Midwest Professional Planners, LTD. - Portfolio overview

Midwest Professional Planners, LTD. has 158 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - STATE STREET SPDR S&P 500 ETF UNITS, 9.81%
2. SHV - ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF, 3.81%
3. NVDA - NVIDIA CORPORATION COM, 3.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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