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

About Midwest Professional Planners, Ltd.

Investment Activity

Midwest Professional Planners, Ltd. has $510.30 million in total holdings as of June 30, 2026.
Midwest Professional Planners, Ltd. owns shares of 131 different stocks, but just 58 companies or ETFs make up 80% of its holdings.
Approximately 8.69% of the portfolio was purchased this quarter.
About 6.85% of the portfolio was sold this quarter.
This quarter, Midwest Professional Planners, Ltd. has purchased 137 new stocks and bought additional shares in 84 stocks.
Midwest Professional Planners, Ltd. sold shares of 36 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $54,111,177
Applied Materials: $16,654,110
LAM RESEARCH CORP: $16,173,399
NVIDIA: $15,804,208
Advanced Micro Devices: $15,349,915

Largest New Holdings this Quarter

464287473 - iShares Russell Mid-Cap Value ETF: $3,919,029 Holding
464287598 - iShares Russell 1000 Value ETF: $3,858,341 Holding
N97284108 - Yandex: $468,937 Holding
G25457105 - Credo Technology Group: $452,525 Holding
149123101 - Caterpillar: $267,290 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 52,821 shares (about $4.07M)
iShares Russell Mid-Cap Value ETF: 23,809 shares (about $3.92M)
iShares Russell 1000 Value ETF: 15,915 shares (about $3.86M)
SPDR S&P 500 ETF Trust: 4,610 shares (about $3.44M)
KLA: 10,425 shares (about $3.15M)

