Midwest Professional Planners, LTD.

Est. AUM

$406.1M

13F long equity, this entity only

Positions

132

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STREET SPDR S&P 500 ETF UNITS	TR UNIT	$44.1M	67850	10.87%	SOLE
2	ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF	TRUST ISHARE 0-1	$17.2M	155474	4.23%	SOLE
3	NVIDIA CORPORATION COM	COM	$13.8M	79147	3.40%	SOLE
4	BROADCOM INC COM	COM	$11.9M	38335	2.92%	SOLE
5	ISHARES MSCI EAFE ETF	MSCI EAFE ETF	$9.6M	98593	2.36%	SOLE
6	APPLIED MATERIALS INC COM USD0.01	COM	$8.3M	24230	2.04%	SOLE
7	LAM RESEARCH CORP COM NEW	COM NEW	$8.3M	38722	2.04%	SOLE
8	ISHARES TR 3 7 YR TREAS BD	3 7 YR TREAS BD	$8.0M	67075	1.96%	SOLE
9	JPMORGAN CHASE &CO. COM	COM	$7.6M	25848	1.87%	SOLE
10	RTX CORPORATION COM USD1.00	COM	$6.6M	34462	1.64%	SOLE
11	CUMMINS INC	COM	$6.6M	12257	1.62%	SOLE
12	ISHARES CORE US AGGREGATE BOND ETF	CORE US AGGBD ET	$6.3M	63598	1.55%	SOLE
13	EATON CORPORATION PLC	SHS	$6.2M	17365	1.53%	SOLE
14	LOCKHEED MARTIN CORP COM USD1.00	COM	$5.9M	9775	1.45%	SOLE
15	ISHARES CORE S&P MID-CAP ETF	CORE S&P MCP ETF	$5.7M	84287	1.40%	SOLE
16	COSTCO WHOLESALE CORP COM	COM	$5.7M	5695	1.40%	SOLE
17	ISHARES RUSSELL 3000 ETF	RUSSELL 3000 ETF	$5.6M	15060	1.37%	SOLE
18	GOLDMAN SACHS GROUP INC COM USD0.01	COM	$5.6M	6579	1.37%	SOLE
19	ISHARES TRUST MSCI EMG MKTS ETF USD DIS	MSCI EMG MKT ETF	$5.4M	95460	1.33%	SOLE
20	CAPITAL ONE FINANCIAL CORP COM USD0.01	COM	$5.4M	29479	1.32%	SOLE
21	MOODYS CORP COM USD0.01	COM	$5.3M	12176	1.31%	SOLE
22	ADVANCED MICRO DEVICES INC	COM	$5.2M	25736	1.29%	SOLE
23	TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10	SPONSORED ADS	$5.0M	14898	1.24%	SOLE
24	OSHKOSH CORP	COM	$4.6M	31344	1.14%	SOLE
25	MICROSOFT CORP	COM	$4.6M	12360	1.13%	SOLE
26	ISHARES MSCI EMR MRK EX CHNA	MSCI EMRG CHN	$4.6M	57898	1.12%	SOLE
27	TERADYNE INC COM USD0.125	COM	$4.5M	15346	1.12%	SOLE
28	USCF ETF TR SUMMERHAVEN K1	SUMMERHAVEN K1	$4.1M	150516	1.01%	SOLE
29	AMERICAN EXPRESS CO COM USD0.20	COM	$4.0M	13217	0.98%	SOLE
30	VISA INC	COM CL A	$3.8M	12500	0.93%	SOLE
31	ISHARES TRUST AAA - A RATED CORP BD ETF	A RATE CP BD ETF	$3.8M	78876	0.92%	SOLE
32	UNION PAC CORP COM	COM	$3.7M	15079	0.90%	SOLE
33	ISHARES TR NORTH AMERN NAT	NORTH AMERN NAT	$3.6M	57384	0.89%	SOLE
34	ISHARES RUSSELL 2000 VALUE ETF	RUS 2000 VAL ETF	$3.6M	18868	0.88%	SOLE
35	SPDR SERIES TRUST STATE STREET BLOOMBERG CONVERTIBLE SECURITIES ETF	STATE STREET SPD	$3.6M	38939	0.88%	SOLE
36	NORTHROP GRUMMAN CORP COM USD1	COM	$3.4M	5012	0.84%	SOLE
37	APPLE INC	COM	$3.4M	13369	0.84%	SOLE
38	META PLATFORMS INC CLASS A COMMON STOCK	CL A	$3.4M	5888	0.83%	SOLE
39	ORACLE CORP	COM	$3.4M	22802	0.83%	SOLE
40	INVESCO QQQ TR UNIT SER 1	UNIT SER 1	$3.3M	5773	0.82%	SOLE
41	SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	STATE STREET TEC	$3.3M	24955	0.82%	SOLE
42	ISHARES TR RUS 2000 GRW ETF	RUS 2000 GRW ETF	$3.3M	10540	0.81%	SOLE
43	MASTERCARD INCORPORATED CL A	CL A	$3.2M	6451	0.79%	SOLE
44	SPDR GOLD TR GOLD SHS	GOLD SHS	$3.2M	7458	0.79%	SOLE
45	NORFOLK SOUTHN CORP COM	COM	$3.2M	11082	0.78%	SOLE
46	WASTE MANAGEMENT INC	COM	$3.0M	12940	0.73%	SOLE
47	MAIN STR CAP CORP	COM	$2.9M	54385	0.71%	SOLE
48	ISHARES CORE S&P SMALL-CAP E	CORE S&P SCP ETF	$2.9M	22969	0.70%	SOLE
49	ANALOG DEVICES INC COM	COM	$2.8M	8773	0.69%	SOLE
50	ALPHABET INC CAP STK CL C	CAP STK CL C	$2.8M	9607	0.68%	SOLE

1–50 of 132

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.