Midwest Professional Planners, LTD. Quarterly 13F Holdings Update

CIK: 0001730575

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$424.5M

Reporting period: 2026-03-31 · Number of holdings: 137

Midwest Professional Planners, LTD. disclosed 137 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $424.5M and a quarterly turnover rate of 20.0%.

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Personality snowflake

Concentration: 8.92
Portfolio Stability: 19.99
Momentum/Contrarian: 100
Sector conviction: 68.75
Diversification: 100
Sizing Uniformity: 85.61

Midwest Professional Planners, LTD.'s disclosed holdings carry a Herfindahl concentration index of 0.022 — mathematically equivalent to about 45 equally-sized positions, well below its 137 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 1.44), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Sector classification currently covers about 59% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Add TSM
+223.0%　$3.6M
Add EFA
+58.0%　$3.6M
Trim AVGO
-8.0%　-$2.5M
Add TER
+48.8%　$2.6M
Trim COF
-2.0%　-$1.9M
Add AMAT
-4.9%　$1.7M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	10.39%	-0.34%	+2.11%
2	SHV	Ishares 0-1 Year Treasury Bo	ETF-Gov Bonds	4.04%	+0.34%	+9.70%
3	NVDA	Nvidia CORP	Stock-Tech	3.25%	-0.32%	-2.11%
4	AVGO	Broadcom INC	Stock-Tech	2.79%	-0.62%	-7.95%
5	EFA	Ishares Msci Eafe ETF	ETF-Other	2.26%	+0.84%	+57.99%
6	IBTG	Ishares Ibonds Dec 2026 Term	ETF-Other	1.97%	+0.22%	+12.74%
7	AMAT	Applied Materials INC	Stock-Tech	1.95%	+0.40%	-4.86%
8	LRCX	Lam Research CORP	Stock-Tech	1.95%	-0.26%	-29.07%
9	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	1.87%	—	+5.10%
10	JPM	Jpmorgan Chase & Co	Stock-Financials	1.79%	—	+3.52%
11	RTX	Rtx CORP	Stock-Industrials	1.57%	—	+0.10%
12	CMI	Cummins INC	Stock-Industrials	1.55%	—	-2.16%
13	AGG	Ishares Core U.s. Aggregate	ETF-Other	1.49%	—	+4.47%
14	ETN	Eaton Corporation plc	Stock-Industrials	1.46%	+0.14%	-0.38%
15	IBTH	Ishares Ibonds Dec 2027 Term	ETF-Other	1.40%	+0.31%	+28.98%
16	LMT	Lockheed Martin CORP	Stock-Industrials	1.39%	+0.26%	-0.76%
17	IJH	Ishares Core S&p Midcap ETF	ETF-Other	1.34%	—	+3.22%
18	COST	Costco Wholesale CORP	Stock-Consumer Staples	1.34%	—	-9.66%
19	IWV	Ishares Russell 3000 ETF	ETF-Other	1.31%	—	+2.30%
20	GS	Goldman Sachs Group INC	Stock-Financials	1.31%	—	+1.47%
21	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	1.28%	—	+1.38%
22	COF	Capital One Financial CORP	Stock-Financials	1.27%	-0.46%	-2.02%
23	MCO	Moody's CORP	Stock-Financials	1.25%	-0.22%	+0.17%
24	AMD	Advanced Micro Devices	Stock-Tech	1.23%	—	+1.24%
25	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	1.19%	+0.86%	+223.03%
26	OSK	Oshkosh CORP	Stock-Industrials	1.09%	+0.16%	+0.18%
27	MSFT	Microsoft CORP	Stock-Tech	1.08%	-0.35%	-0.93%
28	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-Other	1.07%	—	-5.38%
29	TER	Teradyne INC	Stock-Tech	1.07%	+0.60%	+48.83%
30	SDCI	Uscf Summerhaven Dynamic ETF	ETF-Other	0.97%	+0.27%	+11.96%
31	AXP	American Express Co	Stock-Financials	0.94%	-0.21%	+0.93%
32	V	Visa Inc-class A Shares	Stock-Financials	0.89%	-0.13%	+1.61%
33	QLTA	Ishares Aaa - A Rated Corpor	ETF-Other	0.88%	—	+6.08%
34	UNP	Union Pacific CORP	Stock-Industrials	0.86%	—	-0.04%
35	IGE	Ishares North American Natur	ETF-Other	0.85%	—	-13.43%
36	IWN	Ishares Russell 2000 Value E	ETF-Small Cap	0.84%	+0.84%	NEW
37	CWB	Ss Spdr Bb Conv Sec ETF	ETF-Other	0.84%	+0.84%	NEW
38	NOC	Northrop Grumman CORP	Stock-Industrials	0.81%	+0.13%	-0.61%
39	AAPL	Apple INC	Stock-Tech	0.80%	-0.26%	-18.80%
40	META	Meta Platforms Inc-class A	Stock-Comm Services	0.79%	-0.16%	-2.65%
41	ORCL	Oracle CORP	Stock-Tech	0.79%	-0.27%	-0.97%
42	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.78%	—	+5.98%
43	XLK	Ss Technology Select Sector	ETF-Tech	0.78%	—	+8.32%
44	IWO	Ishares Russell 2000 Growth	ETF-Small Cap	0.78%	—	+3.91%
45	MA	Mastercard INC - A	Stock-Financials	0.76%	—	+0.08%
46	GLD	Spdr Gold Shares	ETF-Commodities	0.76%	—	-16.24%
47	NSC	Norfolk Southern CORP	Stock-Industrials	0.75%	—	+0.90%
48	WM	Waste Management INC	Stock-Industrials	0.70%	—	-15.92%
49	MAIN	Main Street Capital CORP	Stock-Financials	0.68%	—	+4.74%
50	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.67%	—	+3.07%

