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Midwest Professional Planners, Ltd. Top Holdings and 13F Report (2026)

About Midwest Professional Planners, Ltd.

Investment Activity

  • Midwest Professional Planners, Ltd. has $505.99 million in total holdings as of September 30, 2026.
  • Midwest Professional Planners, Ltd. owns shares of 141 different stocks, but just 62 companies or ETFs make up 80% of its holdings.
  • Approximately 7.22% of the portfolio was purchased this quarter.
  • About 5.78% of the portfolio was sold this quarter.
  • This quarter, Midwest Professional Planners, Ltd. has purchased 131 new stocks and bought additional shares in 51 stocks.
  • Midwest Professional Planners, Ltd. sold shares of 71 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

NVIDIA
$17,274,160
Micron Technology
$15,955,331
ISHARES TR
$12,445,331

Largest New Holdings this Quarter

464287556 - iShares Biotechnology ETF
$3,894,015 Holding
81369Y506 - Energy Select Sector SPDR Fund
$3,461,313 Holding
464287374 - iShares North American Natural Resources ETF
$3,412,143 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP
$2,831,424 Holding
31624J745 - FIDELITY GREENWOOD STREET TR
$1,716,155 Holding

Largest Purchases this Quarter

Micron Technology
7,464 shares (about $7.95M)
iShares Biotechnology ETF
18,496 shares (about $3.89M)
Energy Select Sector SPDR Fund
56,282 shares (about $3.46M)
EXXONMOBIL HOLDINGS CORP
17,397 shares (about $2.83M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust
6,452 shares (about $4.92M)
iShares Core S&P Mid-Cap ETF
50,676 shares (about $3.65M)
LAM RESEARCH CORP
2,772 shares (about $910.64K)
NVIDIA
3,347 shares (about $764.39K)
Meta Platforms
1,023 shares (about $741.85K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMidwest Professional Planners, Ltd.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$50,339,447$4,920,466 ▼-8.9%66,0089.9%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$17,274,160$764,386 ▼-4.2%75,6383.4%Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$15,955,331$7,949,973 ▲99.3%14,9803.2%Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$15,503,774$661,310 ▼-4.1%25,3433.1%Technology
ISHARES TR
$12,445,331$127,751 ▼-1.0%112,8112.5%TRUST ISHARE 0-1
Broadcom Inc. stock logo
AVGO
Broadcom
$11,812,939$580,866 ▼-4.7%33,6372.3%Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$11,402,609$376,882 ▼-3.2%22,2982.3%Technology
LAM RESEARCH CORP
$11,350,747$910,635 ▼-7.4%34,5522.2%COM NEW
iShares iBonds Dec 2026 Term Treasury ETF stock logo
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
$8,698,411$309,750 ▼-3.4%380,1751.7%ETF
iShares iBonds Dec 2027 Term Treasury ETF stock logo
IBTH
iShares iBonds Dec 2027 Term Treasury ETF
$8,595,060$1,607,778 ▲23.0%385,0831.7%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$7,853,533$256,714 ▼-3.2%69,2311.6%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$7,806,526$304,287 ▲4.1%17,1121.5%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$7,769,940$346,382 ▼-4.3%23,4861.5%Finance
Eaton Corporation, PLC stock logo
ETN
Eaton
$7,271,774$150,394 ▼-2.0%16,9231.4%Industrials
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$6,955,791$36,673 ▲0.5%66,9531.4%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$6,549,930$85,086 ▲1.3%69,2821.3%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$6,220,029$325,893 ▼-5.0%14,4101.2%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$6,218,762$3,646,126 ▼-37.0%86,4321.2%ETF
Cummins Inc. stock logo
CMI
Cummins
$6,151,402$409,129 ▼-6.2%11,9081.2%Industrials
RTX Corporation stock logo
RTX
RTX
$6,129,654$377,058 ▼-5.8%33,0171.2%Industrials
Teradyne, Inc. stock logo
TER
Teradyne
$6,110,436$172,396 ▼-2.7%15,2411.2%Technology
