Midwest Professional Planners, LTD.

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CIK 1730575

13F portfolio (2026-Q1)

$425M

Positions

137

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

137

Top 5

22.7%

Top 10

32.3%

Effective N

44.8

HHI

0.022

This quarter

4 new · 0 exit →

By sector

Unclassified41.4%

Information Technology20.0%

Industrials13.7%

Financials10.2%

Health Care3.4%

Consumer Discretionary3.2%

Real Estate2.0%

Utilities2.0%

Other4.2%

By market cap

Unknown44.9%

Mega (>$200B)28.4%

Large ($10–200B)23.8%

Mid ($2–10B)2.8%

Small ($300M–2B)0.1%

Micro (<$300M)0.0%

By region

North America57.0%

Other41.4%

Asia-Pacific1.2%

Europe0.4%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	41.44%	37
Semiconductors & Semiconductor Equipment	12.42%	9
Machinery	5.78%	7
Banks	5.57%	8
Aerospace & Defense	3.83%	4
Technology Hardware & Equipment	3.78%	7
Software	3.77%	9
Commercial Services & Supplies	3.60%	4
Capital Markets	2.21%	3
Equity Real Estate Investment Trusts (REITs)	2.04%	7
Utilities	2.03%	8
Pharmaceuticals & Biotechnology	1.94%	6
Oil, Gas & Consumable Fuels	1.87%	7
Specialty Retail	1.79%	2
Road & Rail	1.61%	2
Software & IT Services	1.60%	3
Health Care Equipment & Supplies	1.46%	3
Automobiles & Components	1.40%	2
Insurance	0.66%	3
Professional Services	0.49%	1
Chemicals	0.32%	2
Beverages	0.31%	2
Media & Entertainment	0.08%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	10.39%
2	SHV	ISHARES TR	Unclassified	4.04%
3	NVDA	NVIDIA CORP	Information Technology	3.25%
4	AVGO	Broadcom Inc.	Information Technology	2.79%
5	EFA	ISHARES TR	Unclassified	2.26%
6	IBTG	ISHARES TR	Unclassified	1.97%
7	AMAT	APPLIED MATERIALS INC /DE	Information Technology	1.95%
8	LRCX	LAM RESEARCH CORP	Industrials	1.95%
9	IEI	ISHARES TR	Unclassified	1.87%
10	JPM	JPMORGAN CHASE & CO	Financials	1.79%

101/137 names classified · sector 58.6% of weight · industry 58.6% · mkt cap 55.1%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 34 quarters

Information TechnologyNVDA, AAPL, AMAT, SWKS, AVGO · other

IndustrialsMCO, LRCX, ETN, LMT, MMM · other

FinancialsJPM, COF, V, RY, GS · other

Health CareEW, BSX, ABBV, AMGN, ABT · other

Consumer DiscretionaryCOST, OSK, AMZN, GPC, TSLA · other

Real EstatePSA, AMT, OHI, EPR, PLD · other

UtilitiesXEL, WEC, OGE, LNG, PNW · other

Communication ServicesMETA, CMCSA, GOOG, GOOGL, NFLX · other

EnergyXOM, CVX, NOG, PR, VLO · other

MaterialsNKE, KMB, PG, VALE, PPG · other

Consumer StaplesPEP, HRL, GIS, MO, BTI · other

UnclassifiedSPY, AGG, IWB, SHY, MDY · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 58.6% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (89 classified)Midwest Professional Planners, LTD. centroid (Large Core)

Information TechnologyIndustrialsFinancialsHealth CareConsumer DiscretionaryReal EstateUtilitiesCommunication ServicesEnergyMaterialsConsumer Staples

Style box summary for Midwest Professional Planners, LTD.: centroid Large Core. Heaviest cells: Large Growth 24.4%, Large Core 13.7%, Large Value 5.2%.

