Midwest Professional Planners, LTD.
- SEC CIK
- 0001730575
- Latest filing
- Aug 5, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 6, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 142
- −6 vs. Q3 2025
- Portfolio value
- $422.2M
- +$12.3M (+3.0%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 66,446 | $45.3M | 10.7% | +3,078+4.9% | Added | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 141,726 | $15.6M | 3.7% | −8,416−5.6% | Reduced | – |
| NVDANVIDIA Corp | Stock | 80,852 | $15.1M | 3.6% | −305−0.4% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 41,646 | $14.4M | 3.4% | −1,115−2.6% | Reduced | History |
| LRCXLam Research Corp | Stock | 54,590 | $9.34M | 2.2% | +2,111+4.0% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 24,970 | $8.05M | 1.9% | −150−0.6% | Reduced | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 63,821 | $7.62M | 1.8% | +2,910+4.8% | Added | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 323,594 | $7.40M | 1.8% | +30,336+10.3% | Added | – |
| COFCapital One Financial Corp | Stock | 30,086 | $7.29M | 1.7% | −439−1.4% | Reduced | History |
| AMATApplied Materials Inc | Stock | 25,467 | $6.54M | 1.6% | +639+2.6% | Added | History |
| CMICummins Inc | Stock | 12,527 | $6.39M | 1.5% | +1,060+9.2% | Added | History |
| RTXRTX Corp | Stock | 34,428 | $6.31M | 1.5% | +2,135+6.6% | Added | History |
| MCOMoodys Corp | Stock | 12,155 | $6.21M | 1.5% | +169+1.4% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 60,878 | $6.08M | 1.4% | +2,467+4.2% | Added | – |
| MSFTMicrosoft Corp | Stock | 12,476 | $6.03M | 1.4% | −265−2.1% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 62,406 | $5.99M | 1.4% | −9,973−13.8% | Reduced | – |
| GSGoldman Sachs Group Inc | Stock | 6,484 | $5.70M | 1.4% | +473+7.9% | Added | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 14,722 | $5.70M | 1.3% | +512+3.6% | Added | – |
| ETNEaton Corp plc | Stock | 17,432 | $5.55M | 1.3% | +314+1.8% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 25,420 | $5.44M | 1.3% | +9,603+60.7% | Added | History |
| COSTCostco Wholesale Corp | Stock | 6,304 | $5.44M | 1.3% | −597−8.7% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 81,655 | $5.39M | 1.3% | −147−0.2% | Reduced | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 94,156 | $5.15M | 1.2% | −1,618−1.7% | Reduced | – |
| AXPAmerican Express Co | Stock | 13,095 | $4.84M | 1.1% | +540+4.3% | Added | History |
| LMTLockheed Martin Corp | Stock | 9,850 | $4.76M | 1.1% | +917+10.3% | Added | History |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 205,211 | $4.61M | 1.1% | +36,443+21.6% | Added | – |
| ORCLOracle Corp | Stock | 23,026 | $4.49M | 1.1% | −142−0.6% | Reduced | History |
| AAPLApple Inc. | Stock | 16,464 | $4.48M | 1.1% | +233+1.4% | Added | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 61,188 | $4.45M | 1.1% | +9,991+19.5% | Added | – |
| VVisa Inc. | Stock | 12,302 | $4.31M | 1.0% | +527+4.5% | Added | History |
| ABBVAbbVie Inc. | Stock | 17,596 | $4.02M | 1.0% | +3,256+22.7% | Added | History |
| METAMeta Platforms, Inc. | Stock | 6,048 | $3.99M | 0.9% | −133−2.2% | Reduced | History |
| BSXBoston Scientific Corp | Stock | 41,328 | $3.94M | 0.9% | −5,064−10.9% | Reduced | History |
| OSKOshkosh Corp | COM | 31,289 | $3.93M | 0.9% | +1,994+6.8% | Added | History |
| MAMastercard Inc | Stock | 6,446 | $3.68M | 0.9% | +261+4.2% | Added | History |
| iShares Tr46429B291 | A RATE CP BD ETF | 74,355 | $3.58M | 0.8% | +2,929+4.1% | Added | – |
