Filed: 8/11/2025ACC: 0001104659-25-075997
📋 What this filing means
MIDWEST PROFESSIONAL PLANNERS, LTD. filed this quarterly 13F‑HR report disclosing 149 equity positions with a total reported market value of $379.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
149
Positions
$379.78M
Total AUM (reported)
3.70M
Total Shares
Allocation by class
COM$187.96M49.5%
TR UNIT$36.19M9.5%
SHORT TREAS BD$20.26M5.3%
CL A$12.75M3.4%
COM NEW$9.43M2.5%
MSCI EAFE ETF$9.30M2.4%
3 7 YR TREAS BD$7.16M1.9%
Portfolio Concentration
Top 3$69.35M18.3%
4–10$55.55M14.6%
11–25$76.50M20.1%
Rest$178.38M47.0%
Top 3 weight
18.3%
Top 10 weight
32.9%
Voting Authority Distribution
Total shares with voting rights: 3.70M
Sole
Full voting authority
3.70M
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)
Sole149
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings149
Rows:
SPDR S&P 500 ETF TR
SOLEShares58.57K
TypeSH
Market value$36.19M
9.53%
Sole
58.57K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares183.50K
TypeSH
Market value$20.26M
5.34%
Sole
183.50K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares81.63K
TypeSH
Market value$12.90M
3.40%
Sole
81.63K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares43.20K
TypeSH
Market value$11.91M
3.14%
Sole
43.20K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares104.04K
TypeSH
Market value$9.30M
2.45%
Sole
104.04K
Shared
0.00
None
0.00
JPMORGAN CHASE &CO.
SOLEShares25.21K
TypeSH
Market value$7.31M
1.92%
Sole
25.21K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares60.15K
TypeSH
Market value$7.16M
1.89%
Sole
60.15K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares6.99K
TypeSH
Market value$6.92M
1.82%
Sole
6.99K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares30.61K
TypeSH
Market value$6.51M
1.71%
Sole
30.61K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares12.94K
TypeSH
Market value$6.44M
1.69%
Sole
12.94K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares17.15K
TypeSH
Market value$6.12M
1.61%
Sole
17.15K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares262.42K
TypeSH
Market value$6.02M
1.58%
Sole
262.42K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares11.96K
TypeSH
Market value$6.00M
1.58%
Sole
11.96K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares56.09K
TypeSH
Market value$5.56M
1.47%
Sole
56.09K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares219.65K
TypeSH
Market value$5.13M
1.35%
Sole
219.65K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares52.35K
TypeSH
Market value$5.10M
1.34%
Sole
52.35K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares14.46K
TypeSH
Market value$5.07M
1.34%
Sole
14.46K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares23.05K
TypeSH
Market value$5.04M
1.33%
Sole
23.05K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares80.67K
TypeSH
Market value$5.00M
1.32%
Sole
80.67K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares46.49K
TypeSH
Market value$4.99M
1.31%
Sole
46.49K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares6.21K
TypeSH
Market value$4.58M
1.21%
Sole
6.21K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares31.37K
TypeSH
Market value$4.58M
1.21%
Sole
31.37K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares24.92K
TypeSH
Market value$4.56M
1.20%
Sole
24.92K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares94.53K
TypeSH
Market value$4.56M
1.20%
Sole
94.53K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares9K
TypeSH
Market value$4.17M
1.10%
Sole
9K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 58.57K | SH | $36.19M 9.53% | 58.57K | 0.00 | 0.00 |
ISHARES TRSOLE | SHORT TREAS BD | 183.50K | SH | $20.26M 5.34% | 183.50K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 81.63K | SH | $12.90M 3.40% | 81.63K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 43.20K | SH | $11.91M 3.14% | 43.20K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 104.04K | SH | $9.30M 2.45% | 104.04K | 0.00 | 0.00 |
JPMORGAN CHASE &CO.SOLE | COM | 25.21K | SH | $7.31M 1.92% | 25.21K | 0.00 | 0.00 |
ISHARES TRSOLE | 3 7 YR TREAS BD | 60.15K | SH | $7.16M 1.89% | 60.15K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 6.99K | SH | $6.92M 1.82% | 6.99K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 30.61K | SH | $6.51M 1.71% | 30.61K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 12.94K | SH | $6.44M 1.69% | 12.94K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 17.15K | SH | $6.12M 1.61% | 17.15K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS 26 TRM TS | 262.42K | SH | $6.02M 1.58% | 262.42K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 11.96K | SH | $6.00M 1.58% | 11.96K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 56.09K | SH | $5.56M 1.47% | 56.09K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS 25 TRM TS | 219.65K | SH | $5.13M 1.35% | 219.65K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 52.35K | SH | $5.10M 1.34% | 52.35K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 14.46K | SH | $5.07M 1.34% | 14.46K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 23.05K | SH | $5.04M 1.33% | 23.05K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 80.67K | SH | $5.00M 1.32% | 80.67K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 46.49K | SH | $4.99M 1.31% | 46.49K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 6.21K | SH | $4.58M 1.21% | 6.21K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 31.37K | SH | $4.58M 1.21% | 31.37K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 24.92K | SH | $4.56M 1.20% | 24.92K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 94.53K | SH | $4.56M 1.20% | 94.53K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 9K | SH | $4.17M 1.10% | 9K | 0.00 | 0.00 |
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