Filed: 11/4/2025ACC: 0001104659-25-106059
📋 What this filing means
MIDWEST PROFESSIONAL PLANNERS, LTD. filed this quarterly 13F‑HR report disclosing 148 equity positions with a total reported market value of $409.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
148
Positions
$409.89M
Total AUM (reported)
3.71M
Total Shares
Allocation by class
COM$200.45M48.9%
TR UNIT$42.21M10.3%
SHORT TREAS BD$16.59M4.0%
CL A$12.65M3.1%
COM NEW$10.92M2.7%
3 7 YR TREAS BD$7.28M1.8%
MSCI EAFE ETF$6.76M1.6%
Portfolio Concentration
Top 3$73.95M18.0%
4–10$56.42M13.8%
11–25$83.16M20.3%
Rest$196.36M47.9%
Top 3 weight
18.0%
Top 10 weight
31.8%
Voting Authority Distribution
Total shares with voting rights: 3.71M
Sole
Full voting authority
3.71M
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)
Sole148
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings148
Rows:
SPDR S&P 500 ETF TR
SOLEShares63.37K
TypeSH
Market value$42.21M
10.30%
Sole
63.37K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares150.14K
TypeSH
Market value$16.59M
4.05%
Sole
150.14K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares81.16K
TypeSH
Market value$15.14M
3.69%
Sole
81.16K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares42.76K
TypeSH
Market value$14.11M
3.44%
Sole
42.76K
Shared
0.00
None
0.00
JPMORGAN CHASE &CO.
SOLEShares25.12K
TypeSH
Market value$7.92M
1.93%
Sole
25.12K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares60.91K
TypeSH
Market value$7.28M
1.78%
Sole
60.91K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares52.48K
TypeSH
Market value$7.03M
1.71%
Sole
52.48K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares72.38K
TypeSH
Market value$6.76M
1.65%
Sole
72.38K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares293.26K
TypeSH
Market value$6.73M
1.64%
Sole
293.26K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares12.74K
TypeSH
Market value$6.60M
1.61%
Sole
12.74K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares23.17K
TypeSH
Market value$6.52M
1.59%
Sole
23.17K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares30.52K
TypeSH
Market value$6.49M
1.58%
Sole
30.52K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares17.12K
TypeSH
Market value$6.41M
1.56%
Sole
17.12K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares6.90K
TypeSH
Market value$6.39M
1.56%
Sole
6.90K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares58.41K
TypeSH
Market value$5.86M
1.43%
Sole
58.41K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares11.99K
TypeSH
Market value$5.71M
1.39%
Sole
11.99K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares32.29K
TypeSH
Market value$5.40M
1.32%
Sole
32.29K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares14.21K
TypeSH
Market value$5.38M
1.31%
Sole
14.21K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares81.80K
TypeSH
Market value$5.34M
1.30%
Sole
81.80K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares226.72K
TypeSH
Market value$5.30M
1.29%
Sole
226.72K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares95.77K
TypeSH
Market value$5.11M
1.25%
Sole
95.77K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares24.83K
TypeSH
Market value$5.08M
1.24%
Sole
24.83K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares11.47K
TypeSH
Market value$4.84M
1.18%
Sole
11.47K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares6.01K
TypeSH
Market value$4.79M
1.17%
Sole
6.01K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares6.18K
TypeSH
Market value$4.54M
1.11%
Sole
6.18K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 63.37K | SH | $42.21M 10.30% | 63.37K | 0.00 | 0.00 |
ISHARES TRSOLE | SHORT TREAS BD | 150.14K | SH | $16.59M 4.05% | 150.14K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 81.16K | SH | $15.14M 3.69% | 81.16K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 42.76K | SH | $14.11M 3.44% | 42.76K | 0.00 | 0.00 |
JPMORGAN CHASE &CO.SOLE | COM | 25.12K | SH | $7.92M 1.93% | 25.12K | 0.00 | 0.00 |
ISHARES TRSOLE | 3 7 YR TREAS BD | 60.91K | SH | $7.28M 1.78% | 60.91K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 52.48K | SH | $7.03M 1.71% | 52.48K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 72.38K | SH | $6.76M 1.65% | 72.38K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS 26 TRM TS | 293.26K | SH | $6.73M 1.64% | 293.26K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 12.74K | SH | $6.60M 1.61% | 12.74K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 23.17K | SH | $6.52M 1.59% | 23.17K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 30.52K | SH | $6.49M 1.58% | 30.52K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 17.12K | SH | $6.41M 1.56% | 17.12K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 6.90K | SH | $6.39M 1.56% | 6.90K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 58.41K | SH | $5.86M 1.43% | 58.41K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 11.99K | SH | $5.71M 1.39% | 11.99K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 32.29K | SH | $5.40M 1.32% | 32.29K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 14.21K | SH | $5.38M 1.31% | 14.21K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 81.80K | SH | $5.34M 1.30% | 81.80K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS 25 TRM TS | 226.72K | SH | $5.30M 1.29% | 226.72K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 95.77K | SH | $5.11M 1.25% | 95.77K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 24.83K | SH | $5.08M 1.24% | 24.83K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 11.47K | SH | $4.84M 1.18% | 11.47K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 6.01K | SH | $4.79M 1.17% | 6.01K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 6.18K | SH | $4.54M 1.11% | 6.18K | 0.00 | 0.00 |
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