| GLDSPDR Gold Trust | ETF | 8,904 | $3.53M | 0.8% | −466−5.0% | Reduced | History |
| iShares Tr464287556 | ISHARES BIOTECH | 20,874 | $3.52M | 0.8% | +20,874 | New | – |
| UNPUnion Pacific Corp | Stock | 15,085 | $3.49M | 0.8% | +1,024+7.3% | Added | History |
| WMWaste Management Inc | Stock | 15,390 | $3.38M | 0.8% | +92+0.6% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,447 | $3.35M | 0.8% | −51−0.9% | Reduced | – |
| iShares Tr464287374 | NORTH AMERN NAT | 66,288 | $3.33M | 0.8% | +66,288 | New | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 21,445 | $3.32M | 0.8% | +21,445 | New | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 23,039 | $3.32M | 0.8% | 00.0% | UnchangedConverted for a 2-for-1 split | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,960 | $3.29M | 0.8% | −174−2.4% | Reduced | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 10,143 | $3.28M | 0.8% | +10,143 | New | – |
| NSCNorfolk Southern Corp | Stock | 10,983 | $3.17M | 0.8% | +505+4.8% | Added | History |
| MAINMain Street Capital CORP | CEF | 51,926 | $3.14M | 0.7% | −3,949−7.1% | Reduced | History |
| Uscf ETF Tr90290T809 | SUMMERHAVEN K1 | 134,433 | $2.96M | 0.7% | +63,741+90.2% | Added | – |
| GOOGAlphabet Inc. | Stock | 9,417 | $2.96M | 0.7% | +300+3.3% | Added | History |
| NOCNorthrop Grumman Corp | Stock | 5,043 | $2.88M | 0.7% | +318+6.7% | Added | History |
| BLKBlackRock, Inc. | Stock | 2,617 | $2.80M | 0.7% | +89+3.5% | Added | History |
| RYRoyal Bank of Canada | Stock | 16,000 | $2.73M | 0.6% | +1,326+9.0% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,285 | $2.68M | 0.6% | −212−0.9% | Reduced | – |
| PAYXPaychex Inc | Stock | 22,554 | $2.53M | 0.6% | +3,335+17.4% | Added | History |
| CRMSalesforce, Inc. | Stock | 9,546 | $2.53M | 0.6% | −4,120−30.1% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 28,991 | $2.47M | 0.6% | −7,779−21.2% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 9,036 | $2.45M | 0.6% | −196−2.1% | Reduced | History |
| ANETArista Networks, Inc. | Stock | 18,464 | $2.42M | 0.6% | +611+3.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 9,860 | $2.28M | 0.5% | +208+2.2% | Added | History |
| SHOPShopify Inc. | Stock | 14,127 | $2.27M | 0.5% | +1,429+11.3% | Added | History |
| HPEHewlett Packard Enterprise Co | COM | 92,197 | $2.21M | 0.5% | −592−0.6% | Reduced | History |
| MUMicron Technology Inc | Stock | 7,721 | $2.20M | 0.5% | −507−6.2% | Reduced | History |
| AMGNAmgen Inc | Stock | 6,680 | $2.19M | 0.5% | +224+3.5% | Added | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 969 | $2.08M | 0.5% | +76+8.5% | Added | History |
| SOFISoFi Technologies, Inc. | Stock | 78,102 | $2.04M | 0.5% | +1,995+2.6% | Added | History |
| ABTAbbott Laboratories | Stock | 16,197 | $2.03M | 0.5% | +1,145+7.6% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 11,390 | $2.02M | 0.5% | −1,172−9.3% | Reduced | History |
| TERTeradyne, Inc | Stock | 10,311 | $2.00M | 0.5% | +2,486+31.8% | Added | History |
| OHIOmega Healthcare Investors Inc | COM | 43,931 | $1.95M | 0.5% | +2,413+5.8% | Added | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 19,319 | $1.86M | 0.4% | +649+3.5% | Added | – |
| EPREpr Properties | COM SH BEN INT | 37,188 | $1.86M | 0.4% | +1,864+5.3% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 23,886 | $1.84M | 0.4% | +8,541+55.7% | Added | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 22,126 | $1.83M | 0.4% | +654+3.0% | Added | – |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 81,889 | $1.83M | 0.4% | +21,310+35.2% | Added | – |
