Funds › Midwest Professional Planners, Ltd.
Midwest Professional Planners, Ltd.
13F for Q3 2026, filed Oct 29, 2026. 141 positions worth $506.0M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 29, 2026
Reported value
$506.0M
−$4.3M (0.8%) vs Q2 2026
Positions
141
131 in Q2 2026
Top 10 share
32.3%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 66,008 | $50.3M | 9.9% | -8.9% | 13F ↗ |
| 2 | NVDA NVIDIA Corporation | 75,638 | $17.3M | 3.4% | -4.2% | 13F ↗ |
| 3 | MU Micron Technology, Inc. | 14,980 | $16.0M | 3.2% | +99.3% | 13F ↗ |
| 4 | AMD Advanced Micro Devices, Inc. | 25,343 | $15.5M | 3.1% | -4.1% | 13F ↗ |
| 5 | iShares Tr Trust Ishare 0-1 | 112,811 | $12.4M | 2.5% | -1.0% | 13F ↗ |
| 6 | AVGO Broadcom Inc. | 33,637 | $11.8M | 2.3% | -4.7% | 13F ↗ |
| 7 | AMAT Applied Materials, Inc. | 22,298 | $11.4M | 2.3% | -3.2% | 13F ↗ |
| 8 | LRCX Lam Research Corporation | 34,552 | $11.4M | 2.2% | -7.4% | 13F ↗ |
| 9 | iShares Tr Ibonds 26 Trm Ts | 380,175 | $8.7M | 1.7% | -3.4% | 13F ↗ |
| 10 | iShares Tr Ibonds 27 Trm Ts | 385,083 | $8.6M | 1.7% | +23.0% | 13F ↗ |
| 11 | iShares Tr 3 7 Yr Treas Bd | 69,231 | $7.9M | 1.6% | -3.2% | 13F ↗ |
| 12 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 17,112 | $7.8M | 1.5% | +4.1% | 13F ↗ |
| 13 | JPM JPMorgan Chase & Co. | 23,486 | $7.8M | 1.5% | -4.3% | 13F ↗ |
| 14 | ETN Eaton Corporation, PLC | 16,923 | $7.3M | 1.4% | -2.0% | 13F ↗ |
| 15 | iShares Tr Msci Eafe Etf | 66,953 | $7.0M | 1.4% | +0.5% | 13F ↗ |
| 16 | iShares Tr Core Us Aggbd Et | 69,282 | $6.5M | 1.3% | +1.3% | 13F ↗ |
| 17 | iShares Tr Etf | 14,410 | $6.2M | 1.2% | -5.0% | 13F ↗ |
| 18 | iShares Tr Core S&P Mcp Etf | 86,432 | $6.2M | 1.2% | -37.0% | 13F ↗ |
| 19 | CMI Cummins Inc. · Equities | 11,908 | $6.2M | 1.2% | -6.2% | 13F ↗ |
| 20 | RTX RTX Corporation | 33,017 | $6.1M | 1.2% | -5.8% | 13F ↗ |
| 21 | TER Teradyne, Inc. | 15,241 | $6.1M | 1.2% | -2.7% | 13F ↗ |
| 22 | iShares Tr Msci Emg Mkt Etf | 90,510 | $6.0M | 1.2% | -2.0% | 13F ↗ |
| 23 | MSFT Microsoft Corporation | 11,423 | $5.9M | 1.2% | -2.4% | 13F ↗ |
| 24 | GS Goldman Sachs Group, Inc. | 6,473 | $5.8M | 1.2% | -2.8% | 13F ↗ |
| 25 | HPE Hewlett Packard Enterprise Company | 90,418 | $5.8M | 1.1% | -2.6% | 13F ↗ |
| 26 | Uscf ETF Tr Summerhaven K1 | 178,418 | $5.6M | 1.1% | +6.7% | 13F ↗ |
| 27 | MCO Moody's Corporation | 12,093 | $5.5M | 1.1% | -0.8% | 13F ↗ |
| 28 | iShares Inc Msci Emrg Chn | 53,063 | $5.3M | 1.0% | -0.5% | 13F ↗ |
| 29 | LMT Lockheed Martin Corporation | 9,592 | $4.9M | 1.0% | -1.9% | 13F ↗ |
| 30 | COF Capital One Financial Corporation | 25,293 | $4.9M | 1.0% | -3.6% | 13F ↗ |
| 31 | V Visa Inc. | 13,242 | $4.8M | 0.9% | +0.8% | 13F ↗ |
| 32 | UNP Union Pacific Corporation | 17,324 | $4.7M | 0.9% | -0.5% | 13F ↗ |
| 33 | ARM Arm Holdings plc | 16,091 | $4.7M | 0.9% | +4.4% | 13F ↗ |
| 34 | COST Costco Wholesale Corporation | 5,119 | $4.7M | 0.9% | -8.7% | 13F ↗ |
| 35 | iShares Tr Ibonds 28 Trm Ts | 212,457 | $4.7M | 0.9% | +36.3% | 13F ↗ |
| 36 | AAPL Apple Inc. | 13,385 | $4.5M | 0.9% | -0.5% | 13F ↗ |
| 37 | OSK Oshkosh Corporation | 31,814 | $4.1M | 0.8% | -3.8% | 13F ↗ |
| 38 | AXP American Express Company | 13,217 | $4.0M | 0.8% | -3.2% | 13F ↗ |
| 39 | iShares Tr Ishares Biotech | 18,496 | $3.9M | 0.8% | New | 13F ↗ |
| 40 | ANET Arista Networks, Inc. | 18,882 | $3.8M | 0.8% | -0.9% | 13F ↗ |
| 41 | Invesco Qqq Tr | 5,104 | $3.8M | 0.7% | -3.6% | 13F ↗ |
| 42 | Select Sector Spdr Tr St Str Techn Etf | 19,144 | $3.7M | 0.7% | -2.8% | 13F ↗ |
| 43 | iShares Tr Rus 1000 Val Etf | 14,877 | $3.7M | 0.7% | -6.5% | 13F ↗ |
| 44 | MA Mastercard Incorporated | 6,608 | $3.6M | 0.7% | +1.4% | 13F ↗ |
| 45 | Spdr Series Trust Etf | 35,881 | $3.6M | 0.7% | -4.7% | 13F ↗ |
| 46 | ASML ASML Holding N.V. · Equities | 1,996 | $3.6M | 0.7% | -2.7% | 13F ↗ |
| 47 | iShares Tr Bond Etf | 80,086 | $3.6M | 0.7% | -4.2% | 13F ↗ |
| 48 | RY Royal Bank of Canada | 17,995 | $3.5M | 0.7% | +3.5% | 13F ↗ |
| 49 | NSC Norfolk Southern Corporation | 11,428 | $3.5M | 0.7% | -1.8% | 13F ↗ |
| 50 | iShares Tr Rus 2000 Val Etf | 16,800 | $3.5M | 0.7% | -6.2% | 13F ↗ |
Showing the top 50 of 141 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
14 new, 51 added to, 71 trimmed, 4 exited, 5 unchanged. By estimated dollars.
