Midwest Professional Planners, LTD. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Midwest Professional Planners, LTD. held in its portfolio 142 assets valued at $422,151,490 (i.e. $422.15M).

The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($45.31M), ISHARES TR ($15.61M), and NVIDIA CORPORATION ($15.08M).

The chart below shows the top 10 valuable assets, and the table below shows the top 142 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Midwest Professional Planners, LTD. Portfolio
SPDR S&P 500 ETF TR
ISHARES TR
NVIDIA CORPORATION
BROADCOM INC
LAM RESEARCH CORP
JPMORGAN CHASE &CO.
ISHARES TR
ISHARES TR
CAPITAL ONE FINL CORP
APPLIED MATLS INC
Midwest Professional Planners, LTD. - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
SPDR S&P 500 ETF TR 66446 45310768 TR UNIT
ISHARES TR 141726 15611064 TRUST ISHARE 0-1
NVIDIA CORPORATION 80852 15078981 COM
BROADCOM INC 41646 14413609 COM
LAM RESEARCH CORP 54590 9344801 COM NEW
JPMORGAN CHASE &CO. 24970 8045969 COM
ISHARES TR 63821 7616996 3 7 YR TREAS BD
ISHARES TR 323594 7402214 IBONDS 26 TRM TS
CAPITAL ONE FINL CORP 30086 7291671 COM
APPLIED MATLS INC 25467 6544740 COM
CUMMINS INC 12527 6394570 COM
RTX CORPORATION 34428 6314169 COM
MOODYS CORP 12155 6209133 COM
ISHARES TR 60878 6080462 CORE US AGGBD ET
MICROSOFT CORP 12476 6033659 COM
ISHARES TR 62406 5992813 MSCI EAFE ETF
GOLDMAN SACHS GROUP INC 6484 5699046 COM
ISHARES TR 14722 5695034 RUSSELL 3000 ETF
EATON CORP PLC 17432 5552270 SHS
ADVANCED MICRO DEVICES INC 25420 5444036 COM
COSTCO WHSL CORP NEW 6304 5436270 COM
ISHARES TR 81655 5389211 CORE S&P MCP ETF
ISHARES TR 94156 5151288 MSCI EMG MKT ETF
AMERICAN EXPRESS CO 13095 4844377 COM
LOCKHEED MARTIN CORP 9850 4764252 COM
ISHARES TR 205211 4611091 IBONDS 27 TRM TS
ORACLE CORP 23026 4488085 COM
APPLE INC 16464 4476009 COM
ISHARES INC 61188 4447120 MSCI EMRG CHN
VISA INC 12302 4314498 COM CL A
ABBVIE INC 17596 4020617 COM
META PLATFORMS INC 6048 3992379 CL A
BOSTON SCIENTIFIC CORP 41328 3940644 COM
OSHKOSH CORP 31289 3930794 COM
MASTERCARD INCORPORATED 6446 3679734 CL A
ISHARES TR 74355 3575721 A RATE CP BD ETF
SPDR GOLD TR 8904 3528744 GOLD SHS
ISHARES TR 20874 3522925 ISHARES BIOTECH
UNION PAC CORP 15085 3489472 COM
WASTE MGMT INC DEL 15390 3381431 COM
INVESCO QQQ TR 5447 3346230 UNIT SER 1
ISHARES TR 66288 3327676 NORTH AMERN NAT
SELECT SECTOR SPDR TR 21445 3319756 STATE STREET HEA
SELECT SECTOR SPDR TR 23039 3316970 STATE STREET TEC
ISHARES TR 6960 3294384 RUS 1000 GRW ETF
ISHARES TR 10143 3276326 RUS 2000 GRW ETF
NORFOLK SOUTHN CORP 10983 3170996 COM
MAIN STR CAP CORP 51926 3135787 COM
USCF ETF TR 134433 2961559 SUMMERHAVEN K1
ALPHABET INC 9417 2955095 CAP STK CL C
NORTHROP GRUMMAN CORP 5043 2875653 COM
BLACKROCK INC 2617 2801518 COM
ROYAL BK CDA 16000 2727860 COM
ISHARES TR 22285 2678188 CORE S&P SCP ETF
PAYCHEX INC 22554 2530132 COM
SALESFORCE INC 9546 2528829 COM
EDWARDS LIFESCIENCES CORP 28991 2471474 COM
ANALOG DEVICES INC 9036 2450560 COM
ARISTA NETWORKS INC 18464 2419338 COM SHS
AMAZON COM INC 9860 2275885 COM
SHOPIFY INC 14127 2274023 CL A SUB VTG SHS
