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CIK: 0001730575
Total reported value
$510.3M
$510.3M
148 檔
18.8%
According to the latest 13F quarterly dataset, Midwest Professional Planners, LTD. managed an equity portfolio of $510.3M at the end of Q3 2025, spanning 148 distinct U.S. exchange-listed positions.
In Q3 2025, Midwest Professional Planners, LTD. displayed an active expansion posture, initiating 3 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.30% | +0.21% | +8.19% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 4.05% | -1.58% | -18.18% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.69% | -0.15% | -0.58% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.44% | -0.18% | -1.03% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.93% | -0.22% | -0.36% | |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.78% | -0.22% | +1.26% | |
| 7 | LRCX | Lam Research CORP | Stock-Tech | 1.71% | +1.22% | +0.25% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.65% | -0.90% | -30.43% | |
| 9 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.64% | -0.20% | +11.75% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.61% | -0.22% | -1.54% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.59% | -0.13% | +0.49% | |
| 12 | COF | Capital One Financial CORP | Stock-Financials | 1.58% | -0.24% | -0.27% | |
| 13 | ETN | Eaton Corporation plc | Stock-Industrials | 1.56% | -0.02% | -0.21% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.56% | -0.31% | -1.33% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.43% | -0.16% | +4.14% | |
| 16 | MCO | Moody's CORP | Stock-Financials | 1.39% | -0.17% | +0.19% | |
| 17 | RTX | Rtx CORP | Stock-Industrials | 1.32% | -0.27% | +2.93% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.31% | -0.05% | -1.69% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.30% | +0.73% | +1.41% | |
| 20 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.29% | — | +3.22% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.25% | -0.04% | +1.31% | |
| 22 | AMAT | Applied Materials Inc | Stock-Tech | 1.24% | +1.31% | -0.36% | |
| 23 | CMI | Cummins Inc | Stock-Industrials | 1.18% | +0.23% | -0.03% | |
| 24 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.17% | +0.01% | +4.76% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.11% | -0.16% | -0.48% | |
| 26 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.10% | -0.45% | -0.22% | |
| 27 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.09% | -0.41% | -0.76% | |
| 28 | AXP | American Express Co | Stock-Financials | 1.02% | -0.03% | +0.18% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 1.01% | -0.04% | +0.36% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.98% | -0.01% | +0.59% | |
| 31 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.93% | -0.03% | +27.33% | |
| 32 | OSK | Oshkosh CORP | Stock-Industrials | 0.93% | -0.09% | +2.01% | |
| 33 | MAIN | Main Street Capital CORP | Stock-Financials | 0.87% | -0.10% | +2.01% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.86% | -0.10% | +1.10% | |
| 35 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 0.84% | -0.10% | +0.68% | |
| 36 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.84% | — | -0.05% | |
| 37 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.84% | -0.04% | — | |
| 38 | WM | Waste Management Inc | Stock-Industrials | 0.82% | -0.15% | -0.01% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.82% | — | -4.59% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.81% | -0.76% | EXIT | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.81% | +0.07% | +0.38% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.81% | -0.01% | +1.80% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.81% | -0.02% | -3.88% | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.79% | -0.04% | — | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.79% | -0.32% | -9.87% | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.78% | — | -1.43% | |
| 47 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.77% | -0.03% | +2.07% | |
