Midwest Professional Planners, LTD.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Midwest Professional Planners, LTD. reported 148 stock positions worth $409.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 10.3% of the portfolio, followed by iShares 0-1 Year Treasury Bo (SHV, 4.0%) and Nvidia (NVDA, 3.7%). Compared with Q2 2025, it opened 5 new positions, sold out of 6, added to 64 and reduced 74. The biggest buy was a new position in SS SPDR BB Conv Sec ETF (CWB) and the biggest sale iShares 0-1 Year Treasury Bo (SHV, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- WAUSAU, WI
- CIK
- 0001730575
- Portfolio Value
- $409.9M (Q3 2025)
- SEC Filing
- 0001104659-25-106059 ↗ filed Nov 4, 2025
Holdings Value
Holdings 148 stocks · $409.9M
| SPY SS SPDR S&P 500 ETF Trust-US | 10.30% | 63,368 | $42.2M | Add +8.2% |
| SHV iShares 0-1 Year Treasury Bo | 4.05% | 150,142 | $16.6M | Reduce -18.2% |
| NVDA Nvidia Corp. | 3.69% | 81,157 | $15.1M | Reduce -0.6% |
| AVGO Broadcom Inc. | 3.44% | 42,761 | $14.1M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 1.93% | 25,120 | $7.9M | Reduce -0.4% |
| IEI iShares 3-7 Year Treasury Bo | 1.78% | 60,911 | $7.3M | Add +1.3% |
| LRCX Lam Research Corp. | 1.71% | 52,479 | $7.0M | Add +0.3% |
| EFA iShares MSCI Eafe ETF | 1.65% | 72,379 | $6.8M | Reduce -30.4% |
| IBTG iShares Ibonds Dec 2026 Term | 1.64% | 293,258 | $6.7M | Add +11.8% |
| MSFT Microsoft Corp. | 1.61% | 12,741 | $6.6M | Reduce -1.5% |
| ORCL Oracle Corp. | 1.59% | 23,168 | $6.5M | Add +0.5% |
| COF Capital One Financial Corp. | 1.58% | 30,525 | $6.5M | Reduce -0.3% |
| ETN Eaton Corp. PLC | 1.56% | 17,118 | $6.4M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 1.56% | 6,901 | $6.4M | Reduce -1.3% |
| AGG iShares Core U.S. Aggregate | 1.43% | 58,411 | $5.9M | Add +4.1% |
| MCO Moody's Corp. | 1.39% | 11,986 | $5.7M | Add +0.2% |
| RTX RTX Corp. | 1.32% | 32,293 | $5.4M | Add +2.9% |
| IWV iShares Russell 3000 ETF | 1.31% | 14,210 | $5.4M | Reduce -1.7% |
| IJH iShares Core S&P Midcap ETF | 1.30% | 81,802 | $5.3M | Add +1.4% |
| IBTF iShares Ibonds Dec 2025 Term | 1.29% | 226,717 | $5.3M | Add +3.2% |
| EEM iShares MSCI Emerging Market | 1.25% | 95,774 | $5.1M | Add +1.3% |
| AMAT Applied Materials Inc. | 1.24% | 24,828 | $5.1M | Reduce -0.4% |
| CMI Cummins Inc. | 1.18% | 11,467 | $4.8M | Reduce -0.0% |
| GS Goldman Sachs Group Inc. | 1.17% | 6,011 | $4.8M | Add +4.8% |
| META Meta Platforms Inc. Class A | 1.11% | 6,181 | $4.5M | Reduce -0.5% |
| BSX Boston Scientific Corp. | 1.10% | 46,392 | $4.5M | Reduce -0.2% |
| LMT Lockheed Martin Corp. | 1.09% | 8,933 | $4.5M | Reduce -0.8% |
| AXP American Express Co. | 1.02% | 12,555 | $4.2M | Add +0.2% |
| AAPL Apple Inc. | 1.01% | 16,231 | $4.1M | Add +0.4% |
