Midwest-Professional-Planners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "OSK",
  null,
  "TROW",
  "PBA",
  "ARM",
  "MU",
  "ABT",
  "ABBV",
  "MAIN",
  "GOOGL",
  "AXP",
  "BLK",
  "AVGO",
  "ABR",
  "ARCC",
  "BSX",
  "COF",
  "CMI",
  "D",
  "PFS",
  "EOG",
  "IBKR",
  "NMFC",
  "UNP",
  "ISRG",
  "EMXC",
  "AMAT",
  null,
  "MUB",
  "META",
  "IJH",
  "UHT",
  null,
  null,
  null,
  null,
  "LRCX",
  "MRVL",
  "MA",
  "BMI",
  "MSFT",
  "EPR",
  "FCNCA",
  "GPC",
  "OXY",
  "IJR",
  "ANET",
  "KLAC",
  "ORCL",
  "NOC",
  "PAYX",
  null,
  "EEM",
  null,
  "IWF",
  "PYPL",
  "PEP",
  "PNC",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "HPE",
  "PLTR",
  "LMT",
  "PG",
  null,
  "AMGN",
  "RY",
  null,
  "SHOP",
  "RTX",
  "GLD",
  "AMT",
  "SNPS",
  "TXN",
  "TMO",
  "VO",
  "VV",
  "OGE",
  "MNST",
  "IWV",
  "IEF",
  "TSM",
  "OHI",
  "PR",
  "VRTX",
  "EA",
  "EW",
  "AMD",
  "FI",
  "NAGE",
  "WEC",
  "WM",
  "IWP",
  "AEP",
  "ES",
  "INSW",
  null,
  "AMZN",
  null,
  "V",
  "WTM",
  "XEL",
  "ZBRA",
  "NOG",
  "SOFI",
  "NSC",
  "NXPI",
  "MFC",
  "TER",
  "TRP",
  "CRM",
  "RNR",
  "MANH",
  null,
  "PSA",
  "KMB",
  "BRK-B",
  "BNTX",
  "BXP",
  "CDNS",
  "CVX",
  "LNG",
  "CMG",
  "CSCO",
  "CNX",
  "COST",
  "DDOG",
  "DELL",
  "DE",
  "DFS",
  "EFA",
  "ADI",
  "MCO",
  "NKE",
  "QQQ",
  "ETN",
  "GOOG",
  "XOM",
  "TSLA",
  "PLD",
  "NFLX",
  null,
  "XLK",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 155
Total Value: 321346310
Accession Number: 0001104659-25-043940
Form Type: 13F-HR
CIK: midwest-professional-planners
Manager Name: Midwest-Professional-Planners

Data Enrichment

86% identified

134 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

155 positions • $321.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:22.0K

Value:$3.9M

% of Portfolio:1.2% ($3.9M/$321.3M)

Apple Inc.

AAPL|037833100

Shares:17.6K

Value:$3.9M

% of Portfolio:1.2% ($3.9M/$321.3M)

LAM RESEARCH CORP

LRCX|512807306

Shares:51.5K

Value:$3.7M

% of Portfolio:1.2% ($3.7M/$321.3M)

Meta Platforms, Inc.

META|30303M102

Shares:6.2K

Value:$3.6M

% of Portfolio:1.1% ($3.6M/$321.3M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:24.4K

Value:$3.5M

% of Portfolio:1.1% ($3.5M/$321.3M)

CUMMINS INC

CMI|231021106

Shares:11.2K

Value:$3.5M

% of Portfolio:1.1% ($3.5M/$321.3M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:15.1K

Value:$3.5M

% of Portfolio:1.1% ($3.5M/$321.3M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:12.2K

Value:$3.3M

% of Portfolio:1.0% ($3.3M/$321.3M)

UNION PACIFIC CORP

UNP|907818108

Shares:13.4K

Value:$3.2M

% of Portfolio:1.0% ($3.2M/$321.3M)

Mastercard Inc

MA|57636Q104

Shares:5.8K

Value:$3.2M

% of Portfolio:1.0% ($3.2M/$321.3M)

ORACLE CORP

ORCL|68389X105

Shares:22.5K

Value:$3.2M

% of Portfolio:1.0% ($3.2M/$321.3M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:5.6K

Value:$3.0M

% of Portfolio:0.9% ($3.0M/$321.3M)

46434G764

EMXC|46434G764

Shares:52.2K

Value:$2.9M

% of Portfolio:0.9% ($2.9M/$321.3M)

SPDR GOLD TRUST

GLD|78463V107

Shares:10.0K

Value:$2.9M

% of Portfolio:0.9% ($2.9M/$321.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:13.7K

Value:$2.9M

% of Portfolio:0.9% ($2.9M/$321.3M)

464287697

Shares:27.8K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$321.3M)

FISERV INC

FI|337738108

Shares:12.7K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$321.3M)

81369Y605

Shares:55.9K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$321.3M)

RTX Corp

RTX|75513E101

Shares:20.6K

Value:$2.7M

% of Portfolio:0.9% ($2.7M/$321.3M)

