Midwest Professional Planners, LTD. Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$379.8M

Holdings

149

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (149 positions)

#	Stock	Shares	Value	% Portfolio
1	SPYSPDR S&P 500 ETF TR	58,572	$36.2M	9.53%
2	SHVISHARES TR	183,503	$20.3M	5.34%
3	NVDANVIDIA CORPORATION	81,629	$12.9M	3.40%
4	AVGOBROADCOM INC	43,205	$11.9M	3.14%
5	EFAISHARES TR	104,039	$9.3M	2.45%
6	JPMJPMORGAN CHASE &CO.	25,212	$7.3M	1.92%
7	IEIISHARES TR	60,153	$7.2M	1.89%
8	COSTCOSTCO WHSL CORP NEW	6,994	$6.9M	1.82%
9	COFCAPITAL ONE FINL CORP	30,609	$6.5M	1.71%
10	MSFTMICROSOFT CORP	12,940	$6.4M	1.69%
11	ETNEATON CORP PLC	17,154	$6.1M	1.61%
12	IBTGISHARES TR	262,423	$6.0M	1.58%
13	MCOMOODYS CORP	11,963	$6.0M	1.58%
14	AGGISHARES TR	56,091	$5.6M	1.47%
15	AQLTISHARES TR	219,651	$5.1M	1.35%
16	LRCXLAM RESEARCH CORP	52,350	$5.1M	1.34%
17	IWVISHARES TR	14,455	$5.1M	1.34%
18	ORCLORACLE CORP	23,054	$5.0M	1.33%
19	IJHISHARES TR	80,667	$5.0M	1.32%
20	BSXBOSTON SCIENTIFIC CORP	46,492	$5.0M	1.31%
21	METAMETA PLATFORMS INC	6,211	$4.6M	1.21%
22	RTXRTX CORPORATION	31,374	$4.6M	1.21%
23	AMATAPPLIED MATLS INC	24,917	$4.6M	1.20%
24	EEMISHARES TR	94,534	$4.6M	1.20%
25	LMTLOCKHEED MARTIN CORP	9,001	$4.2M	1.10%
26	VVISA INC	11,706	$4.2M	1.09%
27	CRMSALESFORCE INC	15,162	$4.1M	1.09%
28	GSGOLDMAN SACHS GROUP INC	5,738	$4.1M	1.07%
29	AXPAMERICAN EXPRESS CO	12,533	$4.0M	1.05%
30	CMICUMMINS INC	11,471	$3.8M	0.99%
31	WMWASTE MGMT INC DEL	15,299	$3.5M	0.92%
32	MAMASTERCARD INCORPORATED	6,118	$3.4M	0.91%
33	QLTAISHARES TR	70,942	$3.4M	0.89%
34	AAPLAPPLE INC	16,172	$3.3M	0.87%
35	OSKOSHKOSH CORP	28,717	$3.3M	0.86%
36	MAINMAIN STR CAP CORP	54,772	$3.2M	0.85%
37	EMXCISHARES INC	51,222	$3.2M	0.85%
38	UNPUNION PAC CORP	14,008	$3.2M	0.85%
39	IWFISHARES TR	7,477	$3.2M	0.84%
40	NDQINVESCO QQQ TR	5,720	$3.2M	0.83%
41	IWPISHARES TR	22,736	$3.2M	0.83%
42	XLFSELECT SECTOR SPDR TR	57,708	$3.0M	0.80%
43	IBTHISHARES TR	132,541	$3.0M	0.78%
44	IDUISHARES TR	28,188	$2.9M	0.78%
45	EWEDWARDS LIFESCIENCES CORP	37,451	$2.9M	0.77%
46	GQ9SPDR GOLD TR	9,337	$2.8M	0.75%
47	PAYXPAYCHEX INC	18,988	$2.8M	0.73%
48	BLKBLACKROCK INC	2,532	$2.7M	0.70%
49	NSCNORFOLK SOUTHN CORP	10,266	$2.6M	0.69%
50	ABBVABBVIE INC	14,086	$2.6M	0.69%
