Institutional
Midwest Professional Planners, LTD.
CIK 0001730575
$424.5M
Reported AUM
137
Positions
Q1 2026
Period
2026-05-05
Filed
Editorial summary
Summary for Midwest Professional Planners, LTD. · Q1 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STREET SPDR S&P 500 ETF UNITS | $741.92 | 1.71% | 18.63% | 72.84% | $44.1M | 10.39% | — | HELD |
| 2 | SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $110.37 | 0.01% | 3.72% | 18.39% | $17.2M | 4.04% | — | HELD |
| 3 | NVDA | NVIDIA CORPORATION COM | $195.05 | 2.66% | 9.52% | 751.61% | $13.8M | 3.25% | — | HELD |
| 4 | AVGO | BROADCOM INC COM | $388.15 | 4.81% | 34.78% | 753.17% | $11.9M | 2.79% | — | HELD |
| 5 | EFA | ISHARES MSCI EAFE ETF | $106.24 | 2.78% | 22.48% | 50.05% | $9.6M | 2.26% | — | HELD |
| 6 | IBTG | ISHARES TR IBONDS 26 TRM TS | $22.90 | 0.04% | 3.77% | 4.17% | $8.4M | 1.97% | — | HELD |
| 7 | AMAT | APPLIED MATERIALS INC COM USD0.01 | $501.77 | 14.97% | 179.14% | 284.62% | $8.3M | 1.95% | — | HELD |
| 8 | LRCX | LAM RESEARCH CORP COM NEW | $297.72 | 17.98% | 163.30% | 339.52% | $8.3M | 1.95% | — | HELD |
| 9 | IEI | ISHARES TR 3 7 YR TREAS BD | $116.64 | 0.06% | 1.24% | 0.59% | $8.0M | 1.87% | — | HELD |
| 10 | JPM | JPMORGAN CHASE &CO. COM | $350.93 | 1.80% | 21.40% | 144.23% | $7.6M | 1.79% | — | HELD |
| 11 | RTX | RTX CORPORATION COM USD1.00 | $214.38 | -0.40% | 37.56% | 177.98% | $6.6M | 1.57% | — | HELD |
| 12 | CMI | CUMMINS INC | $632.98 | 4.45% | 80.31% | 198.99% | $6.6M | 1.55% | — | HELD |
| 13 | AGG | ISHARES CORE US AGGREGATE BOND ETF | $97.61 | 0.06% | 2.12% | -1.50% | $6.3M | 1.49% | — | HELD |
| 14 | ETN | EATON CORPORATION PLC | $386.89 | 6.91% | -3.99% | 131.71% | $6.2M | 1.46% | — | HELD |
| 15 | IBTH | ISHARES TR IBONDS 27 TRM TS | $22.36 | 0.00% | 3.20% | 1.86% | $5.9M | 1.40% | — | HELD |
| 16 | LMT | LOCKHEED MARTIN CORP COM USD1.00 | $574.11 | 0.86% | 38.85% | 79.73% | $5.9M | 1.39% | — | HELD |
| 17 | IJH | ISHARES CORE S&P MID-CAP ETF | $75.35 | 0.83% | 21.62% | 45.60% | $5.7M | 1.34% | — | HELD |
| 18 | COST | COSTCO WHOLESALE CORP COM | $954.15 | -2.04% | 0.49% | 120.47% | $5.7M | 1.34% | — | HELD |
| 19 | IWV | ISHARES RUSSELL 3000 ETF | $422.43 | 1.59% | 18.89% | 65.18% | $5.6M | 1.31% | — | HELD |
| 20 | GS | GOLDMAN SACHS GROUP INC COM USD0.01 | $1024.86 | 4.50% | 41.00% | 166.43% | $5.6M | 1.31% | — | HELD |
| 21 | EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | $63.59 | 4.13% | 29.18% | 31.06% | $5.4M | 1.28% | — | HELD |
| 22 | COF | CAPITAL ONE FINANCIAL CORP COM USD0.01 | $210.14 | 0.69% | 2.08% | 36.84% | $5.4M | 1.27% | — | HELD |
| 23 | MCO | MOODYS CORP COM USD0.01 | $482.26 | -0.20% | -2.79% | 32.16% | $5.3M | 1.25% | — | HELD |
