Midwest Professional Planners, LTD.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Midwest Professional Planners, LTD. reported 131 stock positions worth $510.3 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 10.6% of the portfolio, followed by Applied Materials (AMAT, 3.3%) and Lam Research (LRCX, 3.2%). Compared with Q1 2026, it opened 8 new positions, sold out of 14, added to 83 and reduced 37. The biggest buy was Advanced Micro Devices (AMD, shares +3%) and the biggest sale iShares 0-1 Year Treasury Bo (SHV, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- WAUSAU, WI
- CIK
- 0001730575
- Portfolio Value
- $510.3M (Q2 2026)
- SEC Filing
- 0001104659-26-091019 ↗ filed Aug 5, 2026
Holdings Value
Holdings 131 stocks · $510.3M
| SPY SS SPDR S&P 500 ETF Trust-US | 10.60% | 72,460 | $54.1M | Add +6.8% |
| AMAT Applied Materials Inc. | 3.26% | 23,035 | $16.7M | Reduce -4.9% |
| LRCX Lam Research Corp. | 3.17% | 37,324 | $16.2M | Reduce -3.6% |
| NVDA Nvidia Corp. | 3.10% | 78,985 | $15.8M | Reduce -0.2% |
| AMD Advanced Micro Devices | 3.01% | 26,424 | $15.3M | Add +2.7% |
| AVGO Broadcom Inc. | 2.61% | 35,291 | $13.3M | Reduce -7.9% |
| SHV iShares 0-1 Year Treasury Bo | 2.46% | 113,969 | $12.6M | Reduce -26.7% |
| IJH iShares Core S&P Midcap ETF | 2.07% | 137,108 | $10.6M | Add +62.7% |
| CMI Cummins Inc. | 1.77% | 12,700 | $9.1M | Add +3.6% |
| IBTG iShares Ibonds Dec 2026 Term | 1.77% | 393,713 | $9.0M | Add +7.9% |
| MU Micron Technology Inc. | 1.70% | 7,516 | $8.7M | Reduce -0.6% |
| IEI iShares 3-7 Year Treasury Bo | 1.65% | 71,494 | $8.4M | Add +6.6% |
| JPM JPMorgan Chase & Co. | 1.57% | 24,533 | $8.0M | Reduce -5.1% |
| TSM Taiwan Semiconductor-SP ADR | 1.54% | 16,445 | $7.9M | Add +10.4% |
| TER Teradyne Inc. | 1.49% | 15,671 | $7.6M | Add +2.1% |
| ETN Eaton Corp. PLC | 1.44% | 17,273 | $7.4M | Reduce -0.5% |
| IBTH iShares Ibonds Dec 2027 Term | 1.37% | 313,050 | $7.0M | Add +18.3% |
| EFA iShares MSCI Eafe ETF | 1.36% | 66,600 | $6.9M | Reduce -32.5% |
| AGG iShares Core U.S. Aggregate | 1.33% | 68,382 | $6.8M | Add +7.5% |
| GS Goldman Sachs Group Inc. | 1.32% | 6,662 | $6.7M | Add +1.3% |
| RTX RTX Corp. | 1.30% | 35,048 | $6.6M | Add +1.7% |
| IWV iShares Russell 3000 ETF | 1.27% | 15,165 | $6.5M | Add +0.7% |
| EEM iShares MSCI Emerging Market | 1.24% | 92,315 | $6.3M | Reduce -3.3% |
| MCO Moody's Corp. | 1.08% | 12,186 | $5.5M | Add +0.1% |
| ARM Arm Holdings PLC-ADR | 1.07% | 15,419 | $5.5M | Add +2.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.07% | 53,324 | $5.5M | Reduce -7.9% |
| COF Capital One Financial Corp. | 1.03% | 26,245 | $5.3M | Reduce -11.0% |
| COST Costco Wholesale Corp. | 1.03% | 5,604 | $5.2M | Reduce -1.6% |
| OSK Oshkosh Corp. | 0.99% | 33,084 | $5.1M | Add +5.5% |
| LMT Lockheed Martin Corp. | 0.98% | 9,773 | $5.0M | Reduce -0.0% |
