Midwest Professional Planners, LTD.
13F Reported Value
ⓘ$424.5M
Holdings
137
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Midwest Professional Planners, LTD. disclosed 137 positions worth $424.5M in its Form 13F-HR for Q1 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 10.4% of the equity portfolio. During the quarter the fund opened 4 new positions and exited 9. The portfolio is most concentrated in Other (39.9% of disclosed assets). All figures are sourced directly from Midwest Professional Planners, LTD.’s Form 13F-HR filing with the SEC under CIK 1730575.
AI Fund Analysis
Stable
$SPY
$NVDA
$AVGO
$RTX
$GS
$OSK
$VSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$44.1M67,850 sh ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
—Quality
$17.2M155,474 sh- 90.2#1
Quality
$13.8M79,147 sh - 86.4
Quality
$11.9M38,335 sh ISHARES MSCI EAFE ETF
—Quality
$9.6M98,593 shISHARES TR IBONDS 26 TRM TS
—Quality
$8.4M364,820 sh- 74.8
Quality
$8.3M24,230 sh - 82.4
Quality
$8.3M38,722 sh ISHARES TR 3 7 YR TREAS BD
—Quality
$8.0M67,075 sh- 35.6
Quality
$7.6M25,848 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $44.1M | 67,850 |
| ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | — | $17.2M | 155,474 |
| NVIDIA CORP$NVDA | 90.2#1 | $13.8M | 79,147 |
| Broadcom Inc.$AVGO | 86.4 | $11.9M | 38,335 |
| ISHARES MSCI EAFE ETF | — | $9.6M | 98,593 |
| ISHARES TR IBONDS 26 TRM TS | — | $8.4M | 364,820 |
 APPLIED MATERIALS INC /DE$AMAT | 74.8 | $8.3M | 24,230 |
 LAM RESEARCH CORP$LRCX | 82.4 | $8.3M | 38,722 |
| ISHARES TR 3 7 YR TREAS BD | — | $8.0M | 67,075 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $7.6M | 25,848 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Midwest Professional Planners, LTD.'s 137 positions.
Showing top 10 of 137 holdings.
Sector Allocation
Other
$169.2M
Technology
$95.2M
Industrials
$55.2M
Financials
$51.7M
Healthcare
$14.4M
Energy
$11.6M
Real Estate
$8.7M
Consumer Discretionary
$8.5M
Full Holdings — Midwest Professional Planners, LTD. (Q1 2026)
All 137 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $44.1M | 10.4% | +2% | — |
| 2 | — | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $17.2M | 4.0% | +10% | — |
| 3 | $NVDA | NVIDIA CORP | $13.8M | 3.3% | -2% | 90.2 |
| 4 | $AVGO | Broadcom Inc. | $11.9M | 2.8% | -8% | 86.4 |
| 5 | — | ISHARES MSCI EAFE ETF | $9.6M | 2.3% | +58% | — |
| 6 | — | ISHARES TR IBONDS 26 TRM TS | $8.4M | 2.0% | +13% | — |
| 7 | $AMAT | APPLIED MATERIALS INC /DE | $8.3M | 1.9% | -5% | 74.8 |
| 8 | $LRCX | LAM RESEARCH CORP | $8.3M | 1.9% | -29% | 82.4 |
| 9 | — | ISHARES TR 3 7 YR TREAS BD | $8.0M | 1.9% | +5% | — |
| 10 | $JPM | JPMORGAN CHASE & CO | $7.6M | 1.8% | +4% | 35.6 |
| 11 | $RTX | RTX Corp | $6.6M | 1.6% | +0% | 70 |
| 12 |  $CMI | CUMMINS INC | $6.6M | 1.6% | -2% | 58.9 |
| 13 | — | ISHARES CORE US AGGREGATE BOND ETF | $6.3M | 1.5% | +4% | — |
| 14 |  $ETN | Eaton Corp plc | $6.2M | 1.5% | -0% | — |
| 15 | — | ISHARES TR IBONDS 27 TRM TS | $5.9M | 1.4% | +29% | — |