| 48 | IDU | Ishares US Utilities ETF | ETF-Other | 0.76% | — | -0.09% | |
| 49 | XLF | Ss Financial Select Sector | ETF-Other | 0.75% | — | -1.22% | |
| 50 | BLK | Blackrock Inc | Stock-Financials | 0.72% | -0.09% | -0.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | +2.4% | -18.18% | Add |
| 2 | AVGO | Broadcom Inc | +1.2% | -1.03% | Trim |
| 3 | NVDA | Nvidia CORP | +1% | -0.58% | Add |
| 4 | EEM | Ishares Msci Emerging Market | +0.8% | +1.31% | Add |
| 5 | ORCL | Oracle CORP | +0.6% | +0.49% | Add |
| 6 | LRCX | Lam Research CORP | +0.6% | +0.25% | Add |
| 7 | RTX | Rtx CORP | +0.5% | +2.93% | Add |
| 8 | CWB | Ss Spdr Bb Conv Sec ETF | +0.5% | — | Add |
| 9 | MAIN | Main Street Capital CORP | +0.4% | +2.01% | Add |
| 10 | COF | Capital One Financial CORP | +0.4% | -0.27% | Add |
| 11 | IBTH | Ishares Ibonds Dec 2027 Term | +0.3% | +27.33% | Add |
| 12 | SOFI | Sofi Technologies Inc | +0.3% | +20.29% | Add |
| 13 | GS | Goldman Sachs Group Inc | +0.2% | +4.76% | Add |
| 14 | PLTR | Palantir Technologies Inc-a | +0.2% | -1.27% | Trim |
| 15 | ANET | Arista Networks Inc | +0.2% | +2.43% | Add |
| 16 | TER | Teradyne Inc | +0.2% | +162.06% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +8.19% | Add |
| 18 | OSK | Oshkosh CORP | +0.2% | +2.01% | Add |
| 19 | ETN | Eaton Corporation plc | +0.2% | -0.21% | Add |
| 20 | RY | Royal Bank Of Canada | +0.2% | +1.61% | Add |
| 21 | AMAT | Applied Materials Inc | +0.1% | -0.36% | Add |
| 22 | AMD | Advanced Micro Devices | +0.1% | +2.34% | Add |
| 23 | HPE | Hewlett Packard Enterprise | +0.1% | -0.49% | Add |
| 24 | NSC | Norfolk Southern CORP | +0.1% | +2.07% | Add |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | +1.58% | Add |
| 26 | CMI | Cummins Inc | +0.1% | -0.03% | Add |
| 27 | SHOP | Shopify Inc - Class A | +0.1% | +1.15% | Add |
| 28 | IBTG | Ishares Ibonds Dec 2026 Term | +0.1% | +11.75% | Add |
| 29 | MSFT | Microsoft CORP | +0.1% | -1.54% | Trim |
| 30 | IWF | Ishares Russell 1000 Growth | +0.1% | -4.59% | Add |
| 31 | QQQ | Invesco Qqq Trust Series 1 | 0% | -3.88% | Add |
| 32 | XLK | Ss Technology Select Sector | 0% | — | Trim |
| 33 | JPM | Jpmorgan Chase & Co | 0% | -0.36% | Add |
| 34 | IWV | Ishares Russell 3000 ETF | 0% | -1.69% | Add |
| 35 | AXP | American Express Co | — | +0.18% | Add |
| 36 | META | Meta Platforms Inc-class A | 0% | -0.48% | Trim |
| 37 | PEP | Pepsico Inc | -0.3% | -0.74% | Trim |
| 38 | TROW | T Rowe Price Group Inc | -0.3% | -0.09% | Trim |
| 39 | CRM | Salesforce Inc | -0.5% | -9.87% | Trim |
| 40 | EFA | Ishares Msci Eafe ETF | -1.1% | -30.43% | Trim |
| 41 | QLTA | Ishares Aaa - A Rated Corpor | — | NEW | New buy |
| 42 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 43 | SDCI | Uscf Summerhaven Dynamic ETF | — | NEW | New buy |
| 44 | NMFC | New Mountain Finance CORP | — | EXIT | Sold out |
| 45 | MLPX | Global X Mlp & Energy Infras | — | NEW | New buy |
| 46 | DFSEUR | Discover Financial Services | — | EXIT | Sold out |
| 47 | DBP | Invesco Db Precious Metals F | — | EXIT | Sold out |
| 48 | DBA | Invesco Db Agriculture Fund | — | EXIT | Sold out |
| 49 | FLOT | Ishares Floating Rate Bond E | — | EXIT | Sold out |
| 50 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | EXIT | Sold out |
According to official SEC Form 13F filings, Midwest Professional Planners, LTD. reported a total U.S. public equity portfolio value of $510.3M across 148 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, SHV, NVDA) accounted for 18.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
QLTA
市值: $3.5M
Top Position Liquidated / Trimmed
FISV
前期市值: $2.8M
During Q3 2025, Midwest Professional Planners, LTD.'s top holdings by market value included SPY (10.3%)、SHV (4.0%)、NVDA (3.7%). The largest single position, SPY, represented 10.3% of total portfolio value.
In Q3 2025, Midwest Professional Planners, LTD. made 50 total portfolio adjustments, initiating 3 new buys, adding to 31 positions, trimming 9 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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