| 24 | AMD | ADVANCED MICRO DEVICES INC | $485.46 | 13.01% | 188.39% | 347.27% | $5.2M | 1.23% | — | HELD |
| 25 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 | $403.55 | 7.71% | 61.05% | 241.53% | $5.0M | 1.19% | — | HELD |
| 26 | OSK | OSHKOSH CORP | $142.92 | 0.07% | 11.12% | 35.00% | $4.6M | 1.09% | — | HELD |
| 27 | MSFT | MICROSOFT CORP | $451.14 | 15.52% | -24.89% | 34.54% | $4.6M | 1.08% | — | HELD |
| 28 | EMXC | ISHARES MSCI EMR MRK EX CHNA | $91.18 | 4.97% | 42.37% | 55.97% | $4.6M | 1.07% | — | HELD |
| 29 | TER | TERADYNE INC COM USD0.125 | $365.49 | 14.43% | 207.44% | 167.98% | $4.5M | 1.07% | — | HELD |
| 30 | SDCI | USCF ETF TR SUMMERHAVEN K1 | $28.77 | -0.62% | 38.34% | 161.01% | $4.1M | 0.97% | — | HELD |
| 31 | AXP | AMERICAN EXPRESS CO COM USD0.20 | $337.52 | 1.82% | — | — | $4.0M | 0.94% | — | HELD |
| 32 | V | VISA INC | $366.40 | -0.63% | — | — | $3.8M | 0.89% | — | HELD |
| 33 | QLTA | ISHARES TRUST AAA - A RATED CORP BD ETF | $46.60 | 0.19% | — | — | $3.8M | 0.88% | — | HELD |
| 34 | UNP | UNION PAC CORP COM | $289.39 | -0.96% | — | — | $3.7M | 0.86% | — | HELD |
| 35 | IGE | ISHARES TR NORTH AMERN NAT | $60.04 | 1.21% | — | — | $3.6M | 0.85% | — | HELD |
| 36 | IWN | ISHARES RUSSELL 2000 VALUE ETF | $221.79 | 0.09% | — | — | $3.6M | 0.84% | — | HELD |
| 37 | CWB | SPDR SERIES TRUST STATE STREET BLOOMBERG CONVERTIBLE SECURITIES ETF | $101.49 | 3.15% | — | — | $3.6M | 0.84% | — | HELD |
| 38 | NOC | NORTHROP GRUMMAN CORP COM USD1 | $534.85 | -0.04% | — | — | $3.4M | 0.81% | — | HELD |
| 39 | AAPL | APPLE INC | $333.60 | -1.36% | — | — | $3.4M | 0.80% | — | HELD |
| 40 | META | META PLATFORMS INC CLASS A COMMON STOCK | $539.74 | -7.83% | — | — | $3.4M | 0.79% | — | HELD |
| 41 | ORCL | ORACLE CORP | $127.51 | 8.30% | — | — | $3.4M | 0.79% | — | HELD |
| 42 | QQQ | INVESCO QQQ TR UNIT SER 1 | $683.36 | 3.27% | — | — | $3.3M | 0.78% | — | HELD |
| 43 | XLK | SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $175.74 | 5.51% | — | — | $3.3M | 0.78% | — | HELD |
| 44 | IWO | ISHARES TR RUS 2000 GRW ETF | $373.48 | 2.69% | — | — | $3.3M | 0.78% | — | HELD |
| 45 | MA | MASTERCARD INCORPORATED CL A | $577.65 | 2.54% | — | — | $3.2M | 0.76% | — | HELD |
| 46 | GLD | SPDR GOLD TR GOLD SHS | $377.16 | 1.64% | — | — | $3.2M | 0.76% | — | HELD |
| 47 | NSC | NORFOLK SOUTHN CORP COM | $333.93 | -0.54% | — | — | $3.2M | 0.75% | — | HELD |
| 48 | WM | WASTE MANAGEMENT INC | $226.33 | -4.34% | — | — | $3.0M | 0.70% | — | HELD |
| 49 | MAIN | MAIN STR CAP CORP | $54.44 | 0.22% | — | — | $2.9M | 0.68% | — | HELD |
| 50 | IJR | ISHARES CORE S&P SMALL-CAP E | $145.50 | 0.82% | — | — | $2.9M | 0.67% | — | HELD |
| 51 | ADI | ANALOG DEVICES INC COM | $366.67 | 3.76% | — | — | $2.8M | 0.66% | — | HELD |
