Midwest Professional Planners, Ltd. Top Holdings and 13F Report (2025) About Midwest Professional Planners, Ltd.Investment ActivityMidwest Professional Planners, Ltd. has $379.78 million in total holdings as of June 30, 2025.Midwest Professional Planners, Ltd. owns shares of 149 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 10.44% of the portfolio was purchased this quarter.About 4.55% of the portfolio was sold this quarter.This quarter, Midwest Professional Planners, Ltd. has purchased 155 new stocks and bought additional shares in 96 stocks.Midwest Professional Planners, Ltd. sold shares of 43 stocks and completely divested from 12 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $36,188,546iShares Short Treasury Bond ETF $20,262,429NVIDIA $12,896,538Broadcom $11,909,428iShares MSCI EAFE ETF $9,300,051 Largest New Holdings this Quarter 46429B291 - iShares Aaa - A Rated Corporate Bond ETF $3,393,873 Holding37954Y293 - Global X MLP & Energy Infrastructure ETF $1,477,022 Holding136375102 - Canadian National Railway $322,108 Holding58733R102 - MercadoLibre $235,227 Holding30063P105 - Exact Sciences $230,840 Holding Largest Purchases this Quarter iShares Short Treasury Bond ETF 135,114 shares (about $14.92M)iShares Aaa - A Rated Corporate Bond ETF 70,942 shares (about $3.39M)iShares MSCI Emerging Markets ETF 63,757 shares (about $3.08M)Capital One Financial 8,622 shares (about $1.83M)Main Street Capital 28,676 shares (about $1.69M) Largest Sales this Quarter T. Rowe Price Group 10,936 shares (about $1.06M)PepsiCo 5,015 shares (about $662.10K)Apple 1,402 shares (about $287.64K)NIKE 3,708 shares (about $263.41K)Torm 15,100 shares (about $251.56K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMidwest Professional Planners, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$36,188,546$185,972 ▲0.5%58,5729.5%FinanceSHViShares Short Treasury Bond ETF$20,262,429$14,919,308 ▲279.2%183,5035.3%ETFNVDANVIDIA$12,896,538$81,839 ▲0.6%81,6293.4%Computer and TechnologyAVGOBroadcom$11,909,428$32,251 ▼-0.3%43,2053.1%Computer and TechnologyEFAiShares MSCI EAFE ETF$9,300,051$205,508 ▼-2.2%104,0392.4%FinanceJPMJPMorgan Chase & Co.$7,309,185$53,633 ▲0.7%25,2121.9%FinanceIEIiShares 3-7 Year Treasury Bond ETF$7,163,657$165,298 ▲2.4%60,1531.9%ETFCOSTCostco Wholesale$6,923,183$80,180 ▲1.2%6,9941.8%Retail/WholesaleCOFCapital One Financial$6,512,380$1,834,419 ▲39.2%30,6091.7%FinanceMSFTMicrosoft$6,436,263$65,158 ▼-1.0%12,9401.7%Computer and TechnologyETNEaton$6,123,936$182,426 ▲3.1%17,1541.6%IndustrialsIBTGiShares iBonds Dec 2026 Term Treasury ETF$6,017,362$1,004,266 ▲20.0%262,4231.6%ManufacturingMCOMoody's$6,000,466$87,777 ▲1.5%11,9631.6%FinanceAGGiShares Core U.S. Aggregate Bond ETF$5,564,211$142,153 ▲2.6%56,0911.5%FinanceIBTFiShares iBonds Dec 2025 Term Treasury ETF$5,131,036$121,168 ▲2.4%219,6511.4%ManufacturingLAM RESEARCH CORP$5,095,789$83,421 ▲1.7%52,3501.3%COM NEWIWViShares Russell 3000 ETF$5,073,758$474,908 ▲10.3%14,4551.3%ETFORCLOracle$5,040,356$113,470 ▲2.3%23,0541.3%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$5,002,939$7,194 ▼-0.1%80,6671.3%ETFBSXBoston Scientific$4,993,722$70,139 ▲1.4%46,4921.3%MedicalMETAMeta Platforms$4,584,349$24,357 ▼-0.5%6,2111.2%Computer and TechnologyRTXRTX$4,581,245$1,568,697 ▲52.1%31,3741.2%AerospaceAMATApplied Materials$4,561,561$86,592 ▲1.9%24,9171.2%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$4,560,326$3,075,642 ▲207.2%94,5341.2%FinanceLMTLockheed Martin$4,168,659$49,092 ▲1.2%9,0011.1%AerospaceVVisa$4,156,225$104,385 ▲2.6%11,7061.1%Business ServicesCRMSalesforce$4,134,528$44,176 ▲1.1%15,1621.1%Computer and TechnologyGSThe Goldman Sachs Group$4,061,229$123,153 ▲3.1%5,7381.1%FinanceAXPAmerican Express$3,997,826$112,920 ▲2.9%12,5331.1%FinanceCMICummins$3,756,797$90,064 ▲2.5%11,4711.0%Auto/Tires/TrucksWMWaste Management$3,500,797$55,147 ▲1.6%15,2990.9%Business ServicesMAMastercard$3,437,711$198,351 ▲6.1%6,1180.9%Business ServicesQLTAiShares Aaa - A Rated Corporate Bond ETF$3,393,873$3,393,873 ▲New Holding70,9420.9%ETFAAPLApple$3,317,958$287,644 ▼-8.0%16,1720.9%Computer and TechnologyOSKOshkosh$3,260,579$271,365 ▲9.1%28,7170.9%Auto/Tires/TrucksMAINMain Street Capital$3,237,010$1,694,744 ▲109.9%54,7720.9%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$3,234,144$58,909 ▼-1.8%51,2220.9%ManufacturingUNPUnion Pacific$3,222,899$142,417 ▲4.6%14,0080.8%TransportationIWFiShares Russell 1000 Growth ETF$3,174,409$283,604 ▲9.8%7,4770.8%ETFQQQInvesco QQQ$3,155,424$204,661 ▲6.9%5,7200.8%FinanceIWPiShares Russell Mid-Cap Growth ETF$3,153,081$206,775 ▲7.0%22,7360.8%ETFXLFFinancial Select Sector SPDR Fund$3,022,171$96,675 ▲3.3%57,7080.8%ETFIBTHiShares iBonds Dec 2027 Term Treasury ETF$2,980,847$993,721 ▲50.0%132,5410.8%ManufacturingIDUiShares U.S. Utilities ETF$2,947,626$40,260 ▲1.4%28,1880.8%ETFEWEdwards Lifesciences$2,929,082$32,301 ▲1.1%37,4510.8%MedicalGLDSPDR Gold Shares$2,846,198$188,690 ▼-6.2%9,3370.7%FinancePAYXPaychex$2,761,974$262,699 ▲10.5%18,9880.7%Computer and TechnologyBLACKROCK INC$2,656,358$68,192 ▲2.6%2,5320.7%COMNSCNorfolk Southern$2,627,893$302,825 ▲13.0%10,2660.7%TransportationABBVAbbVie$2,614,692$74,435 ▲2.9%14,0860.7%MedicalIJRiShares Core S&P Small-Cap ETF$2,436,561$32,788 ▲1.4%22,2940.6%ETFNOCNorthrop Grumman$2,353,994$46,000 ▲2.0%4,7080.6%AerospaceAMTAmerican Tower$2,266,930$4,199 ▼-0.2%10,2570.6%FinanceCHENIERE ENERGY INC$2,243,043$71,107 ▲3.3%9,2110.6%COM NEWADIAnalog Devices$2,240,011$6,427 ▲0.3%9,4110.6%Computer and TechnologyARM HOLDINGS PLC$2,214,059$37,685 ▼-1.7%13,6890.6%SPONSORED ADSAMDAdvanced Micro Devices$2,193,273$19,015 ▲0.9%15,4560.6%Computer and TechnologyAMZNAmazon.com$2,144,318$658 ▲0.0%9,7740.6%Retail/WholesalePSAPublic Storage$2,094,348$57,215 ▲2.8%7,1380.6%FinanceABTAbbott Laboratories$2,045,571$681,404 ▲50.0%15,0400.5%MedicalEPREPR Properties$2,020,938$100,907 ▲5.3%34,6880.5%FinanceHPEHewlett Packard Enterprise$1,906,877$55,972 ▲3.0%93,2460.5%Computer and TechnologyRYRoyal Bank Of Canada$1,899,785$461,726 ▲32.1%14,4420.5%FinanceAMGNAmgen$1,836,663$279 ▲0.0%6,5780.5%MedicalARISTA NETWORKS INC$1,783,263$1,739 ▲0.1%17,4300.5%COM SHSSHYiShares 1-3 Year Treasury Bond ETF$1,763,590$24,444 ▲1.4%21,2840.5%ManufacturingFCNCAFirst Citizens BancShares$1,760,860$109,565 ▲6.6%9000.5%FinanceIEFiShares 7-10 Year Treasury Bond ETF$1,756,207$33,519 ▲1.9%18,3380.5%ETFPALANTIR TECHNOLOGIES INC$1,734,536$21,402 ▼-1.2%12,7240.5%CL AGOOGAlphabet$1,592,077$16,675 ▼-1.0%8,9750.4%Computer and TechnologyNMFCNew Mountain Finance$1,583,185$49,785 ▲3.2%150,0650.4%FinanceNXPINXP Semiconductors$1,540,108$22,286 ▲1.5%7,0490.4%Computer and TechnologyVRTXVertex Pharmaceuticals$1,524,810$13,356 ▼-0.9%3,4250.4%MedicalISRGIntuitive Surgical$1,520,461$13,585 ▼-0.9%2,7980.4%MedicalOHIOmega Healthcare Investors$1,517,460$58,274 ▲4.0%41,4040.4%FinanceXOMExxon Mobil$1,511,215$58,426 ▲4.0%14,0190.4%EnergyMLPXGlobal X MLP & Energy Infrastructure ETF$1,477,022$1,477,022 ▲New Holding23,5720.4%ETFSHOPShopify$1,448,104$12,689 ▲0.9%12,5540.4%Computer and TechnologyARCCAres Capital$1,444,326$237,013 ▲19.6%65,7710.4%FinanceJEPIJPMorgan Equity Premium Income ETF$1,415,506$249,571 ▲21.4%24,8990.4%ETFNOGNorthern Oil and Gas$1,202,854$27,329 ▲2.3%42,4290.3%EnergySOFISoFi Technologies$1,152,165$27,206 ▲2.4%63,2710.3%FinanceCVXChevron$1,138,359$45,821 ▲4.2%7,9500.3%EnergyIBTIiShares iBonds Dec 2028 Term Treasury ETF$1,131,796$177,807 ▲18.6%50,6170.3%ManufacturingWTMWhite Mountains Insurance Group$1,127,714$64,646 ▲6.1%6280.3%FinanceOGEOGE Energy$1,126,745$57,338 ▲5.4%25,3890.3%UtilitiesABRArbor Realty Trust$1,116,041$15,087 ▲1.4%104,3030.3%FinanceNKENIKE$1,114,236$263,410 ▼-19.1%15,6850.3%Consumer DiscretionaryCDNSCadence Design Systems$1,067,740$10,477 ▼-1.0%3,4650.3%Computer and TechnologyCSCOCisco Systems$1,033,046$245,253 ▲31.1%14,8900.3%Computer and TechnologyMUMicron Technology$1,026,289$3,697 ▼-0.4%8,3270.3%Computer and TechnologyEAElectronic Arts$982,973$13,415 ▼-1.3%6,1550.3%Consumer DiscretionaryPERMIAN RESOURCES CORP$982,580$9,847 ▲1.0%72,1420.3%CLASS A COMTRMDTorm$888,653$251,564 ▼-22.1%53,3410.2%TransportationTSMTaiwan Semiconductor Manufacturing$880,194$7,701 ▲0.9%3,8860.2%Computer and TechnologySNPSSynopsys$878,221$2,563 ▼-0.3%1,7130.2%Computer and TechnologyXELXcel Energy$873,178$126,530 ▲16.9%12,8220.2%UtilitiesCNXCNX Resources$869,213$2,223 ▼-0.3%25,8080.2%EnergyDEDeere & Company$814,941$5,084 ▲0.6%1,6030.2%IndustrialsRNRRenaissanceRe$769,977$3,158 ▼-0.4%3,1700.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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