Midwest Professional Planners, LTD.
CIK: 0001730575Latest portfolio: $422.2M · Q4 2025
Holdings
142
Total Value
$422.2M
New Positions
142
Closed Positions
0
Top Holdings
View All 142 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 66,446 | $45.3M | 10.73% | NEW | |
| 2 | SHVISHARES TR | 141,726 | $15.6M | 3.70% | NEW | |
| 3 | NVDANVIDIA CORPORATION | 80,852 | $15.1M | 3.57% | NEW | |
| 4 | AVGOBROADCOM INC | 41,646 | $14.4M | 3.41% | NEW | |
| 5 | LRCXLAM RESEARCH CORP | 54,590 | $9.3M | 2.21% | NEW | |
| 6 | JPMJPMORGAN CHASE &CO. | 24,970 | $8.0M | 1.91% | NEW | |
| 7 | IEIISHARES TR | 63,821 | $7.6M | 1.80% | NEW | |
| 8 | IBTGISHARES TR | 323,594 | $7.4M | 1.75% | NEW | |
| 9 | COFCAPITAL ONE FINL CORP | 30,086 | $7.3M | 1.73% | NEW | |
| 10 | AMATAPPLIED MATLS INC | 25,467 | $6.5M | 1.55% | NEW | |
| 11 | CMICUMMINS INC | 12,527 | $6.4M | 1.51% | NEW | |
| 12 | RTXRTX CORPORATION | 34,428 | $6.3M | 1.50% | NEW | |
| 13 | MCOMOODYS CORP | 12,155 | $6.2M | 1.47% | NEW | |
| 14 | AGGISHARES TR | 60,878 | $6.1M | 1.44% | NEW | |
| 15 | MSFTMICROSOFT CORP | 12,476 | $6.0M | 1.43% | NEW | |
| 16 | EFAISHARES TR | 62,406 | $6.0M | 1.42% | NEW | |
| 17 | GSGOLDMAN SACHS GROUP INC | 6,484 | $5.7M | 1.35% | NEW | |
| 18 | IWVISHARES TR | 14,722 | $5.7M | 1.35% | NEW | |
| 19 | ETNEATON CORP PLC | 17,432 | $5.6M | 1.32% | NEW | |
| 20 | AMDADVANCED MICRO DEVICES INC | 25,420 | $5.4M | 1.29% | NEW | |
| 21 | COSTCOSTCO WHSL CORP NEW | 6,304 | $5.4M | 1.29% | NEW | |
| 22 | IJHISHARES TR | 81,655 | $5.4M | 1.28% | NEW | |
| 23 | EEMISHARES TR | 94,156 | $5.2M | 1.22% | NEW | |
| 24 | AXPAMERICAN EXPRESS CO | 13,095 | $4.8M | 1.15% | NEW | |
| 25 | LMTLOCKHEED MARTIN CORP | 9,850 | $4.8M | 1.13% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($4.531015611804577e+171T)
Technology0.0% ($1.5078144139344653e+102T)
Industrials0.0% ($6.394631455524765e+39T)
Healthcare0.0% ($4.020394024712186e+27T)
Energy0.0% ($1.781178116551204e+24T)
Real Estate0.0% ($1947185514391368.8T)
Utilities0.0% ($10401001898806.4T)
Communication Services0.0% ($399229551.3T)
Unknown0.0% ($35283346.7T)
Consumer Cyclical0.0% ($227516.9T)
Consumer Defensive0.0% ($5436.9T)
Filing History
Fund Information
Midwest Professional Planners, LTD. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $422.2M across 142 holdings. The largest position is SPDR S&P 500 ETF TR (SPY), representing 10.7% of the portfolio. Compared to the previous quarter, the fund opened 142 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.