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

155 positions • $321.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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PAYCHEX INC

Shares:17.2K

Value:$2.7M

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

INVESCO QQQ TRUST, SERIES 1

Shares:5.3K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$321.3M)

464287481

Shares:21.2K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$321.3M)

OSHKOSH CORP

Shares:26.3K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$321.3M)

464287614

Shares:6.8K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$321.3M)

81369Y803

Shares:11.9K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$321.3M)

NORTHROP GRUMMAN CORP /DE/

Shares:4.6K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$321.3M)

BlackRock, Inc.

Shares:2.5K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$321.3M)

464287804

Shares:22.0K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$321.3M)

AMERICAN TOWER CORP /MA/

Shares:10.3K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$321.3M)

NORFOLK SOUTHERN CORP

Shares:9.1K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$321.3M)

Public Storage

Shares:6.9K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$321.3M)

Cheniere Energy, Inc.

Shares:8.9K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$321.3M)

AMGEN INC

Shares:6.6K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$321.3M)

46436E841

Shares:88.4K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$321.3M)

ANALOG DEVICES INC

Shares:9.4K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$321.3M)

AMAZON COM INC

Shares:9.8K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$321.3M)

464287457

Shares:21.0K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$321.3M)

EPR PROPERTIES

Shares:33.0K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$321.3M)

464287440

Shares:18.0K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$321.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PAYCHEX INC(PAYXcusip704326107)	17.2K	QoQ +14.89% (+2.2K) YoY +28.31% (+3.8K)	All Managers (Combined)	$2.7M	0.8% ($2.7M/$321.3M)	QoQ +26.41% (+$553.9K) YoY +61.21% (+$1.0M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	5.3K	QoQ +1.98% (-104) YoY NEW(+5.3K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$321.3M)	QoQ -6.46% (-$173.3K) YoY NEW(+$2.5M)
(IWPcusip464287481)	21.2K	QoQ NEW(+21.2K) YoY -10.57% (-2.5K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$321.3M)	QoQ NEW(+$2.5M) YoY -7.94% (-$215.6K)
OSHKOSH CORP(OSKcusip688239201)	26.3K	QoQ +0.27% (-72) YoY +17.45% (-3.9K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$321.3M)	QoQ -0.77% (-$19.2K) YoY -11.39% (-$318.4K)
(IWFcusip464287614)	6.8K	QoQ +0.44% (-30) YoY -16.48% (-1.3K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$321.3M)	QoQ -9.69% (-$264.0K) YoY -10.53% (-$289.6K)
(XLKcusip81369Y803)	11.9K	QoQ NEW(+11.9K) YoY NEW(+11.9K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$321.3M)	QoQ NEW(+$2.5M) YoY NEW(+$2.5M)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	4.6K	QoQ -2.18% (-103) YoY -0.58% (-27)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$321.3M)	QoQ +6.70% (-$148.5K) YoY +6.33% (-$140.7K)
BlackRock, Inc.(BLKcusip09290D101)	2.5K	QoQ +1.94% (-47) YoY NEW(+2.5K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$321.3M)	QoQ -5.91% (-$146.7K) YoY NEW(+$2.3M)
(IJRcusip464287804)	22.0K	QoQ -49.96% (-22.0K) YoY -3.21% (-730)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$321.3M)	QoQ -54.58% (-$2.8M) YoY -8.42% (-$211.5K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	10.3K	QoQ -3.69% (-394) YoY +10.57% (+983)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$321.3M)	QoQ +14.25% (-$279.0K) YoY +21.77% (+$399.8K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	9.1K	QoQ +1.83% (+164) YoY +25.49% (+1.8K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$321.3M)	QoQ +2.77% (+$58.0K) YoY +16.61% (+$306.5K)
Public Storage(PSAcusip74460D109)	6.9K	QoQ +1.13% (+78) YoY +14.40% (+874)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$321.3M)	QoQ +1.08% (+$22.4K) YoY +18.05% (+$317.8K)
Cheniere Energy, Inc.(LNGcusip16411R208)	8.9K	QoQ +0.98% (+87) YoY +11.57% (+925)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$321.3M)	QoQ +8.74% (+$166.0K) YoY +60.06% (+$774.4K)
AMGEN INC(AMGNcusip031162100)	6.6K	QoQ -2.49% (-168) YoY -18.68% (-1.5K)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$321.3M)	QoQ +16.56% (-$291.2K) YoY -10.88% (-$250.4K)
(cusip46436E841)✕	88.4K	QoQ +65.70% (+35.0K) YoY NEW(+88.4K)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$321.3M)	QoQ +67.37% (+$797.4K) YoY NEW(+$2.0M)
ANALOG DEVICES INC(ADIcusip032654105)	9.4K	QoQ +0.94% (-88) YoY +2.22% (+204)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$321.3M)	QoQ -4.18% (-$82.7K) YoY +4.22% (+$76.6K)
AMAZON COM INC(AMZNcusip023135106)	9.8K	QoQ -12.15% (-1.4K) YoY +41.03% (+2.8K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$321.3M)	QoQ -23.81% (-$581.2K) YoY +48.76% (+$609.4K)
(cusip464287457)✕	21.0K	QoQ +15.97% (+2.9K) YoY +10.05% (+1.9K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$321.3M)	QoQ +17.03% (+$252.7K) YoY +11.33% (+$176.8K)
EPR PROPERTIES(EPRcusip26884U109)	33.0K	QoQ +34.22% (+8.4K) YoY +8.25% (+2.5K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$321.3M)	QoQ +59.48% (+$646.7K) YoY +34.17% (+$441.6K)
(IEFcusip464287440)	18.0K	QoQ +18.11% (+2.8K) YoY +18.10% (+2.8K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$321.3M)	QoQ +21.84% (+$307.6K) YoY +18.98% (+$273.7K)