Midwest Professional Planners, Ltd. Portfolio Stock Holdings
Midwest Professional Planners, Ltd. disclosed 137 stock positions valued at approximately $424.5 million in its latest SEC 13F filing. The largest holdings include STATE STREET SPDR S&P 500 ETF UNITS, ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF, and NVIDIA CORPORATION COM. The filing reflects positions held as of March 31, 2026 and was filed on May 5, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 137
- Portfolio Value
- $424.5M
Holdings by Sector
Midwest Professional Planners, Ltd. Portfolio Holdings in Q1 2026
134 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STREET SPDR S&P 500 ETF UNITS | SPY | Other | 10.39% | 67,850 | +1,404 | +2.11% | $44,125,507 |
| ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | SHV | Other | 4.04% | 155,474 | +13,748 | +9.70% | $17,162,791 |
| NVIDIA CORPORATION COM | NVDA | Technology | 3.25% | 79,147 | -1,705 | -2.11% | $13,803,258 |
| BROADCOM INC COM | AVGO | Technology | 2.79% | 38,335 | -3,311 | -7.95% | $11,864,919 |
| ISHARES MSCI EAFE ETF | EFA | Other | 2.26% | 98,593 | +36,187 | +57.99% | $9,576,330 |
| ISHARES TR IBONDS 26 TRM TS | IBTG | Other | 1.97% | 364,820 | +41,226 | +12.74% | $8,359,840 |
| APPLIED MATERIALS INC COM USD0.01 | AMAT | Technology | 1.95% | 24,230 | -1,237 | -4.86% | $8,281,572 |
| LAM RESEARCH CORP COM NEW | LRCX | Other | 1.95% | 38,722 | -15,868 | -29.07% | $8,273,305 |
| ISHARES TR 3 7 YR TREAS BD | IEI | Other | 1.87% | 67,075 | +3,254 | +5.10% | $7,955,120 |
| JPMORGAN CHASE &CO. COM | JPM | Financial Services | 1.79% | 25,848 | +878 | +3.52% | $7,603,431 |
| RTX CORPORATION COM USD1.00 | RTX | Industrials | 1.57% | 34,462 | +34 | +0.10% | $6,647,811 |
| CUMMINS INC | CMI | Industrials | 1.55% | 12,257 | -270 | -2.16% | $6,594,320 |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | Other | 1.49% | 63,598 | +2,720 | +4.47% | $6,313,404 |
| EATON CORPORATION PLC | ETN | Other | 1.46% | 17,365 | -67 | -0.38% | $6,210,935 |
| ISHARES TR IBONDS 27 TRM TS | IBTH | Other | 1.40% | 264,689 | +59,478 | +28.98% | $5,936,974 |
| LOCKHEED MARTIN CORP COM USD1.00 | LMT | Industrials | 1.39% | 9,775 | -75 | -0.76% | $5,907,944 |
| ISHARES CORE S&P MID-CAP ETF | IJH | Other | 1.34% | 84,287 | +2,632 | +3.22% | $5,691,878 |
| COSTCO WHOLESALE CORP COM | COST | Consumer Defensive | 1.34% | 5,695 | -609 | -9.66% | $5,674,376 |
| ISHARES RUSSELL 3000 ETF | IWV | Other | 1.31% | 15,060 | +338 | +2.30% | $5,582,491 |
| GOLDMAN SACHS GROUP INC COM USD0.01 | GS | Financial Services | 1.31% | 6,579 | +95 | +1.47% | $5,566,047 |
| ISHARES TRUST MSCI EMG MKTS ETF USD DIS | EEM | Other | 1.28% | 95,460 | +1,304 | +1.38% | $5,421,178 |
| CAPITAL ONE FINANCIAL CORP COM USD0.01 | COF | Financial Services | 1.27% | 29,479 | -607 | -2.02% | $5,377,870 |
| MOODYS CORP COM USD0.01 | MCO | Financial Services | 1.25% | 12,176 | +21 | +0.17% | $5,311,808 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.23% | 25,736 | +316 | +1.24% | $5,235,558 |
| TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 | TSM | Technology | 1.19% | 14,898 | +10,286 | +223.03% | $5,034,934 |
| OSHKOSH CORP | OSK | Industrials | 1.09% | 31,344 | +55 | +0.18% | $4,614,124 |
| MICROSOFT CORP | MSFT | Technology | 1.08% | 12,360 | -116 | -0.93% | $4,575,169 |
| ISHARES MSCI EMR MRK EX CHNA | EMXC | Other | 1.07% | 57,898 | -3,290 | -5.38% | $4,554,292 |
| TERADYNE INC COM USD0.125 | TER | Technology | 1.07% | 15,346 | +5,035 | +48.83% | $4,549,543 |