| UNP Union Pacific Corp. | 0.93% | 17,407 | $4.7M | Add +15.4% |
| AXP American Express Co. | 0.91% | 13,655 | $4.6M | Add +3.3% |
| V Visa Inc. Class A | 0.88% | 13,142 | $4.5M | Add +5.1% |
| SDCI Uscf Summerhaven Dynamic ETF | 0.87% | 167,272 | $4.4M | Add +11.1% |
| MSFT Microsoft Corp. | 0.86% | 11,705 | $4.4M | Reduce -5.3% |
| HPE Hewlett Packard Enterprise | 0.82% | 92,854 | $4.2M | Add +1.0% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.80% | 2,051 | $4.1M | Add +55.5% |
| CWB SS SPDR BB Conv Sec ETF | 0.80% | 37,666 | $4.1M | Reduce -3.3% |
| QLTA iShares Aaa - A Rated Corpor | 0.78% | 83,588 | $4.0M | Add +6.0% |
| IWN iShares Russell 2000 Value E | 0.78% | 17,915 | $4.0M | Reduce -5.0% |
| IWO iShares Russell 2000 Growth | 0.77% | 9,990 | $3.9M | Reduce -5.2% |
| IWS iShares Russell Mid-Cap Valu | 0.77% | 23,809 | $3.9M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.76% | 5,295 | $3.9M | Reduce -8.3% |
| AAPL Apple Inc. | 0.76% | 13,457 | $3.9M | Add +0.7% |
| IWD iShares Russell 1000 Value E | 0.76% | 15,915 | $3.9M | New |
| XLK SS Technology Select Sector | 0.74% | 19,688 | $3.8M | Reduce -21.1% |
| NSC Norfolk Southern Corp. | 0.72% | 11,639 | $3.7M | Add +5.0% |
| RY Royal Bank of Canada | 0.71% | 17,384 | $3.6M | Add +6.8% |
| GOOG Alphabet Inc. Class C | 0.68% | 9,875 | $3.5M | Add +2.8% |
| KLAC KLA Corp. | 0.68% | 11,447 | $3.5M | Add +12.0% |
| IBTI iShares Ibonds Dec 2028 Term | 0.68% | 155,906 | $3.5M | Add +31.2% |
| ADI Analog Devices Inc. | 0.67% | 8,642 | $3.4M | Reduce -1.5% |
| IJR iShares Core S&P Small-Cap E | 0.67% | 23,051 | $3.4M | Add +0.4% |
| ORCL Oracle Corp. | 0.66% | 22,912 | $3.4M | Add +0.5% |
| MA Mastercard Inc. Class A | 0.66% | 6,518 | $3.3M | Add +1.0% |
| ANET Arista Networks Inc. | 0.63% | 19,062 | $3.2M | Add +2.8% |
| META Meta Platforms Inc. Class A | 0.63% | 5,675 | $3.2M | Reduce -3.6% |
| EPR Epr Properties filed as EPR PPTYS | 0.61% | 53,325 | $3.1M | Add +42.1% |
| MAIN Main Street Capital Corp. | 0.58% | 57,168 | $3.0M | Add +5.1% |
| EW Edwards Lifesciences Corp. | 0.55% | 31,125 | $2.8M | Add +5.2% |
| ABBV Abbvie Inc. | 0.55% | 11,172 | $2.8M | Add +2.5% |
| NOC Northrop Grumman Corp. | 0.55% | 5,502 | $2.8M | Add +9.8% |
| WM Waste Management Inc. | 0.55% | 12,514 | $2.8M | Reduce -3.3% |
| CSCO Cisco Systems Inc. | 0.52% | 22,794 | $2.7M | Reduce -2.8% |
| AMGN Amgen Inc. | 0.52% | 7,265 | $2.6M | Add +8.8% |
| NXPI NXP Semiconductors NV | 0.51% | 9,239 | $2.6M | Add +100.5% |
| BLK BlackRock Inc. | 0.49% | 2,587 | $2.5M | Add +0.7% |
| MLPX Global X MLP & Energy Infras | 0.47% | 32,777 | $2.4M | Add +13.2% |
| WTM White Mountains Insurance GP | 0.47% | 1,164 | $2.4M | Add +194.7% |
| AMZN Amazon.com Inc. | 0.47% | 10,039 | $2.4M | Add +8.8% |
| FCNCA First Citizens Bcshs Class A | 0.47% | 1,146 | $2.4M | Add +13.3% |
| DDOG Datadog Inc. Class A | 0.45% | 8,858 | $2.3M | Add +37.1% |
