Sponsored
The Analysis of Midwest Professional Planners, LTD.'s Holdings & P&L
Currently, Midwest Professional Planners, LTD. holds 137 types of securities in its portfolio with a total value $424.5M. In the most recent quarter, they have increased their positions in IWN (+18.9K shares, valued at $3.6M), CWB (+38.9K shares, valued at $3.6M), EFA (+36.2K shares, valued at $3.5M); decreased their positions in N/A (-15.9K shares, valued at $3.4M), ABBV (-6.7K shares, valued at $1.5M), N/A (-3.3K shares, valued at $1.0M); initiated new positions in IWN (+18.9K shares, valued at $3.6M), CWB (+38.9K shares, valued at $3.6M), NIC (+3.8K shares, valued at $566.2K).
1M P&L
+17.5M+4.13%
3M P&L
+27.2M+6.55%
HY P&L
+57.6M+14.96%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A165.0M
43.0%
2Semiconductors32.6M
8.5%
3Credit Services17.5M
4.5%
Top Industries by Stock Count
1N/A31 stocks
24.6%
2Semiconductors7 stocks
5.6%
3Utilities - Regulated Electric5 stocks
4.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
TSM TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD1014.9K shares223.03%2026-03-312026-05-05
Sponsored
CWB SPDR SERIES TRUST STATE STREET BLOOMBERG CONVERTIBLE SECURITIES ETF38.9K sharesnew addition2026-03-312026-05-05
Sponsored
XLK SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF25.0K shares8.32%2026-03-312026-05-05
Sponsored
RY ROYAL BANK OF CANADA MONTREAL QUE COM NPV ISIN #CA7800871021 SEDOL #275438316.3K shares1.74%2026-03-312026-05-05
Sponsored
Sponsored
Sponsored
FIRST CITIZENS BANCSHARES INC (DELAWARE) FIRST CITIZENS BANCSHARES INC (DELAWARE)1.0K shares4.33%2026-03-312026-05-05
SHOP SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C714.6K shares3.26%2026-03-312026-05-05
Sponsored
Sponsored
PBA PEMBINA PIPELINE CORP COM ISIN #CA7063271034 SEDOL #B4PT2P824.0K shares1.74%2026-03-312026-05-05
Sponsored
TRP TC ENERGY CORPORATION COM NPV ISIN #CA87807B1076 SEDOL #BJMY6G016.3K shares18.76%2026-03-312026-05-05
MFC MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #249251927.7K shares1.11%2026-03-312026-05-05
Sponsored
Sponsored
Sponsored
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B738 shares-1.34%2026-03-312026-05-05
Sponsored
Sponsored
SPY
2.11%STATE STREET SPDR S&P 500 ETF UNITS
Shares67.8K
Event2026-03-31
Filed2026-05-05
SHV
9.70%ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
Shares155.5K
Event2026-03-31
Filed2026-05-05
NVDA
-2.11%NVIDIA CORPORATION COM
Shares79.1K
Event2026-03-31
Filed2026-05-05
BROADCOM INC COM
-7.95%BROADCOM INC COM
Shares38.3K
Event2026-03-31
Filed2026-05-05
EFA
57.99%ISHARES MSCI EAFE ETF
Shares98.6K
Event2026-03-31
Filed2026-05-05
IBTG
12.74%ISHARES TR IBONDS 26 TRM TS
Shares364.8K
Event2026-03-31
Filed2026-05-05
AMAT
