Midwest Professional Planners, LTD.
- SEC CIK
- 0001730575
- Latest filing
- Aug 5, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 2, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 155
- +3 vs. Q4 2024
- Portfolio value
- $321.3M
- −$13.5M (−4.0%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 58,271 | $32.6M | 10.1% | −10,850−15.7% | Reduced | History |
| NVDANVIDIA Corp | Stock | 81,111 | $8.79M | 2.7% | −14,981−15.6% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 106,338 | $8.69M | 2.7% | +51,130+92.6% | Added | – |
| AVGOBroadcom Inc. | Stock | 43,322 | $7.25M | 2.3% | −5,636−11.5% | Reduced | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 58,765 | $6.94M | 2.2% | +8,169+16.1% | Added | – |
| COSTCostco Wholesale Corp | Stock | 6,913 | $6.54M | 2.0% | −125−1.8% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 25,027 | $6.14M | 1.9% | −926−3.6% | Reduced | History |
| MCOMoodys Corp | Stock | 11,788 | $5.49M | 1.7% | −431−3.5% | Reduced | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 54,658 | $5.41M | 1.7% | +6,848+14.3% | Added | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 48,389 | $5.35M | 1.7% | +22,923+90.0% | Added | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 218,626 | $5.02M | 1.6% | +92,787+73.7% | Added | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 214,464 | $5.01M | 1.6% | +61,798+40.5% | Added | – |
| MSFTMicrosoft Corp | Stock | 13,071 | $4.91M | 1.5% | −716−5.2% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 80,783 | $4.71M | 1.5% | −7,297−8.3% | Reduced | – |
| BSXBoston Scientific Corp | Stock | 45,839 | $4.62M | 1.4% | −724−1.6% | Reduced | History |
| ETNEaton Corp plc | Stock | 16,643 | $4.52M | 1.4% | −217−1.3% | Reduced | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 13,102 | $4.16M | 1.3% | +637+5.1% | Added | – |
| CRMSalesforce, Inc. | Stock | 15,000 | $4.03M | 1.3% | −702−4.5% | Reduced | History |
| VVisa Inc. | Stock | 11,412 | $4.00M | 1.2% | +199+1.8% | Added | History |
| LMTLockheed Martin Corp | Stock | 8,895 | $3.97M | 1.2% | −220−2.4% | Reduced | History |
| COFCapital One Financial Corp | Stock | 21,987 | $3.94M | 1.2% | −436−1.9% | Reduced | History |
| AAPLApple Inc. | Stock | 17,574 | $3.90M | 1.2% | −6,234−26.2% | Reduced | History |
| LRCXLam Research Corp | Stock | 51,493 | $3.74M | 1.2% | −562−1.1% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 6,244 | $3.60M | 1.1% | −163−2.5% | Reduced | History |
| AMATApplied Materials Inc | Stock | 24,444 | $3.55M | 1.1% | −185−0.8% | Reduced | History |
| CMICummins Inc | Stock | 11,196 | $3.51M | 1.1% | +360+3.3% | Added | History |
| WMWaste Management Inc | Stock | 15,058 | $3.49M | 1.1% | −104−0.7% | Reduced | History |
| AXPAmerican Express Co | Stock | 12,179 | $3.28M | 1.0% | −88−0.7% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 13,389 | $3.16M | 1.0% | −9−0.1% | Reduced | History |
| MAMastercard Inc | Stock | 5,765 | $3.16M | 1.0% | +542+10.4% | Added | History |
| ORCLOracle Corp | Stock | 22,535 | $3.15M | 1.0% | +184+0.8% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 5,564 | $3.04M | 0.9% | +358+6.9% | Added | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 52,155 | $2.87M | 0.9% | −34−0.1% | Reduced | – |
