Midwest Professional Planners, LTD. reported 103 positions worth $312.10M for the quarter ended Sep 30, 2026, down 1.8% on the prior quarter. It opened 7 new positions, added to 42, trimmed 51 and exited 1. Its largest holding is Nvidia Corp at 5.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MU Micron Technology Inc | +7,464 | +99.3% | $7.95M | 5.11% |
| INTC Intel Corp | +11.3K | – | $1.36M | 0.437% |
| ICE Intercontinental Exchange, Inc. | +3,267 | – | $496.71K | 0.159% |
| CRDO Credo Technology Group Holding Ltd | +2,359 | +141.8% | $459.53K | 0.251% |
| NOVT Novanta Inc | +2,641 | – | $375.52K | 0.12% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +667 | +4.1% | $304.29K | 2.5% |
| XOM ExxonMobil Holdings Corp | +1,564 | +9.9% | $254.55K | 0.907% |
| CVX Chevron Corp | +1,212 | +13.4% | $247.50K | 0.671% |
| CTAS Cintas Corp | +1,137 | – | $221.85K | 0.071% |
| NVS Novartis Ag | +1,531 | – | $218.34K | 0.07% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LRCX Lam Research Corp | -2,772 | -7.4% | $910.64K | 3.64% |
| NVDA Nvidia Corp | -3,347 | -4.2% | $764.39K | 5.53% |
| META Meta Platforms, Inc. | -1,023 | -18.0% | $741.85K | 1.08% |
| NXPI NXP Semiconductors N.V. | -2,949 | -31.9% | $700.44K | 0.479% |
| AMD Advanced Micro Devices Inc | -1,081 | -4.1% | $661.31K | 4.97% |
| AVGO Broadcom Inc. | -1,654 | -4.7% | $580.87K | 3.79% |
| COST Costco Wholesale Corp | -485 | -8.7% | $441.52K | 1.49% |
| CMI Cummins Inc | -792 | -6.2% | $409.13K | 1.97% |
| RTX RTX Corp | -2,031 | -5.8% | $377.06K | 1.96% |
| AMAT Applied Materials Inc | -737 | -3.2% | $376.88K | 3.65% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| INTC Intel Corp | +11.3K | $1.36M | 0.437% |
| ICE Intercontinental Exchange, Inc. | +3,267 | $496.71K | 0.159% |
| NOVT Novanta Inc | +2,641 | $375.52K | 0.12% |
| CTAS Cintas Corp | +1,137 | $221.85K | 0.071% |
| NVS Novartis Ag | +1,531 | $218.34K | 0.07% |
| ORLY O Reilly Automotive Inc | +2,542 | $217.11K | 0.07% |
| MELI Mercadolibre Inc | +119 | $205.70K | 0.066% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| OKLO Oklo Inc. | -4,517 | $236.36K | 0.074% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 75.6K | $17.27M | 5.53% | -3,347 | -4.2% | Reduced | 0% |
| 2 | MU Micron Technology Inc | Technology | 15.0K | $15.96M | 5.11% | +7,464 | +99.3% | Added | 0% |
| 3 | AMD Advanced Micro Devices Inc | Technology | 25.3K | $15.50M | 4.97% | -1,081 | -4.1% | Reduced | 0% |
| 4 | AVGO Broadcom Inc. | Technology | 33.6K | $11.81M | 3.79% | -1,654 | -4.7% | Reduced | 0% |
| 5 | AMAT Applied Materials Inc | Technology | 22.3K | $11.40M | 3.65% | -737 | -3.2% | Reduced | 0% |
| 6 | LRCX Lam Research Corp | Technology | 34.6K | $11.35M | 3.64% | -2,772 | -7.4% | Reduced | 0% |
| 7 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 17.1K | $7.81M | 2.5% | +667 | +4.1% | Added | 0% |
| 8 | JPM Jpmorgan Chase & Co | Financial Services | 23.5K | $7.77M | 2.49% | -1,047 | -4.3% | Reduced | 0% |
| 9 | ETN Eaton Corp plc | Industrials | 16.9K | $7.27M | 2.33% | -350 | -2.0% | Reduced | 0% |
| 10 | CMI Cummins Inc | Industrials | 11.9K | $6.15M | 1.97% | -792 | -6.2% | Reduced | 0.01% |
| 11 | RTX RTX Corp | Industrials | 33.0K | $6.13M | 1.96% | -2,031 | -5.8% | Reduced | 0% |
| 12 | TER Teradyne, Inc | Technology | 15.2K | $6.11M | 1.96% | -430 | -2.7% | Reduced | 0.01% |
| 13 | MSFT Microsoft Corp | Technology | 11.4K | $5.86M | 1.88% | -282 | -2.4% | Reduced | 0% |
| 14 | GS Goldman Sachs Group Inc | Financial Services | 6,473 | $5.83M | 1.87% | -189 | -2.8% | Reduced | 0% |
| 15 | HPE Hewlett Packard Enterprise Co | Technology | 90.4K | $5.78M | 1.85% | -2,436 | -2.6% | Reduced | 0.01% |
Tip. Select a row to see that position’s full history at Midwest Professional Planners.
As of its Q3 2026 13F filing, Midwest Professional Planners, LTD.’s five largest positions were Nvidia Corp (NVDA) at 5.5%, Micron Technology Inc (MU) at 5.1%, Advanced Micro Devices Inc (AMD) at 5.0%, Broadcom Inc. (AVGO) at 3.8%, Applied Materials Inc (AMAT) at 3.7% of the reported portfolio.
Midwest Professional Planners, LTD. reported a 13F portfolio worth $312.10M across 103 positions for Q3 2026. That is down 1.8% from the previous quarter.
Its largest purchases by value were Micron Technology Inc ($7.95M), Intel Corp ($1.36M), Intercontinental Exchange, Inc. ($496.71K). It opened 7 new positions.
Its largest sales by value were Lam Research Corp ($910.64K), Nvidia Corp ($764.39K), Meta Platforms, Inc. ($741.85K). It exited 1 positions entirely.
From the Form 13F-HR reports Midwest Professional Planners, LTD. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.