| AMERICAN EXPRESS CO COM USD0.20 | AXP | Financial Services | 0.94% | 13,217 | +122 | +0.93% | $3,997,935 |
| VISA INC | V | Financial Services | 0.89% | 12,500 | +198 | +1.61% | $3,777,975 |
| ISHARES TRUST AAA - A RATED CORP BD ETF | QLTA | Other | 0.88% | 78,876 | +4,521 | +6.08% | $3,753,707 |
| UNION PAC CORP COM | UNP | Industrials | 0.86% | 15,079 | -6 | -0.04% | $3,658,424 |
| ISHARES TR NORTH AMERN NAT | IGE | Other | 0.85% | 57,384 | -8,904 | -13.43% | $3,611,754 |
| ISHARES RUSSELL 2000 VALUE ETF | IWN | Other | 0.84% | 18,868 | +18,868 | +100.00% | $3,577,232 |
| SPDR SERIES TRUST STATE STREET BLOOMBERG CONVERTIBLE SECURITIES ETF | CWB | Other | 0.84% | 38,939 | +38,939 | +100.00% | $3,563,697 |
| NORTHROP GRUMMAN CORP COM USD1 | NOC | Industrials | 0.81% | 5,012 | -31 | -0.61% | $3,419,266 |
| APPLE INC | AAPL | Technology | 0.80% | 13,369 | -3,095 | -18.80% | $3,392,933 |
| META PLATFORMS INC CLASS A COMMON STOCK | META | Communication Services | 0.79% | 5,888 | -160 | -2.65% | $3,368,776 |
| ORACLE CORP | ORCL | Technology | 0.79% | 22,802 | -224 | -0.97% | $3,354,336 |
| INVESCO QQQ TR UNIT SER 1 | QQQ | Other | 0.78% | 5,773 | +326 | +5.98% | $3,332,158 |
| SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | XLK | Other | 0.78% | 24,955 | +1,916 | +8.32% | $3,316,581 |
| ISHARES TR RUS 2000 GRW ETF | IWO | Other | 0.78% | 10,540 | +397 | +3.91% | $3,307,597 |
| MASTERCARD INCORPORATED CL A | MA | Financial Services | 0.76% | 6,451 | +5 | +0.08% | $3,223,154 |
| SPDR GOLD TR GOLD SHS | GLD | Other | 0.76% | 7,458 | -1,446 | -16.24% | $3,209,103 |
| NORFOLK SOUTHN CORP COM | NSC | Industrials | 0.75% | 11,082 | +99 | +0.90% | $3,180,550 |
| WASTE MANAGEMENT INC | WM | Industrials | 0.70% | 12,940 | -2,450 | -15.92% | $2,973,423 |
| MAIN STR CAP CORP | MAIN | Financial Services | 0.68% | 54,385 | +2,459 | +4.74% | $2,880,225 |
| ISHARES CORE S&P SMALL-CAP E | IJR | Other | 0.67% | 22,969 | +684 | +3.07% | $2,855,243 |
| ANALOG DEVICES INC COM | ADI | Technology | 0.66% | 8,773 | -263 | -2.91% | $2,791,075 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 0.65% | 9,607 | +190 | +2.02% | $2,755,824 |
| ISHARES TR IBONDS 28 TRM TS | IBTI | Other | 0.62% | 118,833 | +36,944 | +45.11% | $2,647,956 |
| ROYAL BANK OF CANADA MONTREAL QUE COM NPV ISIN #CA7800871021 SEDOL #2754383 | RY | Financial Services | 0.62% | 16,279 | +279 | +1.74% | $2,633,537 |
| CHENIERE ENERGY INC COM USD0.003 | LNG | Energy | 0.61% | 9,143 | -21 | -0.23% | $2,594,348 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.60% | 7,562 | -159 | -2.06% | $2,554,650 |
| TORM PLC SER A USD0.01 | TRMD | Other | 0.60% | 91,505 | +495 | +0.54% | $2,552,999 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 0.60% | 40,601 | -727 | -1.76% | $2,547,725 |
| BLACKROCK INC COM | BLK | Other | 0.58% | 2,569 | -48 | -1.83% | $2,470,808 |
| ABBVIE INC COM USD0.01 | ABBV | Healthcare | 0.56% | 10,897 | -6,699 | -38.07% | $2,369,975 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 0.56% | 29,579 | +588 | +2.03% | $2,368,678 |
| EXXON MOBIL CORP COM | XOM | Energy | 0.56% | 13,911 | +153 | +1.11% | $2,360,196 |
| AMGEN INC | AMGN | Healthcare | 0.55% | 6,677 | -3 | -0.04% | $2,349,183 |
| ARISTA NETWORKS INC COM SHS | ANET | Other | 0.54% | 18,545 | +81 | +0.44% | $2,276,955 |
| ARM HOLDINGS PLC SPON ADS EACH REP 1 ORD SHS | ARM | Technology | 0.53% | 15,009 | +276 | +1.87% | $2,270,562 |
| HEWLETT PACKARD ENTERPRISE CO COM | HPE | Technology | 0.52% | 91,908 | -289 | -0.31% | $2,188,336 |
