Filed: 2/6/2026ACC: 0001104659-26-011339
📋 What this filing means
MIDWEST PROFESSIONAL PLANNERS, LTD. filed this quarterly 13F‑HR report disclosing 142 equity positions with a total reported market value of $422.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
142
Positions
$422.15M
Total AUM (reported)
3.57M
Total Shares
Allocation by class
COM$205.59M48.7%
TR UNIT$45.31M10.7%
TRUST ISHARE 0-1$15.61M3.7%
COM NEW$13.59M3.2%
CL A$12.36M2.9%
3 7 YR TREAS BD$7.62M1.8%
IBONDS 26 TRM TS$7.40M1.8%
Portfolio Concentration
Top 3$76.00M18.0%
4–10$60.66M14.4%
11–25$85.00M20.1%
Rest$200.49M47.5%
Top 3 weight
18.0%
Top 10 weight
32.4%
Voting Authority Distribution
Total shares with voting rights: 3.57M
Sole
Full voting authority
3.57M
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)
Sole142
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings142
Rows:
SPDR S&P 500 ETF TR
SOLEShares66.45K
TypeSH
Market value$45.31M
10.73%
Sole
66.45K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares141.73K
TypeSH
Market value$15.61M
3.70%
Sole
141.73K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares80.85K
TypeSH
Market value$15.08M
3.57%
Sole
80.85K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares41.65K
TypeSH
Market value$14.41M
3.41%
Sole
41.65K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares54.59K
TypeSH
Market value$9.34M
2.21%
Sole
54.59K
Shared
0.00
None
0.00
JPMORGAN CHASE &CO.
SOLEShares24.97K
TypeSH
Market value$8.05M
1.91%
Sole
24.97K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares63.82K
TypeSH
Market value$7.62M
1.80%
Sole
63.82K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares323.59K
TypeSH
Market value$7.40M
1.75%
Sole
323.59K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares30.09K
TypeSH
Market value$7.29M
1.73%
Sole
30.09K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares25.47K
TypeSH
Market value$6.54M
1.55%
Sole
25.47K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares12.53K
TypeSH
Market value$6.39M
1.51%
Sole
12.53K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares34.43K
TypeSH
Market value$6.31M
1.50%
Sole
34.43K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares12.15K
TypeSH
Market value$6.21M
1.47%
Sole
12.15K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares60.88K
TypeSH
Market value$6.08M
1.44%
Sole
60.88K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares12.48K
TypeSH
Market value$6.03M
1.43%
Sole
12.48K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares62.41K
TypeSH
Market value$5.99M
1.42%
Sole
62.41K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares6.48K
TypeSH
Market value$5.70M
1.35%
Sole
6.48K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares14.72K
TypeSH
Market value$5.70M
1.35%
Sole
14.72K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares17.43K
TypeSH
Market value$5.55M
1.32%
Sole
17.43K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares25.42K
TypeSH
Market value$5.44M
1.29%
Sole
25.42K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares6.30K
TypeSH
Market value$5.44M
1.29%
Sole
6.30K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares81.66K
TypeSH
Market value$5.39M
1.28%
Sole
81.66K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares94.16K
TypeSH
Market value$5.15M
1.22%
Sole
94.16K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares13.10K
TypeSH
Market value$4.84M
1.15%
Sole
13.10K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares9.85K
TypeSH
Market value$4.76M
1.13%
Sole
9.85K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 66.45K | SH | $45.31M 10.73% | 66.45K | 0.00 | 0.00 |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 141.73K | SH | $15.61M 3.70% | 141.73K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 80.85K | SH | $15.08M 3.57% | 80.85K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 41.65K | SH | $14.41M 3.41% | 41.65K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 54.59K | SH | $9.34M 2.21% | 54.59K | 0.00 | 0.00 |
JPMORGAN CHASE &CO.SOLE | COM | 24.97K | SH | $8.05M 1.91% | 24.97K | 0.00 | 0.00 |
ISHARES TRSOLE | 3 7 YR TREAS BD | 63.82K | SH | $7.62M 1.80% | 63.82K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS 26 TRM TS | 323.59K | SH | $7.40M 1.75% | 323.59K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 30.09K | SH | $7.29M 1.73% | 30.09K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 25.47K | SH | $6.54M 1.55% | 25.47K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 12.53K | SH | $6.39M 1.51% | 12.53K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 34.43K | SH | $6.31M 1.50% | 34.43K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 12.15K | SH | $6.21M 1.47% | 12.15K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 60.88K | SH | $6.08M 1.44% | 60.88K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 12.48K | SH | $6.03M 1.43% | 12.48K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 62.41K | SH | $5.99M 1.42% | 62.41K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 6.48K | SH | $5.70M 1.35% | 6.48K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 14.72K | SH | $5.70M 1.35% | 14.72K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 17.43K | SH | $5.55M 1.32% | 17.43K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 25.42K | SH | $5.44M 1.29% | 25.42K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 6.30K | SH | $5.44M 1.29% | 6.30K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 81.66K | SH | $5.39M 1.28% | 81.66K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 94.16K | SH | $5.15M 1.22% | 94.16K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 13.10K | SH | $4.84M 1.15% | 13.10K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 9.85K | SH | $4.76M 1.13% | 9.85K | 0.00 | 0.00 |
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