Filed: 5/5/2026ACC: 0001104659-26-055534
📋 What this filing means
MIDWEST PROFESSIONAL PLANNERS, LTD. filed this quarterly 13F‑HR report disclosing 137 equity positions with a total reported market value of $424.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
137
Positions
$424.53M
Total AUM (reported)
3.82M
Total Shares
Allocation by class
COM$196.17M46.2%
TR UNIT$44.13M10.4%
TRUST ISHARE 0-1$17.16M4.0%
COM NEW$13.75M3.2%
CL A$9.89M2.3%
MSCI EAFE ETF$9.58M2.3%
IBONDS 26 TRM TS$8.36M2.0%
Portfolio Concentration
Top 3$75.09M17.7%
4–10$61.91M14.6%
11–25$86.51M20.4%
Rest$201.02M47.4%
Top 3 weight
17.7%
Top 10 weight
32.3%
Voting Authority Distribution
Total shares with voting rights: 3.82M
Sole
Full voting authority
3.82M
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)
Sole137
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings137
Rows:
STATE STREET SPDR S&P 500 ETF UNITS
SOLEShares67.85K
TypeSH
Market value$44.13M
10.39%
Sole
67.85K
Shared
0.00
None
0.00
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
SOLEShares155.47K
TypeSH
Market value$17.16M
4.04%
Sole
155.47K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares79.15K
TypeSH
Market value$13.80M
3.25%
Sole
79.15K
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares38.34K
TypeSH
Market value$11.86M
2.79%
Sole
38.34K
Shared
0.00
None
0.00
ISHARES MSCI EAFE ETF
SOLEShares98.59K
TypeSH
Market value$9.58M
2.26%
Sole
98.59K
Shared
0.00
None
0.00
ISHARES TR IBONDS 26 TRM TS
SOLEShares364.82K
TypeSH
Market value$8.36M
1.97%
Sole
364.82K
Shared
0.00
None
0.00
APPLIED MATERIALS INC COM USD0.01
SOLEShares24.23K
TypeSH
Market value$8.28M
1.95%
Sole
24.23K
Shared
0.00
None
0.00
LAM RESEARCH CORP COM NEW
SOLEShares38.72K
TypeSH
Market value$8.27M
1.95%
Sole
38.72K
Shared
0.00
None
0.00
ISHARES TR 3 7 YR TREAS BD
SOLEShares67.08K
TypeSH
Market value$7.96M
1.87%
Sole
67.08K
Shared
0.00
None
0.00
JPMORGAN CHASE &CO. COM
SOLEShares25.85K
TypeSH
Market value$7.60M
1.79%
Sole
25.85K
Shared
0.00
None
0.00
RTX CORPORATION COM USD1.00
SOLEShares34.46K
TypeSH
Market value$6.65M
1.57%
Sole
34.46K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares12.26K
TypeSH
Market value$6.59M
1.55%
Sole
12.26K
Shared
0.00
None
0.00
ISHARES CORE US AGGREGATE BOND ETF
SOLEShares63.60K
TypeSH
Market value$6.31M
1.49%
Sole
63.60K
Shared
0.00
None
0.00
EATON CORPORATION PLC
SOLEShares17.36K
TypeSH
Market value$6.21M
1.46%
Sole
17.36K
Shared
0.00
None
0.00
ISHARES TR IBONDS 27 TRM TS
SOLEShares264.69K
TypeSH
Market value$5.94M
1.40%
Sole
264.69K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP COM USD1.00
SOLEShares9.78K
TypeSH
Market value$5.91M
1.39%
Sole
9.78K
Shared
0.00
None
0.00
ISHARES CORE S&P MID-CAP ETF
SOLEShares84.29K
TypeSH
Market value$5.69M
1.34%
Sole
84.29K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORP COM
SOLEShares5.70K
TypeSH
Market value$5.67M
1.34%
Sole
5.70K
Shared
0.00
None
0.00
ISHARES RUSSELL 3000 ETF
SOLEShares15.06K
TypeSH
Market value$5.58M
1.31%
Sole
15.06K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC COM USD0.01
SOLEShares6.58K
TypeSH
Market value$5.57M
1.31%
Sole
6.58K
Shared
0.00
None
0.00
