Midwest Professional Planners, Ltd.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$424.5M
Q ending 2026-03-31
Prior quarter
$422.2M
Q ending 2025-12-31
Change
+0.6% QoQ · +32.1% YoY
Positions
137
reported holdings
Largest positions
Top 100 of 137 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| State Street Spdr S&P 500 Etf Unit | SPY | Shares | $44.1M | 68K |
| Ishares Trust Ishares 0-1 Year Tre | SHV | Shares | $17.2M | 155K |
| Nvidia Corporation Com | NVDA | Shares | $13.8M | 79K |
| Broadcom Inc Com | AVGO | Shares | $11.9M | 38K |
| Ishares Msci Eafe Etf | EFA | Shares | $9.6M | 99K |
| Ishares Tr Ibonds 26 Trm Ts | IBTG | Shares | $8.4M | 365K |
| Applied Materials Inc Com Usd0.01 | AMAT | Shares | $8.3M | 24K |
| Lam Research Corp Com New | LRCX | Shares | $8.3M | 39K |
| Ishares Tr 3 7 Yr Treas Bd | IEI | Shares | $8.0M | 67K |
| Jpmorgan Chase &Co. Com | JPM | Shares | $7.6M | 26K |
| Rtx Corporation Com Usd1.00 | RTX | Shares | $6.6M | 34K |
| Cummins Inc | CMI | Shares | $6.6M | 12K |
| Ishares Core Us Aggregate Bond Etf | AGG | Shares | $6.3M | 64K |
| Eaton Corporation Plc | Shares | $6.2M | 17K | |
| Ishares Tr Ibonds 27 Trm Ts | IBTH | Shares | $5.9M | 265K |
| Lockheed Martin Corp Com Usd1.00 | LMT | Shares | $5.9M | 10K |
| Ishares Core S&P Mid-Cap Etf | IJH | Shares | $5.7M | 84K |
| Costco Wholesale Corp Com | COST | Shares | $5.7M | 6K |
| Ishares Russell 3000 Etf | IWV | Shares | $5.6M | 15K |
| Goldman Sachs Group Inc Com Usd0.0 | GS | Shares | $5.6M | 7K |
| Ishares Trust Msci Emg Mkts Etf Us | EEM | Shares | $5.4M | 95K |
| Capital One Financial Corp Com Usd | COF | Shares | $5.4M | 29K |
| Moodys Corp Com Usd0.01 | MCO | Shares | $5.3M | 12K |
| Advanced Micro Devices Inc | AMD | Shares | $5.2M | 26K |
| Taiwan Semiconductor Manufacturing | TSM | Shares | $5.0M | 15K |
| Oshkosh Corp | OSK | Shares | $4.6M | 31K |
| Microsoft Corp | MSFT | Shares | $4.6M | 12K |
| Ishares Msci Emr Mrk Ex Chna | EMXC | Shares | $4.6M | 58K |
| Teradyne Inc Com Usd0.125 | TER | Shares | $4.5M | 15K |
| Uscf Etf Tr Summerhaven K1 | SDCI | Shares | $4.1M | 151K |
| American Express Co Com Usd0.20 | AXP | Shares | $4.0M | 13K |
| Visa Inc | V | Shares | $3.8M | 13K |
| Ishares Trust Aaa - A Rated Corp B | QLTA | Shares | $3.8M | 79K |
| Union Pac Corp Com | UNP | Shares | $3.7M | 15K |
| Ishares Tr North Amern Nat | IGE | Shares | $3.6M | 57K |
| Ishares Russell 2000 Value Etf | IWN | Shares | $3.6M | 19K |
| Spdr Series Trust State Street Blo | CWB | Shares | $3.6M | 39K |
| Northrop Grumman Corp Com Usd1 | NOC | Shares | $3.4M | 5K |
| Apple Inc | AAPL | Shares | $3.4M | 13K |
| Meta Platforms Inc Class A Common | META | Shares | $3.4M | 6K |
| Oracle Corp | ORCL | Shares | $3.4M | 23K |
| Invesco Qqq Tr Unit Ser 1 | QQQ | Shares | $3.3M | 6K |
| Select Sector Spdr Trust State Str | XLK | Shares | $3.3M | 25K |
| Ishares Tr Rus 2000 Grw Etf | IWO | Shares | $3.3M | 11K |
| Mastercard Incorporated Cl A | MA | Shares | $3.2M | 6K |
| Spdr Gold Tr Gold Shs | GLD | Shares | $3.2M | 7K |
| Norfolk Southn Corp Com | NSC | Shares | $3.2M | 11K |