| TRMD Torm PLC-A | 0.45% | 87,282 | $2.3M | Reduce -4.6% |
| OHI Omega Healthcare Investors | 0.44% | 47,546 | $2.3M | Add +5.1% |
| PBA Pembina Pipeline Corp. | 0.44% | 48,619 | $2.2M | Add +102.5% |
| LNG Cheniere Energy Inc. | 0.43% | 9,142 | $2.2M | Reduce -0.0% |
| XOM Exxon Mobil Corp. | 0.42% | 15,833 | $2.2M | Add +13.8% |
| PSA Public Storage | 0.42% | 6,759 | $2.2M | Add +24.6% |
| IEF iShares 7-10 Year Treasury B | 0.41% | 22,018 | $2.1M | Add +7.9% |
| DAC Danaos Corp. | 0.40% | 16,855 | $2.1M | Add +225.1% |
| TRP TC Energy Corp. | 0.40% | 30,954 | $2.1M | Add +89.8% |
| JEPI JPMorgan Equity Premium Inco | 0.40% | 35,967 | $2.0M | Add +12.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.40% | 24,634 | $2.0M | Add +3.9% |
| IBKR Interactive Brokers Gro Class A | 0.39% | 22,672 | $2.0M | Add +14.5% |
| SHOP Shopify Inc. Class A | 0.35% | 15,606 | $1.8M | Add +7.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.34% | 3,471 | $1.7M | Reduce -2.2% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.33% | 76,724 | $1.7M | Add +32.8% |
| CDNS Cadence Design SYS Inc. | 0.32% | 4,300 | $1.6M | Add +21.6% |
| TSLA Tesla Inc. | 0.30% | 3,675 | $1.5M | Add +3.7% |
| CVX Chevron Corp. | 0.29% | 9,040 | $1.5M | Add +15.5% |
| D Dominion Energy Inc. | 0.28% | 20,906 | $1.4M | Add +1.0% |
| ARCC Ares Capital Corp. | 0.28% | 76,617 | $1.4M | Add +11.0% |
| AEP American Electric Power | 0.26% | 9,848 | $1.3M | Add +36.3% |
| PLD Prologis Inc. | 0.26% | 9,867 | $1.3M | Add +15.1% |
| OGE Oge Energy Corp. | 0.25% | 25,756 | $1.3M | Add +8.3% |
| MFC Manulife Financial Corp. | 0.24% | 30,647 | $1.2M | Add +10.6% |
| XEL Xcel Energy Inc. | 0.24% | 15,437 | $1.2M | Add +13.3% |
| SOFI Sofi Technologies Inc. | 0.24% | 67,512 | $1.2M | Reduce -0.2% |
| MNST Monster Beverage Corp. | 0.22% | 11,809 | $1.1M | Add +2.8% |
| DE Deere & Co. | 0.22% | 1,753 | $1.1M | Add +3.1% |
Portfolio Sells Q1 2026 → Q2 2026
| SHV iShares 0-1 Year Treasury Bo | Reduce -26.7% | 2.46% | −1.58 |
| EFA iShares MSCI Eafe ETF | Reduce -32.5% | 1.36% | −0.90 |
| IGE iShares North American Natur | Sold out | 0.00% | −0.85 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.76 |
| BSX Boston Scientific Corp. | Reduce -56.1% | 0.15% | −0.45 |
| LMT Lockheed Martin Corp. | Reduce -0.0% | 0.98% | −0.42 |
| PAYX Paychex Inc. | Reduce -73.4% | 0.12% | −0.37 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.35 |
| CRM Salesforce Inc. | Reduce -68.4% | 0.09% | −0.32 |
| COST Costco Wholesale Corp. | Reduce -1.6% | 1.03% | −0.31 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.31 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.29 |
| COF Capital One Financial Corp. | Reduce -11.0% | 1.03% | −0.23 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.22 |
| MSFT Microsoft Corp. | Reduce -5.3% | 0.86% | −0.22 |