-4.86%APPLIED MATERIALS INC COM USD0.01
Shares24.2K
Event2026-03-31
Filed2026-05-05
LAM RESEARCH CORP COM NEW
-29.07%LAM RESEARCH CORP COM NEW
Shares38.7K
Event2026-03-31
Filed2026-05-05
IEI
5.10%ISHARES TR 3 7 YR TREAS BD
Shares67.1K
Event2026-03-31
Filed2026-05-05
JPM
3.52%JPMORGAN CHASE &CO. COM
Shares25.8K
Event2026-03-31
Filed2026-05-05
RTX
0.10%RTX CORPORATION COM USD1.00
Shares34.5K
Event2026-03-31
Filed2026-05-05
CMI
-2.16%CUMMINS INC
Shares12.3K
Event2026-03-31
Filed2026-05-05
AGG
4.47%ISHARES CORE US AGGREGATE BOND ETF
Shares63.6K
Event2026-03-31
Filed2026-05-05
EATON CORPORATION PLC
-0.38%EATON CORPORATION PLC
Shares17.4K
Event2026-03-31
Filed2026-05-05
IBTH
28.98%ISHARES TR IBONDS 27 TRM TS
Shares264.7K
Event2026-03-31
Filed2026-05-05
LMT
-0.76%LOCKHEED MARTIN CORP COM USD1.00
Shares9.8K
Event2026-03-31
Filed2026-05-05
IJH
3.22%ISHARES CORE S&P MID-CAP ETF
Shares84.3K
Event2026-03-31
Filed2026-05-05
COST
-9.66%COSTCO WHOLESALE CORP COM
Shares5.7K
Event2026-03-31
Filed2026-05-05
IWV
2.30%ISHARES RUSSELL 3000 ETF
Shares15.1K
Event2026-03-31
Filed2026-05-05
GS
1.47%GOLDMAN SACHS GROUP INC COM USD0.01
Shares6.6K
Event2026-03-31
Filed2026-05-05
EEM
1.38%ISHARES TRUST MSCI EMG MKTS ETF USD DIS
Shares95.5K
Event2026-03-31
Filed2026-05-05
COF
-2.02%CAPITAL ONE FINANCIAL CORP COM USD0.01
Shares29.5K
Event2026-03-31
Filed2026-05-05
MCO
0.17%MOODYS CORP COM USD0.01
Shares12.2K
Event2026-03-31
Filed2026-05-05
AMD
1.24%ADVANCED MICRO DEVICES INC
Shares25.7K
Event2026-03-31
Filed2026-05-05
TSM
223.03%TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
Shares14.9K
Event2026-03-31
Filed2026-05-05
OSK
0.18%OSHKOSH CORP
Shares31.3K
Event2026-03-31
Filed2026-05-05
MSFT
-0.93%MICROSOFT CORP
Shares12.4K
Event2026-03-31
Filed2026-05-05
EMXC
-5.38%ISHARES MSCI EMR MRK EX CHNA
Shares57.9K
Event2026-03-31
Filed2026-05-05
TER
48.83%TERADYNE INC COM USD0.125
Shares15.3K
Event2026-03-31
Filed2026-05-05
SDCI
11.96%USCF ETF TR SUMMERHAVEN K1
Shares150.5K
Event2026-03-31
Filed2026-05-05
AXP
0.93%AMERICAN EXPRESS CO COM USD0.20
Shares13.2K
Event2026-03-31
Filed2026-05-05
V
1.61%VISA INC
Shares12.5K
Event2026-03-31
Filed2026-05-05
QLTA
6.08%ISHARES TRUST AAA - A RATED CORP BD ETF
Shares78.9K
Event2026-03-31
Filed2026-05-05
UNP
-0.04%UNION PAC CORP COM
Shares15.1K
Event2026-03-31
Filed2026-05-05
IGE
-13.43%ISHARES TR NORTH AMERN NAT
Shares57.4K
Event2026-03-31
Filed2026-05-05
IWN
NewISHARES RUSSELL 2000 VALUE ETF
Shares18.9K
Event2026-03-31
Filed2026-05-05
CWB
NewSPDR SERIES TRUST STATE STREET BLOOMBERG CONVERTIBLE SECURITIES ETF
Shares38.9K
Event2026-03-31
Filed2026-05-05
NOC
-0.61%NORTHROP GRUMMAN CORP COM USD1
Shares5.0K
Event2026-03-31
Filed2026-05-05
AAPL
-18.80%APPLE INC
Shares13.4K
Event2026-03-31
Filed2026-05-05
META
