Midwest Professional Planners, LTD.

Position in COF — Capital One Financial Corp

CIK 1730575 WAUSAU, WI

Position in COF

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$5,265,271

-$112,582 QoQ

Shares Held

26,245

-11.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

#540

of 2,096 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Midwest Professional Planners, LTD. holds $18,951,096 across 5 Credit Services names. COF ranks #1 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp This page	26,245	$5,265,271
2	AXP	American Express Co	13,655	$4,618,803
3	V	Visa Inc.	13,142	$4,508,888
4	MA	Mastercard Inc	6,518	$3,347,644
5	SOFI	SoFi Technologies, Inc.	67,512	$1,210,490

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,265,271	26,245	-11.0%	Shares	Sole	2026-08-05
2026-03-31	$5,377,853	29,479	-2.0%	Shares	Sole	2026-05-05
2025-12-31	$7,291,642	30,086	-1.4%	Shares	Sole	2026-02-06
2025-09-30	$6,489,004	30,525	-0.3%	Shares	Sole	2025-11-04
2025-06-30	$6,512,370	30,609	+39.2%	Shares	Sole	2025-08-11
2025-03-31	$3,942,269	21,987	-1.9%	Shares	Sole	2025-05-02
2024-12-31	$3,998,469	22,423	+5.6%	Shares	Sole	2025-02-10
2024-09-30	$3,180,265	21,240	+6.6%	Shares	Sole	2024-11-14
2024-06-30	$2,759,446	19,931	+12.3%	Shares	Sole	2024-08-06
2024-03-31	$2,641,606	17,742	+52.3%	Shares	Sole	2024-05-09
2023-12-31	$1,527,416	11,649	+4.5%	Shares	Sole	2024-02-15
2023-09-30	$1,081,913	11,148	+5.0%	Shares	Sole	2023-11-13
2023-06-30	$1,160,853	10,614	-14.8%	Shares	Sole	2023-08-07
2023-03-31	$1,198,249	12,461	+3.2%	Shares	Sole	2023-05-15
2022-12-31	$1,122,770	12,078	+4.7%	Shares	Sole	2023-02-10
2022-09-30	$1,063,457	11,538	+4.8%	Shares	Sole	2022-11-10
2022-06-30	$1,146,923	11,008	+2.9%	Shares	Sole	2022-08-09
2022-03-31	$1,404,015	10,694	+3.6%	Shares	Sole	2022-05-11
2021-12-31	$1,498,054	10,325	+0.6%	Shares	Sole	2022-02-10
2021-09-30	$1,662,136	10,262	+0.3%	Shares	Sole	2021-11-08
2021-06-30	$1,583,097	10,234	+72.1%	Shares	Sole	2021-08-10
2021-03-31	$756,636	5,947	-41.4%	Shares	Sole	2021-05-17
2020-12-31	$1,003,426	10,151	+3.8%	Shares	Sole	2021-03-11
2020-09-30	$703,006	9,783	+8.7%	Shares	Sole	2020-11-06
2020-06-30	$563,122	8,997	+51.3%	Shares	Sole	2020-08-14
2020-03-31	$299,847	5,947	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.