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Portfolio (Quarterly) Guide ↗

Midwest Professional Planners, LTD.

· CIK 0001730575
13F Portfolio $425M AUM 137 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 71 Added 39 Reduced 9 Exited
Page 2 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLK SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 24,955.0 $3.3M 0.78% +2K +8.3% $132.90 +39.1%
22 IWO ISHARES TR RUS 2000 GRW ETF 10,540.0 $3.3M 0.78% +397.0 +3.9% $313.81 +25.7%
23 NSC NORFOLK SOUTHN CORP COM Industrials 11,082.0 $3.2M 0.75% +99.0 +0.9% $287.00 +7.3%
24 MAIN MAIN STR CAP CORP Financial Services 54,385.0 $2.9M 0.68% +2K +4.7% $52.96 -5.5%
25 IJR ISHARES CORE S&P SMALL-CAP E 22,969.0 $2.9M 0.67% +684.0 +3.1% $124.31 +16.9%
26 GOOG ALPHABET INC CAP STK CL C Communication Services 9,607.0 $2.8M 0.65% +190.0 +2.0% $286.86 +22.1%
27 ISHARES TR IBONDS 28 TRM TS 118,833.0 $2.6M 0.62% +37K +45.1% $22.28
28 RY ROYAL BANK OF CANADA MONTREAL QUE COM NPV ISIN #CA7800871021 SEDOL #2754383 Financial Services 16,279.0 $2.6M 0.62% +279.0 +1.7% $161.78 +25.3%
29 TRMD TORM PLC SER A USD0.01 Energy 91,505.0 $2.6M 0.60% +495.0 +0.5% $27.90 +6.0%
30 EW EDWARDS LIFESCIENCES CORP Healthcare 29,579.0 $2.4M 0.56% +588.0 +2.0% $80.08 +12.5%
31 XOM EXXON MOBIL CORP COM Energy 13,911.0 $2.4M 0.56% +153.0 +1.1% $169.66 -20.0%
32 ARM ARM HOLDINGS PLC SPON ADS EACH REP 1 ORD SHS Technology 15,009.0 $2.3M 0.54% +276.0 +1.9% $151.28 +134.8%
33 MLPX GLOBAL X FDS GLB X MLP ENRG I 28,964.0 $2.1M 0.50% +3K +12.3% $73.94 -0.9%
34 OHI OMEGA HEALTHCARE INVESTORS INC Real Estate 45,228.0 $2.0M 0.47% +1K +3.0% $43.82 +7.5%
35 SHY ISHARES TRUST 1-3 YEAR TREASURY BOND ETF 23,712.0 $2.0M 0.46% +2K +7.2% $82.57 -0.6%
36 IEF ISHARES TR 7-10 YR TRSY BD 20,400.0 $1.9M 0.46% +1K +5.6% $95.44 -0.8%
37 FCNCA FIRST CITIZENS BANCSHARES INC (DELAWARE) Financial Services 1,011.0 $1.9M 0.45% +42.0 +4.3% $1884.68 +13.2%
38 EPR EPR PROPERTIES SBI USD0.01 Real Estate 37,532.0 $1.9M 0.44% +344.0 +0.9% $49.96 +18.2%
39 JEPI J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM 31,939.0 $1.8M 0.43% +3K +11.9% $56.68 -0.5%
40 ASML ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 Technology 1,319.0 $1.7M 0.41% +827.0 +168.1% $1320.87 +33.7%
Page 2 of 4  ·  71 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 33.6%
Technology 30.8%
Industrials 15.4%
Healthcare 4.7%
Energy 4.6%
Real Estate 2.8%
Communication Services 2.7%
Consumer Defensive 2.4%
Utilities 1.6%
Consumer Cyclical 1.4%