ISHARES TRUST MSCI EMG MKTS ETF USD DIS
SOLEShares95.46K
TypeSH
Market value$5.42M
1.28%
Sole
95.46K
Shared
0.00
None
0.00
CAPITAL ONE FINANCIAL CORP COM USD0.01
SOLEShares29.48K
TypeSH
Market value$5.38M
1.27%
Sole
29.48K
Shared
0.00
None
0.00
MOODYS CORP COM USD0.01
SOLEShares12.18K
TypeSH
Market value$5.31M
1.25%
Sole
12.18K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares25.74K
TypeSH
Market value$5.24M
1.23%
Sole
25.74K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
SOLEShares14.90K
TypeSH
Market value$5.03M
1.19%
Sole
14.90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF UNITSSOLE | TR UNIT | 67.85K | SH | $44.13M 10.39% | 67.85K | 0.00 | 0.00 |
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETFSOLE | TRUST ISHARE 0-1 | 155.47K | SH | $17.16M 4.04% | 155.47K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | COM | 79.15K | SH | $13.80M 3.25% | 79.15K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | COM | 38.34K | SH | $11.86M 2.79% | 38.34K | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFSOLE | MSCI EAFE ETF | 98.59K | SH | $9.58M 2.26% | 98.59K | 0.00 | 0.00 |
ISHARES TR IBONDS 26 TRM TSSOLE | IBONDS 26 TRM TS | 364.82K | SH | $8.36M 1.97% | 364.82K | 0.00 | 0.00 |
APPLIED MATERIALS INC COM USD0.01SOLE | COM | 24.23K | SH | $8.28M 1.95% | 24.23K | 0.00 | 0.00 |
LAM RESEARCH CORP COM NEWSOLE | COM NEW | 38.72K | SH | $8.27M 1.95% | 38.72K | 0.00 | 0.00 |
ISHARES TR 3 7 YR TREAS BDSOLE | 3 7 YR TREAS BD | 67.08K | SH | $7.96M 1.87% | 67.08K | 0.00 | 0.00 |
JPMORGAN CHASE &CO. COMSOLE | COM | 25.85K | SH | $7.60M 1.79% | 25.85K | 0.00 | 0.00 |
RTX CORPORATION COM USD1.00SOLE | COM | 34.46K | SH | $6.65M 1.57% | 34.46K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 12.26K | SH | $6.59M 1.55% | 12.26K | 0.00 | 0.00 |
ISHARES CORE US AGGREGATE BOND ETFSOLE | CORE US AGGBD ET | 63.60K | SH | $6.31M 1.49% | 63.60K | 0.00 | 0.00 |
EATON CORPORATION PLCSOLE | SHS | 17.36K | SH | $6.21M 1.46% | 17.36K | 0.00 | 0.00 |
ISHARES TR IBONDS 27 TRM TSSOLE | IBONDS 27 TRM TS | 264.69K | SH | $5.94M 1.40% | 264.69K | 0.00 | 0.00 |
LOCKHEED MARTIN CORP COM USD1.00SOLE | COM | 9.78K | SH | $5.91M 1.39% | 9.78K | 0.00 | 0.00 |
ISHARES CORE S&P MID-CAP ETFSOLE | CORE S&P MCP ETF | 84.29K | SH | $5.69M 1.34% | 84.29K | 0.00 | 0.00 |
COSTCO WHOLESALE CORP COMSOLE | COM | 5.70K | SH | $5.67M 1.34% | 5.70K | 0.00 | 0.00 |
ISHARES RUSSELL 3000 ETFSOLE | RUSSELL 3000 ETF | 15.06K | SH | $5.58M 1.31% | 15.06K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INC COM USD0.01SOLE | COM | 6.58K | SH | $5.57M 1.31% | 6.58K | 0.00 | 0.00 |
ISHARES TRUST MSCI EMG MKTS ETF USD DISSOLE | MSCI EMG MKT ETF | 95.46K | SH | $5.42M 1.28% | 95.46K | 0.00 | 0.00 |
CAPITAL ONE FINANCIAL CORP COM USD0.01SOLE | COM | 29.48K | SH | $5.38M 1.27% | 29.48K | 0.00 | 0.00 |
MOODYS CORP COM USD0.01SOLE | COM | 12.18K | SH | $5.31M 1.25% | 12.18K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 25.74K | SH | $5.24M 1.23% | 25.74K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10SOLE | SPONSORED ADS | 14.90K | SH | $5.03M 1.19% | 14.90K | 0.00 | 0.00 |
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