Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Midwest Professional Planners, LTD. (CIK 1730575) reported $424.5M across 137 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($44.1M, 10.39%), SHV ($17.2M, 4.04%), NVDA ($13.8M, 3.25%), AVGO ($11.9M, 2.79%), EFA ($9.6M, 2.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STREET SPDR S&P 500 ETF UNITS | $44.1M | 10.39% | 67,850 | Added |
| 2 | SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $17.2M | 4.04% | 155,474 | Added |
| 3 | NVDA | NVIDIA CORPORATION COM | $13.8M | 3.25% | 79,147 | Trimmed |
| 4 | AVGO | BROADCOM INC COM | $11.9M | 2.79% | 38,335 | Trimmed |
| 5 | EFA | ISHARES MSCI EAFE ETF | $9.6M | 2.26% | 98,593 | Added |
| 6 | IBTG | ISHARES TR IBONDS 26 TRM TS | $8.4M | 1.97% | 364,820 | Added |
| 7 | LRCX | LAM RESEARCH CORP COM NEW | $8.3M | 1.95% | 38,722 | Trimmed |
| 8 | AMAT | APPLIED MATERIALS INC COM USD0.01 | $8.3M | 1.95% | 24,230 | Trimmed |
| 9 | IEI | ISHARES TR 3 7 YR TREAS BD | $8.0M | 1.87% | 67,075 | Added |
| 10 | JPM | JPMORGAN CHASE &CO. COM | $7.6M | 1.79% | 25,848 | Added |
| 11 | RTX | RTX CORPORATION COM USD1.00 | $6.6M | 1.57% | 34,462 | Added |
| 12 | CMI | CUMMINS INC | $6.6M | 1.55% | 12,257 | Trimmed |
| 13 | AGG | ISHARES CORE US AGGREGATE BOND ETF | $6.3M | 1.49% | 63,598 | Added |
| 14 | ETN | EATON CORPORATION PLC | $6.2M | 1.46% | 17,365 | Trimmed |
| 15 | IBTH | ISHARES TR IBONDS 27 TRM TS | $5.9M | 1.40% | 264,689 | Added |
| 16 | LMT | LOCKHEED MARTIN CORP COM USD1.00 | $5.9M | 1.39% | 9,775 | Trimmed |
| 17 | COST | COSTCO WHOLESALE CORP COM | $5.7M | 1.34% | 5,695 | Trimmed |
| 18 | IJH | ISHARES CORE S&P MID-CAP ETF | $5.7M | 1.34% | 84,287 | Added |
| 19 | GS | GOLDMAN SACHS GROUP INC COM USD0.01 | $5.6M | 1.31% | 6,579 | Added |
| 20 | IWV | ISHARES RUSSELL 3000 ETF | $5.6M | 1.31% | 15,060 | Added |
| 21 | EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | $5.4M | 1.28% | 95,460 | Added |
| 22 | COF | CAPITAL ONE FINANCIAL CORP COM USD0.01 | $5.4M | 1.27% | 29,479 | Trimmed |
| 23 | MCO | MOODYS CORP COM USD0.01 | $5.3M | 1.25% | 12,176 | Added |
| 24 | AMD | ADVANCED MICRO DEVICES INC | $5.2M | 1.23% | 25,736 | Added |
| 25 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 | $5.0M | 1.19% | 14,898 | Added |
Source: SEC Form 13F filings · as of 2026-03-31