| GLDSPDR Gold Trust | ETF | 9,956 | $2.87M | 0.9% | −1,247−11.1% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 13,685 | $2.87M | 0.9% | +90+0.7% | Added | History |
| iShares Tr464287697 | U.S. UTILITS ETF | 27,803 | $2.82M | 0.9% | +1,308+4.9% | Added | – |
| FISVFiserv Inc | Stock | 12,746 | $2.81M | 0.9% | +167+1.3% | Added | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 55,862 | $2.78M | 0.9% | +1,436+2.6% | Added | – |
| RTXRTX Corp | Stock | 20,631 | $2.73M | 0.9% | +4,715+29.6% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 37,038 | $2.68M | 0.8% | +254+0.7% | Added | History |
| PAYXPaychex Inc | Stock | 17,182 | $2.65M | 0.8% | +2,228+14.9% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,349 | $2.51M | 0.8% | +104+2.0% | Added | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 21,245 | $2.50M | 0.8% | +21,245 | New | – |
| OSKOshkosh Corp | COM | 26,327 | $2.48M | 0.8% | +72+0.3% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,809 | $2.46M | 0.8% | +30+0.4% | Added | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 11,901 | $2.46M | 0.8% | +11,901 | New | – |
| NOCNorthrop Grumman Corp | Stock | 4,616 | $2.36M | 0.7% | −103−2.2% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 2,467 | $2.33M | 0.7% | +47+1.9% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 21,994 | $2.30M | 0.7% | −21,962−50.0% | Reduced | – |
| AMTAmerican Tower Corp | REIT | 10,276 | $2.24M | 0.7% | −394−3.7% | Reduced | History |
| NSCNorfolk Southern Corp | Stock | 9,083 | $2.15M | 0.7% | +164+1.8% | Added | History |
| PSAPublic Storage | COM | 6,943 | $2.08M | 0.6% | +78+1.1% | Added | History |
| LNGCheniere Energy, Inc. | COM NEW | 8,919 | $2.06M | 0.6% | +87+1.0% | Added | History |
| AMGNAmgen Inc | Stock | 6,577 | $2.05M | 0.6% | −168−2.5% | Reduced | History |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 88,356 | $1.98M | 0.6% | +35,036+65.7% | Added | – |
| ADIAnalog Devices Inc | Stock | 9,384 | $1.89M | 0.6% | +88+0.9% | Added | History |
| AMZNAmazon Com Inc | Stock | 9,771 | $1.86M | 0.6% | −1,352−12.2% | Reduced | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 20,989 | $1.74M | 0.5% | +2,891+16.0% | Added | – |
| EPREpr Properties | COM SH BEN INT | 32,956 | $1.73M | 0.5% | +8,404+34.2% | Added | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 17,988 | $1.72M | 0.5% | +2,759+18.1% | Added | – |
| TROWPrice T Rowe Group Inc | Stock | 18,447 | $1.69M | 0.5% | +324+1.8% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 3,455 | $1.68M | 0.5% | −390−10.1% | Reduced | History |
| NMFCNew Mountain Finance Corp | COM | 145,346 | $1.60M | 0.5% | +3,513+2.5% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 13,477 | $1.60M | 0.5% | +419+3.2% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 15,322 | $1.57M | 0.5% | −1,154−7.0% | Reduced | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 844 | $1.56M | 0.5% | +10+1.2% | Added | History |
| OHIOmega Healthcare Investors Inc | COM | 39,814 | $1.52M | 0.5% | +1,149+3.0% | Added | History |
| ARMArm Holdings PLC | ADR | 13,922 | $1.49M | 0.5% | −608−4.2% | Reduced | History |
| MAINMain Street Capital CORP | CEF | 26,096 | $1.48M | 0.5% | +614+2.4% | Added | History |