New positions (14)
| iShares Tr Ishares Biotech | 18,496 | New | $3.9M |
| Select Sector Spdr Tr St Str Energ Etf | 56,282 | New | $3.5M |
| iShares Tr North Amern Nat | 55,365 | New | $3.4M |
| XOM ExxonMobil Holdings Corporation | 17,397 | New | $2.8M |
| Fidelity Greenwood Street Tr Etf | 50,985 | New | $1.7M |
| INTC Intel Corporation | 11,334 | New | $1.4M |
| GLDI Credit Suisse Nassau Branc · Entracs Gold Shs | 6,516 | New | $915.6K |
| ICE Intercontinental Exchange Inc. | 3,267 | New | $496.7K |
| Invesco Actvely Mngd Etc Fd Agri Cmdty Stra | 10,033 | New | $376.8K |
| NOVT Novanta Inc. | 2,641 | New | $375.5K |
Added to (51)
| MU Micron Technology, Inc. | 14,980 | +99.3% | $7.9M |
| iShares Tr Ibonds 27 Trm Ts | 385,083 | +23.0% | $1.6M |
| iShares Tr Ibonds 28 Trm Ts | 212,457 | +36.3% | $1.2M |
| iShares Tr Ibonds 29 Trm Ts | 108,006 | +40.8% | $664.0K |
| iShares Tr Ibond Dec 2030 | 53,079 | +108% | $522.5K |
| CRDO Credo Technology Group Holding Ltd | 4,023 | +142% | $459.5K |
| Uscf ETF Tr Summerhaven K1 | 178,418 | +6.7% | $347.8K |
| Global X Fds Glb X Mlp Enrg I | 37,739 | +15.1% | $346.4K |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 17,112 | +4.1% | $304.3K |
| CVX Chevron Corporation | 10,252 | +13.4% | $247.5K |
Trimmed (71)
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 66,008 | -8.9% | -$4.9M |
| iShares Tr Core S&P Mcp Etf | 86,432 | -37.0% | -$3.6M |
| LRCX Lam Research Corporation | 34,552 | -7.4% | -$910.6K |
| NVDA NVIDIA Corporation | 75,638 | -4.2% | -$764.4K |
| META Meta Platforms, Inc. | 4,652 | -18.0% | -$741.9K |
| NXPI NXP Semiconductors N.V. | 6,290 | -31.9% | -$700.4K |
| AMD Advanced Micro Devices, Inc. | 25,343 | -4.1% | -$661.3K |
| AVGO Broadcom Inc. | 33,637 | -4.7% | -$580.9K |
| COST Costco Wholesale Corporation | 5,119 | -8.7% | -$441.5K |
| CMI Cummins Inc. · Equities | 11,908 | -6.2% | -$409.1K |
Exited (4)
| iShares Tr Rus Mdcp Val Etf | 23,809 | Exited | -$3.9M |
| Exxon Mobil Corp | 15,833 | Exited | -$2.2M |
| J P Morgan Exchange Traded F Equity Premium | 35,967 | Exited | -$2.0M |
| OKLO Oklo Inc. | 4,517 | Exited | -$236.4K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 29, 2026 | 13F-HR | 141 | $506.0M | Current | SEC ↗ |
| Q2 2026 | Aug 5, 2026 | 13F-HR | 131 | $510.3M | Current | SEC ↗ |
| Q1 2026 | May 5, 2026 | 13F-HR | 137 | $424.5M | Current | SEC ↗ |
| Q4 2025 | Feb 6, 2026 | 13F-HR | 142 | $422.2M | Current | SEC ↗ |
| Q3 2025 | Nov 4, 2025 | 13F-HR | 148 | $409.9M | Current | SEC ↗ |
| Q2 2025 | Aug 11, 2025 | 13F-HR | 149 | $379.8M | Current | SEC ↗ |
| Q1 2025 | May 2, 2025 | 13F-HR | 155 | $321.3M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer