Midwest Professional Planners, Ltd. Portfolio Holdings by Sector
Midwest Professional Planners, Ltd.
- $394 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY SHV IEI EFA IBTG AGG IWV IJH 31 stocks |
$150,412
38.21% of portfolio
|
20
|
10
|
3
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO AMD ADI NXPI MU TSM TXN 8 stocks |
$38,703
9.83% of portfolio
|
3
|
5
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
COF AXP V MA SOFI PYPL 6 stocks |
$20,887
5.31% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR SNPS 4 stocks |
$16,248
4.13% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LMT NOC 3 stocks |
$12,741
3.24% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN CMI 2 stocks |
$11,249
2.86% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM RY 2 stocks |
$10,084
2.56% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
BSX EW ABT 3 stocks |
$9,404
2.39% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM SHOP CDNS MANH DDOG 5 stocks |
$7,396
1.88% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$7,300
1.85% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC CNI 3 stocks |
$6,758
1.72% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT TER KLAC 3 stocks |
$6,473
1.64% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$6,387
1.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$5,711
1.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Asset Management | Financial Services
MAIN ARCC TROW 3 stocks |
$5,703
1.45% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV AMGN 2 stocks |
$5,141
1.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS IBKR 2 stocks |
$5,140
1.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$5,114
1.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
LNG TRMD TRP PBA INSW 5 stocks |
$5,005
1.27% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
OSK DE 2 stocks |
$4,533
1.15% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
OGE XEL AEP D ES WEC 6 stocks |
$4,287
1.09% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4,132
1.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
HPE CSCO ZBRA 3 stocks |
$4,035
1.03% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
EPR AMT 2 stocks |
$3,985
1.01% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
NOG PR CNX EOG OXY 5 stocks |
$3,522
0.89% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$3,378
0.86% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$2,807
0.71% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FCNCA PNC PFS 3 stocks |
$2,579
0.66% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA PLD 2 stocks |
$2,524
0.64% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX 1 stocks |
$2,436
0.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$2,322
0.59% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
OHI UHT 2 stocks |
$2,244
0.57% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX BNTX CDXC 3 stocks |
$1,879
0.48% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
ABR 1 stocks |
$1,235
0.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$1,228
0.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$1,227
0.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Beverages—Non-Alcoholic | Consumer Defensive
MNST PEP 2 stocks |
$1,181
0.3% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
WTM 1 stocks |
$1,039
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
BXP 1 stocks |
$835
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL 1 stocks |
$807
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RNR 1 stocks |
$798
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$722
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$709
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$440
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Scientific & Technical Instruments | Technology
BMI 1 stocks |
$422
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$408
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG 1 stocks |
$386
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$384
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$376
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
GPC 1 stocks |
$373
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MFC 1 stocks |
$312
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
SYM 1 stocks |
$226
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|