Classified: 54.7% of book weight (89/137 names) · unclassified 45.3%: SPY, SHV, EFA, IBTG, IEI, AGG, IBTH, IJH, IWV, EEM +38 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 137 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	SPYSTATE STR SPDR S&P 500 ETF T	67,850	$44M	10.4%	ADD 2%
2	SHVISHARES TR	155,474	$17M	4.0%	ADD 10%
3	NVDANVIDIA CORPORATION	79,147	$14M	3.3%	TRIM −2%
4	AVGOBROADCOM INC	38,335	$12M	2.8%	TRIM −8%
5	EFAISHARES TR	98,593	$10M	2.3%	ADD 58%
6	IBTGISHARES TR	364,820	$8M	2.0%	ADD 13%
7	AMATAPPLIED MATLS INC	24,230	$8M	2.0%	TRIM −5%
8	LRCXLAM RESEARCH CORP	38,722	$8M	1.9%	TRIM −29%
9	IEIISHARES TR	67,075	$8M	1.9%	ADD 5%
10	JPMJPMORGAN CHASE & CO	25,848	$8M	1.8%	ADD 4%
11	RTXRTX CORPORATION	34,462	$7M	1.6%	HOLD
12	CMICUMMINS INC	12,257	$7M	1.6%	TRIM −2%
13	AGGISHARES TR	63,598	$6M	1.5%	ADD 4%
14	ETNEATON CORP PLC	17,365	$6M	1.5%	HOLD
15	IBTHISHARES TR	264,689	$6M	1.4%	ADD 29%
16	LMTLOCKHEED MARTIN CORP	9,775	$6M	1.4%	HOLD
17	IJHISHARES TR	84,287	$6M	1.3%	ADD 3%
18	COSTCOSTCO WHSL CORP NEW	5,695	$6M	1.3%	TRIM −10%
19	IWVISHARES TR	15,060	$6M	1.3%	ADD 2%
20	GSGOLDMAN SACHS GROUP INC	6,579	$6M	1.3%	HOLD
21	EEMISHARES TR	95,460	$5M	1.3%	HOLD
22	COFCAPITAL ONE FINL CORP	29,479	$5M	1.3%	TRIM −2%
23	MCOMOODYS CORP	12,176	$5M	1.3%	HOLD
24	AMDADVANCED MICRO DEVICES INC	25,736	$5M	1.2%	HOLD
25	TSMTAIWAN SEMICONDUCTOR MFG LTD	14,898	$5M	1.2%	ADD 223%
26	OSKOSHKOSH CORP	31,344	$5M	1.1%	HOLD
27	MSFTMICROSOFT CORP	12,360	$5M	1.1%	HOLD
28	EMXCISHARES INC	57,898	$5M	1.1%	TRIM −5%
29	TERTERADYNE INC	15,346	$5M	1.1%	ADD 49%
30	SDCIUSCF ETF TR	150,516	$4M	1.0%	ADD 12%
31	AXPAMERICAN EXPRESS CO	13,217	$4M	0.9%	HOLD
32	VVISA INC	12,500	$4M	0.9%	HOLD
33	QLTAISHARES TR	78,876	$4M	0.9%	ADD 6%
34	UNPUNION PAC CORP	15,079	$4M	0.9%	HOLD
35	IGEISHARES TR	57,384	$4M	0.9%	TRIM −13%
36	IWNISHARES TR	18,868	$4M	0.8%	NEW
37	CWBSPDR SER TR	38,939	$4M	0.8%	NEW
38	NOCNORTHROP GRUMMAN CORP	5,012	$3M	0.8%	HOLD
39	AAPLAPPLE INC	13,369	$3M	0.8%	TRIM −19%
40	METAMETA PLATFORMS INC	5,888	$3M	0.8%	TRIM −3%
41	ORCLORACLE CORP	22,802	$3M	0.8%	HOLD
42	QQQINVESCO QQQ TR	5,773	$3M	0.8%	ADD 6%
43	XLKSELECT SECTOR SPDR TR	24,955	$3M	0.8%	ADD 8%
44	IWOISHARES TR	10,540	$3M	0.8%	ADD 4%
45	MAMASTERCARD INCORPORATED	6,451	$3M	0.8%	HOLD
46	GLDSPDR GOLD TR	7,458	$3M	0.8%	TRIM −16%
47	NSCNORFOLK SOUTHN CORP	11,082	$3M	0.7%	HOLD
48	WMWASTE MGMT INC DEL	12,940	$3M	0.7%	TRIM −16%
49	MAINMAIN STR CAP CORP	54,385	$3M	0.7%	ADD 5%
50	IJRISHARES TR	22,969	$3M	0.7%	ADD 3%
51	ADIANALOG DEVICES INC	8,773	$3M	0.7%	TRIM −3%
