AI Portfolio Summary
In 2025 Q4, Midwest Professional Planners, LTD. maintained a portfolio of 157 distinct positions. They heavily accumulated shares in SPDR S&P 500 ETF TR, increasing their position by 4.9%. Conversely, Midwest Professional Planners, LTD. completely exited their position in ISHARES TR.
Total Positions
157
Quarter
2025 Q4
Top Holding
SPY (10.7%)
Top 10 Concentration
32.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 157
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPY
SPDR S&P 500 ET...
|
ETF | 10.73% | 10.30% |
#1
Prev: #1
|
6.3 | 3,078 | 4.9% |
P
S
|
66,446 | $45,310,768 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SHV
ISHARES TR
|
ETF | 3.70% | 4.05% |
#2
Prev: #2
|
1.5 | -8,416 | -5.6% |
P
S
|
141,726 | $15,611,064 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.57% | 3.69% |
#3
Prev: #3
|
1.4 | -305 | -0.4% |
P
S
|
80,852 | $15,078,981 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 3.41% | 3.44% |
#4
Prev: #4
|
1.4 | -1,115 | -2.6% |
P
S
|
41,646 | $14,413,609 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 2.21% | 1.71% |
#5
2
Prev: #7
|
2.9 | 2,111 | 4.0% |
P
S
|
54,590 | $9,344,801 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.91% | 1.93% |
#6
1
Prev: #5
|
0.8 | -150 | -0.6% |
P
S
|
24,970 | $8,045,969 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEI
ISHARES TR
|
ETF | 1.80% | 1.78% |
#7
1
Prev: #6
|
2.7 | 2,910 | 4.8% |
P
S
|
63,821 | $7,616,996 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBTG
ISHARES TR
|
Bond/Debt | 1.75% | 1.64% |
#8
1
Prev: #9
|
2.7 | 30,336 | 10.3% |
P
S
|
323,594 | $7,402,214 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COF
CAPITAL ONE FIN...
|
Financial Services | 1.73% | 1.58% |
#9
3
Prev: #12
|
0.7 | -439 | -1.4% |
P
S
|
30,086 | $7,291,671 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 1.55% | 1.24% |
#10
12
Prev: #22
|
2.6 | 639 | 2.6% |
P
S
|
25,467 | $6,544,740 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CMI
CUMMINS INC
|
Industrials | 1.51% | 1.18% |
#11
12
Prev: #23
|
2.6 | 1,060 | 9.2% |
P
S
|
12,527 | $6,394,570 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RTX
RTX CORPORATION
|
Industrials | 1.50% | 1.32% |
#12
5
Prev: #17
|
2.6 | 2,135 | 6.6% |
P
S
|
34,428 | $6,314,169 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MCO
MOODYS CORP
|
Financial Services | 1.47% | 1.39% |
#13
3
Prev: #16
|
2.6 | 169 | 1.4% |
P
S
|
12,155 | $6,209,133 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGG
ISHARES TR
|
ETF | 1.44% | 1.43% |
#14
1
Prev: #15
|
2.6 | 2,467 | 4.2% |
P
S
|
60,878 | $6,080,462 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.43% | 1.61% |
#15
5
Prev: #10
|
0.6 | -265 | -2.1% |
P
S
|
12,476 | $6,033,659 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFA
ISHARES TR
|
ETF | 1.42% | 1.65% |
#16
8
Prev: #8
|
0.6 | -9,973 | -13.8% |
P
S
|
62,406 | $5,992,813 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 1.35% | 1.17% |
#17
7
Prev: #24
|
2.6 | 473 | 7.9% |
P
S
|
6,484 | $5,699,046 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWV
ISHARES TR
|
ETF | 1.35% | 1.31% |
#18
Prev: #18
|
2.6 | 512 | 3.6% |
P
S
|
14,722 | $5,695,034 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETN
EATON CORP PLC
|
Industrials | 1.32% | 1.56% |
#19
6
Prev: #13
|
2.5 | 314 | 1.8% |
P
S
|
17,432 | $5,552,270 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.29% | 0.62% |
#20
35
Prev: #55
|
2.7 | 9,603 | 60.7% |
P
S
|
25,420 | $5,444,036 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 1.29% | 1.56% |
#21
7
Prev: #14
|
0.5 | -597 | -8.7% |
P
S
|
6,304 | $5,436,270 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJH
ISHARES TR
|
ETF | 1.28% | 1.30% |
#22
3
Prev: #19
|
0.5 | -147 | -0.2% |
P
S
|
81,655 | $5,389,211 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EEM
ISHARES TR
|
ETF | 1.22% | 1.25% |
#23
2
Prev: #21
|
0.5 | -1,618 | -1.7% |
P
S
|
94,156 | $5,151,288 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 1.15% | 1.02% |
#24
4
Prev: #28
|
2.5 | 540 | 4.3% |
P
S
|
13,095 | $4,844,377 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 1.13% | 1.09% |
#25
2
Prev: #27
|
2.5 | 917 | 10.3% |
P
S
|
9,850 | $4,764,252 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBTF
ISHARES TR
|
Bond/Debt | 0.00% | 1.29% |
Sold All 😨
(Was: #20) |
0.3 | -226,717 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CWB
SPDR SERIES TRU...
|
ETF | 0.00% | 0.84% |
Sold All 😨
(Was: #37) |
0.3 | -38,133 | -100.0% |
CLOSED
|
— | $— | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWP
ISHARES TR
|
ETF | 0.00% | 0.78% |
Sold All 😨
(Was: #46) |
0.3 | -22,412 | -100.0% |
CLOSED
|
— | $— | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IDU
ISHARES TR
|
ETF | 0.00% | 0.76% |
Sold All 😨
(Was: #48) |
0.3 | -28,162 | -100.0% |
CLOSED
|
— | $— | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLF
SELECT SECTOR S...
|
Unknown | 0.00% | 0.75% |
Sold All 😨
(Was: #49) |
0.3 | -57,006 | -100.0% |
CLOSED
|
— | $— | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TROW
PRICE T ROWE GR...
|
Financial Services | 0.00% | 0.19% |
Sold All 😨
(Was: #104) |
0.3 | -7,504 | -100.0% |
CLOSED
|
— | $— | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PNC
PNC FINL SVCS G...
|
Financial Services | 0.00% | 0.17% |
Sold All 😨
(Was: #112) |
0.3 | -3,440 | -100.0% |
CLOSED
|
— | $— | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UHT
UNIVERSAL HEALT...
|
Bond/Debt | 0.00% | 0.12% |
Sold All 😨
(Was: #119) |
0.3 | -12,586 | -100.0% |
CLOSED
|
— | $— | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 0.00% | 0.12% |
Sold All 😨
(Was: #120) |
0.3 | -2,642 | -100.0% |
CLOSED
|
— | $— | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ES
EVERSOURCE ENER...
|
Utilities | 0.00% | 0.10% |
Sold All 😨
(Was: #128) |
0.3 | -5,637 | -100.0% |
CLOSED
|
— | $— | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CMG
CHIPOTLE MEXICA...
|
Consumer Cyclical | 0.00% | 0.09% |
Sold All 😨
(Was: #129) |
0.3 | -9,869 | -100.0% |
CLOSED
|
— | $— | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 0.00% | 0.09% |
Sold All 😨
(Was: #135) |
0.3 | -4,829 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
INSW
INTERNATIONAL S...
|
Energy | 0.00% | 0.07% |
Sold All 😨
(Was: #139) |
0.3 | -6,586 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OXY
OCCIDENTAL PETE...
|
Energy | 0.00% | 0.06% |
Sold All 😨
(Was: #144) |
0.3 | -5,570 | -100.0% |
CLOSED
|
— | $— | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 0.00% | 0.05% |
Sold All 😨
(Was: #147) |
0.3 | -87 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 157 holdings