1–50 of 137

Portfolio Performance

Performance for Q3 2026

+4.9%

Performance Last 4 Quarters

+22.9%

Based on 83% of reported portfolio value with available pricing

Stdev: +13.1%
Beta: +0.96
Alpha: +1.2%
Max Drawdown: -6.8%
Annualized Perf: +19.8%
Batting Avg vs S&P: +47.2%
Sortino: +2.98
Stutzer: +0.43
Treynor: +0.2
Sterling: +1.24
Calmar: +2.92
Information Ratio: +0.14
Tracking Error: +3.6%
Stdev Down: +6.4%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +34.4%
Worst 12 Months: +6.1%
Efficiency Ratio: +0.6
Sharpe: +1.45
Stdev Sectors: +11.4%
Skewness: +0.03
Kurtosis: -0.36
Upside Potential: +4.61

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	137	$424.5M	20	1SPY 2SHV 3NVDA Top holdings2026-03-31 1.SPY 2.SHV 3.NVDA 4.AVGO 5.EFA 6.IBTG 7.AMAT 8.LRCX 9.IEI 10.JPM
2025-12-31	142	$422.2M	22	1SPY 2SHV 3NVDA Top holdings2025-12-31 1.SPY 2.SHV 3.NVDA 4.AVGO 5.LRCX 6.JPM 7.IEI 8.IBTG 9.COF 10.AMAT
2025-09-30	148	$409.9M	33	1SPY 2SHV 3NVDA Top holdings2025-09-30 1.SPY 2.SHV 3.NVDA 4.AVGO 5.JPM 6.IEI 7.LRCX 8.EFA 9.IBTG 10.MSFT
2025-06-30	149	$379.8M	0	1SPY 2SHV 3NVDA Top holdings2025-06-30 1.SPY 2.SHV 3.NVDA 4.AVGO 5.EFA 6.JPM 7.IEI 8.COST 9.COF 10.MSFT
2025-03-31	155	$321.3M	100	1SPY 2NVDA 3EFA Top holdings2025-03-31 1.SPY 2.NVDA 3.EFA 4.AVGO 5.IEI 6.COST 7.JPM 8.MCO 9.AGG 10.SHV
2024-12-31	152	$334.9M	0	1SPY 2NVDA 3AVGO Top holdings2024-12-31 1.SPY 2.NVDA 3.AVGO 4.COST 5.JPM 6.AAPL 7.IEI 8.MSFT 9.MCO 10.ETN
2024-09-30	154	$327.1M	0	1SPY 2NVDA 3AVGO Top holdings2024-09-30 1.SPY 2.NVDA 3.AVGO 4.IEI 5.COST 6.AAPL 7.MSFT 8.MCO 9.IJH 10.ETN
2024-06-30	147	$299.2M	0	1SPY 2NVDA 3AVGO Top holdings2024-06-30 1.SPY 2.NVDA 3.AVGO 4.IWV 5.IEI 6.MSFT 7.AMAT 8.COST 9.IJH 10.JPM
2024-03-31	147	$285.1M	0	1SPY 2NVDA 3AGG Top holdings2024-03-31 1.SPY 2.NVDA 3.AGG 4.EFA 5.AVGO 6.IJH 7.JPM 8.MSFT 9.ETN 10.AMAT
2023-12-31	129	$250.9M	0	1SPY 2NVDA 3AGG Top holdings2023-12-31 1.SPY 2.NVDA 3.AGG 4.EFA 5.MCO 6.AVGO 7.IJH 8.AMAT 9.AAPL 10.JPM
2023-09-30	125	$222.4M	0	1SPY 2AGG 3NVDA Top holdings2023-09-30 1.SPY 2.AGG 3.NVDA 4.IJH 5.MCO 6.EFA 7.IWV 8.AMAT 9.AAPL 10.SHY
2023-06-30	124	$228.3M	0	1SPY 2AGG 3NVDA Top holdings2023-06-30 1.SPY 2.AGG 3.NVDA 4.IJH 5.AAPL 6.IWV 7.MCO 8.EFA 9.AMAT 10.JPM
2023-03-31	121	$204.4M	0	1SPY 2IWV 3AGG Top holdings2023-03-31 1.SPY 2.IWV 3.AGG 4.NVDA 5.EFA 6.IJH 7.IJR 8.GLD 9.AAPL 10.IGE
2022-12-31	123	$180.7M	0	1SPY 2AGG 3IWB Top holdings2022-12-31 1.SPY 2.AGG 3.IWB 4.MDY 5.IWV 6.SHY 7.IWM 8.XLV 9.XLE 10.NVDA