| V Visa Inc. Class A | 0.98% | 11,775 | $4.0M | Add +0.6% |
| IBTH iShares Ibonds Dec 2027 Term | 0.93% | 168,768 | $3.8M | Add +27.3% |
| OSK Oshkosh Corp. | 0.93% | 29,295 | $3.8M | Add +2.0% |
| MAIN Main Street Capital Corp. | 0.87% | 55,875 | $3.6M | Add +2.0% |
| MA Mastercard Inc. Class A | 0.86% | 6,185 | $3.5M | Add +1.1% |
| QLTA iShares Aaa - A Rated Corpor | 0.84% | 71,426 | $3.5M | Add +0.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.84% | 51,197 | $3.5M | Reduce -0.1% |
| CWB SS SPDR BB Conv Sec ETF | 0.84% | 38,133 | $3.5M | New |
| WM Waste Management Inc. | 0.82% | 15,298 | $3.4M | Reduce -0.0% |
| IWF iShares Russell 1000 Growth | 0.82% | 7,134 | $3.3M | Reduce -4.6% |
| GLD SPDR Gold Shares | 0.81% | 9,370 | $3.3M | Add +0.3% |
| UNP Union Pacific Corp. | 0.81% | 14,061 | $3.3M | Add +0.4% |
| ABBV Abbvie Inc. | 0.81% | 14,340 | $3.3M | Add +1.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.81% | 5,498 | $3.3M | Reduce -3.9% |
| XLK SS Technology Select Sector | 0.79% | 11,518 | $3.2M | New |
| CRM Salesforce Inc. | 0.79% | 13,666 | $3.2M | Reduce -9.9% |
| IWP iShares Russell Mid-Cap Grow | 0.78% | 22,412 | $3.2M | Reduce -1.4% |
| NSC Norfolk Southern Corp. | 0.77% | 10,478 | $3.1M | Add +2.1% |
| IDU iShares US Utilities ETF | 0.76% | 28,162 | $3.1M | Reduce -0.1% |
| XLF SS Financial Select Sector | 0.75% | 57,006 | $3.1M | Reduce -1.2% |
| BLK BlackRock Inc. | 0.72% | 2,528 | $2.9M | Reduce -0.2% |
| NOC Northrop Grumman Corp. | 0.70% | 4,725 | $2.9M | Add +0.4% |
| EW Edwards Lifesciences Corp. | 0.70% | 36,770 | $2.9M | Reduce -1.8% |
| IJR iShares Core S&P Small-Cap E | 0.65% | 22,497 | $2.7M | Add +0.9% |
| ANET Arista Networks Inc. | 0.63% | 17,853 | $2.6M | Add +2.4% |
| AMD Advanced Micro Devices | 0.62% | 15,817 | $2.6M | Add +2.3% |
| PAYX Paychex Inc. | 0.59% | 19,219 | $2.4M | Add +1.2% |
| PLTR Palantir Technologies Inc. Class A | 0.56% | 12,562 | $2.3M | Reduce -1.3% |
| HPE Hewlett Packard Enterprise | 0.56% | 92,789 | $2.3M | Reduce -0.5% |
| ADI Analog Devices Inc. | 0.55% | 9,232 | $2.3M | Reduce -1.9% |
| GOOG Alphabet Inc. Class C | 0.54% | 9,117 | $2.2M | Add +1.6% |
| RY Royal Bank of Canada | 0.53% | 14,674 | $2.2M | Add +1.6% |
| LNG Cheniere Energy Inc. | 0.53% | 9,171 | $2.2M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 0.52% | 9,652 | $2.1M | Reduce -1.3% |
| EPR Epr Properties filed as EPR PPTYS | 0.50% | 35,324 | $2.0M | Add +1.8% |
| PSA Public Storage | 0.50% | 7,029 | $2.0M | Reduce -1.5% |
| ABT Abbott Laboratories | 0.49% | 15,052 | $2.0M | Add +0.1% |
| SOFI Sofi Technologies Inc. | 0.49% | 76,107 | $2.0M | Add +20.3% |
| ARM Arm Holdings PLC-ADR | 0.48% | 13,845 | $2.0M | Add +1.1% |
| AMT American Tower Corp. | 0.47% | 10,071 | $1.9M | Reduce -1.8% |
