← Back to Discover
Midwest Professional Planners, LTD.
Period ended Sep 30, 2026 · Latest filing Oct 29, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $505,985,163
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $50,339,447
- NVIDIA CORPORATION · COM · 67066G104 · shares: $17,274,160
- MICRON TECHNOLOGY INC · COM · 595112103 · shares: $15,955,331
- ADVANCED MICRO DEVICES INC · COM · 007903107 · shares: $15,503,774
- ISHARES TR · TRUST ISHARE 0-1 · 464288679 · shares: $12,445,331
- BROADCOM INC · COM · 11135F101 · shares: $11,812,939
- APPLIED MATLS INC · COM · 038222105 · shares: $11,402,609
- LAM RESEARCH CORP · COM NEW · 512807306 · shares: $11,350,747
- ISHARES TR · IBONDS 26 TRM TS · 46436E858 · shares: $8,698,411
- ISHARES TR · IBONDS 27 TRM TS · 46436E841 · shares: $8,595,060
Reported holdings
141 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 66,008 shares | $50,339,447 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 75,638 shares | $17,274,160 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 14,980 shares | $15,955,331 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 25,343 shares | $15,503,774 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 | — | 112,811 shares | $12,445,331 |
| BROADCOM INC | COM | 11135F101 | — | 33,637 shares | $11,812,939 |
| APPLIED MATLS INC | COM | 038222105 | — | 22,298 shares | $11,402,609 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 34,552 shares | $11,350,747 |
| ISHARES TR | IBONDS 26 TRM TS | 46436E858 | — | 380,175 shares | $8,698,411 |
| ISHARES TR | IBONDS 27 TRM TS | 46436E841 | — | 385,083 shares | $8,595,060 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 | — | 69,231 shares | $7,853,533 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 17,112 shares | $7,806,526 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 23,486 shares | $7,769,940 |
| EATON CORP PLC | SHS | G29183103 | — | 16,923 shares | $7,271,774 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 66,953 shares | $6,955,791 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 69,282 shares | $6,549,930 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 | — | 14,410 shares | $6,220,029 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 86,432 shares | $6,218,762 |
| CUMMINS INC | COM | 231021106 | — | 11,908 shares | $6,151,402 |
| RTX CORPORATION | COM | 75513E101 | — | 33,017 shares | $6,129,654 |
| TERADYNE INC | COM | 880770102 | — | 15,241 shares | $6,110,436 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 90,510 shares | $6,045,181 |
| MICROSOFT CORP | COM | 594918104 | — | 11,423 shares | $5,858,717 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 6,473 shares | $5,828,137 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 90,418 shares | $5,776,799 |
| USCF ETF TR | SUMMERHAVEN K1 | 90290T809 | — | 178,418 shares | $5,566,642 |
| MOODYS CORP | COM | 615369105 | — | 12,093 shares | $5,491,818 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | — | 53,063 shares | $5,257,483 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 9,592 shares | $4,884,958 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 25,293 shares | $4,883,364 |
| VISA INC | COM CL A | 92826C839 | — | 13,242 shares | $4,758,322 |
| UNION PAC CORP | COM | 907818108 | — | 17,324 shares | $4,714,260 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | — | 16,091 shares | $4,660,902 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 5,119 shares | $4,660,075 |
| ISHARES TR | IBONDS 28 TRM TS | 46436E833 | — | 212,457 shares | $4,654,927 |
| APPLE INC | COM | 037833100 | — | 13,385 shares | $4,457,484 |
| OSHKOSH CORP | COM | 688239201 | — | 31,814 shares | $4,098,218 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 13,217 shares | $4,019,224 |
| ISHARES TR | ISHARES BIOTECH | 464287556 | — | 18,496 shares | $3,894,015 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 18,882 shares | $3,844,221 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 5,104 shares | $3,775,951 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 19,144 shares | $3,747,347 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 14,877 shares | $3,688,516 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 6,608 shares | $3,644,277 |
