8 $3.9M 24k 164.60
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $3.9M 5.3k 736.40
Apple (AAPL) 0.8 $3.9M 14k 289.35
Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $3.9M 16k 242.43
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.7 $3.8M 20k 190.52
Norfolk Southern (NSC) 0.7 $3.7M 12k 314.60
Rbc Cad (RY) 0.7 $3.6M 17k 206.97
Alphabet Cap Stk Cl C (GOOG) 0.7 $3.5M 9.9k 353.33
Kla Corp Com New (KLAC) 0.7 $3.5M 11k 301.71
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.7 $3.5M 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 19k 169.88
Meta Platforms Cl A (META) 0.6 $3.2M 5.7k 563.26
Epr Pptys Com Sh Ben Int (EPR) 0.6 $3.1M 53k 58.01
Main Street Capital Corporation (MAIN) 0.6 $3.0M 57k 51.88
Edwards Lifesciences (EW) 0.6 $2.8M 31k 90.46
Abbvie (ABBV) 0.6 $2.8M 11k 251.64
Northrop Grumman Corporation (NOC) 0.5 $2.8M 5.5k 509.34
Waste Management (WM) 0.5 $2.8M 13k 222.89
Cisco Systems (CSCO) 0.5 $2.7M 23k 117.46
Amgen (AMGN) 0.5 $2.6M 7.3k 362.10
Nxp Semiconductors N V (NXPI) 0.5 $2.6M 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 33k 73.66
White Mountains Insurance Gp (WTM) 0.5 $2.4M 1.2k 2073.39
Amazon (AMZN) 0.5 $2.4M 10k 238.33
First Ctzns Bancshares Inc D Cl A (FCNCA) 0.5 $2.4M 1.1k 2080.82
Datadog Cl A Com (DDOG) 0.5 $2.3M 8.9k 260.35
Torm Shs Cl A (TRMD) 0.4 $2.3M 87k 26.06
Omega Healthcare Investors (OHI) 0.4 $2.3M 48k 47.68
Pembina Pipeline Corp (PBA) 0.4 $2.2M 49k 46.25
Cheniere Energy Com New (LNG) 0.4 $2.2M 9.1k 239.00
Exxon Mobil Corporation (XOM) 0.4 $2.2M 16k 136.72
Public Storage (PSA) 0.4 $2.2M 6.8k 318.31
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.4 $2.1M 22k 94.57
Danaos Corporation SHS (DAC) 0.4 $2.1M 17k 122.37
Tc Energy Corp (TRP) 0.4 $2.1M 31k 66.29
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $2.0M 36k 56.48
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $2.0M 25k 82.11
Interactive Brokers Group In Com Cl A (IBKR) 0.4 $2.0M 23k 87.04
Shopify Cl A Sub Vtg Shs (SHOP) 0.3 $1.8M 16k 114.18
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $1.7M 3.5k 496.66
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.3 $1.7M 77k 21.65
Cadence Design Systems (CDNS) 0.3 $1.6M 4.3k 375.34
Tesla Motors (TSLA) 0.3 $1.5M 3.7k 420.54
Chevron Corporation (CVX) 0.3 $1.5M 9.0k 165.77
Dominion Resources (D) 0.3 $1.4M 21k 68.29
Ares Capital Corporation (ARCC) 0.3 $1.4M 77k 18.53
American Electric Power Company (AEP) 0.3 $1.3M 9.8k 136.81
Prologis (PLD) 0.3 $1.3M 9.9k 135.47
Oge Energy Corp (OGE) 0.2 $1.3M 26k 48.66
Manulife Finl Corp (MFC) 0.2 $1.2M 31k 40.51
Xcel Energy (XEL) 0.2 $1.2M 15k 80.30
Sofi Technologies (SOFI) 0.2 $1.2M 68k 17.93
Monster Beverage Corp (MNST) 0.2 $1.1M 12k 96.12
Deere & Company (DE) 0.2 $1.1M 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 40k 23.64
Cnx Resources Corporation (CNX) 0.2 $909k 27k 33.93
Alphabet Cap Stk Cl A (GOOGL) 0.2 $875k 2.4k 357.38
Boston Scientific Corporation (BSX) 0.1 $761k 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 34k 18.41
Paychex (PAYX) 0.1 $591k 6.0k 98.32
Ishares Tr Ibond Dec 2030 (IBTK) 0.1 $500k 26k 19.54
Nebius Group Shs Class A (NBIS) 0.1 $469k 1.7k 276.17
salesforce (CRM) 0.1 $462k 3.0k 156.68
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.1 $453k 1.7k 271.95
Procter & Gamble Company (PG) 0.1 $410k 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 530.00 666.90
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $329k 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 3.0k 100.35
Wec Energy Group (WEC) 0.1 $287k 2.5k 116.77
Netflix (NFLX) 0.1 $268k 3.7k 71.40
Caterpillar (CAT) 0.1 $267k 251.00 1064.90
Vanguard Index Fds Large Cap Etf (VV) 0.0 $251k 730.00 343.91
Mccormick & Co Com Non Vtg (MKC) 0.0 $241k 4.8k 50.42
Symbotic Class A Com (SYM) 0.0 $239k 5.3k 44.95
Oklo Com Cl A (OKLO) 0.0 $236k 4.5k 52.33
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $225k 4.4k 51.05
Netease Sponsored Ads (NTES) 0.0 $210k 1.6k 128.13
Qualcomm (QCOM) 0.0 $200k 1.1k 184.72
Niagen Bioscience Com New (NAGE) 0.0 $67k 21k 3.19