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Stock research / United States / Funds / Midwest Professional Planners, LTD.

Midwest Professional Planners, LTD.

CIK 1730575 · latest 13F filed 29 October 2026 · Read the filing on EDGAR

Midwest Professional Planners, LTD. reported 141 US-listed holdings worth $506.0 million in its 13F for the quarter ended 30 September 2026, filed 29 October 2026. Its largest: SPDR S&P 500 (9.9%), NVIDIA Corp. (3.4%) and Micron Technology Inc. (3.2%). Against the quarter before, it opened 14 positions, added to 51, trimmed 71 and sold out of 4.

Reported holdings$506.0M-0.8% on Q2 2026
Positions141+10 on Q2 2026
The largest ten32.3%of its reported holdings
Latest 13FQ3 2026filed 29 October 2026
Where the money is
Added toTrimmed
SPY9.9%NVDA3.4%MU3.2%AMD3.1%SHV2.5%AVGO2.3%AMAT2.3%LRCX2.2%IBTG1.7%IBTH1.7%IEI1.6%TSM1.5%JPM1.5%ETN1.4%127 more61.6%

The 14 largest of its 141 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $327.1 million in 154 positions$327MQ3 24Q4 2024: $334.9 million in 152 positions$335MQ4 24Q1 2025: $321.3 million in 155 positions$321MQ1 25Q2 2025: $379.8 million in 149 positions$380MQ2 25Q3 2025: $409.9 million in 148 positions$410MQ3 25Q4 2025: $422.2 million in 142 positions$422MQ4 25Q1 2026: $424.5 million in 137 positions$425MQ1 26Q2 2026: $510.3 million in 131 positions$510MQ2 26Q3 2026: $506.0 million in 141 positions$506MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +33.4% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130140Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +33.4%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 14Added 51Held 5Trimmed 71Sold out 4
Opened: 14Added: 51Held: 5Trimmed: 71Sold out: 4

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 14

  1. iShares Trust IBB$3.9 million
  2. Select Sector SPDR Trust XLE$3.5 million
  3. iShares North American Natural Resources ETF IGE$3.4 million
  4. ExxonMobil Holdings Corp. XOM$2.8 million
  5. Fidelity Greenwood Street Trust FHEQ$1.7 million
  6. Intel Corp. INTC$1.4 million
  7. UBS AG Jersey Branch GLDI$915,563
  8. Intercontinental Exchange, Inc. ICE$496,713

and 6 more in the table below

Added to 51

  1. Micron Technology Inc. MU+7,464 shares · +99%
  2. iShares Trust IBTH+72,033 shares · +23%
  3. iShares Trust IBTI+56,551 shares · +36%
  4. iShares Ibonds Dec 2029 Term Treasury ETF IBTJ+31,282 shares · +41%
  5. iShares Ibonds Dec 2030 Term Treasury ETF IBTK+27,517 shares · +108%
  6. Credo Technology Group Holding Ltd. CRDO+2,359 shares · +142%
  7. Uscf ETF Trust SDCI+11,146 shares · +7%
  8. Global X FDS MLPX+4,962 shares · +15%

and 43 more in the table below

Trimmed 71

  1. SPDR S&P 500 SPY-6,452 shares · -9%
  2. iShares Core S&P Mid-Cap ETF IJH-50,676 shares · -37%
  3. Lam Research Corp. LRCX-2,772 shares · -7%
  4. NVIDIA Corp. NVDA-3,347 shares · -4%
  5. Meta Platforms, Inc. META-1,023 shares · -18%
  6. NXP Semiconductors N.V. NXPI-2,949 shares · -32%
  7. Advanced Micro Devices Inc. AMD-1,081 shares · -4%
  8. Broadcom Inc. AVGO-1,654 shares · -5%