| Waste Management Inc | WM | Shares | $3.0M | 13K |
| Main Str Cap Corp | MAIN | Shares | $2.9M | 54K |
| Ishares Core S&P Small-Cap E | IJR | Shares | $2.9M | 23K |
| Analog Devices Inc Com | ADI | Shares | $2.8M | 9K |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $2.8M | 10K |
| Ishares Tr Ibonds 28 Trm Ts | IBTI | Shares | $2.6M | 119K |
| Royal Bank Of Canada Montreal Que | RY | Shares | $2.6M | 16K |
| Cheniere Energy Inc Com Usd0.003 | LNG | Shares | $2.6M | 9K |
| Micron Technology Inc | MU | Shares | $2.6M | 8K |
| Torm Plc Ser A Usd0.01 | Shares | $2.6M | 92K | |
| Boston Scientific Corp | BSX | Shares | $2.5M | 41K |
| Blackrock Inc Com | BLK | Shares | $2.5M | 3K |
| Abbvie Inc Com Usd0.01 | ABBV | Shares | $2.4M | 11K |
| Edwards Lifesciences Corp | EW | Shares | $2.4M | 30K |
| Exxon Mobil Corp Com | XOM | Shares | $2.4M | 14K |
| Amgen Inc | AMGN | Shares | $2.3M | 7K |
| Arista Networks Inc Com Shs | ANET | Shares | $2.3M | 19K |
| Arm Holdings Plc Spon Ads Each Rep | ARM | Shares | $2.3M | 15K |
| Hewlett Packard Enterprise Co Com | HPE | Shares | $2.2M | 92K |
| Global X Fds Glb X Mlp Enrg I | MLPX | Shares | $2.1M | 29K |
| Paychex Inc Com Usd0.01 | PAYX | Shares | $2.1M | 23K |
| Omega Healthcare Investors Inc | OHI | Shares | $2.0M | 45K |
| Ishares Trust 1-3 Year Treasury Bo | SHY | Shares | $2.0M | 24K |
| Ishares Tr 7-10 Yr Trsy Bd | IEF | Shares | $1.9M | 20K |
| Amazon.Com Inc | AMZN | Shares | $1.9M | 9K |
| First Citizens Bancshares Inc (Del | FCNCA | Shares | $1.9M | 1K |
| Epr Properties Sbi Usd0.01 | EPR | Shares | $1.9M | 38K |
| Cisco Systems Inc | CSCO | Shares | $1.8M | 23K |
| J P Morgan Exchange Traded Fd Equi | JEPI | Shares | $1.8M | 32K |
| Salesforce Inc Com | CRM | Shares | $1.7M | 9K |
| Asml Holding Nv Eur0.09 Ny Registr | Shares | $1.7M | 1K | |
| Shopify Inc Com Npv Cl A Isin #Ca8 | SHOP | Shares | $1.7M | 15K |
| Chevron Corp New Com | CVX | Shares | $1.6M | 8K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $1.6M | 4K |
| Kla Corp Com New | KLAC | Shares | $1.5M | 1K |
| Public Storage Oper Co Com | PSA | Shares | $1.5M | 5K |
| Abbott Laboratories | ABT | Shares | $1.5M | 14K |
| Interactive Brokers Group Inc Com | IBKR | Shares | $1.3M | 20K |
| Tesla Inc Com | TSLA | Shares | $1.3M | 4K |
| American Tower Corp New Com | AMT | Shares | $1.3M | 8K |
| Intuitive Surgical Inc | ISRG | Shares | $1.3M | 3K |
| Dominion Energy Inc Com | D | Shares | $1.3M | 21K |
| Ishares Tr Ibonds 29 Trm Ts | IBTJ | Shares | $1.3M | 58K |
| Ares Capital Corp Com | ARCC | Shares | $1.2M | 69K |
| Electronic Arts Inc | EA | Shares | $1.2M | 6K |
| Oge Energy Corp Com Usd0.01 | OGE | Shares | $1.1M | 24K |
| Prologis Inc. Com | PLD | Shares | $1.1M | 9K |
| Xcel Energy Inc Com Usd2.5 | XEL | Shares | $1.1M | 14K |
| Pembina Pipeline Corp Com Isin #Ca | PBA | Shares | $1.1M | 24K |
| Sofi Technologies Inc Com | SOFI | Shares | $1.1M | 68K |
| Cnx Res Corp Com | CNX | Shares | $1.0M | 27K |
| Tc Energy Corporation Com Npv Isin | TRP | Shares | $1.0M | 16K |
| Renaissancere Hldgs Ltd Com | Shares | $985K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.