| SHOP Shopify Inc. Class A | 0.46% | 12,698 | $1.9M | Add +1.1% |
| AMGN Amgen Inc. | 0.44% | 6,456 | $1.8M | Reduce -1.9% |
| IEF iShares 7-10 Year Treasury B | 0.44% | 18,670 | $1.8M | Add +1.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.43% | 21,472 | $1.8M | Add +0.9% |
| OHI Omega Healthcare Investors | 0.43% | 41,518 | $1.8M | Add +0.3% |
| SDCI Uscf Summerhaven Dynamic ETF | 0.40% | 70,692 | $1.6M | New |
| NXPI NXP Semiconductors NV | 0.39% | 7,073 | $1.6M | Add +0.3% |
| FCNCA First Citizens Bcshs Class A | 0.39% | 893 | $1.6M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.39% | 14,033 | $1.6M | Add +0.1% |
| MLPX Global X MLP & Energy Infras | 0.36% | 23,752 | $1.5M | Add +0.8% |
| JEPI JPMorgan Equity Premium Inco | 0.35% | 25,173 | $1.4M | Add +1.1% |
| ARCC Ares Capital Corp. | 0.34% | 67,634 | $1.4M | Add +2.8% |
| MU Micron Technology Inc. | 0.34% | 8,228 | $1.4M | Reduce -1.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.33% | 3,496 | $1.4M | Add +2.1% |
| IBTI iShares Ibonds Dec 2028 Term | 0.33% | 60,579 | $1.4M | Add +19.7% |
| ABR Arbor Realty Trust Inc. | 0.30% | 101,197 | $1.2M | Reduce -3.0% |
| ISRG Intuitive Surgical Inc. | 0.30% | 2,748 | $1.2M | Reduce -1.8% |
| EA Electronic Arts Inc. | 0.30% | 6,087 | $1.2M | Reduce -1.1% |
| CVX Chevron Corp. | 0.30% | 7,890 | $1.2M | Reduce -0.8% |
| CDNS Cadence Design SYS Inc. | 0.29% | 3,423 | $1.2M | Reduce -1.2% |
| OGE Oge Energy Corp. | 0.28% | 25,066 | $1.2M | Reduce -1.3% |
| TRMD Torm PLC-A | 0.28% | 55,398 | $1.1M | Add +3.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.28% | 4,037 | $1.1M | Add +3.9% |
| TER Teradyne Inc. | 0.26% | 7,825 | $1.1M | Add +162.1% |
| CSCO Cisco Systems Inc. | 0.26% | 15,345 | $1.0M | Add +3.1% |
| NOG Northern Oil and Gas Inc. | 0.25% | 42,129 | $1.0M | Reduce -0.7% |
| WTM White Mountains Insurance GP | 0.25% | 622 | $1.0M | Reduce -1.0% |
| XEL Xcel Energy Inc. | 0.25% | 12,867 | $1.0M | Add +0.3% |
| PR Permian Resources Corp. Class A | 0.22% | 71,415 | $914K | Reduce -1.0% |
| SNPS Synopsys Inc. | 0.21% | 1,709 | $843K | Reduce -0.2% |
| BXP BXP Inc. | 0.20% | 11,236 | $835K | Reduce -0.1% |
Portfolio Sells Q2 2025 → Q3 2025
| SHV iShares 0-1 Year Treasury Bo | Reduce -18.2% | 4.05% | −1.29 |
| EFA iShares MSCI Eafe ETF | Reduce -30.4% | 1.65% | −0.80 |
| NMFC New Mountain Finance Corp. | Sold out | 0.00% | −0.42 |
| CRM Salesforce Inc. | Reduce -9.9% | 0.79% | −0.30 |
| COST Costco Wholesale Corp. | Reduce -1.3% | 1.56% | −0.26 |
| BSX Boston Scientific Corp. | Reduce -0.2% | 1.10% | −0.21 |
| COF Capital One Financial Corp. | Reduce -0.3% | 1.58% | −0.13 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.13 |
| AMT American Tower Corp. | Reduce -1.8% | 0.47% | −0.12 |
| NKE Nike Inc. Class B | Reduce -35.1% | 0.17% | −0.12 |