Largest Sales this Quarter

ISHARES TR: 41,505 shares (about $4.58M)
iShares MSCI EAFE ETF: 31,993 shares (about $3.32M)
Paychex: 16,570 shares (about $1.63M)
Broadcom: 3,044 shares (about $1.15M)
Technology Select Sector SPDR Fund: 5,267 shares (about $1.00M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$54,111,177	$3,442,624 ▲	6.8%	72,460	10.6%	ETF
AMAT Applied Materials	$16,654,110	$863,975 ▼	-4.9%	23,035	3.3%	Technology
LAM RESEARCH CORP	$16,173,399	$605,787 ▼	-3.6%	37,324	3.2%	COM NEW
NVDA NVIDIA	$15,804,208	$32,415 ▼	-0.2%	78,985	3.1%	Technology
AMD Advanced Micro Devices	$15,349,915	$399,665 ▲	2.7%	26,424	3.0%	Technology
AVGO Broadcom	$13,331,286	$1,149,881 ▼	-7.9%	35,291	2.6%	Technology
ISHARES TR	$12,576,442	$4,580,063 ▼	-26.7%	113,969	2.5%	TRUST ISHARE 0-1
IJH iShares Core S&P Mid-Cap ETF	$10,572,373	$4,073,018 ▲	62.7%	137,108	2.1%	ETF
CMI Cummins	$9,057,605	$315,946 ▲	3.6%	12,700	1.8%	Industrials
IBTG iShares iBonds Dec 2026 Term Treasury ETF	$9,012,094	$661,361 ▲	7.9%	393,713	1.8%	ETF
MU Micron Technology	$8,675,662	$53,097 ▼	-0.6%	7,516	1.7%	Technology
IEI iShares 3-7 Year Treasury Bond ETF	$8,397,009	$519,014 ▲	6.6%	71,494	1.6%	ETF
JPM JPMorgan Chase & Co.	$8,030,439	$430,442 ▼	-5.1%	24,533	1.6%	Finance
TSM Taiwan Semiconductor Manufacturing	$7,853,701	$738,807 ▲	10.4%	16,445	1.5%	Technology
TER Teradyne	$7,582,261	$157,248 ▲	2.1%	15,671	1.5%	Technology
ETN Eaton	$7,360,553	$39,204 ▼	-0.5%	17,273	1.4%	Industrials
IBTH iShares iBonds Dec 2027 Term Treasury ETF	$7,002,925	$1,081,835 ▲	18.3%	313,050	1.4%	ETF
EFA iShares MSCI EAFE ETF	$6,918,368	$3,323,414 ▼	-32.4%	66,600	1.4%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$6,768,477	$473,522 ▲	7.5%	68,382	1.3%	ETF
GS The Goldman Sachs Group	$6,738,141	$83,949 ▲	1.3%	6,662	1.3%	Finance
RTX RTX	$6,649,620	$111,181 ▲	1.7%	35,048	1.3%	Industrials
IWV iShares Russell 3000 ETF	$6,466,280	$44,771 ▲	0.7%	15,165	1.3%	ETF
EEM iShares MSCI Emerging Markets ETF	$6,315,268	$215,149 ▼	-3.3%	92,315	1.2%	ETF
MCO Moody's	$5,519,207	$4,529 ▲	0.1%	12,186	1.1%	Finance
ARM HOLDINGS PLC	$5,467,026	$145,371 ▲	2.7%	15,419	1.1%	SPONSORED ADS
EMXC iShares MSCI Emerging Markets ex China ETF	$5,455,025	$467,918 ▼	-7.9%	53,324	1.1%	ETF
COF Capital One Financial	$5,265,206	$648,797 ▼	-11.0%	26,245	1.0%	Finance
COST Costco Wholesale	$5,242,649	$85,132 ▼	-1.6%	5,604	1.0%	Consumer Staples
OSK Oshkosh	$5,077,698	$267,053 ▲	5.6%	33,084	1.0%	Industrials
LMT Lockheed Martin	$4,978,702	$1,019 ▼	0.0%	9,773	1.0%	Industrials
UNP Union Pacific	$4,734,773	$633,225 ▲	15.4%	17,407	0.9%	Industrials
AXP American Express	$4,618,656	$148,149 ▲	3.3%	13,655	0.9%	Finance
V Visa	$4,508,856	$220,262 ▲	5.1%	13,142	0.9%	Finance
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund	$4,422,672	$443,029 ▲	11.1%	167,272	0.9%	ETF
MSFT Microsoft	$4,366,077	$244,321 ▼	-5.3%	11,705	0.9%	Technology
HPE Hewlett Packard Enterprise	$4,188,639	$42,674 ▲	1.0%	92,854	0.8%	Technology
ASML ASML	$4,080,445	$1,456,307 ▲	55.5%	2,051	0.8%	Technology
CWB SPDR Bloomberg Convertible Securities ETF	$4,061,118	$137,254 ▼	-3.3%	37,666	0.8%	ETF
QLTA iShares Aaa - A Rated Corporate Bond ETF	$3,972,107	$223,915 ▲	6.0%	83,588	0.8%	ETF
IWN iShares Russell 2000 Value ETF	$3,962,879	$210,808 ▼	-5.1%	17,915	0.8%	ETF
IWO iShares Russell 2000 Growth ETF	$3,935,686	$216,679 ▼	-5.2%	9,990	0.8%	ETF
IWS iShares Russell Mid-Cap Value ETF	$3,919,029	$3,919,029 ▲	New Holding	23,809	0.8%	ETF
QQQ Invesco QQQ	$3,899,238	$351,999 ▼	-8.3%	5,295	0.8%	ETF
AAPL Apple	$3,893,826	$25,463 ▲	0.7%	13,457	0.8%	Technology
IWD iShares Russell 1000 Value ETF	$3,858,341	$3,858,341 ▲	New Holding	15,915	0.8%	ETF
XLK Technology Select Sector SPDR Fund	$3,750,984	$1,003,476 ▼	-21.1%	19,688	0.7%	ETF
NSC Norfolk Southern	$3,661,634	$175,232 ▲	5.0%	11,639	0.7%	Industrials
RY Royal Bank Of Canada	$3,597,941	$228,700 ▲	6.8%	17,384	0.7%	Finance
GOOG Alphabet	$3,489,125	$94,692 ▲	2.8%	9,875	0.7%	Communication Services
KLAC KLA	$3,453,623	$3,145,280 ▲	1,020.1%	11,447	0.7%	Technology
