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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922908629

VO|922908629

Shares:1.1K

Value:$295.9K

% of Portfolio:0.1% ($295.9K/$321.3M)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:5.6K

Value:$278.0K

% of Portfolio:0.1% ($278.0K/$321.3M)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:2.5K

Value:$267.8K

% of Portfolio:0.1% ($267.8K/$321.3M)

PROVIDENT FINANCIAL SERVICES INC

PFS|74386T105

Shares:15.2K

Value:$260.7K

% of Portfolio:0.1% ($260.7K/$321.3M)

TERADYNE, INC

TER|880770102

Shares:3.0K

Value:$244.6K

% of Portfolio:0.1% ($244.6K/$321.3M)

Tesla, Inc.

TSLA|88160R101

Shares:923

Value:$239.2K

% of Portfolio:0.1% ($239.2K/$321.3M)

922908637

VV|922908637

Shares:895

Value:$230.0K

% of Portfolio:0.1% ($230.0K/$321.3M)

International Seaways, Inc.

INSW|Y41053102

Shares:6.9K

Value:$228.2K

% of Portfolio:0.1% ($228.2K/$321.3M)

Interactive Brokers Group, Inc.

IBKR|45841N107

Shares:1.4K

Value:$223.9K

% of Portfolio:0.1% ($223.9K/$321.3M)

464288653

Shares:2.1K

Value:$218.8K

% of Portfolio:0.1% ($218.8K/$321.3M)

46436E825

Shares:9.8K

Value:$214.3K

% of Portfolio:0.1% ($214.3K/$321.3M)

KLA CORP

KLAC|482480100

Shares:304

Value:$206.7K

% of Portfolio:0.1% ($206.7K/$321.3M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:388

Value:$203.2K

% of Portfolio:0.1% ($203.2K/$321.3M)

464288414

MUB|464288414

Shares:1.9K

Value:$200.0K

% of Portfolio:0.1% ($200.0K/$321.3M)

Niagen Bioscience, Inc.

NAGE|171077407

Shares:20.9K

Value:$144.6K

% of Portfolio:0.0% ($144.6K/$321.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOcusip922908629)	1.1K	QoQ -3.21% (-38) YoY -3.21% (-38)	All Managers (Combined)	$295.9K	0.1% ($295.9K/$321.3M)	QoQ -5.23% (-$16.3K) YoY +0.17% (-$526)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	5.6K	QoQ -4.28% (-252) YoY -37.52% (-3.4K)	All Managers (Combined)	$278.0K	0.1% ($278.0K/$321.3M)	QoQ -4.37% (-$12.7K) YoY -52.55% (-$307.9K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	2.5K	QoQ 0.00% (+0) YoY -5.13% (-133)	All Managers (Combined)	$267.8K	0.1% ($267.8K/$321.3M)	QoQ +15.88% (+$36.7K) YoY +25.89% (-$55.1K)
PROVIDENT FINANCIAL SERVICES INC(PFScusip74386T105)	15.2K	QoQ -1.69% (-262) YoY -2.11% (-328)	All Managers (Combined)	$260.7K	0.1% ($260.7K/$321.3M)	QoQ -10.55% (-$30.7K) YoY +15.35% (-$34.7K)
TERADYNE, INC(TERcusip880770102)	3.0K	QoQ +7.79% (-214) YoY NEW(+3.0K)	All Managers (Combined)	$244.6K	0.1% ($244.6K/$321.3M)	QoQ -29.29% (-$101.3K) YoY NEW(+$244.6K)
Tesla, Inc.(TSLAcusip88160R101)	923	QoQ -81.45% (-4.1K) YoY -59.53% (-1.4K)	All Managers (Combined)	$239.2K	0.1% ($239.2K/$321.3M)	QoQ -88.09% (-$1.8M) YoY -40.34% (-$161.8K)
(VVcusip922908637)	895	QoQ 0.00% (-0) YoY -13.61% (-141)	All Managers (Combined)	$230.0K	0.1% ($230.0K/$321.3M)	QoQ -4.69% (-$11.3K) YoY -7.38% (-$18.3K)
International Seaways, Inc.(INSWcusipY41053102)	6.9K	QoQ -5.46% (-397) YoY -6.78% (-500)	All Managers (Combined)	$228.2K	0.1% ($228.2K/$321.3M)	QoQ -12.66% (-$33.1K) YoY -41.82% (-$164.1K)
Interactive Brokers Group, Inc.(IBKRcusip45841N107)	1.4K	QoQ +6.87% (+87) YoY NEW(+1.4K)	All Managers (Combined)	$223.9K	0.1% ($223.9K/$321.3M)	QoQ +0.17% (+$396) YoY NEW(+$223.9K)
(cusip464288653)✕	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$218.8K	0.1% ($218.8K/$321.3M)	QoQ NEW(+$218.8K) YoY NEW(+$218.8K)
(cusip46436E825)✕	9.8K	QoQ NEW(+9.8K) YoY NEW(+9.8K)	All Managers (Combined)	$214.3K	0.1% ($214.3K/$321.3M)	QoQ NEW(+$214.3K) YoY NEW(+$214.3K)
KLA CORP(KLACcusip482480100)	304	QoQ NEW(+304) YoY NEW(+304)	All Managers (Combined)	$206.7K	0.1% ($206.7K/$321.3M)	QoQ NEW(+$206.7K) YoY NEW(+$206.7K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	388	QoQ NEW(+388) YoY -8.49% (-36)	All Managers (Combined)	$203.2K	0.1% ($203.2K/$321.3M)	QoQ NEW(+$203.2K) YoY -3.11% (-$6.5K)
(MUBcusip464288414)	1.9K	QoQ -9.58% (-201) YoY -51.77% (-2.0K)	All Managers (Combined)	$200.0K	0.1% ($200.0K/$321.3M)	QoQ -10.52% (-$23.5K) YoY -52.74% (-$223.3K)
Niagen Bioscience, Inc.(NAGEcusip171077407)	20.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$144.6K	0.0% ($144.6K/$321.3M)	QoQ +30.06% (+$33.4K) YoY +98.27% (+$71.6K)