Midwest Professional Planners, LTD.

Position in MA — Mastercard Inc

CIK 1730575 WAUSAU, WI

Position in MA

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

Position Value

$3,347,644

+$124,338 QoQ

Shares Held

6,518

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#1,389

of 3,563 holders

Holding Since

Jun 2023

13 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. MA ranks #4 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	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 This page	6,518	$3,347,644
5	SOFI	SoFi Technologies, Inc.	67,512	$1,210,490

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,347,644	6,518	+1.0%	Shares	Sole	2026-08-05
2026-03-31	$3,223,306	6,451	+0.1%	Shares	Sole	2026-05-05
2025-12-31	$3,679,892	6,446	+4.2%	Shares	Sole	2026-02-06
2025-09-30	$3,518,089	6,185	+1.1%	Shares	Sole	2025-11-04
2025-06-30	$3,437,948	6,118	+6.1%	Shares	Sole	2025-08-11
2025-03-31	$3,159,911	5,765	+10.4%	Shares	Sole	2025-05-02
2024-12-31	$2,750,275	5,223	+19.8%	Shares	Sole	2025-02-10
2024-09-30	$2,152,474	4,359	+26.8%	Shares	Sole	2024-11-14
2024-06-30	$1,516,266	3,437	+33.7%	Shares	Sole	2024-08-06
2024-03-31	$1,237,634	2,570	+265.1%	Shares	Sole	2024-05-09
2023-12-31	$300,263	704	+7.0%	Shares	Sole	2024-02-15
2023-09-30	$260,508	658	+8.8%	Shares	Sole	2023-11-13
2023-06-30	$237,946	605	—	Shares	Sole	2023-08-07
No filing history on record for this holder in this stock.