IBTI iShares iBonds Dec 2028 Term Treasury ETF	$3,451,759	$820,796 ▲	31.2%	155,906	0.7%	ETF
ADI Analog Devices	$3,432,516	$52,032 ▼	-1.5%	8,642	0.7%	Technology
IJR iShares Core S&P Small-Cap ETF	$3,418,713	$12,161 ▲	0.4%	23,051	0.7%	ETF
ORCL Oracle	$3,357,806	$16,121 ▲	0.5%	22,912	0.7%	Technology
MA Mastercard	$3,347,409	$34,409 ▲	1.0%	6,518	0.7%	Finance
ARISTA NETWORKS INC	$3,238,253	$87,828 ▲	2.8%	19,062	0.6%	COM SHS
META Meta Platforms	$3,196,525	$119,975 ▼	-3.6%	5,675	0.6%	Communication Services
EPR EPR Properties	$3,093,390	$916,154 ▲	42.1%	53,325	0.6%	Real Estate
MAIN Main Street Capital	$2,965,887	$144,383 ▲	5.1%	57,168	0.6%	Finance
EW Edwards Lifesciences	$2,815,558	$139,851 ▲	5.2%	31,125	0.6%	Healthcare
ABBV AbbVie	$2,811,334	$69,201 ▲	2.5%	11,172	0.6%	Healthcare
NOC Northrop Grumman	$2,802,365	$249,574 ▲	9.8%	5,502	0.5%	Industrials
WM Waste Management	$2,789,213	$94,950 ▼	-3.3%	12,514	0.5%	Industrials
CSCO Cisco Systems	$2,677,434	$76,585 ▼	-2.8%	22,794	0.5%	Technology
AMGN Amgen	$2,630,690	$212,918 ▲	8.8%	7,265	0.5%	Healthcare
NXPI NXP Semiconductors	$2,596,391	$1,301,708 ▲	100.5%	9,239	0.5%	Technology
BLACKROCK INC	$2,487,549	$17,308 ▲	0.7%	2,587	0.5%	COM
MLPX Global X MLP & Energy Infrastructure ETF	$2,414,354	$280,866 ▲	13.2%	32,777	0.5%	ETF
WTM White Mountains Insurance Group	$2,413,426	$1,594,437 ▲	194.7%	1,164	0.5%	Finance
AMZN Amazon.com	$2,392,636	$192,812 ▲	8.8%	10,039	0.5%	Consumer Discretionary
FCNCA First Citizens BancShares	$2,384,614	$280,910 ▲	13.4%	1,146	0.5%	Finance
DDOG Datadog	$2,306,139	$623,527 ▲	37.1%	8,858	0.5%	Technology
TRMD Torm	$2,274,561	$110,051 ▼	-4.6%	87,282	0.4%	Energy
OHI Omega Healthcare Investors	$2,266,990	$110,522 ▲	5.1%	47,546	0.4%	Real Estate
PBA Pembina Pipeline	$2,248,618	$1,138,253 ▲	102.5%	48,619	0.4%	Energy
CHENIERE ENERGY INC	$2,184,954	$239 ▼	0.0%	9,142	0.4%	COM NEW
XOM ExxonMobil	$2,164,713	$262,779 ▲	13.8%	15,833	0.4%	Energy
PSA Public Storage	$2,151,484	$424,949 ▲	24.6%	6,759	0.4%	Real Estate
IEF iShares 7-10 Year Treasury Bond ETF	$2,082,217	$153,012 ▲	7.9%	22,018	0.4%	ETF
DAC Danaos	$2,062,546	$1,428,058 ▲	225.1%	16,855	0.4%	Industrials
TRP TC Energy	$2,051,908	$970,669 ▲	89.8%	30,954	0.4%	Energy
JEPI JPMorgan Equity Premium Income ETF	$2,031,399	$227,500 ▲	12.6%	35,967	0.4%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$2,022,683	$75,705 ▲	3.9%	24,634	0.4%	ETF
IBKR Interactive Brokers Group	$1,973,392	$250,156 ▲	14.5%	22,672	0.4%	Finance
SHOPIFY INC	$1,781,893	$116,235 ▲	7.0%	15,606	0.3%	CL A SUB VTG SHS
VRTX Vertex Pharmaceuticals	$1,723,901	$38,739 ▼	-2.2%	3,471	0.3%	Healthcare
IBTJ iShares iBonds Dec 2029 Term Treasury ETF	$1,661,075	$409,770 ▲	32.7%	76,724	0.3%	ETF
CDNS Cadence Design Systems	$1,613,970	$286,386 ▲	21.6%	4,300	0.3%	Technology
TSLA Tesla	$1,545,495	$54,671 ▲	3.7%	3,675	0.3%	Consumer Discretionary
CVX Chevron	$1,498,532	$200,744 ▲	15.5%	9,040	0.3%	Energy
D Dominion Energy	$1,427,680	$14,478 ▲	1.0%	20,906	0.3%	Utilities
ARCC Ares Capital	$1,419,713	$140,272 ▲	11.0%	76,617	0.3%	Finance
AEP American Electric Power	$1,347,290	$359,122 ▲	36.3%	9,848	0.3%	Utilities
PLD Prologis	$1,336,655	$175,024 ▲	15.1%	9,867	0.3%	Real Estate
OGE OGE Energy	$1,253,276	$95,567 ▲	8.3%	25,756	0.2%	Utilities
MFC Manulife Financial	$1,241,521	$119,303 ▲	10.6%	30,647	0.2%	Finance
XEL Xcel Energy	$1,239,571	$145,822 ▲	13.3%	15,437	0.2%	Utilities
SOFI SoFi Technologies	$1,210,486	$2,743 ▼	-0.2%	67,512	0.2%	Finance
MNST Monster Beverage	$1,135,057	$30,854 ▲	2.8%	11,809	0.2%	Consumer Staples
DE Deere & Company	$1,112,023	$32,986 ▲	3.1%	1,753	0.2%	Industrials

Showing largest 100 holdings. View all holdings.

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

About Midwest Professional Planners, Ltd.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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

About Midwest Professional Planners, Ltd.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMidwest Professional Planners, Ltd.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools