Universe · entity
Midwest Professional Planners, LTD.
Institutional manager (13F) · CIK 1730575
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $314M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | STATE STREET SPDR S&P 500 ETF UNITS | $44M | 67,850 |
| 2 | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $17M | 155,474 |
| 3 | NVIDIA CORPORATION COM | $14M | 79,147 |
| 4 | BROADCOM INC COM | $12M | 38,335 |
| 5 | ISHARES MSCI EAFE ETF | $10M | 98,593 |
| 6 | ISHARES TR IBONDS 26 TRM TS | $8M | 364,820 |
| 7 | APPLIED MATERIALS INC COM USD0.01 | $8M | 24,230 |
| 8 | LAM RESEARCH CORP COM NEW | $8M | 38,722 |
| 9 | ISHARES TR 3 7 YR TREAS BD | $8M | 67,075 |
| 10 | JPMORGAN CHASE &CO. COM | $8M | 25,848 |
| 11 | RTX CORPORATION COM USD1.00 | $7M | 34,462 |
| 12 | CUMMINS INC | $7M | 12,257 |
| 13 | ISHARES CORE US AGGREGATE BOND ETF | $6M | 63,598 |
| 14 | EATON CORPORATION PLC | $6M | 17,365 |
| 15 | ISHARES TR IBONDS 27 TRM TS | $6M | 264,689 |
| 16 | LOCKHEED MARTIN CORP COM USD1.00 | $6M | 9,775 |
| 17 | ISHARES CORE S&P MID-CAP ETF | $6M | 84,287 |
| 18 | COSTCO WHOLESALE CORP COM | $6M | 5,695 |
| 19 | ISHARES RUSSELL 3000 ETF | $6M | 15,060 |
| 20 | GOLDMAN SACHS GROUP INC COM USD0.01 | $6M | 6,579 |
| 21 | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | $5M | 95,460 |
| 22 | CAPITAL ONE FINANCIAL CORP COM USD0.01 | $5M | 29,479 |
| 23 | MOODYS CORP COM USD0.01 | $5M | 12,176 |
| 24 | ADVANCED MICRO DEVICES INC | $5M | 25,736 |
| 25 | TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 | $5M | 14,898 |
| 26 | OSHKOSH CORP | $5M | 31,344 |
| 27 | MICROSOFT CORP | $5M | 12,360 |
| 28 | ISHARES MSCI EMR MRK EX CHNA | $5M | 57,898 |
| 29 | TERADYNE INC COM USD0.125 | $5M | 15,346 |
| 30 | USCF ETF TR SUMMERHAVEN K1 | $4M | 150,516 |
| 31 | AMERICAN EXPRESS CO COM USD0.20 | $4M | 13,217 |
| 32 | VISA INC | $4M | 12,500 |
| 33 | ISHARES TRUST AAA - A RATED CORP BD ETF | $4M | 78,876 |
| 34 | UNION PAC CORP COM | $4M | 15,079 |
| 35 | ISHARES TR NORTH AMERN NAT | $4M | 57,384 |
| 36 | ISHARES RUSSELL 2000 VALUE ETF | $4M | 18,868 |
| 37 | SPDR SERIES TRUST STATE STREET BLOOMBERG CONVERTIBLE SECURITIES ETF | $4M | 38,939 |
| 38 | NORTHROP GRUMMAN CORP COM USD1 | $3M | 5,012 |
| 39 | APPLE INC | $3M | 13,369 |
| 40 | META PLATFORMS INC CLASS A COMMON STOCK | $3M | 5,888 |
| 41 | ORACLE CORP | $3M | 22,802 |
| 42 | INVESCO QQQ TR UNIT SER 1 | $3M | 5,773 |
| 43 | SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $3M | 24,955 |
| 44 | ISHARES TR RUS 2000 GRW ETF | $3M | 10,540 |
| 45 | MASTERCARD INCORPORATED CL A | $3M | 6,451 |
| 46 | SPDR GOLD TR GOLD SHS | $3M | 7,458 |
| 47 | NORFOLK SOUTHN CORP COM | $3M | 11,082 |
| 48 | WASTE MANAGEMENT INC | $3M | 12,940 |
| 49 | MAIN STR CAP CORP | $3M | 54,385 |
| 50 | ISHARES CORE S&P SMALL-CAP E | $3M | 22,969 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.