| GLOBAL X FDS GLB X MLP ENRG I | MLPX | Other | 0.50% | 28,964 | +3,179 | +12.33% | $2,141,598 |
| PAYCHEX INC COM USD0.01 | PAYX | Technology | 0.49% | 22,585 | +31 | +0.14% | $2,080,529 |
| OMEGA HEALTHCARE INVESTORS INC | OHI | Real Estate | 0.47% | 45,228 | +1,297 | +2.95% | $1,981,888 |
| ISHARES TRUST 1-3 YEAR TREASURY BOND ETF | SHY | Other | 0.46% | 23,712 | +1,586 | +7.17% | $1,957,899 |
| ISHARES TR 7-10 YR TRSY BD | IEF | Other | 0.46% | 20,400 | +1,081 | +5.60% | $1,946,941 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 0.45% | 9,230 | -630 | -6.39% | $1,922,332 |
| FIRST CITIZENS BANCSHARES INC (DELAWARE) | FCNCA | Financial Services | 0.45% | 1,011 | +42 | +4.33% | $1,905,414 |
| EPR PROPERTIES SBI USD0.01 | EPR | Real Estate | 0.44% | 37,532 | +344 | +0.93% | $1,875,111 |
| CISCO SYSTEMS INC | CSCO | Technology | 0.43% | 23,446 | -440 | -1.84% | $1,819,164 |
| J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM | JEPI | Other | 0.43% | 31,939 | +3,397 | +11.90% | $1,810,286 |
| SALESFORCE INC COM | CRM | Technology | 0.41% | 9,340 | -206 | -2.16% | $1,743,466 |
| ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 | ASML | Other | 0.41% | 1,319 | +827 | +168.09% | $1,742,234 |
| SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7 | SHOP | Technology | 0.41% | 14,588 | +461 | +3.26% | $1,730,429 |
| CHEVRON CORP NEW COM | CVX | Energy | 0.38% | 7,829 | -69 | -0.87% | $1,619,733 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 0.37% | 3,549 | +25 | +0.71% | $1,584,770 |
| KLA CORP COM NEW | KLAC | Technology | 0.35% | 1,022 | +408 | +66.45% | $1,504,915 |
| PUBLIC STORAGE OPER CO COM | PSA | Real Estate | 0.35% | 5,424 | -122 | -2.20% | $1,469,209 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.35% | 14,281 | -1,916 | -11.83% | $1,466,236 |
| INTERACTIVE BROKERS GROUP INC COM CL A | IBKR | Financial Services | 0.31% | 19,798 | +15,440 | +354.29% | $1,327,848 |
| TESLA INC COM | TSLA | Consumer Cyclical | 0.31% | 3,545 | -205 | -5.47% | $1,317,854 |
| AMERICAN TOWER CORP NEW COM | AMT | Real Estate | 0.31% | 7,595 | -200 | -2.57% | $1,310,756 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.30% | 2,785 | -12 | -0.43% | $1,283,857 |
| DOMINION ENERGY INC COM | D | Utilities | 0.30% | 20,694 | +16,078 | +348.31% | $1,279,275 |
| ISHARES TR IBONDS 29 TRM TS | IBTJ | Other | 0.30% | 57,797 | +26,938 | +87.29% | $1,262,460 |
| ARES CAPITAL CORP COM | ARCC | Financial Services | 0.29% | 69,047 | +6,774 | +10.88% | $1,244,227 |
| ELECTRONIC ARTS INC | EA | Communication Services | 0.29% | 6,101 | -77 | -1.25% | $1,243,763 |
| OGE ENERGY CORP COM USD0.01 | OGE | Utilities | 0.27% | 23,792 | -573 | -2.35% | $1,141,076 |
| PROLOGIS INC. COM | PLD | Real Estate | 0.27% | 8,575 | +3,664 | +74.61% | $1,133,428 |
| XCEL ENERGY INC COM USD2.5 | XEL | Utilities | 0.25% | 13,621 | +55 | +0.41% | $1,082,090 |
| PEMBINA PIPELINE CORP COM ISIN #CA7063271034 SEDOL #B4PT2P8 | PBA | Energy | 0.25% | 24,008 | +410 | +1.74% | $1,074,616 |
| SOFI TECHNOLOGIES INC COM | SOFI | Financial Services | 0.25% | 67,665 | -10,437 | -13.36% | $1,074,520 |
| CNX RES CORP COM | CNX | Energy | 0.24% | 26,684 | +235 | +0.89% | $1,028,668 |
| TC ENERGY CORPORATION COM NPV ISIN #CA87807B1076 SEDOL #BJMY6G0 | TRP | Energy | 0.24% | 16,311 | +2,576 | +18.76% | $1,021,069 |
| CADENCE DESIGN SYSTEMS INC COM USD0.01 | CDNS | Technology | 0.23% | 3,537 | +23 | +0.65% | $982,826 |
| DEERE & CO | DE | Industrials | 0.23% | 1,701 | +38 | +2.29% | $958,017 |