Top Institutional Investors

Midwest Professional Planners, LTD. — 13F Holdings & Portfolio

CIK 1730575 · latest 13F-HR filed 2026-05-05

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$424.5M

Long-equity book

Holdings

137

Distinct positions

Period

2026-03-31

Filed 2026-05-05

Q/Q Activity

+4 / −9 / ↑53 / ↓46

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10$3.6M +259.2%
  • ISHARES MSCI EAFE ETF$3.6M +59.8%
  • TERADYNE INC COM USD0.125$2.6M +128.0%
  • APPLIED MATERIALS INC COM USD0.01$1.7M +26.5%
  • ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF$1.6M +9.9%
Show all 53 →

Top Trims

  • BROADCOM INC COM-$2.5M -17.7%
  • CAPITAL ONE FINANCIAL CORP COM USD0.01-$1.9M -26.2%
  • ABBVIE INC COM USD0.01-$1.7M -41.1%
  • MICROSOFT CORP-$1.5M -24.2%
  • BOSTON SCIENTIFIC CORP-$1.4M -35.3%
Show all 46 →

New Positions

  • ISHARES RUSSELL 2000 VALUE ETF$3.6M
  • SPDR SERIES TRUST STATE STREET BLOOMBERG CONVERTIBLE SECURITIES ETF$3.6M
  • NICOLET BANKSHARES INC$566.2K
  • ISHARES TR FLTG RATE NT ETF$206.1K
Show all 4 →

Exited Positions

  • ISHARES TR$3.5M
  • SELECT SECTOR SPDR TR$3.3M
  • ISHARES TR$3.3M
  • DELL TECHNOLOGIES INC$726.7K
  • GENUINE PARTS CO$641.9K
Show all 9 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STREET SPDR S&P 500 ETF UNITS SPY 78462F103 $44.1M 10.39% 67,850 SH
2 ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF SHV 464288679 $17.2M 4.04% 155,474 SH
3 NVIDIA CORPORATION COM NVDA 67066G104 $13.8M 3.25% 79,147 SH
4 BROADCOM INC COM AVGO 11135F101 $11.9M 2.79% 38,335 SH
5 ISHARES MSCI EAFE ETF EFA 464287465 $9.6M 2.26% 98,593 SH
6 ISHARES TR IBONDS 26 TRM TS IBTG 46436E858 $8.4M 1.97% 364,820 SH
7 APPLIED MATERIALS INC COM USD0.01 AMAT 038222105 $8.3M 1.95% 24,230 SH
8 LAM RESEARCH CORP COM NEW LRCX 512807306 $8.3M 1.95% 38,722 SH
9 ISHARES TR 3 7 YR TREAS BD IEI 464288661 $8.0M 1.87% 67,075 SH
10 JPMORGAN CHASE &CO. COM JPM 46625H100 $7.6M 1.79% 25,848 SH
11 RTX CORPORATION COM USD1.00 RTX 75513E101 $6.6M 1.57% 34,462 SH
12 CUMMINS INC CMI 231021106 $6.6M 1.55% 12,257 SH
13 ISHARES CORE US AGGREGATE BOND ETF AGG 464287226 $6.3M 1.49% 63,598 SH
14 EATON CORPORATION PLC ETN G29183103 $6.2M 1.46% 17,365 SH
15 ISHARES TR IBONDS 27 TRM TS IBTH 46436E841 $5.9M 1.40% 264,689 SH
16 LOCKHEED MARTIN CORP COM USD1.00 LMT 539830109 $5.9M 1.39% 9,775 SH
17 ISHARES CORE S&P MID-CAP ETF IJH 464287507 $5.7M 1.34% 84,287 SH
18 COSTCO WHOLESALE CORP COM COST 22160K105 $5.7M 1.34% 5,695 SH
19 ISHARES RUSSELL 3000 ETF IWV 464287689 $5.6M 1.31% 15,060 SH
20 GOLDMAN SACHS GROUP INC COM USD0.01 GS 38141G104 $5.6M 1.31% 6,579 SH
21 ISHARES TRUST MSCI EMG MKTS ETF USD DIS EEM 464287234 $5.4M 1.28% 95,460 SH
22 CAPITAL ONE FINANCIAL CORP COM USD0.01 COF 14040H105 $5.4M 1.27% 29,479 SH
23 MOODYS CORP COM USD0.01 MCO 615369105 $5.3M 1.25% 12,176 SH
24 ADVANCED MICRO DEVICES INC AMD 007903107 $5.2M 1.23% 25,736 SH
25 TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 TSM 874039100 $5.0M 1.19% 14,898 SH
26 OSHKOSH CORP OSK 688239201 $4.6M 1.09% 31,344 SH
27 MICROSOFT CORP MSFT 594918104 $4.6M 1.08% 12,360 SH
28 ISHARES MSCI EMR MRK EX CHNA EMXC 46434G764 $4.6M 1.07% 57,898 SH
29 TERADYNE INC COM USD0.125 TER 880770102 $4.5M 1.07% 15,346 SH
30 USCF ETF TR SUMMERHAVEN K1 SDCI 90290T809 $4.1M 0.97% 150,516 SH
31 AMERICAN EXPRESS CO COM USD0.20 AXP 025816109 $4.0M 0.94% 13,217 SH
32 VISA INC V 92826C839 $3.8M 0.89% 12,500 SH
33 ISHARES TRUST AAA - A RATED CORP BD ETF QLTA 46429B291 $3.8M 0.88% 78,876 SH
34 UNION PAC CORP COM UNP 907818108 $3.7M 0.86% 15,079 SH
35 ISHARES TR NORTH AMERN NAT IGE 464287374 $3.6M 0.85% 57,384 SH
36 ISHARES RUSSELL 2000 VALUE ETF IWN 464287630 $3.6M 0.84% 18,868 SH
37 SPDR SERIES TRUST STATE STREET BLOOMBERG CONVERTIBLE SECURITIES ETF CWB 78464A359 $3.6M 0.84% 38,939 SH
38 NORTHROP GRUMMAN CORP COM USD1 NOC 666807102 $3.4M 0.81% 5,012 SH
39 APPLE INC AAPL 037833100 $3.4M 0.80% 13,369 SH
40 META PLATFORMS INC CLASS A COMMON STOCK META 30303M102 $3.4M 0.79% 5,888 SH
41 ORACLE CORP ORCL 68389X105 $3.4M 0.79% 22,802 SH
42 INVESCO QQQ TR UNIT SER 1 QQQ 46090E103 $3.3M 0.78% 5,773 SH
43 SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF XLK 81369Y803 $3.3M 0.78% 24,955 SH
44 ISHARES TR RUS 2000 GRW ETF IWO 464287648 $3.3M 0.78% 10,540 SH
45 MASTERCARD INCORPORATED CL A MA 57636Q104 $3.2M 0.76% 6,451 SH
46 SPDR GOLD TR GOLD SHS GLD 78463V107 $3.2M 0.76% 7,458 SH
47 NORFOLK SOUTHN CORP COM NSC 655844108 $3.2M 0.75% 11,082 SH
48 WASTE MANAGEMENT INC WM 94106L109 $3.0M 0.70% 12,940 SH
49 MAIN STR CAP CORP MAIN 56035L104 $2.9M 0.68% 54,385 SH
50 ISHARES CORE S&P SMALL-CAP E IJR 464287804 $2.9M 0.67% 22,969 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-05 $424.5M 137 0001104659-26-055534
2025-12-31 2026-02-06 $422.2M 142 0001104659-26-011339