Midwest Professional Planners, LTD.
- SEC CIK
- 0001730575
- Latest filing
- Aug 5, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 5, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 137
- −5 vs. Q4 2025
- Portfolio value
- $424.5M
- +$2.38M (+0.6%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 67,850 | $44.1M | 10.4% | +1,404+2.1% | Added | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 155,474 | $17.2M | 4.0% | +13,748+9.7% | Added | – |
| NVDANVIDIA Corp | Stock | 79,147 | $13.8M | 3.3% | −1,705−2.1% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 38,335 | $11.9M | 2.8% | −3,311−8.0% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 98,593 | $9.58M | 2.3% | +36,187+58.0% | Added | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 364,820 | $8.36M | 2.0% | +41,226+12.7% | Added | – |
| AMATApplied Materials Inc | Stock | 24,230 | $8.28M | 2.0% | −1,237−4.9% | Reduced | History |
| LRCXLam Research Corp | Stock | 38,722 | $8.27M | 1.9% | −15,868−29.1% | Reduced | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 67,075 | $7.96M | 1.9% | +3,254+5.1% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 25,848 | $7.60M | 1.8% | +878+3.5% | Added | History |
| RTXRTX Corp | Stock | 34,462 | $6.65M | 1.6% | +34+0.1% | Added | History |
| CMICummins Inc | Stock | 12,257 | $6.59M | 1.6% | −270−2.2% | Reduced | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 63,598 | $6.31M | 1.5% | +2,720+4.5% | Added | – |
| ETNEaton Corp plc | Stock | 17,365 | $6.21M | 1.5% | −67−0.4% | Reduced | History |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 264,689 | $5.94M | 1.4% | +59,478+29.0% | Added | – |
| LMTLockheed Martin Corp | Stock | 9,775 | $5.91M | 1.4% | −75−0.8% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 84,287 | $5.69M | 1.3% | +2,632+3.2% | Added | – |
| COSTCostco Wholesale Corp | Stock | 5,695 | $5.67M | 1.3% | −609−9.7% | Reduced | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 15,060 | $5.58M | 1.3% | +338+2.3% | Added | – |
| GSGoldman Sachs Group Inc | Stock | 6,579 | $5.57M | 1.3% | +95+1.5% | Added | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 95,460 | $5.42M | 1.3% | +1,304+1.4% | Added | – |
| COFCapital One Financial Corp | Stock | 29,479 | $5.38M | 1.3% | −607−2.0% | Reduced | History |
| MCOMoodys Corp | Stock | 12,176 | $5.31M | 1.3% | +21+0.2% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 25,736 | $5.24M | 1.2% | +316+1.2% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 14,898 | $5.03M | 1.2% | +10,286+223.0% | Added | History |
| OSKOshkosh Corp | COM | 31,344 | $4.61M | 1.1% | +55+0.2% | Added | History |
| MSFTMicrosoft Corp | Stock | 12,360 | $4.58M | 1.1% | −116−0.9% | Reduced | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 57,898 | $4.55M | 1.1% | −3,290−5.4% | Reduced | – |
| TERTeradyne, Inc | Stock | 15,346 | $4.55M | 1.1% | +5,035+48.8% | Added | History |
| Uscf ETF Tr90290T809 | SUMMERHAVEN K1 | 150,516 | $4.10M | 1.0% | +16,083+12.0% | Added | – |
| AXPAmerican Express Co | Stock | 13,217 | $4.00M | 0.9% | +122+0.9% | Added | History |
| VVisa Inc. | Stock | 12,500 | $3.78M | 0.9% | +198+1.6% | Added | History |
| iShares Tr46429B291 | A RATE CP BD ETF | 78,876 | $3.75M | 0.9% | +4,521+6.1% | Added | – |
| UNPUnion Pacific Corp | Stock | 15,079 | $3.66M | 0.9% | −60.0% | Reduced | History |