| ISRG Intuitive Surgical Inc. | Reduce -1.8% | 0.30% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -0.5% | 1.11% | −0.10 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.10 |
| WM Waste Management Inc. | Reduce -0.0% | 0.82% | −0.10 |
| MSFT Microsoft Corp. | Reduce -1.5% | 1.61% | −0.08 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.08 |
| FCNCA First Citizens Bcshs Class A | Reduce -0.8% | 0.39% | −0.07 |
| EW Edwards Lifesciences Corp. | Reduce -1.8% | 0.70% | −0.07 |
| LNG Cheniere Energy Inc. | Reduce -0.4% | 0.53% | −0.06 |
| NOG Northern Oil and Gas Inc. | Reduce -0.7% | 0.25% | −0.06 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.06 |
| PSA Public Storage | Reduce -1.5% | 0.50% | −0.06 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.05 |
| CMG Chipotle Mexican Grill Inc. | Reduce -0.8% | 0.09% | −0.05 |
| IWP iShares Russell Mid-Cap Grow | Reduce -1.4% | 0.78% | −0.05 |
| ETN Eaton Corp. PLC | Reduce -0.2% | 1.56% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -1.3% | 0.52% | −0.05 |
| XLF SS Financial Select Sector | Reduce -1.2% | 0.75% | −0.05 |
| WTM White Mountains Insurance GP | Reduce -1.0% | 0.25% | −0.04 |
| AMGN Amgen Inc. | Reduce -1.9% | 0.44% | −0.04 |
| ADI Analog Devices Inc. | Reduce -1.9% | 0.55% | −0.04 |
| PR Permian Resources Corp. Class A | Reduce -1.0% | 0.22% | −0.04 |
| CNX CNX Resources Corp. | Reduce 0.0% | 0.20% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -0.1% | 0.12% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.9% | 0.81% | −0.03 |
| SNPS Synopsys Inc. | Reduce -0.2% | 0.21% | −0.03 |
| NFLX Netflix Inc. | Reduce -3.7% | 0.10% | −0.03 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -1.8% | 0.17% | −0.02 |
| IWV iShares Russell 3000 ETF | Reduce -1.7% | 1.31% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -4.6% | 0.82% | −0.02 |
| EOG EOG Resources Inc. | Reduce -1.1% | 0.12% | −0.02 |
| BNTX Biontech SE-ADR | Reduce -0.8% | 0.09% | −0.02 |
| CNI Canadian Natl Railway Co. | Reduce -1.1% | 0.07% | −0.01 |
| IDU iShares US Utilities ETF | Reduce -0.1% | 0.76% | −0.01 |
| OGE Oge Energy Corp. | Reduce -1.3% | 0.28% | −0.01 |
| MELI MercadoLibre Inc. | Reduce -3.3% | 0.05% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -0.8% | 1.09% | −0.01 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -0.1% | 0.84% | −0.01 |
| MFC Manulife Financial Corp. | Reduce -0.2% | 0.08% | −0.01 |
| RNR Renaissancere Holdings Ltd. | Reduce -0.8% | 0.19% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| CWB SS SPDR BB Conv Sec ETF | New | 0.84% | +0.84 |
| XLK SS Technology Select Sector | New | 0.79% | +0.79 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +8.2% | 10.30% | +0.77 |
| SDCI Uscf Summerhaven Dynamic ETF | New | 0.40% | +0.40 |