HEWLETT PACKARD ENTERPRISE C 92197 2214583 COM
MICRON TECHNOLOGY INC 7721 2203697 COM
AMGEN INC 6680 2186391 COM
FIRST CTZNS BANCSHARES INC D 969 2079670 CL A
SOFI TECHNOLOGIES INC 78102 2044710 COM
ABBOTT LABS 16197 2029282 COM
PALANTIR TECHNOLOGIES INC 11390 2024573 CL A
TERADYNE INC 10311 1995847 COM
OMEGA HEALTHCARE INVS INC 43931 1947903 COM
ISHARES TR 19319 1857750 7-10 YR TRSY BD
EPR PPTYS 37188 1855695 COM SH BEN INT
CISCO SYS INC 23886 1839900 COM
ISHARES TR 22126 1832497 1 3 YR TREAS BD
ISHARES TR 81889 1831447 IBONDS 28 TRM TS
TORM PLC 91010 1781984 SHS CL A
CHENIERE ENERGY INC 9164 1781405 COM NEW
TESLA INC 3750 1686450 COM
EXXON MOBIL CORP 13758 1655622 COM
J P MORGAN EXCHANGE TRADED F 28542 1633727 EQUITY PREMIUM
ARM HOLDINGS PLC 14733 1610464 SPONSORED ADS
VERTEX PHARMACEUTICALS INC 3524 1597641 COM
INTUITIVE SURGICAL INC 2797 1584109 COM NEW
GLOBAL X FDS 25785 1560766 GLB X MLP ENRG I
PUBLIC STORAGE OPER CO 5546 1439200 COM
TAIWAN SEMICONDUCTOR MFG LTD 4612 1401688 SPONSORED ADS
AMERICAN TOWER CORP NEW 7795 1368525 COM
ELECTRONIC ARTS INC 6178 1262404 COM
ARES CAPITAL CORP 62273 1259783 COM
CHEVRON CORP NEW 7898 1203696 COM
NIKE INC 17638 1123702 CL B
CADENCE DESIGN SYSTEM INC 3514 1098406 COM
OGE ENERGY CORP 24365 1040371 COM
XCEL ENERGY INC 13566 1001999 COM
MANULIFE FINL CORP 27397 993976 COM
NXP SEMICONDUCTORS N V 4484 973209 COM
CNX RES CORP 26449 972530 COM
RENAISSANCERE HLDGS LTD 3265 918031 COM
PEMBINA PIPELINE CORP 23598 898145 COM
MONSTER BEVERAGE CORP NEW 11274 864378 COM
DATADOG INC 6314 858641 CL A COM
SYNOPSYS INC 1759 826237 COM
AMERICAN ELEC PWR CO INC 6994 806434 COM
WHITE MTNS INS GROUP LTD 388 806276 COM
DEERE &CO 1663 774221 COM
BXP INC 11349 765829 COM
TC ENERGY CORP 13735 755562 COM
KLA CORP 614 746142 COM NEW
ALPHABET INC 2335 730876 CAP STK CL A
DELL TECHNOLOGIES INC 5773 726661 CL C
ISHARES TR 30859 677201 IBONDS 29 TRM TS
GENUINE PARTS CO 5221 641938 COM
PROLOGIS INC. 4911 626900 COM
ZEBRA TECHNOLOGIES CORPORATI 2390 580340 CL A
ASML HOLDING N V 492 526414 N Y REGISTRY SHS
MANHATTAN ASSOCIATES INC 3036 526169 COM
PAYPAL HLDGS INC 8869 517747 COM
DANAOS CORPORATION 5166 486549 SHS
THERMO FISHER SCIENTIFIC INC 808 468381 COM
EOG RES INC 4301 451677 COM
PEPSICO INC 3139 450562 COM
PERMIAN RESOURCES CORP 30701 430735 CLASS A COM
NORTHERN OIL &GAS INC 19777 424618 COM
PROVIDENT FINL SVCS INC 20978 414312 COM
BADGER METER INC 2368 413003 COM
PROCTER AND GAMBLE CO 2721 389879 COM
BIONTECH SE 3968 377710 SPONSORED ADS
BERKSHIRE HATHAWAY INC DEL 748 375982 CL B NEW
OKLO INC 4962 356073 COM CL A
NETFLIX INC 3655 342693 COM
VANGUARD INDEX FDS 1071 310826 MID CAP ETF
ARBOR REALTY TRUST INC 39775 308657 COM
SYMBOTIC INC 4729 281376 CLASS A COM
INTERACTIVE BROKERS GROUP IN 4358 280242 COM CL A
DOMINION ENERGY INC 4616 270446 COM
ISHARES TR 2617 266028 10-20 YR TRS ETF
VANGUARD INDEX FDS 829 260969 LARGE CAP ETF
WEC ENERGY GROUP INC 2457 259115 COM
TELEDYNE TECHNOLOGIES INC 479 244640 COM
ISHARES TR 10258 203570 IBOND DEC 2030
CANADIAN NATL RY CO 2039 201555 COM
NIAGEN BIOSCIENCE INC 20950 133242 COM NEW