| 52 | GOOG | ALPHABET INC CAP STK CL C | $333.53 | -0.66% | — | — | $2.8M | 0.65% | — | HELD |
| 53 | IBTI | ISHARES TR IBONDS 28 TRM TS | $22.10 | 0.00% | — | — | $2.6M | 0.62% | — | HELD |
| 54 | RY | ROYAL BANK OF CANADA MONTREAL QUE COM NPV ISIN #CA7800871021 SEDOL #2754383 | $210.12 | 1.78% | — | — | $2.6M | 0.62% | — | HELD |
| 55 | LNG | CHENIERE ENERGY INC COM USD0.003 | $258.06 | -0.21% | — | — | $2.6M | 0.61% | — | HELD |
| 56 | MU | MICRON TECHNOLOGY INC | $875.03 | 18.41% | — | — | $2.6M | 0.60% | — | HELD |
| 57 | TRMD | TORM PLC SER A USD0.01 | $30.24 | 1.37% | — | — | $2.6M | 0.60% | — | HELD |
| 58 | BSX | BOSTON SCIENTIFIC CORP | $46.00 | -0.09% | — | — | $2.5M | 0.60% | — | HELD |
| 59 | BLK | BLACKROCK INC COM | $1098.37 | 1.78% | — | — | $2.5M | 0.58% | — | HELD |
| 60 | ABBV | ABBVIE INC COM USD0.01 | $257.79 | -2.09% | — | — | $2.4M | 0.56% | — | HELD |
| 61 | EW | EDWARDS LIFESCIENCES CORP | $86.92 | 1.35% | — | — | $2.4M | 0.56% | — | HELD |
| 62 | XOM | EXXON MOBIL CORP COM | $157.13 | 0.25% | — | — | $2.4M | 0.56% | — | HELD |
| 63 | AMGN | AMGEN INC | $387.64 | 0.00% | — | — | $2.3M | 0.55% | — | HELD |
| 64 | ANET | ARISTA NETWORKS INC COM SHS | $171.02 | 8.26% | — | — | $2.3M | 0.54% | — | HELD |
| 65 | ARM | ARM HOLDINGS PLC SPON ADS EACH REP 1 ORD SHS | $241.54 | 7.40% | — | — | $2.3M | 0.53% | — | HELD |
| 66 | HPE | HEWLETT PACKARD ENTERPRISE CO COM | $47.14 | 6.08% | — | — | $2.2M | 0.52% | — | HELD |
| 67 | MLPX | GLOBAL X FDS GLB X MLP ENRG I | $74.85 | 0.51% | — | — | $2.1M | 0.50% | — | HELD |
| 68 | PAYX | PAYCHEX INC COM USD0.01 | $116.33 | -4.75% | — | — | $2.1M | 0.49% | — | HELD |
| 69 | OHI | OMEGA HEALTHCARE INVESTORS INC | $50.40 | -1.89% | — | — | $2.0M | 0.47% | — | HELD |
| 70 | SHY | ISHARES TRUST 1-3 YEAR TREASURY BOND ETF | $82.01 | 0.02% | — | — | $2.0M | 0.46% | — | HELD |
| 71 | IEF | ISHARES TR 7-10 YR TRSY BD | $93.21 | 0.04% | — | — | $1.9M | 0.46% | — | HELD |
| 72 | AMZN | AMAZON.COM INC | $235.66 | 3.98% | — | — | $1.9M | 0.45% | — | HELD |
| 73 | FCNCA | FIRST CITIZENS BANCSHARES INC (DELAWARE) | $2156.23 | -0.72% | — | — | $1.9M | 0.45% | — | HELD |
| 74 | EPR | EPR PROPERTIES SBI USD0.01 | $64.01 | 0.13% | — | — | $1.9M | 0.44% | — | HELD |
| 75 | CSCO | CISCO SYSTEMS INC | $113.56 | 0.96% | — | — | $1.8M | 0.43% | — | HELD |
| 76 | JEPI | J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM | $57.24 | 0.56% | — | — | $1.8M | 0.43% | — | HELD |
| 77 | CRM | SALESFORCE INC COM | $180.71 | -4.07% | — | — | $1.7M | 0.41% | — | HELD |
| 78 | ASML | ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 | $1651.44 | 6.50% | — | — | $1.7M | 0.41% | — | HELD |