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$6,045,181$120,556 ▼-2.0%90,5101.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$5,858,717$144,634 ▼-2.4%11,4231.2%Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$5,828,137$170,171 ▼-2.8%6,4731.2%Finance
Hewlett Packard Enterprise Company stock logo
HPE
Hewlett Packard Enterprise
$5,776,799$155,636 ▼-2.6%90,4181.1%Technology
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund stock logo
SDCI
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
$5,566,642$347,755 ▲6.7%178,4181.1%ETF
Moody's Corporation stock logo
MCO
Moody's
$5,491,818$42,234 ▼-0.8%12,0931.1%Finance
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$5,257,483$25,860 ▼-0.5%53,0631.0%ETF
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$4,884,958$92,179 ▼-1.9%9,5921.0%Industrials
Capital One Financial Corporation stock logo
COF
Capital One Financial
$4,883,364$183,804 ▼-3.6%25,2931.0%Finance
Visa Inc. stock logo
V
Visa
$4,758,322$35,934 ▲0.8%13,2420.9%Finance
Union Pacific Corporation stock logo
UNP
Union Pacific
$4,714,260$22,586 ▼-0.5%17,3240.9%Industrials
ARM HOLDINGS PLC
$4,660,902$194,651 ▲4.4%16,0910.9%SPONSORED ADS
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$4,660,075$441,519 ▼-8.7%5,1190.9%Consumer Staples
iShares iBonds Dec 2028 Term Treasury ETF stock logo
IBTI
iShares iBonds Dec 2028 Term Treasury ETF
$4,654,927$1,239,031 ▲36.3%212,4570.9%ETF
Apple Inc. stock logo
AAPL
Apple
$4,457,484$23,978 ▼-0.5%13,3850.9%Technology
Oshkosh Corporation stock logo
OSK
Oshkosh
$4,098,218$163,599 ▼-3.8%31,8140.8%Industrials
American Express Company stock logo
AXP
American Express
$4,019,224$133,194 ▼-3.2%13,2170.8%Finance
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$3,894,015$3,894,015 ▲New Holding18,4960.8%ETF
ARISTA NETWORKS INC
$3,844,221$36,647 ▼-0.9%18,8820.8%COM SHS
Invesco QQQ stock logo
QQQ
Invesco QQQ
$3,775,951$141,302 ▼-3.6%5,1040.7%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$3,747,347$106,485 ▼-2.8%19,1440.7%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$3,688,516$257,356 ▼-6.5%14,8770.7%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$3,644,277$49,635 ▲1.4%6,6080.7%Finance
SPDR Bloomberg Convertible Securities ETF stock logo
CWB
SPDR Bloomberg Convertible Securities ETF
$3,630,418$180,605 ▼-4.7%35,8810.7%ETF
ASML Holding N.V. stock logo
ASML
ASML
$3,616,195$99,645 ▼-2.7%1,9960.7%Technology
iShares Aaa - A Rated Corporate Bond ETF stock logo
QLTA
iShares Aaa - A Rated Corporate Bond ETF
$3,603,073$157,555 ▼-4.2%80,0860.7%ETF
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$3,537,735$120,120 ▲3.5%17,9950.7%Finance
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$3,531,342$65,201 ▼-1.8%11,4280.7%Industrials
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$3,518,752$233,536 ▼-6.2%16,8000.7%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$3,461,313$3,461,313 ▲New Holding56,2820.7%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$3,436,191$71,218 ▲2.1%10,0840.7%Communication Services
iShares North American Natural Resources ETF stock logo
IGE
iShares North American Natural Resources ETF
$3,412,143$3,412,143 ▲New Holding55,3650.7%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$3,405,633$159,896 ▼-4.5%9,5420.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,373,517$741,855 ▼-18.0%4,6520.7%Communication Services
Analog Devices, Inc. stock logo
ADI
Analog Devices
$3,235,679$192,808 ▼-5.6%8,1560.6%Technology
Main Street Capital Corporation stock logo
MAIN
Main Street Capital
$3,222,955$75,859 ▲2.4%58,5460.6%Finance
Torm Plc stock logo
TRMD
Torm
$3,124,479$196,605 ▼-5.9%82,1150.6%Energy
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,118,431$17,413 ▼-0.6%22,9230.6%ETF
Amgen Inc. stock logo
AMGN
Amgen
$3,058,973$3,372 ▼-0.1%7,2570.6%Healthcare
Oracle Corporation stock logo
ORCL
Oracle