| JPM JPMorgan Chase & Co. | Reduce -5.1% | 1.57% | −0.22 |
| LNG Cheniere Energy Inc. | Reduce -0.0% | 0.43% | −0.18 |
| AVGO Broadcom Inc. | Reduce -7.9% | 2.61% | −0.18 |
| META Meta Platforms Inc. Class A | Reduce -3.6% | 0.63% | −0.17 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.17 |
| TRMD Torm PLC-A | Reduce -4.6% | 0.45% | −0.16 |
| NVDA Nvidia Corp. | Reduce -0.2% | 3.10% | −0.15 |
| WM Waste Management Inc. | Reduce -3.3% | 0.55% | −0.15 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.15 |
| BXP BXP Inc. | Sold out | 0.00% | −0.14 |
| NOG Northern Oil and Gas Inc. | Sold out | 0.00% | −0.14 |
| NIC Nicolet Bankshares Inc. | Sold out | 0.00% | −0.13 |
| ZBRA Zebra Technologies Corp. Class A | Sold out | 0.00% | −0.12 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.11 |
| PLTR Palantir Technologies Inc. Class A | Reduce -0.8% | 0.14% | −0.07 |
| ABR Arbor Realty Trust Inc. | Sold out | 0.00% | −0.07 |
| IWN iShares Russell 2000 Value E | Reduce -5.0% | 0.78% | −0.07 |
| XLK SS Technology Select Sector | Reduce -21.1% | 0.74% | −0.05 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -3.3% | 0.80% | −0.04 |
| EEM iShares MSCI Emerging Market | Reduce -3.3% | 1.24% | −0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -2.2% | 0.34% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -8.3% | 0.76% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -0.5% | 1.44% | −0.02 |
| SOFI Sofi Technologies Inc. | Reduce -0.2% | 0.24% | −0.02 |
| OKLO Oklo Inc. | Reduce -10.5% | 0.05% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.5% | 0.07% | −0.01 |
| BNTX Biontech SE-ADR | Reduce -0.2% | 0.07% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -11.9% | 0.05% | −0.01 |
| IWO iShares Russell 2000 Growth | Reduce -5.2% | 0.77% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.0% | 0.06% | −0.01 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -7.9% | 1.07% | −0.00 |
| ADI Analog Devices Inc. | Reduce -1.5% | 0.67% | +0.02 |
| CSCO Cisco Systems Inc. | Reduce -2.8% | 0.52% | +0.10 |
| MU Micron Technology Inc. | Reduce -0.6% | 1.70% | +1.10 |
| LRCX Lam Research Corp. | Reduce -3.6% | 3.17% | +1.22 |
Portfolio Buys Q1 2026 → Q2 2026
| AMD Advanced Micro Devices | Add +2.7% | 3.01% | +1.77 |
| IWS iShares Russell Mid-Cap Valu | New | 0.77% | +0.77 |
| IWD iShares Russell 1000 Value E | New | 0.76% | +0.76 |
| IJH iShares Core S&P Midcap ETF | Add +62.7% | 2.07% | +0.73 |
| ARM Arm Holdings PLC-ADR | Add +2.7% | 1.07% | +0.54 |
| TER Teradyne Inc. | Add +2.1% | 1.49% | +0.41 |
| ASML ASML Holding NV-NY Reg SHS | Add +55.5% | 0.80% | +0.39 |
| TSM Taiwan Semiconductor-SP ADR | Add +10.4% | 1.54% | +0.35 |
| KLAC KLA Corp. | Add +12.0% | 0.68% | +0.32 |
| HPE Hewlett Packard Enterprise | Add +1.0% | 0.82% | +0.31 |
| NXPI NXP Semiconductors NV | Add +100.5% | 0.51% | +0.30 |
| DDOG Datadog Inc. Class A | Add +37.1% | 0.45% | +0.27 |