-2.65%META PLATFORMS INC CLASS A COMMON STOCK
Shares5.9K
Event2026-03-31
Filed2026-05-05
ORCL
-0.97%ORACLE CORP
Shares22.8K
Event2026-03-31
Filed2026-05-05
INVESCO QQQ TR UNIT SER 1
5.98%INVESCO QQQ TR UNIT SER 1
Shares5.8K
Event2026-03-31
Filed2026-05-05
XLK
8.32%SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares25.0K
Event2026-03-31
Filed2026-05-05
IWO
3.91%ISHARES TR RUS 2000 GRW ETF
Shares10.5K
Event2026-03-31
Filed2026-05-05
MA
0.08%MASTERCARD INCORPORATED CL A
Shares6.5K
Event2026-03-31
Filed2026-05-05
GLD
-16.24%SPDR GOLD TR GOLD SHS
Shares7.5K
Event2026-03-31
Filed2026-05-05
NSC
0.90%NORFOLK SOUTHN CORP COM
Shares11.1K
Event2026-03-31
Filed2026-05-05
WM
-15.92%WASTE MANAGEMENT INC
Shares12.9K
Event2026-03-31
Filed2026-05-05
MAIN
4.74%MAIN STR CAP CORP
Shares54.4K
Event2026-03-31
Filed2026-05-05
IJR
3.07%ISHARES CORE S&P SMALL-CAP E
Shares23.0K
Event2026-03-31
Filed2026-05-05
ADI
-2.91%ANALOG DEVICES INC COM
Shares8.8K
Event2026-03-31
Filed2026-05-05
ALPHABET INC CAP STK CL C
2.02%ALPHABET INC CAP STK CL C
Shares9.6K
Event2026-03-31
Filed2026-05-05
IBTI
45.11%ISHARES TR IBONDS 28 TRM TS
Shares118.8K
Event2026-03-31
Filed2026-05-05
RY
1.74%ROYAL BANK OF CANADA MONTREAL QUE COM NPV ISIN #CA7800871021 SEDOL #2754383
Shares16.3K
Event2026-03-31
Filed2026-05-05
LNG
-0.23%CHENIERE ENERGY INC COM USD0.003
Shares9.1K
Event2026-03-31
Filed2026-05-05
MU
-2.06%MICRON TECHNOLOGY INC
Shares7.6K
Event2026-03-31
Filed2026-05-05
TRMD
0.54%TORM PLC SER A USD0.01
Shares91.5K
Event2026-03-31
Filed2026-05-05
BSX
-1.76%BOSTON SCIENTIFIC CORP
Shares40.6K
Event2026-03-31
Filed2026-05-05
BLACKROCK INC COM
-1.83%BLACKROCK INC COM
Shares2.6K
Event2026-03-31
Filed2026-05-05
ABBV
-38.07%ABBVIE INC COM USD0.01
Shares10.9K
Event2026-03-31
Filed2026-05-05
EW
2.03%EDWARDS LIFESCIENCES CORP
Shares29.6K
Event2026-03-31
Filed2026-05-05
XOM
1.11%EXXON MOBIL CORP COM
Shares13.9K
Event2026-03-31
Filed2026-05-05
AMGN
-0.04%AMGEN INC
Shares6.7K
Event2026-03-31
Filed2026-05-05
ARISTA NETWORKS INC COM SHS
0.44%ARISTA NETWORKS INC COM SHS
Shares18.5K
Event2026-03-31
Filed2026-05-05
ARM
1.87%ARM HOLDINGS PLC SPON ADS EACH REP 1 ORD SHS
Shares15.0K
Event2026-03-31
Filed2026-05-05
HPE
-0.31%HEWLETT PACKARD ENTERPRISE CO COM
Shares91.9K
Event2026-03-31
Filed2026-05-05
MLPX
12.33%GLOBAL X FDS GLB X MLP ENRG I
Shares29.0K
Event2026-03-31
Filed2026-05-05
PAYX
0.14%PAYCHEX INC COM USD0.01
Shares22.6K
Event2026-03-31
Filed2026-05-05
OHI
2.95%OMEGA HEALTHCARE INVESTORS INC
Shares45.2K
Event2026-03-31
Filed2026-05-05
SHY
7.17%ISHARES TRUST 1-3 YEAR TREASURY BOND ETF
Shares23.7K
Event2026-03-31
Filed2026-05-05
IEF
5.60%ISHARES TR 7-10 YR TRSY BD
Shares20.4K
Event2026-03-31
Filed2026-05-05
AMZN
-6.39%AMAZON.COM INC
Shares9.2K
Event2026-03-31
Filed2026-05-05