2022-09-30	117	$167.6M	0	1SPY 2AGG 3IWV Top holdings2022-09-30 1.SPY 2.AGG 3.IWV 4.IWB 5.MDY 6.SHY 7.SHV 8.IDU 9.IWM 10.AAPL
2022-06-30	115	$177.3M	0	1SPY 2IWV 3AGG Top holdings2022-06-30 1.SPY 2.IWV 3.AGG 4.SHY 5.IWB 6.MDY 7.EFA 8.IDU 9.GLD 10.NVDA
2022-03-31	120	$203.3M	0	1SPY 2AGG 3IWV Top holdings2022-03-31 1.SPY 2.AGG 3.IWV 4.IWB 5.MDY 6.SHY 7.NVDA 8.EFA 9.IGE 10.AAPL
2021-12-31	116	$205.9M	0	1SPY 2AGG 3IWV Top holdings2021-12-31 1.SPY 2.AGG 3.IWV 4.IWB 5.MDY 6.NVDA 7.EFA 8.AAPL 9.IWF 10.QQQ
2021-09-30	114	$188.5M	0	1SPY 2AGG 3IWB Top holdings2021-09-30 1.SPY 2.AGG 3.IWB 4.IWV 5.MDY 6.EFA 7.NVDA 8.XLK 9.IWF 10.XLV
2021-06-30	116	$191.9M	100	1AGG 2SPY 3IWV Top holdings2021-06-30 1.AGG 2.SPY 3.IWV 4.IWB 5.MDY 6.IWM 7.NVDA 8.EEM 9.EFA 10.SHY
2021-03-31	81	$101.3M	95	1SWKS 2AGG 3SPY Top holdings2021-03-31 1.SWKS 2.AGG 3.SPY 4.IWB 5.EMB 6.IWV 7.MMM 8.CWB 9.LRCXEUR 10.EFA
2020-12-31	112	$162.3M	67	1AGG 2IWV 3SPY Top holdings2020-12-31 1.AGG 2.IWV 3.SPY 4.EEM 5.IWB 6.MDY 7.SHY 8.CWB 9.IWN 10.NVDA
2020-09-30	107	$142.2M	29	1AGG 2SWKS 3IWB Top holdings2020-09-30 1.AGG 2.SWKS 3.IWB 4.IWV 5.EFA 6.MMM 7.NYF 8.SPY 9.EMB 10.IEF
2020-06-30	107	$127.0M	55	1AGG 2IWB 3IWV Top holdings2020-06-30 1.AGG 2.IWB 3.IWV 4.SWKS 5.MMM 6.IWF 7.NYF 8.IWM 9.XLV 10.IEF
2020-03-31	81	$101.3M	31	1SWKS 2AGG 3SPY Top holdings2020-03-31 1.SWKS 2.AGG 3.SPY 4.IWB 5.IWV 6.MMM 7.CWB 8.LRCXEUR 9.EEM 10.EFA
2019-12-31	92	$122.4M	65	1SWKS 2IWB 3AGG Top holdings2019-12-31 1.SWKS 2.IWB 3.AGG 4.SPY 5.MMM 6.EFA 7.IWV 8.EEM 9.LRCXEUR 10.IWM
2019-09-30	91	$111.8M	31	1SPY 2IWB 3IWV Top holdings2019-09-30 1.SPY 2.IWB 3.IWV 4.SHY 5.MDY 6.AGG 7.LQD 8.EEM 9.XLP 10.EMB
2019-06-30	91	$107.8M	22	1AGG 2IWB 3SHY Top holdings2019-06-30 1.AGG 2.IWB 3.SHY 4.IWV 5.MDY 6.CWB 7.SPY 8.EFA 9.LQD 10.EEM
2019-03-31	89	$103.6M	53	1CWB 2AGG 3IWB Top holdings2019-03-31 1.CWB 2.AGG 3.IWB 4.SHY 5.EEM 6.MDY 7.IWV 8.SPY 9.LQD 10.DVY
2018-12-31	80	$92.9M	44	1SHY 2AGG 3IWB Top holdings2018-12-31 1.SHY 2.AGG 3.IWB 4.CWB 5.SPY 6.MDY 7.LQD 8.SHV 9.NYF 10.EMB
2018-09-30	85	$108.9M	38	1IWB 2AGG 3SHY Top holdings2018-09-30 1.IWB 2.AGG 3.SHY 4.CWB 5.SPY 6.MDY 7.IWM 8.EFA 9.IWV 10.LQD
2018-06-30	330	$111.8M	38	1MDY 2IWB 3AGG Top holdings2018-06-30 1.MDY 2.IWB 3.AGG 4.SHY 5.EFA 6.IWV 7.CWB 8.LQD 9.NYF 10.EMB
2018-03-31	330	$111.0M	31	1SHY 2IWB 3AGG Top holdings2018-03-31 1.SHY 2.IWB 3.AGG 4.MDY 5.EEM 6.EFA 7.LQD 8.EMB 9.NYF 10.73935A
2017-12-31	364	$109.5M	—	1IWB 2AGG 3CWB Top holdings2017-12-31 1.IWB 2.AGG 3.CWB 4.MDY 5.SHY 6.EFA 7.EEM 8.LQD 9.EMB 10.NYF