| iShares Tr464287374 | NORTH AMERN NAT | 57,384 | $3.61M | 0.9% | −8,904−13.4% | Reduced | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 18,868 | $3.58M | 0.8% | +18,868 | New | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 38,939 | $3.56M | 0.8% | +38,939 | New | – |
| NOCNorthrop Grumman Corp | Stock | 5,012 | $3.42M | 0.8% | −31−0.6% | Reduced | History |
| AAPLApple Inc. | Stock | 13,369 | $3.39M | 0.8% | −3,095−18.8% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 5,888 | $3.37M | 0.8% | −160−2.6% | Reduced | History |
| ORCLOracle Corp | Stock | 22,802 | $3.35M | 0.8% | −224−1.0% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,773 | $3.33M | 0.8% | +326+6.0% | Added | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 24,955 | $3.32M | 0.8% | +1,916+8.3% | Added | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 10,540 | $3.31M | 0.8% | +397+3.9% | Added | – |
| MAMastercard Inc | Stock | 6,451 | $3.22M | 0.8% | +5+0.1% | Added | History |
| GLDSPDR Gold Trust | ETF | 7,458 | $3.21M | 0.8% | −1,446−16.2% | Reduced | History |
| NSCNorfolk Southern Corp | Stock | 11,082 | $3.18M | 0.7% | +99+0.9% | Added | History |
| WMWaste Management Inc | Stock | 12,940 | $2.97M | 0.7% | −2,450−15.9% | Reduced | History |
| MAINMain Street Capital CORP | CEF | 54,385 | $2.88M | 0.7% | +2,459+4.7% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,969 | $2.86M | 0.7% | +684+3.1% | Added | – |
| ADIAnalog Devices Inc | Stock | 8,773 | $2.79M | 0.7% | −263−2.9% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 9,607 | $2.76M | 0.6% | +190+2.0% | Added | History |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 118,833 | $2.65M | 0.6% | +36,944+45.1% | Added | – |
| RYRoyal Bank of Canada | Stock | 16,279 | $2.63M | 0.6% | +279+1.7% | Added | History |
| LNGCheniere Energy, Inc. | COM NEW | 9,143 | $2.59M | 0.6% | −21−0.2% | Reduced | History |
| MUMicron Technology Inc | Stock | 7,562 | $2.55M | 0.6% | −159−2.1% | Reduced | History |
| TRMDTORM plc | SHS CL A | 91,505 | $2.55M | 0.6% | +495+0.5% | Added | History |
| BSXBoston Scientific Corp | Stock | 40,601 | $2.55M | 0.6% | −727−1.8% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 2,569 | $2.47M | 0.6% | −48−1.8% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 10,897 | $2.37M | 0.6% | −6,699−38.1% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 29,579 | $2.37M | 0.6% | +588+2.0% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 13,911 | $2.36M | 0.6% | +153+1.1% | Added | History |
| AMGNAmgen Inc | Stock | 6,677 | $2.35M | 0.6% | −30.0% | Reduced | History |
| ANETArista Networks, Inc. | Stock | 18,545 | $2.28M | 0.5% | +81+0.4% | Added | History |
| ARMArm Holdings PLC | ADR | 15,009 | $2.27M | 0.5% | +276+1.9% | Added | History |
| HPEHewlett Packard Enterprise Co | COM | 91,908 | $2.19M | 0.5% | −289−0.3% | Reduced | History |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 28,964 | $2.14M | 0.5% | +3,179+12.3% | Added | – |
| PAYXPaychex Inc | Stock | 22,585 | $2.08M | 0.5% | +31+0.1% | Added | History |
| OHIOmega Healthcare Investors Inc | COM | 45,228 | $1.98M | 0.5% | +1,297+3.0% | Added | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 23,712 | $1.96M | 0.5% | +1,586+7.2% | Added | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 20,400 | $1.95M | 0.5% | +1,081+5.6% | Added | – |
