Filed: 2/10/2025ACC: 0001104659-25-010809
📋 What this filing means
MIDWEST PROFESSIONAL PLANNERS, LTD. filed this quarterly 13F‑HR report disclosing 152 equity positions with a total reported market value of $334.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
152
Positions
$334.88M
Total AUM (reported)
3.10M
Total Shares
Allocation by class
COM$177.63M53.0%
TR UNIT$40.51M12.1%
CL A$12.05M3.6%
COM NEW$7.35M2.2%
3 7 YR TREAS BD$5.85M1.7%
SHS$5.60M1.7%
CORE S&P MCP ETF$5.49M1.6%
Portfolio Concentration
Top 3$64.76M19.3%
4–10$41.67M12.4%
11–25$64.02M19.1%
Rest$164.43M49.1%
Top 3 weight
19.3%
Top 10 weight
31.8%
Voting Authority Distribution
Total shares with voting rights: 3.10M
Sole
Full voting authority
3.10M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole152
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings152
Rows:
SPDR S&P 500 ETF TR
SOLEShares69.12K
TypeSH
Market value$40.51M
12.10%
Sole
69.12K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares96.09K
TypeSH
Market value$12.90M
3.85%
Sole
96.09K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares48.96K
TypeSH
Market value$11.35M
3.39%
Sole
48.96K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares7.04K
TypeSH
Market value$6.45M
1.93%
Sole
7.04K
Shared
0.00
None
0.00
JPMORGAN CHASE &CO.
SOLEShares25.95K
TypeSH
Market value$6.22M
1.86%
Sole
25.95K
Shared
0.00
None
0.00
APPLE INC
SOLEShares23.81K
TypeSH
Market value$5.96M
1.78%
Sole
23.81K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares50.60K
TypeSH
Market value$5.85M
1.75%
Sole
50.60K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares13.79K
TypeSH
Market value$5.81M
1.74%
Sole
13.79K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares12.22K
TypeSH
Market value$5.78M
1.73%
Sole
12.22K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares16.86K
TypeSH
Market value$5.60M
1.67%
Sole
16.86K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares88.08K
TypeSH
Market value$5.49M
1.64%
Sole
88.08K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares15.70K
TypeSH
Market value$5.25M
1.57%
Sole
15.70K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares43.96K
TypeSH
Market value$5.06M
1.51%
Sole
43.96K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares47.81K
TypeSH
Market value$4.63M
1.38%
Sole
47.81K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares9.12K
TypeSH
Market value$4.43M
1.32%
Sole
9.12K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares55.21K
TypeSH
Market value$4.17M
1.25%
Sole
55.21K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares12.46K
TypeSH
Market value$4.17M
1.24%
Sole
12.46K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares46.56K
TypeSH
Market value$4.16M
1.24%
Sole
46.56K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares24.63K
TypeSH
Market value$4.01M
1.20%
Sole
24.63K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares22.42K
TypeSH
Market value$4.00M
1.19%
Sole
22.42K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares10.84K
TypeSH
Market value$3.78M
1.13%
Sole
10.84K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares52.05K
TypeSH
Market value$3.76M
1.12%
Sole
52.05K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares6.41K
TypeSH
Market value$3.75M
1.12%
Sole
6.41K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares22.35K
TypeSH
Market value$3.72M
1.11%
Sole
22.35K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares12.27K
TypeSH
Market value$3.64M
1.09%
Sole
12.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 69.12K | SH | $40.51M 12.10% | 69.12K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 96.09K | SH | $12.90M 3.85% | 96.09K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 48.96K | SH | $11.35M 3.39% | 48.96K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 7.04K | SH | $6.45M 1.93% | 7.04K | 0.00 | 0.00 |
JPMORGAN CHASE &CO.SOLE | COM | 25.95K | SH | $6.22M 1.86% | 25.95K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 23.81K | SH | $5.96M 1.78% | 23.81K | 0.00 | 0.00 |
ISHARES TRSOLE | 3 7 YR TREAS BD | 50.60K | SH | $5.85M 1.75% | 50.60K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 13.79K | SH | $5.81M 1.74% | 13.79K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 12.22K | SH | $5.78M 1.73% | 12.22K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 16.86K | SH | $5.60M 1.67% | 16.86K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 88.08K | SH | $5.49M 1.64% | 88.08K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 15.70K | SH | $5.25M 1.57% | 15.70K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 43.96K | SH | $5.06M 1.51% | 43.96K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 47.81K | SH | $4.63M 1.38% | 47.81K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 9.12K | SH | $4.43M 1.32% | 9.12K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 55.21K | SH | $4.17M 1.25% | 55.21K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 12.46K | SH | $4.17M 1.24% | 12.46K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 46.56K | SH | $4.16M 1.24% | 46.56K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 24.63K | SH | $4.01M 1.20% | 24.63K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 22.42K | SH | $4.00M 1.19% | 22.42K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 10.84K | SH | $3.78M 1.13% | 10.84K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 52.05K | SH | $3.76M 1.12% | 52.05K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 6.41K | SH | $3.75M 1.12% | 6.41K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 22.35K | SH | $3.72M 1.11% | 22.35K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 12.27K | SH | $3.64M 1.09% | 12.27K | 0.00 | 0.00 |
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