Midwest Professional Planners, Ltd.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 155Value: $321.3MLatest: 2025Q1

Midwest Professional Planners, LTD. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 155 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
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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

Page 1 of 8

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SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:58.3K

Value:$32.6M

% of Portfolio:10.1% ($32.6M/$321.3M)

NVIDIA CORP

NVDA|67066G104

Shares:81.1K

Value:$8.8M

% of Portfolio:2.7% ($8.8M/$321.3M)

464287465

EFA|464287465

Shares:106.3K

Value:$8.7M

% of Portfolio:2.7% ($8.7M/$321.3M)

Broadcom Inc.

AVGO|11135F101

Shares:43.3K

Value:$7.3M

% of Portfolio:2.3% ($7.3M/$321.3M)

464288661

Shares:58.8K

Value:$6.9M

% of Portfolio:2.2% ($6.9M/$321.3M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:6.9K

Value:$6.5M

% of Portfolio:2.0% ($6.5M/$321.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:25.0K

Value:$6.1M

% of Portfolio:1.9% ($6.1M/$321.3M)

MOODYS CORP /DE/

MCO|615369105

Shares:11.8K

Value:$5.5M

% of Portfolio:1.7% ($5.5M/$321.3M)

464287226

Shares:54.7K

Value:$5.4M

% of Portfolio:1.7% ($5.4M/$321.3M)

464288679

Shares:48.4K

Value:$5.3M

% of Portfolio:1.7% ($5.3M/$321.3M)

46436E858

Shares:218.6K

Value:$5.0M

% of Portfolio:1.6% ($5.0M/$321.3M)

46436E866

Shares:214.5K

Value:$5.0M

% of Portfolio:1.6% ($5.0M/$321.3M)

MICROSOFT CORP

MSFT|594918104

Shares:13.1K

Value:$4.9M

% of Portfolio:1.5% ($4.9M/$321.3M)

464287507

IJH|464287507

Shares:80.8K

Value:$4.7M

% of Portfolio:1.5% ($4.7M/$321.3M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:45.8K

Value:$4.6M

% of Portfolio:1.4% ($4.6M/$321.3M)

Eaton Corp plc

ETN|G29183103

Shares:16.6K

Value:$4.5M

% of Portfolio:1.4% ($4.5M/$321.3M)

464287689

IWV|464287689

Shares:13.1K

Value:$4.2M

% of Portfolio:1.3% ($4.2M/$321.3M)

Salesforce, Inc.

CRM|79466L302

Shares:15.0K

Value:$4.0M

% of Portfolio:1.3% ($4.0M/$321.3M)

VISA INC.

V|92826C839

Shares:11.4K

Value:$4.0M

% of Portfolio:1.2% ($4.0M/$321.3M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:8.9K