FIRST CITIZENS BANCSHARES INC (DELAWARE)
4.33%FIRST CITIZENS BANCSHARES INC (DELAWARE)
Shares1.0K
Event2026-03-31
Filed2026-05-05
EPR
0.93%EPR PROPERTIES SBI USD0.01
Shares37.5K
Event2026-03-31
Filed2026-05-05
CSCO
-1.84%CISCO SYSTEMS INC
Shares23.4K
Event2026-03-31
Filed2026-05-05
JEPI
11.90%J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM
Shares31.9K
Event2026-03-31
Filed2026-05-05
CRM
-2.16%SALESFORCE INC COM
Shares9.3K
Event2026-03-31
Filed2026-05-05
ASML
168.09%ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012
Shares1.3K
Event2026-03-31
Filed2026-05-05
SHOP
3.26%SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7
Shares14.6K
Event2026-03-31
Filed2026-05-05
CVX
-0.87%CHEVRON CORP NEW COM
Shares7.8K
Event2026-03-31
Filed2026-05-05
VRTX
0.71%VERTEX PHARMACEUTICALS INC
Shares3.5K
Event2026-03-31
Filed2026-05-05
KLAC
66.45%KLA CORP COM NEW
Shares1.0K
Event2026-03-31
Filed2026-05-05
PSA
-2.20%PUBLIC STORAGE OPER CO COM
Shares5.4K
Event2026-03-31
Filed2026-05-05
ABT
-11.83%ABBOTT LABORATORIES
Shares14.3K
Event2026-03-31
Filed2026-05-05
IBKR
354.29%INTERACTIVE BROKERS GROUP INC COM CL A
Shares19.8K
Event2026-03-31
Filed2026-05-05
TSLA
-5.47%TESLA INC COM
Shares3.5K
Event2026-03-31
Filed2026-05-05
AMT
-2.57%AMERICAN TOWER CORP NEW COM
Shares7.6K
Event2026-03-31
Filed2026-05-05
ISRG
-0.43%INTUITIVE SURGICAL INC
Shares2.8K
Event2026-03-31
Filed2026-05-05
D
348.31%DOMINION ENERGY INC COM
Shares20.7K
Event2026-03-31
Filed2026-05-05
IBTJ
87.29%ISHARES TR IBONDS 29 TRM TS
Shares57.8K
Event2026-03-31
Filed2026-05-05
ARCC
10.88%ARES CAPITAL CORP COM
Shares69.0K
Event2026-03-31
Filed2026-05-05
EA
-1.25%ELECTRONIC ARTS INC
Shares6.1K
Event2026-03-31
Filed2026-05-05
OGE
-2.35%OGE ENERGY CORP COM USD0.01
Shares23.8K
Event2026-03-31
Filed2026-05-05
PLD
74.61%PROLOGIS INC. COM
Shares8.6K
Event2026-03-31
Filed2026-05-05
XEL
0.41%XCEL ENERGY INC COM USD2.5
Shares13.6K
Event2026-03-31
Filed2026-05-05
PBA
1.74%PEMBINA PIPELINE CORP COM ISIN #CA7063271034 SEDOL #B4PT2P8
Shares24.0K
Event2026-03-31
Filed2026-05-05
SOFI
-13.36%SOFI TECHNOLOGIES INC COM
Shares67.7K
Event2026-03-31
Filed2026-05-05
CNX
0.89%CNX RES CORP COM
Shares26.7K
Event2026-03-31
Filed2026-05-05
TRP
18.76%TC ENERGY CORPORATION COM NPV ISIN #CA87807B1076 SEDOL #BJMY6G0
Shares16.3K
Event2026-03-31
Filed2026-05-05
RNR
1.47%RENAISSANCERE HLDGS LTD COM
Shares3.3K
Event2026-03-31
Filed2026-05-05
CDNS
0.65%CADENCE DESIGN SYSTEMS INC COM USD0.01
Shares3.5K
Event2026-03-31
Filed2026-05-05
DE
2.29%DEERE & CO
Shares1.7K
Event2026-03-31
Filed2026-05-05
MFC
1.11%MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #2492519
Shares27.7K
Event2026-03-31
Filed2026-05-05
AEP
3.27%AMERICAN ELEC PWR CO INC COM
Shares7.2K
Event2026-03-31
Filed2026-05-05
NKE