| WTM White Mountains Insurance GP | Add +194.7% | 0.47% | +0.27 |
| DAC Danaos Corp. | Add +225.1% | 0.40% | +0.27 |
| CMI Cummins Inc. | Add +3.6% | 1.77% | +0.22 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.8% | 10.60% | +0.21 |
| PBA Pembina Pipeline Corp. | Add +102.5% | 0.44% | +0.19 |
| EPR Epr Properties | Add +42.1% | 0.61% | +0.16 |
| TRP TC Energy Corp. | Add +89.8% | 0.40% | +0.16 |
| ANET Arista Networks Inc. | Add +2.8% | 0.63% | +0.10 |
| NBIS Nebius Group NV | New | 0.09% | +0.09 |
| CRDO Credo Technology Group Holdi | New | 0.09% | +0.09 |
| CDNS Cadence Design SYS Inc. | Add +21.6% | 0.32% | +0.08 |
| RY Royal Bank of Canada | Add +6.8% | 0.71% | +0.08 |
| PSA Public Storage | Add +24.6% | 0.42% | +0.08 |
| IBKR Interactive Brokers Gro Class A | Add +14.5% | 0.39% | +0.07 |
| PFS Provident Financial Services | Add +76.8% | 0.18% | +0.07 |
| UNP Union Pacific Corp. | Add +15.4% | 0.93% | +0.07 |
| IBTI iShares Ibonds Dec 2028 Term | Add +31.2% | 0.68% | +0.05 |
| CAT Caterpillar Inc. | New | 0.05% | +0.05 |
| IBTK iShares Ibonds Dec 2030 Trea | Add +134.5% | 0.10% | +0.05 |
| MKC McCormick & Co.-Non VTG SHRS | New | 0.05% | +0.05 |
| NTES Netease Inc.-ADR | New | 0.04% | +0.04 |
| AEP American Electric Power | Add +36.3% | 0.26% | +0.04 |
| QCOM Qualcomm Inc. | New | 0.04% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +2.8% | 0.68% | +0.03 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +32.8% | 0.33% | +0.03 |
| MNST Monster Beverage Corp. | Add +2.8% | 0.22% | +0.03 |
| MFC Manulife Financial Corp. | Add +10.6% | 0.24% | +0.02 |
| FCNCA First Citizens Bcshs Class A | Add +13.3% | 0.47% | +0.02 |
| AMZN Amazon.com Inc. | Add +8.8% | 0.47% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +3.5% | 0.17% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +1.3% | 1.32% | +0.01 |
| TDY Teledyne Technologies Inc. | Add +7.3% | 0.07% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +0.4% | 0.67% | −0.00 |
| FLOT iShares Floating Rate Bond E | Add +8.9% | 0.04% | −0.00 |
| PLD Prologis Inc. | Add +15.1% | 0.26% | −0.01 |
| TLH iShares 10-20 Year Treasury | Add +10.4% | 0.06% | −0.01 |
| EW Edwards Lifesciences Corp. | Add +5.2% | 0.55% | −0.01 |
| V Visa Inc. Class A | Add +5.1% | 0.88% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 131 | $510.3M | SPY, AMAT, LRCX, NVDA, AMD |
| Q1 2026 | 137 | $424.5M | SPY, SHV, NVDA, AVGO, EFA |
| Q4 2025 | 142 | $422.2M | SPY, SHV, NVDA, AVGO, LRCX |
| Q3 2025 | 148 | $409.9M | SPY, SHV, NVDA, AVGO, JPM |
| Q2 2025 | 149 | $379.8M | SPY, SHV, NVDA, AVGO, EFA |
| Q1 2025 | 155 | $321.3M | SPY, NVDA, EFA, AVGO, IEI |
| Q4 2024 | 152 | $334.9M | SPY, NVDA, AVGO, COST, JPM |
| Q3 2024 | 154 | $327.1M | SPY, NVDA, AVGO, IEI, COST |
| Q2 2024 | 147 | $299.2M | SPY, NVDA, AVGO, IWV, IEI |
| Q1 2024 | 147 | $285.1M | SPY, NVDA, AGG, EFA, AVGO |