| 16 |  $LMT | LOCKHEED MARTIN CORP | $5.9M | 1.4% | -1% | 65 |
| 17 | — | ISHARES CORE S&P MID-CAP ETF | $5.7M | 1.3% | +3% | — |
| 18 |  $COST | COSTCO WHOLESALE CORP /NEW | $5.7M | 1.3% | -10% | 67 |
| 19 | — | ISHARES RUSSELL 3000 ETF | $5.6M | 1.3% | +2% | — |
| 20 | $GS | GOLDMAN SACHS GROUP INC | $5.6M | 1.3% | +1% | — |
| 21 | — | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | $5.4M | 1.3% | +1% | — |
| 22 |  $COF | CAPITAL ONE FINANCIAL CORP | $5.4M | 1.3% | -2% | 71 |
| 23 |  $MCO | MOODYS CORP /DE/ | $5.3M | 1.3% | +0% | 81.3 |
| 24 |  $AMD | ADVANCED MICRO DEVICES INC | $5.2M | 1.2% | +1% | 78.8 |
| 25 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $5.0M | 1.2% | +223% | — |
| 26 | $OSK | OSHKOSH CORP | $4.6M | 1.1% | +0% | 53 |
| 27 |  $MSFT | MICROSOFT CORP | $4.6M | 1.1% | -1% | 83.7 |
| 28 | — | ISHARES MSCI EMR MRK EX CHNA | $4.6M | 1.1% | -5% | — |
| 29 |  $TER | TERADYNE, INC | $4.5M | 1.1% | +49% | 74.6 |
| 30 | — | USCF ETF TR SUMMERHAVEN K1 | $4.1M | 1.0% | +12% | — |
| 31 |  $AXP | AMERICAN EXPRESS CO | $4.0M | 0.9% | +1% | 73.2 |
| 32 | $V | VISA INC. | $3.8M | 0.9% | +2% | 83.5 |
| 33 | — | ISHARES TRUST AAA - A RATED CORP BD ETF | $3.8M | 0.9% | +6% | — |
| 34 |  $UNP | UNION PACIFIC CORP | $3.7M | 0.9% | -0% | 74 |
| 35 | — | ISHARES TR NORTH AMERN NAT | $3.6M | 0.8% | -13% | — |
| 36 | — | ISHARES RUSSELL 2000 VALUE ETF | $3.6M | 0.8% | NEW | — |
| 37 | — | SPDR SERIES TRUST STATE STREET BLOOMBERG CONVERTIBLE SECURITIES ETF | $3.6M | 0.8% | NEW | — |
| 38 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $3.4M | 0.8% | -1% | 60.5 |
| 39 |  $AAPL | Apple Inc. | $3.4M | 0.8% | -19% | 76.1 |
| 40 |  $META | Meta Platforms, Inc. | $3.4M | 0.8% | -3% | 80.9 |
| 41 |  $ORCL | ORACLE CORP | $3.4M | 0.8% | -1% | 67.2 |
| 42 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.3M | 0.8% | +6% | — |
| 43 | — | SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $3.3M | 0.8% | +8% | — |
| 44 | — | ISHARES TR RUS 2000 GRW ETF | $3.3M | 0.8% | +4% | — |
| 45 |  $MA | Mastercard Inc | $3.2M | 0.8% | +0% | 81.7 |
| 46 |  $GLD | SPDR GOLD TRUST | $3.2M | 0.8% | -16% | — |
| 47 |  $NSC | NORFOLK SOUTHERN CORP | $3.2M | 0.8% | +1% | 70.8 |
| 48 |  $WM | WASTE MANAGEMENT INC | $3.0M | 0.7% | -16% | 70.7 |
| 49 |  $MAIN | Main Street Capital CORP | $2.9M | 0.7% | +5% | — |
| 50 | — | ISHARES CORE S&P SMALL-CAP E | $2.9M | 0.7% | +3% | — |
| 51 |  $ADI | ANALOG DEVICES INC | $2.8M | 0.7% | -3% | 76.2 |
| 52 |  $GOOGL | Alphabet Inc. | $2.8M | 0.7% | +2% | 80.2 |
| 53 | — | ISHARES TR IBONDS 28 TRM TS | $2.6M | 0.6% | +45% | — |
| 54 |  $RY | ROYAL BANK OF CANADA | $2.6M | 0.6% | +2% | — |
| 55 |  $LNG | Cheniere Energy, Inc. | $2.6M | 0.6% | -0% | 48.4 |
| 56 |  $MU | MICRON TECHNOLOGY INC | $2.6M | 0.6% | -2% | 88.4 |
| 57 |  $TRMD | TORM plc | $2.6M | 0.6% | +1% | — |
| 58 |  $BSX | BOSTON SCIENTIFIC CORP | $2.5M | 0.6% | -2% | 79.9 |
| 59 |  $BLK | BlackRock, Inc. | $2.5M | 0.6% | -2% | 70.3 |