Holding changes this quarter

Midwest Professional Planners, LTD.'s most significant position changes for 2026-03-31: New buy: Ishares Russell 2000 Value E (IWN); New buy: Ss Spdr Bb Conv Sec ETF (CWB); Sold out: Ishares Biotechnology ETF (IBB); Sold out: Ss Health Care Select Sector (XLV); Sold out: Ishares Russell 1000 Growth (IWF).

Position changes disclosed by Midwest Professional Planners, LTD. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	TSM	Taiwan Semiconductor-sp Adr	+0.9%	+223.03%	Add
2	EFA	Ishares Msci Eafe ETF	+0.8%	+57.99%	Add
3	TER	Teradyne INC	+0.6%	+48.83%	Add
4	AMAT	Applied Materials INC	+0.4%	-4.86%	Trim
5	SHV	Ishares 0-1 Year Treasury Bo	+0.3%	+9.70%	Add
6	IBTH	Ishares Ibonds Dec 2027 Term	+0.3%	+28.98%	Add
7	ASML	ASML Holding N.V.	+0.3%	+168.09%	Add
8	SDCI	Uscf Summerhaven Dynamic ETF	+0.3%	+11.96%	Add
9	LMT	Lockheed Martin CORP	+0.3%	-0.76%	Trim
10	IBKR	Interactive Brokers Gro-cl A	+0.2%	+354.29%	Add
11	D	Dominion Energy INC	+0.2%	+348.31%	Add
12	IBTG	Ishares Ibonds Dec 2026 Term	+0.2%	+12.74%	Add
13	IBTI	Ishares Ibonds Dec 2028 Term	+0.2%	+45.11%	Add
14	LNG	Cheniere Energy INC	+0.2%	-0.23%	Trim
15	TRMD	TORM plc	+0.2%	+0.54%	Add
16	KLAC	Kla CORP	+0.2%	+66.45%	Add
17	XOM	Exxon Mobil CORP	+0.2%	+1.11%	Add
18	OSK	Oshkosh CORP	+0.2%	+0.18%	Add
19	ARM	Arm Holdings Plc-adr	+0.2%	+1.87%	Add
20	ETN	Eaton Corporation plc	+0.1%	-0.38%	Trim
21	IBTJ	Ishares Ibonds Dec 2029 Term	+0.1%	+87.29%	Add
22	MLPX	Global X Mlp & Energy Infras	+0.1%	+12.33%	Add
23	NOC	Northrop Grumman CORP	+0.1%	-0.61%	Trim
24	ABT	Abbott Laboratories	-0.1%	-11.83%	Trim
25	SHOP	Shopify INC - Class A	-0.1%	+3.26%	Add
26	V	Visa Inc-class A Shares	-0.1%	+1.61%	Add
27	META	Meta Platforms Inc-class A	-0.2%	-2.65%	Trim
28	CRM	Salesforce INC	-0.2%	-2.16%	Trim
29	AXP	American Express Co	-0.2%	+0.93%	Add
30	MCO	Moody's CORP	-0.2%	+0.17%	Add
31	SOFI	Sofi Technologies INC	-0.2%	-13.36%	Trim
32	AAPL	Apple INC	-0.3%	-18.80%	Trim
33	LRCX	Lam Research CORP	-0.3%	-29.07%	Trim
34	ORCL	Oracle CORP	-0.3%	-0.97%	Trim
35	PLTR	Palantir Technologies Inc-a	-0.3%	-45.96%	Trim
36	NVDA	Nvidia CORP	-0.3%	-2.11%	Trim
37	BSX	Boston Scientific CORP	-0.3%	-1.76%	Trim
38	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.3%	+2.11%	Add
39	MSFT	Microsoft CORP	-0.4%	-0.93%	Trim
40	ABBV	Abbvie INC	-0.4%	-38.07%	Trim
41	COF	Capital One Financial CORP	-0.5%	-2.02%	Trim
42	AVGO	Broadcom INC	-0.6%	-7.95%	Trim
43	IWN	Ishares Russell 2000 Value E	—	NEW	New buy
44	CWB	Ss Spdr Bb Conv Sec ETF	—	NEW	New buy
45	IBB	Ishares Biotechnology ETF	—	EXIT	Sold out
46	XLV	Ss Health Care Select Sector	—	EXIT	Sold out
47	IWF	Ishares Russell 1000 Growth	—	EXIT	Sold out
48	DELL	Dell Technologies -c	—	EXIT	Sold out
49	GPC	Genuine Parts Co	—	EXIT	Sold out
50	NIC	Nicolet Bankshares INC	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-05	13F-HR	View on EDGAR
2025-12-31	2026-02-06	13F-HR	View on EDGAR
2025-09-30	2025-11-04	13F-HR	View on EDGAR
2025-06-30	2025-08-11	13F-HR	View on EDGAR
2025-03-31	2025-05-02	13F-HR	View on EDGAR
2024-12-31	2025-02-10	13F-HR	View on EDGAR
2024-09-30	2024-11-14	13F-HR	View on EDGAR
2024-06-30	2024-08-06	13F-HR	View on EDGAR
2024-03-31	2024-05-09	13F-HR	View on EDGAR
2023-12-31	2024-02-15	13F-HR	View on EDGAR
2023-09-30	2023-11-13	13F-HR	View on EDGAR
2023-06-30	2023-08-07	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-10	13F-HR	View on EDGAR
2022-09-30	2022-11-10	13F-HR	View on EDGAR
2022-06-30	2022-08-09	13F-HR	View on EDGAR
2022-03-31	2022-05-11	13F-HR	View on EDGAR
2021-12-31	2022-02-10	13F-HR	View on EDGAR
2021-09-30	2021-11-08	13F-HR	View on EDGAR
2021-06-30	2021-08-10	13F-HR	View on EDGAR
2021-03-31	2021-05-17	13F-HR	View on EDGAR
2020-12-31	2021-03-11	13F-HR	View on EDGAR
2020-09-30	2020-11-06	13F-HR	View on EDGAR
2020-06-30	2020-08-14	13F-HR	View on EDGAR
2020-03-31	2020-05-05	13F-HR	View on EDGAR
2019-12-31	2020-02-11	13F-HR	View on EDGAR
2019-09-30	2019-11-14	13F-HR	View on EDGAR
2019-06-30	2019-08-12	13F-HR	View on EDGAR
2019-03-31	2019-05-08	13F-HR	View on EDGAR
2018-12-31	2019-02-14	13F-HR	View on EDGAR
2018-09-30	2018-11-13	13F-HR	View on EDGAR
2018-06-30	2018-08-10	13F-HR	View on EDGAR
2018-03-31	2018-05-15	13F-HR	View on EDGAR
2017-12-31	2018-02-13	13F-HR	View on EDGAR

FAQ

What is Midwest Professional Planners, LTD. and what type of investor is it?

Midwest Professional Planners, LTD. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $424.5M, spread across 137 disclosed positions.

What are Midwest Professional Planners, LTD.'s largest equity positions?

Based on the latest 13F filing, Midwest Professional Planners, LTD.'s top holdings by market value are: 1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $44.1M (10.4%) 2. Ishares 0-1 Year Treasury Bo (SHV) — $17.2M (4.0%) 3. Nvidia CORP (NVDA) — $13.8M (3.3%) 4. Broadcom INC (AVGO) — $11.9M (2.8%) 5. Ishares Msci Eafe ETF (EFA) — $9.6M (2.3%)

What changes did Midwest Professional Planners, LTD. make in its most recent portfolio filing?

In the latest reported quarter, Midwest Professional Planners, LTD. made 50 notable position adjustments: 3 new positions were initiated, 23 existing holdings were added to, 19 positions were partially reduced, and 5 were completely exited. The largest of these moves: New buy: Ishares Russell 2000 Value E (IWN); New buy: Ss Spdr Bb Conv Sec ETF (CWB); Sold out: Ishares Biotechnology ETF (IBB); Sold out: Ss Health Care Select Sector (XLV); Sold out: Ishares Russell 1000 Growth (IWF)

What sectors does Midwest Professional Planners, LTD. focus on?

Midwest Professional Planners, LTD. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 38.3% • Financials: 20.5% • Industrials: 17.7% • Health Care: 5.5% • Energy: 4.6% • Real Estate: 3.4%

Peer Institutions

Institutions with a similar AUM

Cypress Point Investment Management LP

CIK 0002058475

Total reported value

$424.5M

32 stks

2026-03-31

Concentration17.6

Portfolio Stability56.3

Sector conviction100.0

AUM within 0.0% of this institution

View detail

Davidson & Garrard INC

CIK 0001082482

Total reported value

$424.6M

180 stks

2017-09-30

Stale — no recent filing

Concentration5.4

Portfolio Stability9.6

Sector conviction47.0

AUM within 0.0% of this institution

View detail

OnyxPoint Global Management LP

CIK 0001961491

Total reported value

$424.4M

29 stks

2026-03-31

Concentration74.0

Portfolio Stability100.0

Sector conviction100.0

AUM within 0.0% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

Guggenheim Capital LLC

CIK 0001283072

Total reported value

$12.9B

2,956 stks

2026-03-31

Concentration3.0

Portfolio Stability23.6

Sector conviction49.1

3 of the top 5 holdings overlap, including Nvidia CORP

View detail

Motco

CIK 0001306333

Total reported value

$1.1B

737 stks

2026-03-31

Concentration5.0

Portfolio Stability15.6

Sector conviction52.6

3 of the top 5 holdings overlap, including Broadcom INC

View detail

Comerica Securities INC

CIK 0001399248

Total reported value

$755.6M

398 stks

2018-12-31

Stale — no recent filing

Concentration5.2

Portfolio Stability41.9

Sector conviction45.2

3 of the top 5 holdings overlap, including Ishares Msci Eafe ETF

View detail

Midwest Professional Planners, LTD. Quarterly 13F Holdings Update

CIK: 0001730575

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$424.5M

Reporting period: 2026-03-31 · Number of holdings: 137

Midwest Professional Planners, LTD. disclosed 137 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $424.5M and a quarterly turnover rate of 20.0%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "M"

Personality snowflake

Concentration: 8.92
Portfolio Stability: 19.99
Momentum/Contrarian: 100
Sector conviction: 68.75
Diversification: 100
Sizing Uniformity: 85.61

Position sizes vary widely across the portfolio (a coefficient of variation of 1.44), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

Add TSM
+223.0%　$3.6M
Add EFA
+58.0%　$3.6M
Trim AVGO
-8.0%　-$2.5M
Add TER
+48.8%　$2.6M
Trim COF
-2.0%　-$1.9M
Add AMAT
-4.9%　$1.7M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	10.39%	-0.34%	+2.11%
2	SHV	Ishares 0-1 Year Treasury Bo	ETF-Gov Bonds	4.04%	+0.34%	+9.70%
3	NVDA	Nvidia CORP	Stock-Tech	3.25%	-0.32%	-2.11%
4	AVGO	Broadcom INC	Stock-Tech	2.79%	-0.62%	-7.95%
5	EFA	Ishares Msci Eafe ETF	ETF-Other	2.26%	+0.84%	+57.99%
6	IBTG	Ishares Ibonds Dec 2026 Term	ETF-Other	1.97%	+0.22%	+12.74%
7	AMAT	Applied Materials INC	Stock-Tech	1.95%	+0.40%	-4.86%
8	LRCX	Lam Research CORP	Stock-Tech	1.95%	-0.26%	-29.07%
9	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	1.87%	—	+5.10%
10	JPM	Jpmorgan Chase & Co	Stock-Financials	1.79%	—	+3.52%
11	RTX	Rtx CORP	Stock-Industrials	1.57%	—	+0.10%
12	CMI	Cummins INC	Stock-Industrials	1.55%	—	-2.16%
13	AGG	Ishares Core U.s. Aggregate	ETF-Other	1.49%	—	+4.47%
14	ETN	Eaton Corporation plc	Stock-Industrials	1.46%	+0.14%	-0.38%
15	IBTH	Ishares Ibonds Dec 2027 Term	ETF-Other	1.40%	+0.31%	+28.98%
16	LMT	Lockheed Martin CORP	Stock-Industrials	1.39%	+0.26%	-0.76%
17	IJH	Ishares Core S&p Midcap ETF	ETF-Other	1.34%	—	+3.22%
18	COST	Costco Wholesale CORP	Stock-Consumer Staples	1.34%	—	-9.66%
19	IWV	Ishares Russell 3000 ETF	ETF-Other	1.31%	—	+2.30%
20	GS	Goldman Sachs Group INC	Stock-Financials	1.31%	—	+1.47%
21	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	1.28%	—	+1.38%
22	COF	Capital One Financial CORP	Stock-Financials	1.27%	-0.46%	-2.02%
23	MCO	Moody's CORP	Stock-Financials	1.25%	-0.22%	+0.17%
24	AMD	Advanced Micro Devices	Stock-Tech	1.23%	—	+1.24%
25	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	1.19%	+0.86%	+223.03%
26	OSK	Oshkosh CORP	Stock-Industrials	1.09%	+0.16%	+0.18%
27	MSFT	Microsoft CORP	Stock-Tech	1.08%	-0.35%	-0.93%
28	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-Other	1.07%	—	-5.38%
29	TER	Teradyne INC	Stock-Tech	1.07%	+0.60%	+48.83%
30	SDCI	Uscf Summerhaven Dynamic ETF	ETF-Other	0.97%	+0.27%	+11.96%
31	AXP	American Express Co	Stock-Financials	0.94%	-0.21%	+0.93%
32	V	Visa Inc-class A Shares	Stock-Financials	0.89%	-0.13%	+1.61%
33	QLTA	Ishares Aaa - A Rated Corpor	ETF-Other	0.88%	—	+6.08%
34	UNP	Union Pacific CORP	Stock-Industrials	0.86%	—	-0.04%
35	IGE	Ishares North American Natur	ETF-Other	0.85%	—	-13.43%
36	IWN	Ishares Russell 2000 Value E	ETF-Small Cap	0.84%	+0.84%	NEW
37	CWB	Ss Spdr Bb Conv Sec ETF	ETF-Other	0.84%	+0.84%	NEW
38	NOC	Northrop Grumman CORP	Stock-Industrials	0.81%	+0.13%	-0.61%
39	AAPL	Apple INC	Stock-Tech	0.80%	-0.26%	-18.80%
40	META	Meta Platforms Inc-class A	Stock-Comm Services	0.79%	-0.16%	-2.65%
41	ORCL	Oracle CORP	Stock-Tech	0.79%	-0.27%	-0.97%
42	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.78%	—	+5.98%
43	XLK	Ss Technology Select Sector	ETF-Tech	0.78%	—	+8.32%
44	IWO	Ishares Russell 2000 Growth	ETF-Small Cap	0.78%	—	+3.91%
45	MA	Mastercard INC - A	Stock-Financials	0.76%	—	+0.08%
46	GLD	Spdr Gold Shares	ETF-Commodities	0.76%	—	-16.24%
47	NSC	Norfolk Southern CORP	Stock-Industrials	0.75%	—	+0.90%
48	WM	Waste Management INC	Stock-Industrials	0.70%	—	-15.92%
49	MAIN	Main Street Capital CORP	Stock-Financials	0.68%	—	+4.74%
50	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.67%	—	+3.07%

