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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) |
|---|---|---|---|---|---|
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 6,097 shares | $1,140,507 |
| OGE ENERGY CORP | COM | 670837103 | — | 25,098 shares | $1,139,973 |
| RENAISSANCERE HLDGS LTD | COM | G7496G103 | — | 3,532 shares | $1,123,925 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 | — | 68,363 shares | $1,074,671 |
| XCEL ENERGY INC | COM | 98389B100 | — | 15,097 shares | $1,064,039 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | — | 25,162 shares | $1,047,243 |
| ISHARES TR | IBOND DEC 2030 | 46436E593 | — | 53,079 shares | $1,007,970 |
| CREDIT SUISSE NASSAU BRANC | ENTRACS GOLD SHS | 22542D233 | — | 6,516 shares | $915,563 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 2,659 shares | $914,948 |
| PROVIDENT FINL SVCS INC | COM | 74386T105 | — | 41,143 shares | $911,309 |
| CNX RES CORP | COM | 12653C108 | — | 27,360 shares | $852,797 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 18,199 shares | $794,381 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | — | 4,023 shares | $783,669 |
| PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 | — | 36,453 shares | $769,891 |
| SALESFORCE INC | COM | 79466L302 | — | 3,032 shares | $696,078 |
| PAYCHEX INC | COM | 704326107 | — | 5,637 shares | $555,260 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 3,267 shares | $496,713 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | — | 1,730 shares | $408,108 |
| BIONTECH SE | SPONSORED ADS | 09075V102 | — | 4,068 shares | $399,877 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | — | 642 shares | $389,572 |
| INVESCO ACTVELY MNGD ETC FD | AGRI CMDTY STRA | 46090F308 | — | 10,033 shares | $376,839 |
| NOVANTA INC | COM | 67000B104 | — | 2,641 shares | $375,524 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 2,559 shares | $371,746 |
| SYMBOTIC INC | CLASS A COM | 87151X101 | — | 8,646 shares | $363,737 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 697 shares | $347,071 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 4,082 shares | $320,110 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 | — | 3,302 shares | $304,354 |
| NETFLIX INC. | COM | 64110L106 | — | 4,225 shares | $293,976 |
| BADGER METER INC | COM | 056525108 | — | 2,193 shares | $270,923 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 730 shares | $256,851 |
| MCCORMICK & CO INC | COM NON VTG | 579780206 | — | 5,335 shares | $247,522 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 | — | 4,681 shares | $238,959 |
| WEC ENERGY GROUP INC | COM | 92939U106 | — | 2,364 shares | $238,244 |
| NETEASE COM INC | SPONSORED ADS | 64110W102 | — | 1,934 shares | $234,320 |
| QUALCOMM INC | COM | 747525103 | — | 1,250 shares | $229,983 |
| CINTAS CORP | COM | 172908105 | — | 1,137 shares | $221,847 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 1,531 shares | $218,335 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 2,542 shares | $217,112 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 119 shares | $205,695 |
| CATERPILLAR INC | COM | 149123101 | — | 251 shares | $203,508 |
| NIAGEN BIOSCIENCE INC | COM NEW | 171077407 | — | 20,950 shares | $61,174 |