| 60 |  $ABBV | AbbVie Inc. | $2.4M | 0.6% | -38% | 59.3 |
| 61 |  $EW | Edwards Lifesciences Corp | $2.4M | 0.6% | +2% | 67.6 |
| 62 |  $XOM | EXXON MOBIL CORP | $2.4M | 0.6% | +1% | 61.8 |
| 63 |  $AMGN | AMGEN INC | $2.3M | 0.6% | -0% | 79.5 |
| 64 |  $ANET | Arista Networks, Inc. | $2.3M | 0.5% | +0% | 86 |
| 65 |  $ARM | ARM HOLDINGS PLC /UK | $2.3M | 0.5% | +2% | — |
| 66 |  $HPE | Hewlett Packard Enterprise Co | $2.2M | 0.5% | -0% | 52.5 |
| 67 | — | GLOBAL X FDS GLB X MLP ENRG I | $2.1M | 0.5% | +12% | — |
| 68 |  $PAYX | PAYCHEX INC | $2.1M | 0.5% | +0% | 75.1 |
| 69 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $2.0M | 0.5% | +3% | 63.2 |
| 70 | — | ISHARES TRUST 1-3 YEAR TREASURY BOND ETF | $2.0M | 0.5% | +7% | — |
| 71 | — | ISHARES TR 7-10 YR TRSY BD | $1.9M | 0.5% | +6% | — |
| 72 |  $AMZN | AMAZON COM INC | $1.9M | 0.5% | -6% | 74.6 |
| 73 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $1.9M | 0.5% | +4% | 54.8 |
| 74 |  $EPR | EPR PROPERTIES | $1.9M | 0.4% | +1% | 64 |
| 75 |  $CSCO | CISCO SYSTEMS, INC. | $1.8M | 0.4% | -2% | 72.3 |
| 76 | — | J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM | $1.8M | 0.4% | +12% | — |
| 77 |  $CRM | Salesforce, Inc. | $1.7M | 0.4% | -2% | 75.2 |
| 78 |  $ASML | ASML HOLDING NV | $1.7M | 0.4% | +168% | — |
| 79 |  $SHOP | SHOPIFY INC. | $1.7M | 0.4% | +3% | — |
| 80 |  $CVX | CHEVRON CORP | $1.6M | 0.4% | -1% | 54.7 |
| 81 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $1.6M | 0.4% | +1% | 76.6 |
| 82 |  $KLAC | KLA CORP | $1.5M | 0.3% | +66% | 84.4 |
| 83 |  $PSA | Public Storage | $1.5M | 0.3% | -2% | 73.9 |
| 84 |  $ABT | ABBOTT LABORATORIES | $1.5M | 0.3% | -12% | 67 |
| 85 |  $IBKR | Interactive Brokers Group, Inc. | $1.3M | 0.3% | +354% | 75.5 |
| 86 |  $TSLA | Tesla, Inc. | $1.3M | 0.3% | -5% | 50.1 |
| 87 |  $AMT | AMERICAN TOWER CORP /MA/ | $1.3M | 0.3% | -3% | 69.8 |
| 88 |  $ISRG | INTUITIVE SURGICAL INC | $1.3M | 0.3% | -0% | 81.4 |
| 89 |  $D | DOMINION ENERGY, INC | $1.3M | 0.3% | +348% | 74.9 |
| 90 | — | ISHARES TR IBONDS 29 TRM TS | $1.3M | 0.3% | +87% | — |
| 91 |  $ARCC | ARES CAPITAL CORP | $1.2M | 0.3% | +11% | — |
| 92 |  $EA | ELECTRONIC ARTS INC. | $1.2M | 0.3% | -1% | 71.1 |
| 93 |  $OGE | OGE ENERGY CORP. | $1.1M | 0.3% | -2% | 57.8 |
| 94 |  $PLD | Prologis, Inc. | $1.1M | 0.3% | +75% | 67.5 |
| 95 |  $XEL | XCEL ENERGY INC | $1.1M | 0.3% | +0% | — |
| 96 |  $PBA | PEMBINA PIPELINE CORP | $1.1M | 0.3% | +2% | — |
| 97 |  $SOFI | SoFi Technologies, Inc. | $1.1M | 0.3% | -13% | 53.8 |
| 98 |  $CNX | CNX Resources Corp | $1.0M | 0.2% | +1% | 62 |
| 99 |  $TRP | TC ENERGY CORP | $1.0M | 0.2% | +19% | — |
| 100 |  $RNR | RENAISSANCERE HOLDINGS LTD | $984,713 | 0.2% | +1% | — |
| 101 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $982,826 | 0.2% | +1% | 74.4 |
| 102 |  $DE | DEERE & CO | $958,017 | 0.2% | +2% | 57.4 |
| 103 |  $MFC | MANULIFE FINANCIAL CORP | $954,040 | 0.2% | +1% | — |