and 63 more in the table below

Sold out of 4

  1. iShares Trust IWS$3.9 million last quarter
  2. ExxonMobil Holdings Corp. XOM$2.2 million last quarter
  3. J P Morgan Exchange Traded F JEPI$2.0 million last quarter
  4. Oklo Inc. OKLO$236,362 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
SPDR S&P 500 SPY66.0K$50.3 million9.95%-6.5K
NVIDIA Corp. NVDA75.6K$17.3 million3.41%-3.3K
Micron Technology Inc. MU15.0K$16.0 million3.15%+7.5K
Advanced Micro Devices Inc. AMD25.3K$15.5 million3.06%-1.1K
iShares SHV112.8K$12.4 million2.46%-1.2K
Broadcom Inc. AVGO33.6K$11.8 million2.33%-1.7K
Applied Materials Inc. AMAT22.3K$11.4 million2.25%-737
Lam Research Corp. LRCX34.6K$11.4 million2.24%-2.8K
iShares Trust IBTG380.2K$8.7 million1.72%-13.5K
iShares Trust IBTH385.1K$8.6 million1.70%+72.0K
iShares Trust IEI69.2K$7.9 million1.55%-2.3K
Taiwan Semiconductor Manufacturing Company Limited TSM17.1K$7.8 million1.54%+667
JPMorgan Chase & Co. JPM23.5K$7.8 million1.54%-1.0K
Eaton Corp. plc ETN16.9K$7.3 million1.44%-350
iShares Trust EFA67.0K$7.0 million1.37%+353
iShares Trust AGG69.3K$6.5 million1.29%+900
iShares Trust IWV14.4K$6.2 million1.23%-755
iShares Core S&P Mid-Cap ETF IJH86.4K$6.2 million1.23%-50.7K
Cummins Inc. CMI11.9K$6.2 million1.22%-792
RTX Corp. RTX33.0K$6.1 million1.21%-2.0K
Teradyne, Inc. TER15.2K$6.1 million1.21%-430
iShares Trust EEM90.5K$6.0 million1.19%-1.8K
Microsoft Corp. MSFT11.4K$5.9 million1.16%-282
Goldman Sachs Group Inc. GS6.5K$5.8 million1.15%-189
Hewlett Packard Enterprise Co. HPE90.4K$5.8 million1.14%-2.4K
Uscf ETF Trust SDCI178.4K$5.6 million1.10%+11.1K
Moody's Corp. MCO12.1K$5.5 million1.09%-93
iShares Inc. EMXC53.1K$5.3 million1.04%-261
Lockheed Martin Corp. LMT9.6K$4.9 million0.97%-181
Capital One Financial Corp. COF25.3K$4.9 million0.97%-952
Visa Inc. V13.2K$4.8 million0.94%+100
Union Pacific Corp. UNP17.3K$4.7 million0.93%-83
Arm Holdings plc ARM16.1K$4.7 million0.92%+672
Costco Wholesale Corp. COST5.1K$4.7 million0.92%-485
iShares Trust IBTI212.5K$4.7 million0.92%+56.6K
Apple Inc. AAPL13.4K$4.5 million0.88%-72
Oshkosh Corp. OSK31.8K$4.1 million0.81%-1.3K
American Express Co. AXP13.2K$4.0 million0.79%-438
iShares Trust IBB18.5K$3.9 million0.77%new
Arista Networks, Inc. ANET18.9K$3.8 million0.76%-180
Invesco QQQ Trust QQQ5.1K$3.8 million0.75%-191
Technology Select Sector SPDR ETF XLK19.1K$3.7 million0.74%-544
iShares Russell 1000 Value Inde IWD14.9K$3.7 million0.73%-1.0K
Mastercard Inc. MA6.6K$3.6 million0.72%+90
SPDR Blmbg Barclays Convert Secs ETF CWB35.9K$3.6 million0.72%-1.8K
ASML Holding N.V. ASML2.0K$3.6 million0.71%-55
iShares Trust QLTA80.1K$3.6 million0.71%-3.5K
Royal Bank of Canada RY18.0K$3.5 million0.70%+611
Norfolk Southern Corp. NSC11.4K$3.5 million0.70%-211
iShares Trust IWN16.8K$3.5 million0.70%-1.1K
Select Sector SPDR Trust XLE56.3K$3.5 million0.68%new
Alphabet Inc. GOOG10.1K$3.4 million0.68%+209
iShares North American Natural Resources ETF IGE55.4K$3.4 million0.67%new
iShares Trust IWO9.5K$3.4 million0.67%-448
Meta Platforms, Inc. META4.7K$3.4 million0.67%-1.0K
Analog Devices Inc. ADI8.2K$3.2 million0.64%-486
Main STR Cap Corp. MAIN58.5K$3.2 million0.64%+1.4K
Torm PLC TRMD82.1K$3.1 million0.62%-5.2K
iShares Core S&P Small-Cap ETF IJR22.9K$3.1 million0.62%-128
Amgen Inc. AMGN7.3K$3.1 million0.60%-8
Oracle Corp. ORCL22.1K$3.0 million0.60%-816
EPR Properties EPR52.3K$2.9 million0.58%-1.0K
AbbVie Inc. ABBV11.0K$2.9 million0.57%-208
ExxonMobil Holdings Corp. XOM17.4K$2.8 million0.56%new
Edwards Lifesciences Corp. EW31.3K$2.7 million0.53%+126
BlackRock, Inc. BLK2.5K$2.7 million0.52%-81
Amazon.com Inc. AMZN10.6K$2.6 million0.52%+555
Global X FDS MLPX37.7K$2.6 million0.52%+5.0K