52	GOOGALPHABET INC	9,607	$3M	0.6%	ADD 2%
53	IBTIISHARES TR	118,833	$3M	0.6%	ADD 45%
54	RYROYAL BK CDA	16,279	$3M	0.6%	HOLD
55	LNGCheniere Energy, Inc	9,143	$3M	0.6%	HOLD
56	MUMICRON TECHNOLOGY INC	7,562	$3M	0.6%	TRIM −2%
57	TRMDTORM PLC	91,505	$3M	0.6%	HOLD
58	BSXBOSTON SCIENTIFIC CORP	40,601	$3M	0.6%	HOLD
59	BLKBLACKROCK INC	2,569	$2M	0.6%	HOLD
60	ABBVABBVIE INC	10,897	$2M	0.6%	TRIM −38%
61	EWEDWARDS LIFESCIENCES CORP	29,579	$2M	0.6%	ADD 2%
62	XOMEXXON MOBIL CORP	13,911	$2M	0.6%	HOLD
63	AMGNAMGEN INC	6,677	$2M	0.6%	HOLD
64	ANETARISTA NETWORKS INC	18,545	$2M	0.5%	HOLD
65	ARMARM HOLDINGS PLC	15,009	$2M	0.5%	HOLD
66	HPEHEWLETT PACKARD ENTERPRISE C	91,908	$2M	0.5%	HOLD
67	MLPXGLOBAL X FDS	28,964	$2M	0.5%	ADD 12%
68	PAYXPAYCHEX INC	22,585	$2M	0.5%	HOLD
69	OHIOMEGA HEALTHCARE INVS INC	45,228	$2M	0.5%	ADD 3%
70	SHYISHARES TR	23,712	$2M	0.5%	ADD 7%
71	IEFISHARES TR	20,400	$2M	0.5%	ADD 6%
72	AMZNAMAZON COM INC	9,230	$2M	0.5%	TRIM −6%
73	FCNCAFIRST CTZNS BANCSHARES INC D	1,011	$2M	0.4%	ADD 4%
74	EPREPR PPTYS	37,532	$2M	0.4%	HOLD
75	CSCOCISCO SYS INC	23,446	$2M	0.4%	HOLD
76	JEPIJPMorgan Equity Premium Income ETF	31,939	$2M	0.4%	ADD 12%
77	CRMSALESFORCE INC	9,340	$2M	0.4%	TRIM −2%
78	ASMLASML HOLDING N V	1,319	$2M	0.4%	ADD 168%
79	SHOPSHOPIFY INC	14,588	$2M	0.4%	ADD 3%
80	CVXCHEVRON CORP NEW	7,829	$2M	0.4%	HOLD
81	VRTXVERTEX PHARMACEUTICALS INC	3,549	$2M	0.4%	HOLD
82	KLACKLA CORP	1,022	$2M	0.4%	ADD 66%
83	PSAPUBLIC STORAGE OPER CO	5,424	$1M	0.3%	TRIM −2%
84	ABTABBOTT LABS	14,281	$1M	0.3%	TRIM −12%
85	IBKRINTERACTIVE BROKERS GROUP IN	19,798	$1M	0.3%	ADD 354%
86	TSLATESLA INC	3,545	$1M	0.3%	TRIM −5%
87	AMTAMERICAN TOWER CORP	7,595	$1M	0.3%	TRIM −3%
88	ISRGINTUITIVE SURGICAL INC	2,785	$1M	0.3%	HOLD
89	DDOMINION ENERGY INC	20,694	$1M	0.3%	ADD 348%
90	IBTJISHARES TR	57,797	$1M	0.3%	ADD 87%
91	ARCCARES CAPITAL CORP	69,047	$1M	0.3%	ADD 11%
92	EAELECTRONIC ARTS INC	6,101	$1M	0.3%	HOLD
93	OGEOGE ENERGY CORP	23,792	$1M	0.3%	TRIM −2%
94	PLDPROLOGIS INC.	8,575	$1M	0.3%	ADD 75%
95	XELXCEL ENERGY INC	13,621	$1M	0.3%	HOLD
96	PBAPEMBINA PIPELINE CORP	24,008	$1M	0.3%	HOLD
97	SOFISoFi Technologies, Ince	67,665	$1M	0.3%	TRIM −13%
98	CNXCNX RES CORP	26,684	$1M	0.2%	HOLD
99	TRPTC ENERGY CORP	16,311	$1M	0.2%	ADD 19%
100	RNRRENAISSANCERE HLDGS LTD	3,313	$984,713	0.2%	HOLD
101	CDNSCADENCE DESIGN SYSTEM INC	3,537	$982,826	0.2%	HOLD
102	DEDEERE & CO	1,701	$958,017	0.2%	ADD 2%
103	MFCMANULIFE FINL CORP	27,702	$954,040	0.2%	HOLD
104	AEPAMERICAN ELEC PWR CO INC	7,223	$946,754	0.2%	ADD 3%
105	NKENIKE INC	17,904	$945,665	0.2%	HOLD