| TRMDTORM plc | SHS CL A | 91,010 | $1.78M | 0.4% | +35,612+64.3% | Added | History |
| LNGCheniere Energy, Inc. | COM NEW | 9,164 | $1.78M | 0.4% | −7−0.1% | Reduced | History |
| TSLATesla, Inc. | Stock | 3,750 | $1.69M | 0.4% | +2,125+130.8% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 13,758 | $1.66M | 0.4% | −275−2.0% | Reduced | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 28,542 | $1.63M | 0.4% | +3,369+13.4% | Added | – |
| ARMArm Holdings PLC | ADR | 14,733 | $1.61M | 0.4% | +888+6.4% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 3,524 | $1.60M | 0.4% | +28+0.8% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 2,797 | $1.58M | 0.4% | +49+1.8% | Added | History |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 25,785 | $1.56M | 0.4% | +2,033+8.6% | Added | – |
| PSAPublic Storage | COM | 5,546 | $1.44M | 0.3% | −1,483−21.1% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,612 | $1.40M | 0.3% | +575+14.2% | Added | History |
| AMTAmerican Tower Corp | REIT | 7,795 | $1.37M | 0.3% | −2,276−22.6% | Reduced | History |
| EAElectronic Arts Inc. | COM | 6,178 | $1.26M | 0.3% | +91+1.5% | Added | History |
| ARCCAres Capital Corp | CEF | 62,273 | $1.26M | 0.3% | −5,361−7.9% | Reduced | History |
| CVXChevron Corp | Stock | 7,898 | $1.20M | 0.3% | +8+0.1% | Added | History |
| NKENIKE, Inc. | Stock | 17,638 | $1.12M | 0.3% | +7,461+73.3% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 3,514 | $1.10M | 0.3% | +91+2.7% | Added | History |
| OGEOGE Energy Corp. | COM | 24,365 | $1.04M | 0.2% | −701−2.8% | Reduced | History |
| XELXcel Energy Inc | Stock | 13,566 | $1.00M | 0.2% | +699+5.4% | Added | History |
| MFCManulife Financial Corp | COM | 27,397 | $994.0K | 0.2% | +17,380+173.5% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 4,484 | $973.2K | 0.2% | −2,589−36.6% | Reduced | History |
| CNXCNX Resources Corp | COM | 26,449 | $972.5K | 0.2% | +642+2.5% | Added | History |
| RNRRenaissancere Holdings Ltd | COM | 3,265 | $918.0K | 0.2% | +121+3.8% | Added | History |
| PBAPembina Pipeline Corp | COM | 23,598 | $898.1K | 0.2% | +6,741+40.0% | Added | History |
| MNSTMonster Beverage Corp | COM | 11,274 | $864.4K | 0.2% | +730+6.9% | Added | History |
Sold out since Q3 2025 (15)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| iShares Tr46436E866 | IBONDS 25 TRM TS | 226,717 | $5.30M | 1.3% | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 38,133 | $3.45M | 0.8% | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 22,412 | $3.19M | 0.8% | – |
| iShares Tr464287697 | U.S. UTILITS ETF | 28,162 | $3.12M | 0.8% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 57,006 | $3.07M | 0.7% | – |
| TROWPrice T Rowe Group Inc | Stock | 7,504 | $770.2K | 0.2% | History |
| PNCPNC Financial Services Group, Inc. | Stock | 3,440 | $691.2K | 0.2% | History |
| UHTUniversal Health Realty Income Trust | SH BEN INT | 12,586 | $493.0K | 0.1% | History |
| TXNTexas Instruments Inc | Stock | 2,642 | $485.4K | 0.1% | History |
| ESEversource Energy | Stock | 5,637 | $401.0K | 0.1% | History |
| CMGChipotle Mexican Grill Inc | COM | 9,869 | $386.8K | 0.1% | History |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 4,829 | $349.8K | 0.1% | – |
| INSWInternational Seaways, Inc. | COM | 6,586 | $303.5K | 0.1% | History |
| OXYOccidental Petroleum Corp | Stock | 5,570 | $263.2K | 0.1% | History |
| MELIMercadolibre Inc | COM | 87 | $203.3K | <0.1% | History |