| 79 | SHOP | SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7 | $122.40 | -5.24% | — | — | $1.7M | 0.41% | — | HELD |
| 80 | CVX | CHEVRON CORP NEW COM | $192.59 | 0.38% | — | — | $1.6M | 0.38% | — | HELD |
| 81 | VRTX | VERTEX PHARMACEUTICALS INC | $481.70 | -0.34% | — | — | $1.6M | 0.37% | — | HELD |
| 82 | KLAC | KLA CORP COM NEW | $180.33 | 5.96% | — | — | $1.5M | 0.35% | — | HELD |
| 83 | PSA | PUBLIC STORAGE OPER CO COM | $317.45 | -3.64% | — | — | $1.5M | 0.35% | — | HELD |
| 84 | ABT | ABBOTT LABORATORIES | $105.63 | -2.19% | — | — | $1.5M | 0.35% | — | HELD |
| 85 | IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $90.48 | 4.89% | — | — | $1.3M | 0.31% | — | HELD |
| 86 | TSLA | TESLA INC COM | $308.80 | 3.51% | — | — | $1.3M | 0.31% | — | HELD |
| 87 | AMT | AMERICAN TOWER CORP NEW COM | $174.46 | -2.68% | — | — | $1.3M | 0.31% | — | HELD |
| 88 | ISRG | INTUITIVE SURGICAL INC | $352.97 | -0.04% | — | — | $1.3M | 0.30% | — | HELD |
| 89 | D | DOMINION ENERGY INC COM | $69.73 | -1.16% | — | — | $1.3M | 0.30% | — | HELD |
| 90 | IBTJ | ISHARES TR IBONDS 29 TRM TS | $21.58 | 0.00% | — | — | $1.3M | 0.30% | — | HELD |
| 91 | ARCC | ARES CAPITAL CORP COM | $18.83 | 0.64% | — | — | $1.2M | 0.29% | — | HELD |
| 92 | EA | ELECTRONIC ARTS INC | $209.59 | 0.33% | — | — | $1.2M | 0.29% | — | HELD |
| 93 | OGE | OGE ENERGY CORP COM USD0.01 | $47.26 | -1.11% | — | — | $1.1M | 0.27% | — | HELD |
| 94 | PLD | PROLOGIS INC. COM | $146.19 | 0.49% | — | — | $1.1M | 0.27% | — | HELD |
| 95 | XEL | XCEL ENERGY INC COM USD2.5 | $78.23 | -0.66% | — | — | $1.1M | 0.25% | — | HELD |
| 96 | PBA | PEMBINA PIPELINE CORP COM ISIN #CA7063271034 SEDOL #B4PT2P8 | $50.43 | 0.04% | — | — | $1.1M | 0.25% | — | HELD |
| 97 | SOFI | SOFI TECHNOLOGIES INC COM | $16.44 | 7.84% | — | — | $1.1M | 0.25% | — | HELD |
| 98 | CNX | CNX RES CORP COM | $34.61 | -0.26% | — | — | $1.0M | 0.24% | — | HELD |
| 99 | TRP | TC ENERGY CORPORATION COM NPV ISIN #CA87807B1076 SEDOL #BJMY6G0 | $68.09 | 1.20% | — | — | $1.0M | 0.24% | — | HELD |
| 100 | RNR | RENAISSANCERE HLDGS LTD COM | $318.36 | -4.28% | — | — | $985K | 0.23% | — | HELD |
| 101 | CDNS | CADENCE DESIGN SYSTEMS INC COM USD0.01 | — | — | — | — | $983K | 0.23% | — | HELD |
| 102 | DE | DEERE & CO | — | — | — | — | $958K | 0.23% | — | HELD |
| 103 | MFC | MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #2492519 | — | — | — | — | $954K | 0.22% | — | HELD |
| 104 | AEP | AMERICAN ELEC PWR CO INC COM | — | — | — | — | $947K | 0.22% | — | HELD |
| 105 | NKE | NIKE INC CLASS B COM NPV | — | — | — | — | $946K | 0.22% | — | HELD |
| 106 | NXPI | NXP SEMICONDUCTORS NV | — | — | — | — | $907K | 0.21% | — | HELD |
| 107 | PLTR | PALANTIR TECHNOLOGIES INC CL A | — | — | — | — | $900K | 0.21% | — | HELD |