| GOOGAlphabet Inc. | Stock | 9,069 | $1.42M | 0.4% | −1,946−17.7% | Reduced | History |
| DFSDiscover Financial Services | COM | 8,263 | $1.41M | 0.4% | −201−2.4% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 2,823 | $1.40M | 0.4% | −210−6.9% | Reduced | History |
| HPEHewlett Packard Enterprise Co | COM | 90,509 | $1.40M | 0.4% | +2,452+2.8% | Added | History |
| DBPInvesco DB Precious Metals Fund | PRECIOUS METAL | 19,416 | $1.39M | 0.4% | +1,095+6.0% | Added | History |
| ANETArista Networks, Inc. | Stock | 17,413 | $1.35M | 0.4% | −181−1.0% | Reduced | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 30,777 | $1.34M | 0.4% | +1,050+3.5% | Added | – |
| ABTAbbott Laboratories | Stock | 10,030 | $1.33M | 0.4% | −174−1.7% | Reduced | History |
| NXPINXP Semiconductors N.V. | COM | 6,947 | $1.32M | 0.4% | +496+7.7% | Added | History |
| CVXChevron Corp | Stock | 7,630 | $1.28M | 0.4% | +247+3.3% | Added | History |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 16,534 | $1.27M | 0.4% | +2,101+14.6% | Added | – |
| PEPPepsiCo Inc | Stock | 8,406 | $1.26M | 0.4% | +5,851+229.0% | Added | History |
| DBAInvesco DB Agriculture Fund | AGRICULTURE FD | 47,606 | $1.25M | 0.4% | +2,362+5.2% | Added | History |
| NOGNorthern Oil & Gas, Inc. | COM | 41,465 | $1.25M | 0.4% | +7,306+21.4% | Added | History |
| RYRoyal Bank of Canada | Stock | 10,932 | $1.23M | 0.4% | +1,560+16.6% | Added | History |
| NKENIKE, Inc. | Stock | 19,393 | $1.23M | 0.4% | +70+0.4% | Added | History |
| ARCCAres Capital Corp | CEF | 54,978 | $1.22M | 0.4% | +3,313+6.4% | Added | History |
| ABRArbor Realty Trust Inc | COM | 102,893 | $1.21M | 0.4% | +2,491+2.5% | Added | History |
| SHOPShopify Inc. | Stock | 12,444 | $1.19M | 0.4% | +1,904+18.1% | Added | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 20,509 | $1.17M | 0.4% | +1,025+5.3% | Added | – |
| WTMWhite Mountains Insurance Group Ltd | COM | 592 | $1.14M | 0.4% | +11+1.9% | Added | History |
| TRMDTORM plc | SHS CL A | 68,441 | $1.13M | 0.4% | +1,814+2.7% | Added | History |
| OGEOGE Energy Corp. | COM | 24,097 | $1.11M | 0.3% | +612+2.6% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 12,881 | $1.09M | 0.3% | −10,514−44.9% | Reduced | History |
| PRPermian Resources Corp | CLASS A COM | 71,419 | $989.1K | 0.3% | −1,974−2.7% | Reduced | History |
| iShares Tr46429B655 | FLTG RATE NT ETF | 18,996 | $969.7K | 0.3% | +2,580+15.7% | Added | – |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 42,665 | $949.3K | 0.3% | +24,083+129.6% | Added | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 8,626 | $937.5K | 0.3% | +1,425+19.8% | Added | – |
| EAElectronic Arts Inc. | COM | 6,239 | $901.6K | 0.3% | −1,724−21.7% | Reduced | History |
| CDNSCadence Design Systems Inc | Stock | 3,499 | $889.9K | 0.3% | −27−0.8% | Reduced | History |
| CNXCNX Resources Corp | COM | 25,874 | $814.5K | 0.3% | −487−1.8% | Reduced | History |
Sold out since Q4 2024 (4)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| iShares Select U.S. REIT ETF464287564 | ETF | 41,793 | $2.52M | 0.8% | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 8,677 | $2.50M | 0.7% | – |
| EXASExact Sciences Corp | COM | 4,397 | $247.1K | 0.1% | History |
| AMALAmalgamated Financial Corp. | COM | 6,276 | $210.1K | 0.1% | History |