Edwards Lifesciences Corp

EW|28176E108

Shares:37.0K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$321.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	22.0K	QoQ -1.94% (-436) YoY +23.92% (+4.2K)	All Managers (Combined)	$3.9M	1.2% ($3.9M/$321.3M)	QoQ -1.40% (-$56.3K) YoY +49.23% (+$1.3M)
Apple Inc.(AAPLcusip037833100)	17.6K	QoQ -26.18% (-6.2K) YoY -8.21% (-1.6K)	All Managers (Combined)	$3.9M	1.2% ($3.9M/$321.3M)	QoQ -34.52% (-$2.1M) YoY +18.90% (-$620.6K)
LAM RESEARCH CORP(LRCXcusip512807306)	51.5K	QoQ -1.07% (-562) YoY NEW(+51.5K)	All Managers (Combined)	$3.7M	1.2% ($3.7M/$321.3M)	QoQ -0.43% (-$16.4K) YoY NEW(+$3.7M)
Meta Platforms, Inc.(METAcusip30303M102)	6.2K	QoQ -2.54% (-163) YoY +41.97% (+1.8K)	All Managers (Combined)	$3.6M	1.1% ($3.6M/$321.3M)	QoQ -4.06% (-$152.4K) YoY +68.50% (+$1.5M)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	24.4K	QoQ -0.75% (-185) YoY +5.78% (-1.3K)	All Managers (Combined)	$3.5M	1.1% ($3.5M/$321.3M)	QoQ -11.43% (-$458.1K) YoY -25.56% (-$1.2M)
CUMMINS INC(CMIcusip231021106)	11.2K	QoQ +3.32% (-360) YoY +24.59% (+2.2K)	All Managers (Combined)	$3.5M	1.1% ($3.5M/$321.3M)	QoQ -7.09% (-$268.1K) YoY +32.53% (+$861.5K)
WASTE MANAGEMENT INC(WMcusip94106L109)	15.1K	QoQ -0.68% (-104) YoY +2.15% (+318)	All Managers (Combined)	$3.5M	1.1% ($3.5M/$321.3M)	QoQ +13.94% (-$426.7K) YoY +10.96% (+$344.4K)
AMERICAN EXPRESS CO(AXPcusip025816109)	12.2K	QoQ -0.71% (-88) YoY +37.84% (+3.3K)	All Managers (Combined)	$3.3M	1.0% ($3.3M/$321.3M)	QoQ -9.99% (-$363.8K) YoY +62.89% (+$1.3M)
UNION PACIFIC CORP(UNPcusip907818108)	13.4K	QoQ -0.06% (-9) YoY +5.78% (+732)	All Managers (Combined)	$3.2M	1.0% ($3.2M/$321.3M)	QoQ +3.52% (-$107.7K) YoY +1.61% (+$50.2K)
Mastercard Inc(MAcusip57636Q104)	5.8K	QoQ +10.37% (+542) YoY +124.31% (+3.2K)	All Managers (Combined)	$3.2M	1.0% ($3.2M/$321.3M)	QoQ +14.89% (+$409.7K) YoY +155.33% (+$1.9M)
ORACLE CORP(ORCLcusip68389X105)	22.5K	QoQ +0.82% (-184) YoY +30.08% (+5.2K)	All Managers (Combined)	$3.2M	1.0% ($3.2M/$321.3M)	QoQ -15.40% (-$574.0K) YoY +44.79% (+$974.7K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	5.6K	QoQ +6.87% (+358) YoY +40.75% (+1.6K)	All Managers (Combined)	$3.0M	0.9% ($3.0M/$321.3M)	QoQ +1.95% (+$58.3K) YoY +84.09% (+$1.4M)
(EMXCcusip46434G764)	52.2K	QoQ -0.06% (-34) YoY +4.03% (-2.0K)	All Managers (Combined)	$2.9M	0.9% ($2.9M/$321.3M)	QoQ -0.71% (-$20.6K) YoY -0.44% (-$12.9K)
SPDR GOLD TRUST(GLDcusip78463V107)	10.0K	QoQ -11.13% (-1.2K) YoY NEW(+10.0K)	All Managers (Combined)	$2.9M	0.9% ($2.9M/$321.3M)	QoQ +5.75% (-$156.1K) YoY NEW(+$2.9M)
AbbVie Inc.(ABBVcusip00287Y109)	13.7K	QoQ +0.66% (+90) YoY -22.68% (-4.0K)	All Managers (Combined)	$2.9M	0.9% ($2.9M/$321.3M)	QoQ +18.68% (+$451.5K) YoY -11.04% (-$356.0K)
(cusip464287697)✕	27.8K	QoQ +4.93% (+1.3K) YoY NEW(+27.8K)	All Managers (Combined)	$2.8M	0.9% ($2.8M/$321.3M)	QoQ +10.61% (+$270.7K) YoY NEW(+$2.8M)
FISERV INC(FIcusip337738108)	12.7K	QoQ +1.32% (+167) YoY +10.15% (+1.2K)	All Managers (Combined)	$2.8M	0.9% ($2.8M/$321.3M)	QoQ +8.92% (+$230.7K) YoY +52.20% (+$965.5K)
(cusip81369Y605)✕	55.9K	QoQ +2.63% (+1.4K) YoY -15.88% (-10.5K)	All Managers (Combined)	$2.8M	0.9% ($2.8M/$321.3M)	QoQ +5.78% (+$152.1K) YoY -0.52% (-$14.6K)
RTX Corp(RTXcusip75513E101)	20.6K	QoQ +29.62% (+4.7K) YoY +244.65% (+14.6K)	All Managers (Combined)	$2.7M	0.9% ($2.7M/$321.3M)	QoQ +48.37% (+$891.0K) YoY +368.12% (+$2.1M)
Edwards Lifesciences Corp(EWcusip28176E108)	37.0K	QoQ +0.69% (-254) YoY +17.09% (-5.4K)	All Managers (Combined)	$2.7M	0.8% ($2.7M/$321.3M)	QoQ -1.41% (-$38.6K) YoY -11.18% (-$338.1K)