Value:$4.0M

% of Portfolio:1.2% ($4.0M/$321.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	58.3K	QoQ -15.69% (-10.8K) YoY -30.23% (-25.2K)	All Managers (Combined)	$32.6M	10.1% ($32.6M/$321.3M)	QoQ -19.53% (-$7.9M) YoY -25.38% (-$11.1M)
NVIDIA CORP(NVDAcusip67066G104)	81.1K	QoQ -15.59% (-15.0K) YoY +624.39% (-69.9K)	All Managers (Combined)	$8.8M	2.7% ($8.8M/$321.3M)	QoQ -31.87% (-$4.1M) YoY -13.10% (-$1.3M)
(EFAcusip464287465)	106.3K	QoQ +92.61% (+51.1K) YoY +27.71% (+23.1K)	All Managers (Combined)	$8.7M	2.7% ($8.7M/$321.3M)	QoQ +108.20% (+$4.5M) YoY +30.70% (+$2.0M)
Broadcom Inc.(AVGOcusip11135F101)	43.3K	QoQ -11.51% (-5.6K) YoY +899.58% (+39.0K)	All Managers (Combined)	$7.3M	2.3% ($7.3M/$321.3M)	QoQ -36.09% (-$4.1M) YoY +26.26% (+$1.5M)
(cusip464288661)✕	58.8K	QoQ +16.14% (+8.2K) YoY +126.94% (+32.9K)	All Managers (Combined)	$6.9M	2.2% ($6.9M/$321.3M)	QoQ +18.74% (+$1.1M) YoY +131.50% (+$3.9M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	6.9K	QoQ -1.77% (-125) YoY +7.41% (+477)	All Managers (Combined)	$6.5M	2.0% ($6.5M/$321.3M)	QoQ +1.38% (-$89.6K) YoY +38.67% (+$1.8M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	25.0K	QoQ -3.56% (-926) YoY -1.59% (-406)	All Managers (Combined)	$6.1M	1.9% ($6.1M/$321.3M)	QoQ -1.31% (-$82.0K) YoY +20.51% (-$1.0M)
MOODYS CORP /DE/(MCOcusip615369105)	11.8K	QoQ -3.52% (-431) YoY +3.83% (+435)	All Managers (Combined)	$5.5M	1.7% ($5.5M/$321.3M)	QoQ -5.08% (-$294.2K) YoY +23.03% (+$1.0M)
(cusip464287226)✕	54.7K	QoQ +14.32% (+6.8K) YoY -29.61% (-23.0K)	All Managers (Combined)	$5.4M	1.7% ($5.4M/$321.3M)	QoQ +16.70% (+$773.9K) YoY -28.91% (-$2.2M)
(cusip464288679)✕	48.4K	QoQ +90.01% (+22.9K) YoY +104.20% (+24.7K)	All Managers (Combined)	$5.3M	1.7% ($5.3M/$321.3M)	QoQ +90.62% (+$2.5M) YoY +104.06% (+$2.7M)
(cusip46436E858)✕	218.6K	QoQ +73.73% (+92.8K) YoY +2123.61% (+208.8K)	All Managers (Combined)	$5.0M	1.6% ($5.0M/$321.3M)	QoQ +74.72% (+$2.1M) YoY +2146.13% (+$4.8M)
(cusip46436E866)✕	214.5K	QoQ +40.47% (+61.8K) YoY +446.71% (+175.2K)	All Managers (Combined)	$5.0M	1.6% ($5.0M/$321.3M)	QoQ +40.78% (+$1.5M) YoY +450.00% (+$4.1M)
MICROSOFT CORP(MSFTcusip594918104)	13.1K	QoQ -5.19% (-716) YoY +11.11% (-1.3K)	All Managers (Combined)	$4.9M	1.5% ($4.9M/$321.3M)	QoQ -15.56% (-$904.6K) YoY -0.84% (-$42.0K)
(IJHcusip464287507)	80.8K	QoQ -8.28% (-7.3K) YoY -7.18% (-6.3K)	All Managers (Combined)	$4.7M	1.5% ($4.7M/$321.3M)	QoQ -14.11% (-$774.6K) YoY -10.83% (-$573.0K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	45.8K	QoQ -1.55% (-724) YoY +2.47% (+1.1K)	All Managers (Combined)	$4.6M	1.4% ($4.6M/$321.3M)	QoQ +11.18% (-$465.2K) YoY +50.92% (+$1.6M)
Eaton Corp plc(ETNcusipG29183103)	16.6K	QoQ -1.28% (-217) YoY +5.73% (-903)	All Managers (Combined)	$4.5M	1.4% ($4.5M/$321.3M)	QoQ -19.14% (-$1.1M) YoY -8.07% (-$397.4K)
(IWVcusip464287689)	13.1K	QoQ +5.11% (-637) YoY -4.33% (-594)	All Managers (Combined)	$4.2M	1.3% ($4.2M/$321.3M)	QoQ -0.11% (-$4.7K) YoY +1.25% (-$51.7K)
Salesforce, Inc.(CRMcusip79466L302)	15.0K	QoQ -4.47% (-702) YoY +11.83% (-1.6K)	All Managers (Combined)	$4.0M	1.3% ($4.0M/$321.3M)	QoQ -23.31% (-$1.2M) YoY -0.34% (-$14.1K)
VISA INC.(Vcusip92826C839)	11.4K	QoQ +1.77% (+199) YoY +25.59% (+2.3K)	All Managers (Combined)	$4.0M	1.2% ($4.0M/$321.3M)	QoQ +12.85% (+$455.5K) YoY +57.71% (+$1.5M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	8.9K	QoQ -2.41% (-220) YoY +8.29% (+681)	All Managers (Combined)	$4.0M	1.2% ($4.0M/$321.3M)	QoQ -10.29% (-$455.9K) YoY +6.35% (+$237.3K)