1–50 of 137

Portfolio Performance

Performance for Q3 2026

+4.9%

Performance Last 4 Quarters

+22.9%

Based on 83% of reported portfolio value with available pricing

Stdev: +13.1%
Beta: +0.96
Alpha: +1.2%
Max Drawdown: -6.8%
Annualized Perf: +19.8%
Batting Avg vs S&P: +47.2%
Sortino: +2.98
Stutzer: +0.43
Treynor: +0.2
Sterling: +1.24
Calmar: +2.92
Information Ratio: +0.14
Tracking Error: +3.6%
Stdev Down: +6.4%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +34.4%
Worst 12 Months: +6.1%
Efficiency Ratio: +0.6
Sharpe: +1.45
Stdev Sectors: +11.4%
Skewness: +0.03
Kurtosis: -0.36
Upside Potential: +4.61

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	137	$424.5M	20	1SPY 2SHV 3NVDA Top holdings2026-03-31 1.SPY 2.SHV 3.NVDA 4.AVGO 5.EFA 6.IBTG 7.AMAT 8.LRCX 9.IEI 10.JPM
2025-12-31	142	$422.2M	22	1SPY 2SHV 3NVDA Top holdings2025-12-31 1.SPY 2.SHV 3.NVDA 4.AVGO 5.LRCX 6.JPM 7.IEI 8.IBTG 9.COF 10.AMAT
2025-09-30	148	$409.9M	33	1SPY 2SHV 3NVDA Top holdings2025-09-30 1.SPY 2.SHV 3.NVDA 4.AVGO 5.JPM 6.IEI 7.LRCX 8.EFA 9.IBTG 10.MSFT
2025-06-30	149	$379.8M	0	1SPY 2SHV 3NVDA Top holdings2025-06-30 1.SPY 2.SHV 3.NVDA 4.AVGO 5.EFA 6.JPM 7.IEI 8.COST 9.COF 10.MSFT
2025-03-31	155	$321.3M	100	1SPY 2NVDA 3EFA Top holdings2025-03-31 1.SPY 2.NVDA 3.EFA 4.AVGO 5.IEI 6.COST 7.JPM 8.MCO 9.AGG 10.SHV
2024-12-31	152	$334.9M	0	1SPY 2NVDA 3AVGO Top holdings2024-12-31 1.SPY 2.NVDA 3.AVGO 4.COST 5.JPM 6.AAPL 7.IEI 8.MSFT 9.MCO 10.ETN
2024-09-30	154	$327.1M	0	1SPY 2NVDA 3AVGO Top holdings2024-09-30 1.SPY 2.NVDA 3.AVGO 4.IEI 5.COST 6.AAPL 7.MSFT 8.MCO 9.IJH 10.ETN
2024-06-30	147	$299.2M	0	1SPY 2NVDA 3AVGO Top holdings2024-06-30 1.SPY 2.NVDA 3.AVGO 4.IWV 5.IEI 6.MSFT 7.AMAT 8.COST 9.IJH 10.JPM
2024-03-31	147	$285.1M	0	1SPY 2NVDA 3AGG Top holdings2024-03-31 1.SPY 2.NVDA 3.AGG 4.EFA 5.AVGO 6.IJH 7.JPM 8.MSFT 9.ETN 10.AMAT
2023-12-31	129	$250.9M	0	1SPY 2NVDA 3AGG Top holdings2023-12-31 1.SPY 2.NVDA 3.AGG 4.EFA 5.MCO 6.AVGO 7.IJH 8.AMAT 9.AAPL 10.JPM
2023-09-30	125	$222.4M	0	1SPY 2AGG 3NVDA Top holdings2023-09-30 1.SPY 2.AGG 3.NVDA 4.IJH 5.MCO 6.EFA 7.IWV 8.AMAT 9.AAPL 10.SHY
2023-06-30	124	$228.3M	0	1SPY 2AGG 3NVDA Top holdings2023-06-30 1.SPY 2.AGG 3.NVDA 4.IJH 5.AAPL 6.IWV 7.MCO 8.EFA 9.AMAT 10.JPM
2023-03-31	121	$204.4M	0	1SPY 2IWV 3AGG Top holdings2023-03-31 1.SPY 2.IWV 3.AGG 4.NVDA 5.EFA 6.IJH 7.IJR 8.GLD 9.AAPL 10.IGE
2022-12-31	123	$180.7M	0	1SPY 2AGG 3IWB Top holdings2022-12-31 1.SPY 2.AGG 3.IWB 4.MDY 5.IWV 6.SHY 7.IWM 8.XLV 9.XLE 10.NVDA