| SPDR SERIES TRUST | ST STR CONV ETF | 78464A359 | — | 35,881 shares | $3,630,418 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 1,996 shares | $3,616,195 |
| ISHARES TR | A RATE CP BD ETF | 46429B291 | — | 80,086 shares | $3,603,073 |
| ROYAL BK CDA | COM | 780087102 | — | 17,995 shares | $3,537,735 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 11,428 shares | $3,531,342 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | — | 16,800 shares | $3,518,752 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 56,282 shares | $3,461,313 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 10,084 shares | $3,436,191 |
| ISHARES TR | NORTH AMERN NAT | 464287374 | — | 55,365 shares | $3,412,143 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 | — | 9,542 shares | $3,405,633 |
| META PLATFORMS INC | CL A | 30303M102 | — | 4,652 shares | $3,373,517 |
| ANALOG DEVICES INC | COM | 032654105 | — | 8,156 shares | $3,235,679 |
| MAIN STR CAP CORP | COM | 56035L104 | — | 58,546 shares | $3,222,955 |
| TORM PLC | SHS CL A | G89479102 | — | 82,115 shares | $3,124,479 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 22,923 shares | $3,118,431 |
| AMGEN INC | COM | 031162100 | — | 7,257 shares | $3,058,973 |
| ORACLE CORP | COM | 68389X105 | — | 22,096 shares | $3,033,713 |
| EPR PPTYS | COM SH BEN INT | 26884U109 | — | 52,289 shares | $2,934,985 |
| ABBVIE INC | COM | 00287Y109 | — | 10,964 shares | $2,868,160 |
| EXXONMOBIL HOLDINGS CORP | COM SHS *A* | 30233Q108 | — | 17,397 shares | $2,831,424 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 31,251 shares | $2,697,627 |
| BLACKROCK INC | COM | 09290D101 | — | 2,506 shares | $2,652,303 |
| AMAZON COM INC | COM | 023135106 | — | 10,594 shares | $2,639,488 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 | — | 37,739 shares | $2,634,937 |
| DATADOG INC | CL A COM | 23804L103 | — | 9,548 shares | $2,614,723 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | — | 5,372 shares | $2,597,460 |
| DANAOS CORPORATION | SHS | Y1968P121 | — | 15,997 shares | $2,468,497 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 11,946 shares | $2,436,077 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | — | 9,047 shares | $2,433,830 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 16,361 shares | $2,426,399 |
| ISHARES TR | IBONDS 29 TRM TS | 46436E825 | — | 108,006 shares | $2,292,427 |
| KLA CORP | COM NEW | 482480100 | — | 11,740 shares | $2,288,461 |
| CISCO SYS INC | COM | 17275R102 | — | 21,257 shares | $2,287,939 |
| FIRST CTZNS BANCSHARES INC D | CL A | 31946M103 | — | 1,095 shares | $2,255,952 |
| WHITE MTNS INS GROUP LTD | COM | G9618E107 | — | 1,115 shares | $2,237,236 |
| OMEGA HEALTHCARE INVS INC | COM | 681936100 | — | 46,669 shares | $2,161,261 |
| PEMBINA PIPELINE CORP | COM | 706327103 | — | 47,898 shares | $2,135,303 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | — | 24,826 shares | $2,120,635 |
| CHEVRON CORPORATION | COM | 166764100 | — | 10,252 shares | $2,093,540 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 | — | 21,965 shares | $1,961,672 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | — | 23,979 shares | $1,947,081 |
| PUBLIC STORAGE | COM | 74460D109 | — | 6,646 shares | $1,879,891 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 3,522 shares | $1,841,164 |
| FIDELITY GREENWOOD STREET TR | HEDGED EQTY ETF | 31624J745 | — | 50,985 shares | $1,716,155 |
| TC ENERGY CORP | COM | 87807B107 | — | 29,163 shares | $1,685,038 |
| ARES CAPITAL CORP | COM | 04010L103 | — | 86,783 shares | $1,657,555 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 4,766 shares | $1,573,724 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | — | 6,290 shares | $1,493,982 |
| INTEL CORP | COM | 458140100 | — | 11,334 shares | $1,362,734 |
| MANULIFE FINL CORP | COM | 56501R106 | — | 31,880 shares | $1,357,789 |
| TESLA INC | COM | 88160R101 | — | 3,776 shares | $1,339,869 |
| PROLOGIS INC. | COM | 74340W103 | — | 9,521 shares | $1,236,236 |
| DOMINION ENERGY INC | COM | 25746U109 | — | 20,156 shares | $1,219,827 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 10,141 shares | $1,203,166 |
| DEERE & CO | COM | 244199105 | — | 1,787 shares | $1,200,354 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 2,875 shares | $1,168,972 |