Midwest Professional Planners, Ltd. Top Holdings and 13F Report (2026) About Midwest Professional Planners, Ltd.Investment ActivityMidwest Professional Planners, Ltd. has $424.53 million in total holdings as of March 31, 2026.Midwest Professional Planners, Ltd. owns shares of 137 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Approximately 7.41% of the portfolio was purchased this quarter.About 6.02% of the portfolio was sold this quarter.This quarter, Midwest Professional Planners, Ltd. has purchased 142 new stocks and bought additional shares in 84 stocks.Midwest Professional Planners, Ltd. sold shares of 46 stocks and completely divested from 9 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $44,125,507iShares Short Treasury Bond ETF $17,162,791NVIDIA $13,803,258Broadcom $11,864,919iShares MSCI EAFE ETF $9,576,330 Largest New Holdings this Quarter 464287630 - iShares Russell 2000 Value ETF $3,577,232 Holding78464A359 - SPDR Bloomberg Convertible Securities ETF $3,563,697 Holding65406E102 - Nicolet Bankshares $566,242 Holding46429B655 - iShares Floating Rate Bond ETF $206,061 Holding Largest Purchases this Quarter iShares Russell 2000 Value ETF 18,868 shares (about $3.58M)SPDR Bloomberg Convertible Securities ETF 38,939 shares (about $3.56M)iShares MSCI EAFE ETF 36,187 shares (about $3.51M)Taiwan Semiconductor Manufacturing 10,286 shares (about $3.48M)iShares Short Treasury Bond ETF 13,748 shares (about $1.52M) Largest Sales this Quarter LAM RESEARCH CORP COM NEW 15,868 shares (about $3.39M)AbbVie 6,699 shares (about $1.46M)Broadcom 3,311 shares (about $1.02M)Apple 3,095 shares (about $785.48K)PALANTIR TECHNOLOGIES INC CL A 5,235 shares (about $765.78K) 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$44,125,507$913,076 ▲2.1%67,85010.4%FinanceSHViShares Short Treasury Bond ETF$17,162,791$1,517,643 ▲9.7%155,4744.0%ETFNVDANVIDIA$13,803,258$297,352 ▼-2.1%79,1473.3%Computer and TechnologyAVGOBroadcom$11,864,919$1,024,775 ▼-8.0%38,3352.8%Computer and TechnologyEFAiShares MSCI EAFE ETF$9,576,330$3,514,840 ▲58.0%98,5932.3%FinanceIBTGiShares iBonds Dec 2026 Term Treasury ETF$8,359,840$944,693 ▲12.7%364,8202.0%ManufacturingAMATApplied Materials$8,281,572$422,794 ▼-4.9%24,2302.0%Computer and TechnologyLAM RESEARCH CORP COM NEW$8,273,305$3,390,342 ▼-29.1%38,7221.9%COM NEWIEIiShares 3-7 Year Treasury Bond ETF$7,955,120$385,926 ▲5.1%67,0751.9%ETFJPMJPMorgan Chase & Co.$7,603,431$258,272 ▲3.5%25,8481.8%FinanceRTXRTX$6,647,811$6,559 ▲0.1%34,4621.6%AerospaceCMICummins$6,594,320$145,261 ▼-2.2%12,2571.6%Auto/Tires/TrucksAGGiShares Core U.S. Aggregate Bond ETF$6,313,404$270,016 ▲4.5%63,5981.5%FinanceETNEaton$6,210,935$23,964 ▼-0.4%17,3651.5%IndustrialsIBTHiShares iBonds Dec 2027 Term Treasury ETF$5,936,974$1,334,091 ▲29.0%264,6891.4%ManufacturingLMTLockheed Martin$5,907,944$45,329 ▼-0.8%9,7751.4%AerospaceIJHiShares Core S&P Mid-Cap ETF$5,691,878$177,738 ▲3.2%84,2871.3%ETFCOSTCostco Wholesale$5,674,376$606,795 ▼-9.7%5,6951.3%Retail/WholesaleIWViShares Russell 3000 ETF$5,582,491$125,291 ▲2.3%15,0601.3%ETFGSThe Goldman Sachs Group$5,566,047$80,373 ▲1.5%6,5791.3%FinanceEEMiShares MSCI Emerging Markets ETF$5,421,178$74,054 ▲1.4%95,4601.3%FinanceCOFCapital One Financial$5,377,870$110,735 ▼-2.0%29,4791.3%FinanceMCOMoody's$5,311,808$9,161 ▲0.2%12,1761.3%FinanceAMDAdvanced Micro Devices$5,235,558$64,285 ▲1.2%25,7361.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$5,034,934$3,476,261 ▲223.0%14,8981.2%Computer and TechnologyOSKOshkosh$4,614,124$8,097 ▲0.2%31,3441.1%Auto/Tires/TrucksMSFTMicrosoft$4,575,169$42,938 ▼-0.9%12,3601.1%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$4,554,292$258,793 ▼-5.4%57,8981.1%ManufacturingTERTeradyne$4,549,543$1,492,698 ▲48.8%15,3461.1%Computer and TechnologySDCIUSCF SummerHaven Dynamic Commodity Strategy No K-1 Fund$4,100,056$438,101 ▲12.0%150,5161.0%ETFAXPAmerican Express$3,997,935$36,903 ▲0.9%13,2170.9%FinanceVVisa$3,777,975$59,843 ▲1.6%12,5000.9%Business ServicesQLTAiShares Aaa - A Rated Corporate Bond ETF$3,753,707$215,154 ▲6.1%78,8760.9%ETFUNPUnion Pacific$3,658,424$1,456 ▼0.0%15,0790.9%TransportationIGEiShares North American Natural Resources ETF$3,611,754$560,419 ▼-13.4%57,3840.9%ETFIWNiShares Russell 2000 Value ETF$3,577,232$3,577,232 ▲New Holding18,8680.8%ETFCWBSPDR Bloomberg Convertible Securities ETF$3,563,697$3,563,697 ▲New Holding38,9390.8%ETFNOCNorthrop Grumman$3,419,266$21,149 ▼-0.6%5,0120.8%AerospaceAAPLApple$3,392,933$785,483 ▼-18.8%13,3690.8%Computer and TechnologyMETAMeta Platforms$3,368,776$91,543 ▼-2.6%5,8880.8%Computer and TechnologyORCLOracle$3,354,336$32,952 ▼-1.0%22,8020.8%Computer and TechnologyQQQInvesco QQQ$3,332,158$188,166 ▲6.0%5,7730.8%FinanceXLKTechnology Select Sector SPDR Fund$3,316,581$254,641 ▲8.3%24,9550.8%ETFIWOiShares Russell 2000 Growth ETF$3,307,597$124,584 ▲3.9%10,5400.8%ETFMAMastercard$3,223,154$2,498 ▲0.1%6,4510.8%Business ServicesGLDSPDR Gold Shares$3,209,103$622,199 ▼-16.2%7,4580.8%FinanceNSCNorfolk Southern$3,180,550$28,413 ▲0.9%11,0820.7%TransportationWMWaste Management$2,973,423$562,974 ▼-15.9%12,9400.7%Business ServicesMAINMain Street Capital$2,880,225$130,228 ▲4.7%54,3850.7%FinanceIJRiShares Core S&P Small-Cap ETF$2,855,243$85,027 ▲3.1%22,9690.7%ETFADIAnalog Devices$2,791,075$83,672 ▼-2.9%8,7730.7%Computer and TechnologyGOOGAlphabet$2,755,824$54,503 ▲2.0%9,6070.6%Computer and TechnologyIBTIiShares iBonds Dec 2028 Term Treasury ETF$2,647,956$823,223 ▲45.1%118,8330.6%ManufacturingRYRoyal Bank Of Canada$2,633,537$45,135 ▲1.7%16,2790.6%FinanceCHENIERE ENERGY INC COM USD0.003$2,594,348$5,959 ▼-0.2%9,1430.6%COM NEWMUMicron Technology$2,554,650$53,715 ▼-2.1%7,5620.6%Computer and TechnologyTRMDTorm$2,552,999$13,811 ▲0.5%91,5050.6%TransportationBSXBoston Scientific$2,547,725$45,619 ▼-1.8%40,6010.6%MedicalBLACKROCK INC COM$2,470,808$46,165 ▼-1.8%2,5690.6%COMABBVAbbVie$2,369,975$1,456,957 ▼-38.1%10,8970.6%MedicalEWEdwards Lifesciences$2,368,678$47,087 ▲2.0%29,5790.6%MedicalXOMExxonMobil$2,360,196$25,959 ▲1.1%13,9110.6%EnergyAMGNAmgen$2,349,183$1,055 ▼0.0%6,6770.6%MedicalARISTA NETWORKS INC COM SHS$2,276,955$9,945 ▲0.4%18,5450.5%COM SHSARM HOLDINGS PLC SPON ADS EACH REP 1 ORD SHS$2,270,562$41,753 ▲1.9%15,0090.5%SPONSORED ADSHPEHewlett Packard Enterprise$2,188,336$6,881 ▼-0.3%91,9080.5%Computer and TechnologyMLPXGlobal X MLP & Energy Infrastructure ETF$2,141,598$235,055 ▲12.3%28,9640.5%ETFPAYXPaychex$2,080,529$2,856 ▲0.1%22,5850.5%Computer and TechnologyOHIOmega Healthcare Investors$1,981,888$56,834 ▲3.0%45,2280.5%FinanceSHYiShares 1-3 Year Treasury Bond ETF$1,957,899$130,956 ▲7.2%23,7120.5%ManufacturingIEFiShares 7-10 Year Treasury Bond ETF$1,946,941$103,169 ▲5.6%20,4000.5%ETFAMZNAmazon.com$1,922,332$131,210 ▼-6.4%9,2300.5%Retail/WholesaleFCNCAFirst Citizens BancShares$1,905,414$79,157 ▲4.3%1,0110.4%FinanceEPREPR Properties$1,875,111$17,186 ▲0.9%37,5320.4%FinanceCSCOCisco Systems$1,819,164$34,139 ▼-1.8%23,4460.4%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$1,810,286$192,540 ▲11.9%31,9390.4%ETFCRMSalesforce$1,743,466$38,453 ▼-2.2%9,3400.4%Computer and TechnologyASMLASML$1,742,234$1,092,364 ▲168.1%1,3190.4%Computer and TechnologySHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7$1,730,429$54,684 ▲3.3%14,5880.4%CL A SUB VTG SHSCVXChevron$1,619,733$14,275 ▼-0.9%7,8290.4%EnergyVRTXVertex Pharmaceuticals$1,584,770$11,163 ▲0.7%3,5490.4%MedicalKLACKLA$1,504,915$600,788 ▲66.4%1,0220.4%Computer and TechnologyPSAPublic Storage$1,469,209$33,046 ▼-2.2%5,4240.3%FinanceABTAbbott Laboratories$1,466,236$196,716 ▼-11.8%14,2810.3%MedicalIBKRInteractive Brokers Group$1,327,848$1,035,558 ▲354.3%19,7980.3%FinanceTSLATesla$1,317,854$76,209 ▼-5.5%3,5450.3%Auto/Tires/TrucksAMTAmerican Tower$1,310,756$34,516 ▼-2.6%7,5950.3%FinanceISRGIntuitive Surgical$1,283,857$5,532 ▼-0.4%2,7850.3%MedicalDDominion Energy$1,279,275$993,920 ▲348.3%20,6940.3%UtilitiesIBTJiShares iBonds Dec 2029 Term Treasury ETF$1,262,460$588,407 ▲87.3%57,7970.3%ManufacturingARCCAres Capital$1,244,227$122,067 ▲10.9%69,0470.3%FinanceEAElectronic Arts$1,243,763$15,697 ▼-1.2%6,1010.3%Consumer DiscretionaryOGEOGE Energy$1,141,076$27,481 ▼-2.4%23,7920.3%UtilitiesPLDPrologis$1,133,428$484,301 ▲74.6%8,5750.3%FinanceXELXcel Energy$1,082,090$4,369 ▲0.4%13,6210.3%UtilitiesPBAPembina Pipeline$1,074,616$18,352 ▲1.7%24,0080.3%EnergySOFISoFi Technologies$1,074,520$165,740 ▼-13.4%67,6650.3%FinanceCNXCNX Resources$1,028,668$9,059 ▲0.9%26,6840.2%EnergyTRPTC Energy$1,021,069$161,258 ▲18.8%16,3110.2%EnergyRNRRenaissanceRe$984,713$14,267 ▲1.5%3,3130.2%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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