| 108 | WTM | WHITE MTNS INS GROUP LTD COM | — | — | — | — | $868K | 0.20% | — | HELD |
| 109 | MNST | MONSTER BEVERAGE CORP NEW COM | — | — | — | — | $832K | 0.20% | — | HELD |
| 110 | DDOG | DATADOG INC CL A COM | — | — | — | — | $763K | 0.18% | — | HELD |
| 111 | SNPS | SYNOPSYS INC | — | — | — | — | $704K | 0.17% | — | HELD |
| 112 | GOOGL | ALPHABET INC CAP STK CL A | — | — | — | — | $680K | 0.16% | — | HELD |
| 113 | PR | PERMIAN RESOURCES CORP CLASS A COM | — | — | — | — | $650K | 0.15% | — | HELD |
| 114 | EOG | EOG RESOURCES INC | — | — | — | — | $625K | 0.15% | — | HELD |
| 115 | BXP | BXP INC COM | — | — | — | — | $590K | 0.14% | — | HELD |
| 116 | DAC | DANAOS CORP COM USD0.01 POST REV SPLT | — | — | — | — | $584K | 0.14% | — | HELD |
| 117 | NOG | NORTHERN OIL &GAS INC COM | — | — | — | — | $579K | 0.14% | — | HELD |
| 118 | NIC | NICOLET BANKSHARES INC | — | — | — | — | $566K | 0.13% | — | HELD |
| 119 | ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | — | — | — | — | $492K | 0.12% | — | HELD |
| 120 | PEP | PEPSICO INC | — | — | — | — | $488K | 0.11% | — | HELD |
| 121 | PFS | PROVIDENT FINANCIAL SERVICES INC | — | — | — | — | $477K | 0.11% | — | HELD |
| 122 | PG | PROCTER AND GAMBLE CO COM | — | — | — | — | $394K | 0.09% | — | HELD |
| 123 | BNTX | BIONTECH SE SPON ADS EACH REP 1 ORD SHS | — | — | — | — | $356K | 0.08% | — | HELD |
| 124 | BRK/B | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | — | — | — | — | $354K | 0.08% | — | HELD |
| 125 | NFLX | NETFLIX INC | — | — | — | — | $353K | 0.08% | — | HELD |
| 126 | BMI | BADGER METER INC | — | — | — | — | $334K | 0.08% | — | HELD |
| 127 | ABR | ARBOR REALTY TRUST INC COM | — | — | — | — | $305K | 0.07% | — | HELD |
| 128 | VO | VANGUARD MID-CAP INDEX FUND | — | — | — | — | $302K | 0.07% | — | HELD |
| 129 | TDY | TELEDYNE TECHNOLOGIES INC | — | — | — | — | $299K | 0.07% | — | HELD |
| 130 | WEC | WEC ENERGY GROUP INC COM | — | — | — | — | $284K | 0.07% | — | HELD |
| 131 | TLH | ISHARES TR 10-20 YR TRS ETF | — | — | — | — | $276K | 0.07% | — | HELD |
| 132 | SYM | SYMBOTIC INC CLASS A COM | — | — | — | — | $260K | 0.06% | — | HELD |
| 133 | OKLO | OKLO INC COM CL A | — | — | — | — | $250K | 0.06% | — | HELD |
| 134 | VV | VANGUARD LARGE-CAP INDEX FUND | — | — | — | — | $248K | 0.06% | — | HELD |
| 135 | IBTK | ISHARES TR IBOND DEC 2030 | — | — | — | — | $215K | 0.05% | — | HELD |
| 136 | FLOT | ISHARES TR FLTG RATE NT ETF | — | — | — | — | $206K | 0.05% | — | HELD |
| 137 | NAGE | NIAGEN BIOSCIENCE, INC. COMMON STOCK | — | — | — | — | $92K | 0.02% | — | HELD |
Source: SEC EDGAR · accession 0001104659-26-055534. 13F discloses long positions only — shorts, foreign equities, and options are excluded.