2026 Q1 Portfolio Activity
In 2026 Q1, Midwest Professional Planners, LTD. maintained a portfolio of 146 distinct positions. The most significant new addition was ISHARES RUSSELL 2000 VALUE ETF, now representing 0.84% of the total fund value. They heavily accumulated shares in TAIWAN SEMICONDUCTOR MANUFACTU, increasing the position by 223.0%. Conversely, Midwest Professional Planners, LTD. completely exited their position in ISHARES TR.
Position History
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Total Positions
146
Quarter
2026 Q1
Top Holding
SPY (10.4%)
Top 10 Concentration
32.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 146
Midwest Professional Planners, LTD. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPY
STATE STREET SP...
|
ETF | 10.39% | 10.73% |
#1
Prev: #1
|
6.5 |
—
|
1,404 | 2.1% |
P
S
|
67,850 | $44,125,507 |
$356.85
+108.9%
|
2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | ||
|
SHV
ISHARES TRUST I...
|
ETF | 4.04% | 3.70% |
#2
Prev: #2
|
5.1 |
—
|
13,748 | 9.7% |
P
S
|
155,474 | $17,162,791 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.25% | 3.57% |
#3
Prev: #3
|
2.8 |
—
|
-1,705 | -2.1% |
P
S
|
79,147 | $13,803,258 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AVGO
BROADCOM INC CO...
|
Technology | 2.79% | 3.41% |
#4
Prev: #4
|
2.1 |
—
|
-3,311 | -8.0% |
P
S
|
38,335 | $11,864,919 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
EFA
ISHARES MSCI EA...
|
ETF | 2.26% | 1.42% |
#5
11
Prev: #16
|
4.4 |
—
|
36,187 | 58.0% |
P
S
|
98,593 | $9,576,330 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IBTG
ISHARES TR IBON...
|
Bond/Debt | 1.97% | 1.75% |
#6
2
Prev: #8
|
2.8 |
—
|
41,226 | 12.7% |
P
S
|
364,820 | $8,359,840 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AMAT
APPLIED MATERIA...
|
Technology | 1.95% | 1.55% |
#7
3
Prev: #10
|
1.3 |
—
|
-1,237 | -4.9% |
P
S
|
24,230 | $8,281,572 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 1.95% | 2.21% |
#8
3
Prev: #5
|
0.8 |
—
|
-15,868 | -29.1% |
P
S
|
38,722 | $8,273,305 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IEI
ISHARES TR 3 7 ...
|
ETF | 1.87% | 1.80% |
#9
2
Prev: #7
|
2.7 |
—
|
3,254 | 5.1% |
P
S
|
67,075 | $7,955,120 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.79% | 1.91% |
#10
4
Prev: #6
|
1.2 |
—
|
878 | 3.5% |
P
S
|
25,848 | $7,603,431 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
RTX
RTX CORPORATION...
|
Industrials | 1.57% | 1.50% |
#11
1
Prev: #12
|
1.1 |
—
|
34 | 0.1% |
P
S
|
34,462 | $6,647,811 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CMI
CUMMINS INC
|
Industrials | 1.55% | 1.51% |
#12
1
Prev: #11
|
1.1 |
—
|
-270 | -2.2% |
P
S
|
12,257 | $6,594,320 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AGG
ISHARES CORE US...
|
ETF | 1.49% | 1.44% |
#13
1
Prev: #14
|
1.1 |
—
|
2,720 | 4.5% |
P
S
|
63,598 | $6,313,404 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ETN
EATON CORPORATI...
|
Industrials | 1.46% | 1.32% |
#14
5
Prev: #19
|
1.1 |
—
|
-67 | -0.4% |
P
S
|
17,365 | $6,210,935 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IBTH
ISHARES TR IBON...
|
Bond/Debt | 1.40% | 1.09% |
#15
11
Prev: #26
|
3.1 |
—
|
59,478 | 29.0% |
P
S
|
264,689 | $5,936,974 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 1.39% | 1.13% |
#16
9
Prev: #25
|
1.1 |
—
|
-75 | -0.8% |
P
S
|
9,775 | $5,907,944 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IJH
ISHARES CORE S&...
|
ETF | 1.34% | 1.28% |
#17
5
Prev: #22
|
1.0 |
—
|
2,632 | 3.2% |
P
S
|
84,287 | $5,691,878 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.34% | 1.29% |
#18
3
Prev: #21
|
1.0 |
—
|
-609 | -9.7% |
P
S
|
5,695 | $5,674,376 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IWV
ISHARES RUSSELL...
|
ETF | 1.31% | 1.35% |
#19
1
Prev: #18
|
1.0 |
—
|
338 | 2.3% |
P
S
|
15,060 | $5,582,491 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 1.31% | 1.35% |
#20
3
Prev: #17
|
1.0 |
—
|
95 | 1.5% |
P
S
|
6,579 | $5,566,047 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
EEM
ISHARES TRUST M...
|
ETF | 1.28% | 1.22% |
#21
2
Prev: #23
|
1.0 |
—
|
1,304 | 1.4% |
P
S
|
95,460 | $5,421,178 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
COF
CAPITAL ONE FIN...
|
Financial Services | 1.27% | 1.73% |
#22
13
Prev: #9
|
1.0 |
—
|
-607 | -2.0% |
P
S
|
29,479 | $5,377,870 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MCO
MOODYS CORP COM...