51	IJRISHARES TR	22,294	$2.4M	0.64%
52	NOCNORTHROP GRUMMAN CORP	4,708	$2.4M	0.62%
53	AMTAMERICAN TOWER CORP NEW	10,257	$2.3M	0.60%
54	LNGCHENIERE ENERGY INC	9,211	$2.2M	0.59%
55	ADIANALOG DEVICES INC	9,411	$2.2M	0.59%
56	ARMARM HOLDINGS PLC	13,689	$2.2M	0.58%
57	AMDADVANCED MICRO DEVICES INC	15,456	$2.2M	0.58%
58	AMZNAMAZON COM INC	9,774	$2.1M	0.56%
59	PSAPUBLIC STORAGE OPER CO	7,138	$2.1M	0.55%
60	ABTABBOTT LABS	15,040	$2.0M	0.54%
61	EPREPR PPTYS	34,688	$2.0M	0.53%
62	HPEHEWLETT PACKARD ENTERPRISE C	93,246	$1.9M	0.50%
63	RYROYAL BK CDA	14,442	$1.9M	0.50%
64	AMGNAMGEN INC	6,578	$1.8M	0.48%
65	ANETARISTA NETWORKS INC	17,430	$1.8M	0.47%
66	SHYISHARES TR	21,284	$1.8M	0.46%
67	FCNCAFIRST CTZNS BANCSHARES INC N	900	$1.8M	0.46%
68	IEFISHARES TR	18,338	$1.8M	0.46%
69	PLTRPALANTIR TECHNOLOGIES INC	12,724	$1.7M	0.46%
70	GOOGALPHABET INC	8,975	$1.6M	0.42%
71	NMFCNEW MTN FIN CORP	150,065	$1.6M	0.42%
72	NXPINXP SEMICONDUCTORS N V	7,049	$1.5M	0.41%
73	VRTXVERTEX PHARMACEUTICALS INC	3,425	$1.5M	0.40%
74	ISRGINTUITIVE SURGICAL INC	2,798	$1.5M	0.40%
75	OHIOMEGA HEALTHCARE INVS INC	41,404	$1.5M	0.40%
76	XOMEXXON MOBIL CORP	14,019	$1.5M	0.40%
77	MLPXGLOBAL X FDS	23,572	$1.5M	0.39%
78	SHOPSHOPIFY INC	12,554	$1.4M	0.38%
79	ARCCARES CAPITAL CORP	65,771	$1.4M	0.38%
80	JEPIJ P MORGAN EXCHANGE TRADED F	24,899	$1.4M	0.37%
81	NOGNORTHERN OIL &GAS INC	42,429	$1.2M	0.32%
82	SOFISOFI TECHNOLOGIES INC	63,271	$1.2M	0.30%
83	CVXCHEVRON CORP NEW	7,950	$1.1M	0.30%
84	IBTIISHARES TR	50,617	$1.1M	0.30%
85	WTMWHITE MTNS INS GROUP LTD	628	$1.1M	0.30%
86	OGEOGE ENERGY CORP	25,389	$1.1M	0.30%
87	ABRARBOR REALTY TRUST INC	104,303	$1.1M	0.29%
88	NKENIKE INC	15,685	$1.1M	0.29%
89	CDNSCADENCE DESIGN SYSTEM INC	3,465	$1.1M	0.28%
90	CSCOCISCO SYS INC	14,890	$1.0M	0.27%
91	MUMICRON TECHNOLOGY INC	8,327	$1.0M	0.27%
92	EAELECTRONIC ARTS INC	6,155	$983K	0.26%
93	PRPERMIAN RESOURCES CORP	72,142	$983K	0.26%
94	TRMDTORM PLC	53,341	$889K	0.23%
95	TSMTAIWAN SEMICONDUCTOR MFG LTD	3,886	$880K	0.23%
96	SNPSSYNOPSYS INC	1,713	$878K	0.23%
97	XELXCEL ENERGY INC	12,822	$873K	0.23%
98	CNXCNX RES CORP	25,808	$869K	0.23%
99	DEDEERE &CO	1,603	$815K	0.21%
100	RNRRENAISSANCERE HLDGS LTD	3,170	$770K	0.20%

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