106	NXPINXP SEMICONDUCTORS N V	4,607	$906,989	0.2%	ADD 3%
107	PLTRPALANTIR TECHNOLOGIES INC	6,155	$900,353	0.2%	TRIM −46%
108	WTMWHITE MTNS INS GROUP LTD	395	$867,799	0.2%	HOLD
109	MNSTMONSTER BEVERAGE CORP NEW	11,488	$832,420	0.2%	HOLD
110	DDOGDATADOG INC	6,463	$762,957	0.2%	ADD 2%
111	SNPSSYNOPSYS INC	1,776	$704,148	0.2%	HOLD
112	GOOGLALPHABET INC	2,364	$679,816	0.2%	HOLD
113	PRPERMIAN RESOURCES CORP	30,509	$650,459	0.2%	HOLD
114	EOGEOG RES INC	4,320	$624,511	0.1%	HOLD
115	BXPBXP INC	11,366	$589,911	0.1%	HOLD
116	DACDANAOS CORPORATION	5,185	$584,071	0.1%	HOLD
117	NOGNORTHERN OIL & GAS INC	19,822	$579,387	0.1%	HOLD
118	NICNICOLET BANKSHARES INC	3,810	$566,242	0.1%	NEW
119	ZBRAZEBRA TECHNOLOGIES CORPORATI	2,354	$492,174	0.1%	HOLD
120	PEPPEPSICO INC	3,141	$487,799	0.1%	HOLD
121	PFSPROVIDENT FINL SVCS INC	22,561	$477,385	0.1%	ADD 8%
122	PGPROCTER AND GAMBLE CO	2,729	$394,222	0.1%	HOLD
123	BNTXBIONTECH SE	4,009	$356,352	0.1%	HOLD
124	BRK.BBERKSHIRE HATHAWAY INC DEL	738	$353,650	0.1%	HOLD
125	NFLXNETFLIX INC	3,674	$353,255	0.1%	HOLD
126	BMIBADGER METER INC	2,193	$334,104	0.1%	TRIM −7%
127	ABRARBOR REALTY TRUST INC	39,577	$305,137	0.1%	HOLD
128	VOVANGUARD INDEX FDS	1,052	$302,113	0.1%	HOLD
129	TDYTELEDYNE TECHNOLOGIES INC	494	$298,875	0.1%	ADD 3%
130	WECWEC ENERGY GROUP INC	2,457	$284,447	0.1%	HOLD
131	TLHISHARES TR	2,742	$276,144	0.1%	ADD 5%
132	SYMSYMBOTIC INC	4,885	$259,882	0.1%	ADD 3%
133	OKLOOKLO INC	5,047	$250,281	0.1%	HOLD
134	VVVANGUARD INDEX FDS	829	$247,747	0.1%	HOLD
135	IBTKISHARES TR	10,900	$214,948	0.1%	ADD 6%
136	FLOTISHARES TR	4,044	$206,061	0.0%	NEW
137	NAGENIAGEN BIOSCIENCE INC	20,950	$92,390	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

SPYSTATE STR SPDR S&P 500 ETF T

69K

58K

59K

63K

66K

68K

$44M

SHVISHARES TR

25K

48K

184K

150K

142K

155K

$17M

NVDANVIDIA CORPORATION

96K

81K

82K

81K

79K

$14M

AVGOBROADCOM INC

49K

43K

42K

38K

$12M

EFAISHARES TR

55K

106K

104K

72K

62K

99K

$10M

IBTGISHARES TR

126K

219K

262K

293K

324K

365K

$8M

AMATAPPLIED MATLS INC

25K

24K

25K

24K

$8M

LRCXLAM RESEARCH CORP

52K

51K

52K

55K

39K

$8M

IEIISHARES TR

51K

59K

60K

61K

64K

67K

$8M

JPMJPMORGAN CHASE & CO

26K

25K

26K

$8M

RTXRTX CORPORATION

16K

21K

31K

32K

34K

$7M

CMICUMMINS INC

11K

13K

12K

$7M

AGGISHARES TR

48K

55K

56K

58K

61K

64K

$6M

ETNEATON CORP PLC

17K

$6M

IBTHISHARES TR

53K

88K

133K

169K

205K

265K

$6M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

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