Filed: 5/2/2025ACC: 0001104659-25-043940
📋 What this filing means
MIDWEST PROFESSIONAL PLANNERS, LTD. filed this quarterly 13F‑HR report disclosing 155 equity positions with a total reported market value of $321.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
155
Positions
$321.35M
Total AUM (reported)
3.37M
Total Shares
Allocation by class
COM$162.40M50.5%
TR UNIT$32.60M10.1%
CL A$11.81M3.7%
MSCI EAFE ETF$8.69M2.7%
COM NEW$7.56M2.4%
3 7 YR TREAS BD$6.94M2.2%
CORE US AGGBD ET$5.41M1.7%
Portfolio Concentration
Top 3$50.08M15.6%
4–10$43.11M13.4%
11–25$63.69M19.8%
Rest$164.46M51.2%
Top 3 weight
15.6%
Top 10 weight
29.0%
Voting Authority Distribution
Total shares with voting rights: 3.37M
Sole
Full voting authority
3.37M
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)
Sole155
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings155
Rows:
SPDR S&P 500 ETF TR
SOLEShares58.27K
TypeSH
Market value$32.60M
10.14%
Sole
58.27K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares81.11K
TypeSH
Market value$8.79M
2.74%
Sole
81.11K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares106.34K
TypeSH
Market value$8.69M
2.70%
Sole
106.34K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares43.32K
TypeSH
Market value$7.25M
2.26%
Sole
43.32K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares58.77K
TypeSH
Market value$6.94M
2.16%
Sole
58.77K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares6.91K
TypeSH
Market value$6.54M
2.03%
Sole
6.91K
Shared
0.00
None
0.00
JPMORGAN CHASE &CO.
SOLEShares25.03K
TypeSH
Market value$6.14M
1.91%
Sole
25.03K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares11.79K
TypeSH
Market value$5.49M
1.71%
Sole
11.79K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares54.66K
TypeSH
Market value$5.41M
1.68%
Sole
54.66K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares48.39K
TypeSH
Market value$5.35M
1.66%
Sole
48.39K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares218.63K
TypeSH
Market value$5.02M
1.56%
Sole
218.63K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares214.46K
TypeSH
Market value$5.01M
1.56%
Sole
214.46K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares13.07K
TypeSH
Market value$4.91M
1.53%
Sole
13.07K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares80.78K
TypeSH
Market value$4.71M
1.47%
Sole
80.78K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares45.84K
TypeSH
Market value$4.62M
1.44%
Sole
45.84K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares16.64K
TypeSH
Market value$4.52M
1.41%
Sole
16.64K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares13.10K
TypeSH
Market value$4.16M
1.30%
Sole
13.10K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares15K
TypeSH
Market value$4.03M
1.25%
Sole
15K
Shared
0.00
None
0.00
VISA INC
SOLEShares11.41K
TypeSH
Market value$4.00M
1.24%
Sole
11.41K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares8.89K
TypeSH
Market value$3.97M
1.24%
Sole
8.89K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares21.99K
TypeSH
Market value$3.94M
1.23%
Sole
21.99K
Shared
0.00
None
0.00
APPLE INC
SOLEShares17.57K
TypeSH
Market value$3.90M
1.21%
Sole
17.57K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares51.49K
TypeSH
Market value$3.74M
1.16%
Sole
51.49K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares6.24K
TypeSH
Market value$3.60M
1.12%
Sole
6.24K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares24.44K
TypeSH
Market value$3.55M
1.10%
Sole
24.44K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 58.27K | SH | $32.60M 10.14% | 58.27K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 81.11K | SH | $8.79M 2.74% | 81.11K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 106.34K | SH | $8.69M 2.70% | 106.34K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 43.32K | SH | $7.25M 2.26% | 43.32K | 0.00 | 0.00 |
ISHARES TRSOLE | 3 7 YR TREAS BD | 58.77K | SH | $6.94M 2.16% | 58.77K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 6.91K | SH | $6.54M 2.03% | 6.91K | 0.00 | 0.00 |
JPMORGAN CHASE &CO.SOLE | COM | 25.03K | SH | $6.14M 1.91% | 25.03K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 11.79K | SH | $5.49M 1.71% | 11.79K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 54.66K | SH | $5.41M 1.68% | 54.66K | 0.00 | 0.00 |
ISHARES TRSOLE | SHORT TREAS BD | 48.39K | SH | $5.35M 1.66% | 48.39K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS 26 TRM TS | 218.63K | SH | $5.02M 1.56% | 218.63K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS 25 TRM TS | 214.46K | SH | $5.01M 1.56% | 214.46K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 13.07K | SH | $4.91M 1.53% | 13.07K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 80.78K | SH | $4.71M 1.47% | 80.78K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 45.84K | SH | $4.62M 1.44% | 45.84K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 16.64K | SH | $4.52M 1.41% | 16.64K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 13.10K | SH | $4.16M 1.30% | 13.10K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 15K | SH | $4.03M 1.25% | 15K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 11.41K | SH | $4.00M 1.24% | 11.41K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 8.89K | SH | $3.97M 1.24% | 8.89K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 21.99K | SH | $3.94M 1.23% | 21.99K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 17.57K | SH | $3.90M 1.21% | 17.57K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 51.49K | SH | $3.74M 1.16% | 51.49K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 6.24K | SH | $3.60M 1.12% | 6.24K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 24.44K | SH | $3.55M 1.10% | 24.44K | 0.00 | 0.00 |
Page 1 of 7
…