$3,033,713$112,034 ▼-3.6%22,0960.6%Technology
EPR Properties stock logo
EPR
EPR Properties
$2,934,985$58,151 ▼-1.9%52,2890.6%Real Estate
AbbVie Inc. stock logo
ABBV
AbbVie
$2,868,160$54,412 ▼-1.9%10,9640.6%Healthcare
EXXONMOBIL HOLDINGS CORP
$2,831,424$2,831,424 ▲New Holding17,3970.6%COM SHS *A*
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$2,697,627$10,876 ▲0.4%31,2510.5%Healthcare
BLACKROCK INC
$2,652,303$85,729 ▼-3.1%2,5060.5%COM
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,639,488$138,278 ▲5.5%10,5940.5%Consumer Discretionary
Global X MLP & Energy Infrastructure ETF stock logo
MLPX
Global X MLP & Energy Infrastructure ETF
$2,634,937$346,447 ▲15.1%37,7390.5%ETF
Datadog, Inc. stock logo
DDOG
Datadog
$2,614,723$188,957 ▲7.8%9,5480.5%Technology
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$2,597,460$62,857 ▼-2.4%5,3720.5%Industrials
Danaos Corporation stock logo
DAC
Danaos
$2,468,497$132,398 ▼-5.1%15,9970.5%Industrials
Waste Management, Inc. stock logo
WM
Waste Management
$2,436,077$115,829 ▼-4.5%11,9460.5%Industrials
CHENIERE ENERGY INC
$2,433,830$25,557 ▼-1.0%9,0470.5%COM NEW
SHOPIFY INC
$2,426,399$111,969 ▲4.8%16,3610.5%CL A SUB VTG SHS
iShares iBonds Dec 2029 Term Treasury ETF stock logo
IBTJ
iShares iBonds Dec 2029 Term Treasury ETF
$2,292,427$663,960 ▲40.8%108,0060.5%ETF
KLA Corporation stock logo
KLAC
KLA
$2,288,461$57,114 ▲2.6%11,7400.5%Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,287,939$165,431 ▼-6.7%21,2570.5%Technology
First Citizens BancShares, Inc. stock logo
FCNCA
First Citizens BancShares
$2,255,952$105,072 ▼-4.5%1,0950.4%Finance
White Mountains Insurance Group, Ltd. stock logo
WTM
White Mountains Insurance Group
$2,237,236$98,318 ▼-4.2%1,1150.4%Finance
Omega Healthcare Investors, Inc. stock logo
OHI
Omega Healthcare Investors
$2,161,261$40,614 ▼-1.8%46,6690.4%Real Estate
Pembina Pipeline Corp. stock logo
PBA
Pembina Pipeline
$2,135,303$32,142 ▼-1.5%47,8980.4%Energy
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
$2,120,635$183,995 ▲9.5%24,8260.4%Finance
Chevron Corporation stock logo
CVX
Chevron
$2,093,540$247,500 ▲13.4%10,2520.4%Energy
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$1,961,672$4,733 ▼-0.2%21,9650.4%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$1,947,081$53,186 ▼-2.7%23,9790.4%ETF
Public Storage stock logo
PSA
Public Storage
$1,879,891$31,963 ▼-1.7%6,6460.4%Real Estate
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$1,841,164$26,661 ▲1.5%3,5220.4%Healthcare
FIDELITY GREENWOOD STREET TR
$1,716,155$1,716,155 ▲New Holding50,9850.3%HEDGED EQTY ETF
TC Energy Corporation stock logo
TRP
TC Energy
$1,685,038$103,484 ▼-5.8%29,1630.3%Energy
Ares Capital Corporation stock logo
ARCC
Ares Capital
$1,657,555$194,171 ▲13.3%86,7830.3%Finance
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$1,573,724$153,872 ▲10.8%4,7660.3%Technology
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
$1,493,982$700,438 ▼-31.9%6,2900.3%Technology
Intel Corporation stock logo
INTC
Intel
$1,362,734$1,362,734 ▲New Holding11,3340.3%Technology
Manulife Financial Corp stock logo
MFC
Manulife Financial
$1,357,789$52,514 ▲4.0%31,8800.3%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$1,339,869$35,839 ▲2.7%3,7760.3%Consumer Discretionary
Prologis, Inc. stock logo
PLD
Prologis
$1,236,236$44,926 ▼-3.5%9,5210.2%Real Estate
Dominion Energy Inc. stock logo
D
Dominion Energy
$1,219,827$45,389 ▼-3.6%20,1560.2%Utilities
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$1,203,166$34,763 ▲3.0%10,1410.2%Utilities
Deere & Company stock logo
DE
Deere & Company
$1,200,354$22,838 ▲1.9%1,7870.2%Industrials
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$1,168,972$34,154 ▲3.0%2,8750.2%Healthcare

Showing largest 100 holdings. View all holdings.
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