13F Insight
DOSSIER · 13F-HR · Q1 2026

Midwest Professional Planners, LTD.

$425M in tracked AUM across 137 positions as of Q1 2026.

MP
CIK 0001730575 · last filed Mar 31, 2026
Total AUM
$425M
as of Q1 2026
Holdings
137
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Midwest Professional Planners, LTD. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STREET SPDR S&P 500 ETF UNITS
$44M68K10.4%02
SHV
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
$17M155K4.0%03
NVDA
NVIDIA CORPORATION COM
$14M79K3.3%04
AVGO
BROADCOM INC COM
$12M38K2.8%05
EFA
ISHARES MSCI EAFE ETF
$10M99K2.3%06
IBTG
ISHARES TR IBONDS 26 TRM TS
$8M365K2.0%07
AMAT
APPLIED MATERIALS INC COM USD0.01
$8M24K2.0%08
LRCX
LAM RESEARCH CORP COM NEW
$8M39K1.9%09
IEI
ISHARES TR 3 7 YR TREAS BD
$8M67K1.9%10
JPM
JPMORGAN CHASE &CO. COM
$8M26K1.8%

Filing history

2026Q1Mar 31
$425M▲ 0.6%
137 positionsView →2025Q4Dec 31
$422M▲ 3.0%
142 positionsView →2025Q3Sep 30
$410M▲ 7.9%
148 positionsView →2025Q2Jun 30
$380M▲ 18.2%
149 positionsLocked2025Q1Mar 31
$321M▼ 4.0%
155 positionsLocked2024Q4Dec 31
$335M▲ 2.4%
152 positionsLocked2024Q3Sep 30
$327M▲ 9.3%
154 positionsLocked2024Q2Jun 30
$299M▲ 5.0%
147 positionsLocked2024Q1Mar 31
$285M▲ 13.6%
147 positionsLocked2023Q4Dec 31
$251M▲ 12.8%
129 positionsLocked2023Q3Sep 30
$222M▼ 2.6%
125 positionsLocked2023Q2Jun 30
$228M▲ 11.7%
124 positionsLocked
Showing 12 of 32