13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001730575
Total reported value
$510.3M
$510.3M
142 檔
19.5%
As reported in its official Q4 2025 Form 13F filing, Midwest Professional Planners, LTD.'s tracked investment portfolio stood at $510.3M with 142 total positions.
Midwest Professional Planners, LTD. executed strategic sector rebalancing during Q4 2025, establishing 5 new positions while fully exiting 8 holdings and trimming 15 positions.
| # | 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 | 10.73% | +0.21% | +4.86% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.70% | -1.58% | -5.61% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.57% | -0.15% | -0.38% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.41% | -0.18% | -2.61% | |
| 5 | LRCX | Lam Research CORP | Stock-Tech | 2.21% | +1.22% | +4.02% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.91% | -0.22% | -0.60% | |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.80% | -0.22% | +4.78% | |
| 8 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.75% | -0.20% | +10.34% | |
| 9 | COF | Capital One Financial CORP | Stock-Financials | 1.73% | -0.24% | -1.44% | |
| 10 | AMAT | Applied Materials Inc | Stock-Tech | 1.55% | +1.31% | +2.57% | |
| 11 | CMI | Cummins Inc | Stock-Industrials | 1.51% | +0.23% | +9.24% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 1.50% | -0.27% | +6.61% | |
| 13 | MCO | Moody's CORP | Stock-Financials | 1.47% | -0.17% | +1.41% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.44% | -0.16% | +4.22% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | -0.22% | -2.08% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.42% | -0.90% | -13.78% | |
| 17 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.35% | +0.01% | +7.87% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.35% | -0.05% | +3.60% | |
| 19 | ETN | Eaton Corporation plc | Stock-Industrials | 1.32% | -0.02% | +1.83% | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 1.29% | +1.78% | +60.71% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.29% | -0.31% | -8.65% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.28% | +0.73% | -0.18% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.22% | -0.04% | -1.69% | |
| 24 | AXP | American Express Co | Stock-Financials | 1.15% | -0.03% | +4.30% | |
| 25 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.13% | -0.41% | +10.27% | |
| 26 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 1.09% | -0.03% | +21.59% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 1.06% | -0.13% | -0.61% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 1.06% | -0.04% | +1.44% | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.05% | — | +19.51% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 1.02% | -0.01% | +4.48% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.95% | -0.01% | +22.71% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | -0.16% | -2.15% | |
| 33 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.93% | -0.45% | -10.92% | |
| 34 | OSK | Oshkosh CORP | Stock-Industrials | 0.93% | -0.09% | +6.81% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.87% | -0.10% | +4.22% | |
| 36 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 0.85% | -0.10% | +4.10% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.84% | -0.76% | EXIT | |
| 38 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.83% | — | — | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.83% | +0.07% | +7.28% | |
| 40 | WM | Waste Management Inc | Stock-Industrials | 0.80% | -0.15% | +0.60% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.79% | -0.02% | -0.93% | |
| 42 | IGE | Ishares North American Natur | ETF-Other | 0.79% | -0.85% | EXIT | |
| 43 | XLV | Ss Health Care Select Sector | ETF-Other | 0.79% | — | — | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.79% | -0.04% | +100.03% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.78% | — | -2.44% | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.78% | -0.01% | — | |