| 104 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $946,754 | 0.2% | +3% | 75.4 |
| 105 |  $NKE | NIKE, Inc. | $945,665 | 0.2% | +2% | 53.4 |
| 106 |  $NXPI | NXP Semiconductors N.V. | $906,989 | 0.2% | +3% | — |
| 107 |  $PLTR | Palantir Technologies Inc. | $900,353 | 0.2% | -46% | 85.8 |
| 108 |  $WTM | WHITE MOUNTAINS INSURANCE GROUP LTD | $867,799 | 0.2% | +2% | — |
| 109 |  $MNST | Monster Beverage Corp | $832,420 | 0.2% | +2% | 77 |
| 110 |  $DDOG | Datadog, Inc. | $762,957 | 0.2% | +2% | 62.9 |
| 111 |  $SNPS | SYNOPSYS INC | $704,148 | 0.2% | +1% | 63.1 |
| 112 |  $GOOG | Alphabet Inc. | $679,816 | 0.2% | +1% | 80.2 |
| 113 |  $PR | Permian Resources Corp | $650,459 | 0.1% | -1% | 75.6 |
| 114 |  $EOG | EOG RESOURCES INC | $624,511 | 0.1% | +0% | 71.1 |
| 115 |  $BXP | BXP, Inc. | $589,911 | 0.1% | +0% | 50.9 |
| 116 |  $DAC | Danaos Corp | $584,071 | 0.1% | +0% | — |
| 117 |  $NOG | NORTHERN OIL & GAS, INC. | $579,387 | 0.1% | +0% | 45.3 |
| 118 |  $NIC | NICOLET BANKSHARES INC | $566,242 | 0.1% | NEW | — |
| 119 |  $ZBRA | ZEBRA TECHNOLOGIES CORP | $492,174 | 0.1% | -2% | 65.9 |
| 120 |  $PEP | PEPSICO INC | $487,799 | 0.1% | +0% | 62.7 |
| 121 |  $PFS | PROVIDENT FINANCIAL SERVICES INC | $477,385 | 0.1% | +8% | 69 |
| 122 |  $PG | PROCTER & GAMBLE Co | $394,222 | 0.1% | +0% | 72.9 |
| 123 |  $BNTX | BioNTech SE | $356,352 | 0.1% | +1% | — |
| 124 |  $BRK.B | BERKSHIRE HATHAWAY INC | $353,650 | 0.1% | -1% | 64.5 |
| 125 |  $NFLX | NETFLIX INC | $353,255 | 0.1% | +1% | 86.7 |
| 126 |  $BMI | BADGER METER INC | $334,104 | 0.1% | -7% | 71.6 |
| 127 |  $ABR | ARBOR REALTY TRUST INC | $305,137 | 0.1% | -0% | — |
| 128 | — | VANGUARD MID-CAP INDEX FUND | $302,113 | 0.1% | -2% | — |
| 129 |  $TDY | TELEDYNE TECHNOLOGIES INC | $298,875 | 0.1% | +3% | 70.2 |
| 130 |  $WEC | WEC ENERGY GROUP, INC. | $284,447 | 0.1% | +0% | 67 |
| 131 | — | ISHARES TR 10-20 YR TRS ETF | $276,144 | 0.1% | +5% | — |
| 132 |  $SYM | Symbotic Inc. | $259,882 | 0.1% | +3% | 55.1 |
| 133 |  $OKLO | Oklo Inc. | $250,281 | 0.1% | +2% | — |
| 134 | — | VANGUARD LARGE-CAP INDEX FUND | $247,747 | 0.1% | +0% | — |
| 135 | — | ISHARES TR IBOND DEC 2030 | $214,948 | 0.1% | +6% | — |
| 136 | — | ISHARES TR FLTG RATE NT ETF | $206,061 | 0.1% | NEW | — |
| 137 |  $NAGE | Niagen Bioscience, Inc. | $92,390 | 0.0% | +0% | 67 |
New Positions (4)
$NIC NICOLET BANKSHARES INC$566,242
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Midwest Professional Planners, LTD. including:
Track Midwest Professional Planners, LTD.'s Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Midwest Professional Planners, LTD. and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Midwest Professional Planners, LTD.
13F Pro is an AI hedge fund tracker and stock research platform. For Midwest Professional Planners, LTD. (SEC CIK: 1730575), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Midwest Professional Planners, LTD.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.