|
Financial Services | 1.25% | 1.47% |
#23
10
Prev: #13
|
1.0 |
—
|
21 | 0.2% |
P
S
|
12,176 | $5,311,808 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.23% | 1.29% |
#24
4
Prev: #20
|
1.0 |
—
|
316 | 1.2% |
P
S
|
25,736 | $5,235,558 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.19% | 0.33% |
#25
61
Prev: #86
|
3.5 |
—
|
10,286 | 223.0% |
P
S
|
14,898 | $5,034,934 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
OSK
OSHKOSH CORP
|
Industrials | 1.09% | 0.93% |
#26
8
Prev: #34
|
0.9 |
—
|
55 | 0.2% |
P
S
|
31,344 | $4,614,124 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.08% | 1.43% |
#27
12
Prev: #15
|
0.9 |
—
|
-116 | -0.9% |
P
S
|
12,360 | $4,575,169 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
EMXC
ISHARES MSCI EM...
|
ETF | 1.07% | 1.05% |
#28
1
Prev: #29
|
0.9 |
—
|
-3,290 | -5.4% |
P
S
|
57,898 | $4,554,292 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
TER
TERADYNE INC CO...
|
Technology | 1.07% | 0.47% |
#29
40
Prev: #69
|
2.9 |
—
|
5,035 | 48.8% |
P
S
|
15,346 | $4,549,543 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SDCI
USCF ETF TR SUM...
|
ETF | 0.97% | 0.70% |
#30
19
Prev: #49
|
2.4 |
—
|
16,083 | 12.0% |
P
S
|
150,516 | $4,100,056 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.94% | 1.15% |
#31
7
Prev: #24
|
0.9 |
—
|
122 | 0.9% |
P
S
|
13,217 | $3,997,935 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
V
VISA INC
|
Financial Services | 0.89% | 1.02% |
#32
2
Prev: #30
|
0.9 |
—
|
198 | 1.6% |
P
S
|
12,500 | $3,777,975 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
QLTA
ISHARES TRUST A...
|
ETF | 0.88% | 0.85% |
#33
3
Prev: #36
|
2.4 |
—
|
4,521 | 6.1% |
P
S
|
78,876 | $3,753,707 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
UNP
UNION PAC CORP ...
|
Industrials | 0.86% | 0.83% |
#34
5
Prev: #39
|
0.8 |
—
|
-6 | -0.0% |
P
S
|
15,079 | $3,658,424 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IGE
ISHARES TR NORT...
|
ETF | 0.85% | 0.79% |
#35
7
Prev: #42
|
0.8 |
—
|
-8,904 | -13.4% |
P
S
|
57,384 | $3,611,754 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IWN
ISHARES RUSSELL...
|
ETF | 0.84% | — |
#36
Prev: #—
|
3.8 |
—
|
18,868 | — |
NEW
|
18,868 | $3,577,232 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CWB
SPDR SERIES TRU...
|
ETF | 0.84% | — |
#37
Prev: #—
|
3.8 |
—
|
38,939 | — |
NEW
|
38,939 | $3,563,697 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
NOC
NORTHROP GRUMMA...
|
Industrials | 0.81% | 0.68% |
#38
13
Prev: #51
|
0.8 |
—
|
-31 | -0.6% |
P
S
|
5,012 | $3,419,266 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AAPL
APPLE INC
|
Technology | 0.80% | 1.06% |
#39
11
Prev: #28
|
0.8 |
—
|
-3,095 | -18.8% |
P
S
|
13,369 | $3,392,933 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.79% | 0.95% |
#40
8
Prev: #32
|
0.8 |
—
|
-160 | -2.6% |
P
S
|
5,888 | $3,368,776 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.79% | 1.06% |
#41
14
Prev: #27
|
0.8 |
—
|
-224 | -1.0% |
P
S
|
22,802 | $3,354,336 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
QQQ
INVESCO QQQ TR ...
|
ETF | 0.78% | 0.79% |
#42
1
Prev: #41
|
2.3 |
—
|
326 | 6.0% |
P
S
|
5,773 | $3,332,158 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
XLK
SELECT SECTOR S...
|
ETF | 0.78% | 0.79% |
#43
1
Prev: #44
|
2.3 |
—
|
1,916 | 8.3% |
P
S
|
24,955 | $3,316,581 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IWO
ISHARES TR RUS ...
|
ETF | 0.78% | 0.78% |
#44
2
Prev: #46
|
0.8 |
—
|
397 | 3.9% |
P
S
|
10,540 | $3,307,597 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.76% | 0.87% |
#45
10
Prev: #35
|
0.8 |
—
|
5 | 0.1% |
P
S
|
6,451 | $3,223,154 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GLD
SPDR GOLD TR GO...
|
ETF | 0.76% | 0.84% |
#46
9
Prev: #37
|
0.8 |
—
|
-1,446 | -16.2% |
P
S
|
7,458 | $3,209,103 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
NSC
NORFOLK SOUTHN ...
|
Industrials | 0.75% | 0.75% |
#47
Prev: #47
|
0.8 |
—
|
99 | 0.9% |
P
S
|
11,082 | $3,180,550 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
WM
WASTE MANAGEMEN...
|
Industrials | 0.70% | 0.80% |
#48
8
Prev: #40
|
0.8 |
—
|
-2,450 | -15.9% |
P
S
|
12,940 | $2,973,423 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MAIN
MAIN STR CAP CO...
|
Financial Services | 0.68% | 0.74% |
#49
1
Prev: #48
|
0.8 |
—
|
2,459 | 4.7% |
P
S
|
54,385 | $2,880,225 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IJR
ISHARES CORE S&...
|
ETF | 0.67% | 0.63% |
#50
4
Prev: #54
|
0.8 |
—
|
684 | 3.1% |
P
S
|
22,969 | $2,855,243 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 |
Showing 1-50 of 146 holdings