| AMZNAmazon Com Inc | Stock | 9,230 | $1.92M | 0.5% | −630−6.4% | Reduced | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 1,011 | $1.91M | 0.4% | +42+4.3% | Added | History |
| EPREpr Properties | COM SH BEN INT | 37,532 | $1.88M | 0.4% | +344+0.9% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 23,446 | $1.82M | 0.4% | −440−1.8% | Reduced | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 31,939 | $1.81M | 0.4% | +3,397+11.9% | Added | – |
| CRMSalesforce, Inc. | Stock | 9,340 | $1.74M | 0.4% | −206−2.2% | Reduced | History |
| ASMLASML Holding NV | ADR | 1,319 | $1.74M | 0.4% | +827+168.1% | Added | History |
| SHOPShopify Inc. | Stock | 14,588 | $1.73M | 0.4% | +461+3.3% | Added | History |
| CVXChevron Corp | Stock | 7,829 | $1.62M | 0.4% | −69−0.9% | Reduced | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 3,549 | $1.58M | 0.4% | +25+0.7% | Added | History |
| KLACKLA Corp | COM NEW | 1,022 | $1.50M | 0.4% | +408+66.4% | Added | History |
| PSAPublic Storage | COM | 5,424 | $1.47M | 0.3% | −122−2.2% | Reduced | History |
| ABTAbbott Laboratories | Stock | 14,281 | $1.47M | 0.3% | −1,916−11.8% | Reduced | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 19,798 | $1.33M | 0.3% | +15,440+354.3% | Added | History |
| TSLATesla, Inc. | Stock | 3,545 | $1.32M | 0.3% | −205−5.5% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 7,595 | $1.31M | 0.3% | −200−2.6% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 2,785 | $1.28M | 0.3% | −12−0.4% | Reduced | History |
| DDominion Energy, Inc | Stock | 20,694 | $1.28M | 0.3% | +16,078+348.3% | Added | History |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 57,797 | $1.26M | 0.3% | +26,938+87.3% | Added | – |
| ARCCAres Capital Corp | CEF | 69,047 | $1.24M | 0.3% | +6,774+10.9% | Added | History |
| EAElectronic Arts Inc. | COM | 6,101 | $1.24M | 0.3% | −77−1.2% | Reduced | History |
| OGEOGE Energy Corp. | COM | 23,792 | $1.14M | 0.3% | −573−2.4% | Reduced | History |
| PLDPrologis, Inc. | REIT | 8,575 | $1.13M | 0.3% | +3,664+74.6% | Added | History |
| XELXcel Energy Inc | Stock | 13,621 | $1.08M | 0.3% | +55+0.4% | Added | History |
| PBAPembina Pipeline Corp | COM | 24,008 | $1.07M | 0.3% | +410+1.7% | Added | History |
| SOFISoFi Technologies, Inc. | Stock | 67,665 | $1.07M | 0.3% | −10,437−13.4% | Reduced | History |
| CNXCNX Resources Corp | COM | 26,684 | $1.03M | 0.2% | +235+0.9% | Added | History |
| TRPTC Energy Corp | COM | 16,311 | $1.02M | 0.2% | +2,576+18.8% | Added | History |
| RNRRenaissancere Holdings Ltd | COM | 3,313 | $984.7K | 0.2% | +48+1.5% | Added | History |
Sold out since Q4 2025 (9)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| iShares Tr464287556 | ISHARES BIOTECH | 20,874 | $3.52M | 0.8% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 21,445 | $3.32M | 0.8% | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,960 | $3.29M | 0.8% | – |
| DELLDell Technologies Inc. | Stock | 5,773 | $726.7K | 0.2% | History |
| GPCGenuine Parts Co | Stock | 5,221 | $641.9K | 0.2% | History |
| MANHManhattan Associates Inc | Stock | 3,036 | $526.2K | 0.1% | History |
| PYPLPayPal Holdings, Inc. | Stock | 8,869 | $517.7K | 0.1% | History |
| TMOThermo Fisher Scientific Inc. | Stock | 808 | $468.4K | 0.1% | History |
| CNICanadian National Railway Co | Stock | 2,039 | $201.6K | <0.1% | History |