2022-09-30	117	$167.6M	0	1SPY 2AGG 3IWV Top holdings2022-09-30 1.SPY 2.AGG 3.IWV 4.IWB 5.MDY 6.SHY 7.SHV 8.IDU 9.IWM 10.AAPL
2022-06-30	115	$177.3M	0	1SPY 2IWV 3AGG Top holdings2022-06-30 1.SPY 2.IWV 3.AGG 4.SHY 5.IWB 6.MDY 7.EFA 8.IDU 9.GLD 10.NVDA
2022-03-31	120	$203.3M	0	1SPY 2AGG 3IWV Top holdings2022-03-31 1.SPY 2.AGG 3.IWV 4.IWB 5.MDY 6.SHY 7.NVDA 8.EFA 9.IGE 10.AAPL
2021-12-31	116	$205.9M	0	1SPY 2AGG 3IWV Top holdings2021-12-31 1.SPY 2.AGG 3.IWV 4.IWB 5.MDY 6.NVDA 7.EFA 8.AAPL 9.IWF 10.QQQ
2021-09-30	114	$188.5M	0	1SPY 2AGG 3IWB Top holdings2021-09-30 1.SPY 2.AGG 3.IWB 4.IWV 5.MDY 6.EFA 7.NVDA 8.XLK 9.IWF 10.XLV
2021-06-30	116	$191.9M	100	1AGG 2SPY 3IWV Top holdings2021-06-30 1.AGG 2.SPY 3.IWV 4.IWB 5.MDY 6.IWM 7.NVDA 8.EEM 9.EFA 10.SHY
2021-03-31	81	$101.3M	95	1SWKS 2AGG 3SPY Top holdings2021-03-31 1.SWKS 2.AGG 3.SPY 4.IWB 5.EMB 6.IWV 7.MMM 8.CWB 9.LRCXEUR 10.EFA
2020-12-31	112	$162.3M	67	1AGG 2IWV 3SPY Top holdings2020-12-31 1.AGG 2.IWV 3.SPY 4.EEM 5.IWB 6.MDY 7.SHY 8.CWB 9.IWN 10.NVDA
2020-09-30	107	$142.2M	29	1AGG 2SWKS 3IWB Top holdings2020-09-30 1.AGG 2.SWKS 3.IWB 4.IWV 5.EFA 6.MMM 7.NYF 8.SPY 9.EMB 10.IEF
2020-06-30	107	$127.0M	55	1AGG 2IWB 3IWV Top holdings2020-06-30 1.AGG 2.IWB 3.IWV 4.SWKS 5.MMM 6.IWF 7.NYF 8.IWM 9.XLV 10.IEF
2020-03-31	81	$101.3M	31	1SWKS 2AGG 3SPY Top holdings2020-03-31 1.SWKS 2.AGG 3.SPY 4.IWB 5.IWV 6.MMM 7.CWB 8.LRCXEUR 9.EEM 10.EFA
2019-12-31	92	$122.4M	65	1SWKS 2IWB 3AGG Top holdings2019-12-31 1.SWKS 2.IWB 3.AGG 4.SPY 5.MMM 6.EFA 7.IWV 8.EEM 9.LRCXEUR 10.IWM
2019-09-30	91	$111.8M	31	1SPY 2IWB 3IWV Top holdings2019-09-30 1.SPY 2.IWB 3.IWV 4.SHY 5.MDY 6.AGG 7.LQD 8.EEM 9.XLP 10.EMB
2019-06-30	91	$107.8M	22	1AGG 2IWB 3SHY Top holdings2019-06-30 1.AGG 2.IWB 3.SHY 4.IWV 5.MDY 6.CWB 7.SPY 8.EFA 9.LQD 10.EEM
2019-03-31	89	$103.6M	53	1CWB 2AGG 3IWB Top holdings2019-03-31 1.CWB 2.AGG 3.IWB 4.SHY 5.EEM 6.MDY 7.IWV 8.SPY 9.LQD 10.DVY
2018-12-31	80	$92.9M	44	1SHY 2AGG 3IWB Top holdings2018-12-31 1.SHY 2.AGG 3.IWB 4.CWB 5.SPY 6.MDY 7.LQD 8.SHV 9.NYF 10.EMB
2018-09-30	85	$108.9M	38	1IWB 2AGG 3SHY Top holdings2018-09-30 1.IWB 2.AGG 3.SHY 4.CWB 5.SPY 6.MDY 7.IWM 8.EFA 9.IWV 10.LQD
2018-06-30	330	$111.8M	38	1MDY 2IWB 3AGG Top holdings2018-06-30 1.MDY 2.IWB 3.AGG 4.SHY 5.EFA 6.IWV 7.CWB 8.LQD 9.NYF 10.EMB
2018-03-31	330	$111.0M	31	1SHY 2IWB 3AGG Top holdings2018-03-31 1.SHY 2.IWB 3.AGG 4.MDY 5.EEM 6.EFA 7.LQD 8.EMB 9.NYF 10.73935A
2017-12-31	364	$109.5M	—	1IWB 2AGG 3CWB Top holdings2017-12-31 1.IWB 2.AGG 3.CWB 4.MDY 5.SHY 6.EFA 7.EEM 8.LQD 9.EMB 10.NYF