| LRCX Lam Research Corp. | Add +0.3% | 1.71% | +0.37 |
| ORCL Oracle Corp. | Add +0.5% | 1.59% | +0.26 |
| TER Teradyne Inc. | Add +162.1% | 0.26% | +0.19 |
| SOFI Sofi Technologies Inc. | Add +20.3% | 0.49% | +0.19 |
| ANET Arista Networks Inc. | Add +2.4% | 0.63% | +0.17 |
| IBTH iShares Ibonds Dec 2027 Term | Add +27.3% | 0.93% | +0.14 |
| AAPL Apple Inc. | Add +0.4% | 1.01% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +1.6% | 0.54% | +0.12 |
| ABBV Abbvie Inc. | Add +1.8% | 0.81% | +0.12 |
| RTX RTX Corp. | Add +2.9% | 1.32% | +0.11 |
| TSLA Tesla Inc. | Add +74.9% | 0.18% | +0.10 |
| GS Goldman Sachs Group Inc. | Add +4.8% | 1.17% | +0.10 |
| DFUS Dimensional US Eq MKT ETF | New | 0.09% | +0.09 |
| NOC Northrop Grumman Corp. | Add +0.4% | 0.70% | +0.08 |
| SHOP Shopify Inc. Class A | Add +1.1% | 0.46% | +0.08 |
| NSC Norfolk Southern Corp. | Add +2.1% | 0.77% | +0.08 |
| OSK Oshkosh Corp. | Add +2.0% | 0.93% | +0.07 |
| GLD SPDR Gold Shares | Add +0.3% | 0.81% | +0.06 |
| IBTG iShares Ibonds Dec 2026 Term | Add +11.8% | 1.64% | +0.06 |
| SYM Symbotic Inc. | New | 0.06% | +0.06 |
| EEM iShares MSCI Emerging Market | Add +1.3% | 1.25% | +0.05 |
| AMD Advanced Micro Devices | Add +2.3% | 0.62% | +0.05 |
| TRMD Torm PLC-A | Add +3.9% | 0.28% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +3.9% | 0.28% | +0.04 |
| IBTI iShares Ibonds Dec 2028 Term | Add +19.7% | 0.33% | +0.03 |
| OHI Omega Healthcare Investors | Add +0.3% | 0.43% | +0.03 |
| RY Royal Bank of Canada | Add +1.6% | 0.53% | +0.03 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +36.1% | 0.12% | +0.02 |
| XEL Xcel Energy Inc. | Add +0.3% | 0.25% | +0.02 |
| MAIN Main Street Capital Corp. | Add +2.0% | 0.87% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +0.9% | 0.65% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +0.3% | 0.09% | +0.01 |
| TRP TC Energy Corp. | Add +1.4% | 0.18% | +0.01 |
| AEP American Electric Power | Add +2.2% | 0.18% | +0.00 |
| MNST Monster Beverage Corp. | Add +2.3% | 0.17% | +0.00 |
| TLH iShares 10-20 Year Treasury | Add +11.4% | 0.06% | +0.00 |
| DDOG Datadog Inc. Class A | Add +0.1% | 0.12% | −0.00 |
| MANH Manhattan Associates Inc. | Add +0.3% | 0.14% | −0.01 |
| UHT Universal Health RLTY Income | Add +0.9% | 0.12% | −0.01 |
| XOM Exxon Mobil Corp. | Add +0.1% | 0.39% | −0.01 |
| PG The Procter & Gamble Co. | Add +0.3% | 0.11% | −0.01 |
| NXPI NXP Semiconductors NV | Add +0.3% | 0.39% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Add +1.4% | 1.30% | −0.01 |
| CSCO Cisco Systems Inc. | Add +3.1% | 0.26% | −0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +1.1% | 0.35% | −0.02 |
| IEF iShares 7-10 Year Treasury B | Add +1.8% | 0.44% | −0.02 |
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 |