1.51%NIKE INC CLASS B COM NPV
Shares17.9K
Event2026-03-31
Filed2026-05-05
NXPI
2.74%NXP SEMICONDUCTORS NV
Shares4.6K
Event2026-03-31
Filed2026-05-05
PLTR
-45.96%PALANTIR TECHNOLOGIES INC CL A
Shares6.2K
Event2026-03-31
Filed2026-05-05
WTM
1.80%WHITE MTNS INS GROUP LTD COM
Shares395
Event2026-03-31
Filed2026-05-05
MNST
1.90%MONSTER BEVERAGE CORP NEW COM
Shares11.5K
Event2026-03-31
Filed2026-05-05
DDOG
2.36%DATADOG INC CL A COM
Shares6.5K
Event2026-03-31
Filed2026-05-05
SNPS
0.97%SYNOPSYS INC
Shares1.8K
Event2026-03-31
Filed2026-05-05
ALPHABET INC CAP STK CL A
1.24%ALPHABET INC CAP STK CL A
Shares2.4K
Event2026-03-31
Filed2026-05-05
PR
-0.63%PERMIAN RESOURCES CORP CLASS A COM
Shares30.5K
Event2026-03-31
Filed2026-05-05
EOG
0.44%EOG RESOURCES INC
Shares4.3K
Event2026-03-31
Filed2026-05-05
BXP
0.15%BXP INC COM
Shares11.4K
Event2026-03-31
Filed2026-05-05
DAC
0.37%DANAOS CORP COM USD0.01 POST REV SPLT
Shares5.2K
Event2026-03-31
Filed2026-05-05
NOG
0.23%NORTHERN OIL &GAS INC COM
Shares19.8K
Event2026-03-31
Filed2026-05-05
NIC
NewNICOLET BANKSHARES INC
Shares3.8K
Event2026-03-31
Filed2026-05-05
ZBRA
-1.51%ZEBRA TECHNOLOGIES CORPORATION CL A
Shares2.4K
Event2026-03-31
Filed2026-05-05
PEP
0.06%PEPSICO INC
Shares3.1K
Event2026-03-31
Filed2026-05-05
PFS
7.55%PROVIDENT FINANCIAL SERVICES INC
Shares22.6K
Event2026-03-31
Filed2026-05-05
PG
0.29%PROCTER AND GAMBLE CO COM
Shares2.7K
Event2026-03-31
Filed2026-05-05
BNTX
1.03%BIONTECH SE SPON ADS EACH REP 1 ORD SHS
Shares4.0K
Event2026-03-31
Filed2026-05-05
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
-1.34%BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
Shares738
Event2026-03-31
Filed2026-05-05
NFLX
0.52%NETFLIX INC
Shares3.7K
Event2026-03-31
Filed2026-05-05
BMI
-7.39%BADGER METER INC
Shares2.2K
Event2026-03-31
Filed2026-05-05
ABR
-0.50%ARBOR REALTY TRUST INC COM
Shares39.6K
Event2026-03-31
Filed2026-05-05
VO
-1.77%VANGUARD MID-CAP INDEX FUND
Shares1.1K
Event2026-03-31
Filed2026-05-05
TDY
3.13%TELEDYNE TECHNOLOGIES INC
Shares494
Event2026-03-31
Filed2026-05-05
WEC ENERGY GROUP INC COM
0.00%WEC ENERGY GROUP INC COM
Shares2.5K
Event2026-03-31
Filed2026-05-05
TLH
4.78%ISHARES TR 10-20 YR TRS ETF
Shares2.7K
Event2026-03-31
Filed2026-05-05
SYM
3.30%SYMBOTIC INC CLASS A COM
Shares4.9K
Event2026-03-31
Filed2026-05-05
OKLO
1.71%OKLO INC COM CL A
Shares5.0K
Event2026-03-31
Filed2026-05-05
VV
0.00%VANGUARD LARGE-CAP INDEX FUND
Shares829
Event2026-03-31
Filed2026-05-05
IBTK
6.26%ISHARES TR IBOND DEC 2030
Shares10.9K
Event2026-03-31
Filed2026-05-05
FLOT
NewISHARES TR FLTG RATE NT ETF
Shares4.0K
Event2026-03-31
Filed2026-05-05
NAGE
0.00%NIAGEN BIOSCIENCE, INC. COMMON STOCK
Shares20.9K
Event2026-03-31
Filed2026-05-05
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available