Holding changes this quarter

Position changes disclosed by Midwest Professional Planners, LTD. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	TSM	Taiwan Semiconductor-sp Adr	+0.9%	+223.03%	Add
2	EFA	Ishares Msci Eafe ETF	+0.8%	+57.99%	Add
3	TER	Teradyne INC	+0.6%	+48.83%	Add
4	AMAT	Applied Materials INC	+0.4%	-4.86%	Trim
5	SHV	Ishares 0-1 Year Treasury Bo	+0.3%	+9.70%	Add
6	IBTH	Ishares Ibonds Dec 2027 Term	+0.3%	+28.98%	Add
7	ASML	ASML Holding N.V.	+0.3%	+168.09%	Add
8	SDCI	Uscf Summerhaven Dynamic ETF	+0.3%	+11.96%	Add
9	LMT	Lockheed Martin CORP	+0.3%	-0.76%	Trim
10	IBKR	Interactive Brokers Gro-cl A	+0.2%	+354.29%	Add
11	D	Dominion Energy INC	+0.2%	+348.31%	Add
12	IBTG	Ishares Ibonds Dec 2026 Term	+0.2%	+12.74%	Add
13	IBTI	Ishares Ibonds Dec 2028 Term	+0.2%	+45.11%	Add
14	LNG	Cheniere Energy INC	+0.2%	-0.23%	Trim
15	TRMD	TORM plc	+0.2%	+0.54%	Add
16	KLAC	Kla CORP	+0.2%	+66.45%	Add
17	XOM	Exxon Mobil CORP	+0.2%	+1.11%	Add
18	OSK	Oshkosh CORP	+0.2%	+0.18%	Add
19	ARM	Arm Holdings Plc-adr	+0.2%	+1.87%	Add
20	ETN	Eaton Corporation plc	+0.1%	-0.38%	Trim
21	IBTJ	Ishares Ibonds Dec 2029 Term	+0.1%	+87.29%	Add
22	MLPX	Global X Mlp & Energy Infras	+0.1%	+12.33%	Add
23	NOC	Northrop Grumman CORP	+0.1%	-0.61%	Trim
24	ABT	Abbott Laboratories	-0.1%	-11.83%	Trim
25	SHOP	Shopify INC - Class A	-0.1%	+3.26%	Add
26	V	Visa Inc-class A Shares	-0.1%	+1.61%	Add
27	META	Meta Platforms Inc-class A	-0.2%	-2.65%	Trim
28	CRM	Salesforce INC	-0.2%	-2.16%	Trim
29	AXP	American Express Co	-0.2%	+0.93%	Add
30	MCO	Moody's CORP	-0.2%	+0.17%	Add
31	SOFI	Sofi Technologies INC	-0.2%	-13.36%	Trim
32	AAPL	Apple INC	-0.3%	-18.80%	Trim
33	LRCX	Lam Research CORP	-0.3%	-29.07%	Trim
34	ORCL	Oracle CORP	-0.3%	-0.97%	Trim
35	PLTR	Palantir Technologies Inc-a	-0.3%	-45.96%	Trim
36	NVDA	Nvidia CORP	-0.3%	-2.11%	Trim
37	BSX	Boston Scientific CORP	-0.3%	-1.76%	Trim
38	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.3%	+2.11%	Add
39	MSFT	Microsoft CORP	-0.4%	-0.93%	Trim
40	ABBV	Abbvie INC	-0.4%	-38.07%	Trim
41	COF	Capital One Financial CORP	-0.5%	-2.02%	Trim
42	AVGO	Broadcom INC	-0.6%	-7.95%	Trim
43	IWN	Ishares Russell 2000 Value E	—	NEW	New buy
44	CWB	Ss Spdr Bb Conv Sec ETF	—	NEW	New buy
45	IBB	Ishares Biotechnology ETF	—	EXIT	Sold out
46	XLV	Ss Health Care Select Sector	—	EXIT	Sold out
47	IWF	Ishares Russell 1000 Growth	—	EXIT	Sold out
48	DELL	Dell Technologies -c	—	EXIT	Sold out
49	GPC	Genuine Parts Co	—	EXIT	Sold out
50	NIC	Nicolet Bankshares INC	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-05	13F-HR	View on EDGAR
2025-12-31	2026-02-06	13F-HR	View on EDGAR
2025-09-30	2025-11-04	13F-HR	View on EDGAR
2025-06-30	2025-08-11	13F-HR	View on EDGAR
2025-03-31	2025-05-02	13F-HR	View on EDGAR
2024-12-31	2025-02-10	13F-HR	View on EDGAR
2024-09-30	2024-11-14	13F-HR	View on EDGAR
2024-06-30	2024-08-06	13F-HR	View on EDGAR
2024-03-31	2024-05-09	13F-HR	View on EDGAR
2023-12-31	2024-02-15	13F-HR	View on EDGAR
2023-09-30	2023-11-13	13F-HR	View on EDGAR
2023-06-30	2023-08-07	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-10	13F-HR	View on EDGAR
2022-09-30	2022-11-10	13F-HR	View on EDGAR
2022-06-30	2022-08-09	13F-HR	View on EDGAR
2022-03-31	2022-05-11	13F-HR	View on EDGAR
2021-12-31	2022-02-10	13F-HR	View on EDGAR
2021-09-30	2021-11-08	13F-HR	View on EDGAR
2021-06-30	2021-08-10	13F-HR	View on EDGAR
2021-03-31	2021-05-17	13F-HR	View on EDGAR
2020-12-31	2021-03-11	13F-HR	View on EDGAR
2020-09-30	2020-11-06	13F-HR	View on EDGAR
2020-06-30	2020-08-14	13F-HR	View on EDGAR
2020-03-31	2020-05-05	13F-HR	View on EDGAR
2019-12-31	2020-02-11	13F-HR	View on EDGAR
2019-09-30	2019-11-14	13F-HR	View on EDGAR
2019-06-30	2019-08-12	13F-HR	View on EDGAR
2019-03-31	2019-05-08	13F-HR	View on EDGAR
2018-12-31	2019-02-14	13F-HR	View on EDGAR
2018-09-30	2018-11-13	13F-HR	View on EDGAR
2018-06-30	2018-08-10	13F-HR	View on EDGAR
2018-03-31	2018-05-15	13F-HR	View on EDGAR
2017-12-31	2018-02-13	13F-HR	View on EDGAR