Midwest Professional Planners, LTD.
Top Portfolio Positions
105 positions ·
$302,898,202 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
67,850 | $44,125,569 | 14.57% |
| NVDA |
Nvidia Corp
Technology
|
79,147 | $13,803,236 | 4.56% |
| AVGO |
Broadcom Inc.
Technology
|
38,335 | $11,865,065 | 3.92% |
| AMAT |
Applied Materials Inc /De
Technology
|
24,230 | $8,281,571 | 2.73% |
| LRCX |
Lam Research Corp
Technology
|
38,722 | $8,273,342 | 2.73% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
25,848 | $7,603,447 | 2.51% |
| RTX |
RTX Corp
Industrials
|
34,462 | $6,647,719 | 2.19% |
| CMI |
Cummins Inc
Industrials
|
12,257 | $6,594,511 | 2.18% |
| ETN |
Eaton Corp plc
Industrials
|
17,365 | $6,210,939 | 2.05% |
| LMT |
Lockheed Martin Corp
Industrials
|
9,775 | $5,907,912 | 1.95% |
Portfolio Trend
Holdings in DAC
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $584,038 | 5,185 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $486,533 | 5,166 | Shares | Sole | 2026-02-06 | |
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