| 47 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.75% | -0.03% | +4.82% | |
| 48 | MAIN | Main Street Capital CORP | Stock-Financials | 0.74% | -0.10% | -7.07% | |
| 49 | SDCI | Uscf Summerhaven Dynamic ETF | ETF-Other | 0.70% | -0.10% | +90.17% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | +0.03% | +3.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +0.7% | +60.71% | Add |
| 2 | LRCX | Lam Research CORP | +0.5% | +4.02% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +4.86% | Add |
| 4 | CMI | Cummins Inc | +0.3% | +9.24% | Add |
| 5 | AMAT | Applied Materials Inc | +0.3% | +2.57% | Add |
| 6 | SDCI | Uscf Summerhaven Dynamic ETF | +0.3% | +90.17% | Add |
| 7 | TSLA | Tesla Inc | +0.2% | +130.77% | Add |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | +19.51% | Add |
| 9 | TER | Teradyne Inc | +0.2% | +31.77% | Add |
| 10 | GS | Goldman Sachs Group Inc | +0.2% | +7.87% | Add |
| 11 | RTX | Rtx CORP | +0.2% | +6.61% | Add |
| 12 | MU | Micron Technology Inc | +0.2% | -6.16% | Trim |
| 13 | CSCO | Cisco Systems Inc | +0.2% | +55.66% | Add |
| 14 | IBTH | Ishares Ibonds Dec 2027 Term | +0.2% | +21.59% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.2% | +3.29% | Add |
| 16 | MFC | Manulife Financial CORP | +0.2% | +173.50% | Add |
| 17 | COF | Capital One Financial CORP | +0.2% | -1.44% | Trim |
| 18 | ABBV | Abbvie Inc | +0.1% | +22.71% | Add |
| 19 | TRMD | TORM plc | +0.1% | +64.28% | Add |
| 20 | AXP | American Express Co | +0.1% | +4.30% | Add |
| 21 | RY | Royal Bank Of Canada | +0.1% | +9.04% | Add |
| 22 | IBTG | Ishares Ibonds Dec 2026 Term | +0.1% | +10.34% | Add |
| 23 | MCO | Moody's CORP | +0.1% | +1.41% | Add |
| 24 | NOG | Northern Oil And Gas Inc | -0.2% | -53.06% | Trim |
| 25 | AMT | American Tower CORP | -0.2% | -22.60% | Trim |
| 26 | NXPI | NXP Semiconductors N.V. | -0.2% | -36.60% | Trim |
| 27 | PSA | Public Storage | -0.2% | -21.10% | Trim |
| 28 | META | Meta Platforms Inc-class A | -0.2% | -2.15% | Trim |
| 29 | BSX | Boston Scientific CORP | -0.2% | -10.92% | Trim |
| 30 | MSFT | Microsoft CORP | -0.2% | -2.08% | Trim |
| 31 | CRM | Salesforce Inc | -0.2% | -30.15% | Trim |
| 32 | ABR | Arbor Realty Trust Inc | -0.2% | -60.70% | Trim |
| 33 | EFA | Ishares Msci Eafe ETF | -0.2% | -13.78% | Trim |
| 34 | ETN | Eaton Corporation plc | -0.2% | +1.83% | Add |
| 35 | COST | Costco Wholesale CORP | -0.3% | -8.65% | Trim |
| 36 | SHV | Ishares 0-1 Year Treasury Bo | -0.4% | -5.61% | Trim |
| 37 | ORCL | Oracle CORP | -0.5% | -0.61% | Trim |
| 38 | TLT | iShares 20+ Year Treasury Bond ETF | — | EXIT | Sold out |
| 39 | IBB | Ishares Biotechnology ETF | — | NEW | New buy |
| 40 | CWB | Ss Spdr Bb Conv Sec ETF | — | EXIT | Sold out |
| 41 | IGE | Ishares North American Natur | — | NEW | New buy |
| 42 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 43 | IWO | Ishares Russell 2000 Growth | — | NEW | New buy |
| 44 | IWP | Ishares Russell Mid-cap Grow | — | EXIT | Sold out |
| 45 | IDU | Ishares US Utilities ETF | — | EXIT | Sold out |
| 46 | XLF | Ss Financial Select Sector | — | EXIT | Sold out |
| 47 | TROW | T Rowe Price Group Inc | — | EXIT | Sold out |
| 48 | PNC | Pnc Financial Services Group | — | EXIT | Sold out |
| 49 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 50 | UHT | Universal Health Rlty Income | — | 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 142 disclosed positions in Q4 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 19.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
IBB
市值: $3.5M
Top Position Liquidated / Trimmed
TLT
前期市值: $5.3M
During Q4 2025, Midwest Professional Planners, LTD.'s top holdings by market value included SPY (10.7%)、SHV (3.7%)、NVDA (3.6%). The largest single position, SPY, represented 10.7% of total portfolio value.
In Q4 2025, Midwest Professional Planners, LTD. made 50 total portfolio adjustments, initiating 5 new buys, adding to 22 positions, trimming 15 holdings, and fully liquidating 8 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.