Datadog, Inc. DDOG9.5K$2.6 million0.52%+690
Northrop Grumman Corp. NOC5.4K$2.6 million0.51%-130
Danaos Corporation DAC16.0K$2.5 million0.49%-858
Waste Management Inc. WM11.9K$2.4 million0.48%-568
Cheniere Energy, Inc. LNG9.0K$2.4 million0.48%-95
Shopify Inc. SHOP16.4K$2.4 million0.48%+755
iShares Ibonds Dec 2029 Term Treasury ETF IBTJ108.0K$2.3 million0.45%+31.3K
KLA Corp. KLAC11.7K$2.3 million0.45%+293
Cisco Systems, Inc. CSCO21.3K$2.3 million0.45%-1.5K
First Citizens Bancshares Inc. FCNCA1.1K$2.3 million0.45%-51
White Mountains Insurance Group Ltd. WTM1.1K$2.2 million0.44%-49
Omega Healthcare Investors Inc. OHI46.7K$2.2 million0.43%-877
Pembina Pipeline Corp PBA47.9K$2.1 million0.42%-721
Interactive Brokers Group, Inc. IBKR24.8K$2.1 million0.42%+2.2K
Chevron Corp. CVX10.3K$2.1 million0.41%+1.2K
iShares Trust IEF22.0K$2.0 million0.39%-53
iShares Trust SHY24.0K$1.9 million0.38%-655
Public Storage PSA6.6K$1.9 million0.37%-113
Vertex Pharmaceuticals Inc. VRTX3.5K$1.8 million0.36%+51
Fidelity Greenwood Street Trust FHEQ51.0K$1.7 million0.34%new
TC Energy Corporation TRP29.2K$1.7 million0.33%-1.8K
Ares Capital Corp. ARCC86.8K$1.7 million0.33%+10.2K
Cadence Design Systems Inc. CDNS4.8K$1.6 million0.31%+466
NXP Semiconductors N.V. NXPI6.3K$1.5 million0.30%-2.9K
Intel Corp. INTC11.3K$1.4 million0.27%new
Manulife Financial Corporation MFC31.9K$1.4 million0.27%+1.2K
Tesla, Inc. TSLA3.8K$1.3 million0.26%+101
Prologis, Inc. PLD9.5K$1.2 million0.24%-346
Dominion Energy, Inc. D20.2K$1.2 million0.24%-750
American Electric Power Co. Inc. AEP10.1K$1.2 million0.24%+293
Deere & Co. DE1.8K$1.2 million0.24%+34
Intuitive Surgical Inc. ISRG2.9K$1.2 million0.23%+84
Palantir Technologies Inc. PLTR6.1K$1.1 million0.23%-10
OGE Energy Corp. OGE25.1K$1.1 million0.23%-658
Renaissancere Holdings Ltd. RNR3.5K$1.1 million0.22%+159
SoFi Technologies, Inc. SOFI68.4K$1.1 million0.21%+851
Xcel Energy Inc. XEL15.1K$1.1 million0.21%-340
Monster Beverage Corp. MNST25.2K$1.0 million0.21%+1.5K
iShares Ibonds Dec 2030 Term Treasury ETF IBTK53.1K$1.0 million0.20%+27.5K
UBS AG Jersey Branch GLDI6.5K$915,5630.18%new
Alphabet Inc. GOOGL2.7K$914,9480.18%+212
Provident Financial Services Inc. PFS41.1K$911,3090.18%+1.2K
CNX Resources Corp. CNX27.4K$852,7970.17%+561
Boston Scientific Corp. BSX18.2K$794,3810.16%+372
Credo Technology Group Holding Ltd. CRDO4.0K$783,6690.15%+2.4K
Permian Resources Corp. PR36.5K$769,8910.15%+2.4K
Salesforce, Inc. CRM3.0K$696,0780.14%+82
Paychex Inc. PAYX5.6K$555,2600.11%-378
Intercontinental Exchange, Inc. ICE3.3K$496,7130.10%new
Yandex N V NBIS1.7K$408,1080.08%+32
BioNTech SE BNTX4.1K$399,8770.08%+66
Teledyne Technologies Inc. TDY642$389,5720.08%+112
Invesco Actvely Mngd Etc FD PDBA10.0K$376,8390.07%new
Novanta Inc. NOVT2.6K$375,5240.07%new
Procter & Gamble Co. PG2.6K$371,7460.07%-240
Symbotic Inc. SYM8.6K$363,7370.07%+3.3K
Berkshire Hathaway Inc. Class B BRKB697$347,0710.07%-30
Vanguard Mid Cap Index ETF VO4.1K$320,1100.06%no change
iShares Trust TLH3.3K$304,3540.06%+274
Netflix Inc. NFLX4.2K$293,9760.06%+479
Badger Meter Inc. BMI2.2K$270,9230.05%no change
Vanguard Large Cap ETF VV730$256,8510.05%no change
McCormick & Co. Inc. MKC5.3K$247,5220.05%+560
iShares Trust FLOT4.7K$238,9590.05%+275
WEC Energy Group, Inc. WEC2.4K$238,2440.05%-93
NetEase, Inc. NTES1.9K$234,3200.05%+292
Qualcomm Inc. QCOM1.2K$229,9830.05%+165
Cintas Corp. CTAS1.1K$221,8470.04%new
Novartis AG NVS1.5K$218,3350.04%new
O'Reilly Automotive, Inc. ORLY2.5K$217,1120.04%new
MercadoLibre, Inc. MELI119$205,6950.04%new
Caterpillar Inc. CAT251$203,5080.04%no change
Chromadex Corp. NAGE20.9K$61,1740.01%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 4 it sold out of are in the box above.