Midwest Professional Planners, LTD.

Name: Midwest Professional Planners, LTD. 13F holdings, Q3 2025
Creator: Midwest Professional Planners, LTD.
Published: 2025-11-04

Q2 2026Q1 2026Q4 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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%
CNX CNX Resources Corp.	0.20%	25,807	$829K	Reduce 0.0%
DELL Dell Technologies -C	0.20%	5,693	$807K	Reduce -0.4%
RNR Renaissancere Holdings Ltd.	0.19%	3,144	$798K	Reduce -0.8%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC	0.19%	7,504	$770K	Reduce -0.1%
AEP American Electric Power	0.18%	6,611	$744K	Add +2.2%
DE Deere & Co.	0.18%	1,606	$734K	Add +0.2%
TRP TC Energy Corp.	0.18%	13,296	$723K	Add +1.4%
TSLA Tesla Inc.	0.18%	1,625	$723K	Add +74.9%
MNST Monster Beverage Corp.	0.17%	10,544	$710K	Add +2.3%
NKE Nike Inc. Class B	0.17%	10,177	$710K	Reduce -35.1%
ZBRA Zebra Technologies Corp. Class A	0.17%	2,384	$708K	Reduce -1.8%
PNC PNC Financial Services Group	0.17%	3,440	$691K	Reduce -0.6%
PBA Pembina Pipeline Corp.	0.17%	16,857	$682K	Reduce -0.2%
PYPL PayPal Holdings Inc.	0.17%	10,158	$681K	Add +0.9%
D Dominion Energy Inc.	0.16%	10,898	$667K	Reduce -0.6%
MANH Manhattan Associates Inc.	0.14%	2,858	$586K	Add +0.3%
GOOGL Alphabet Inc. Class A	0.13%	2,227	$541K	Reduce -2.3%
PLD Prologis Inc.	0.12%	4,316	$494K	Reduce -0.4%
UHT Universal Health RLTY Income	0.12%	12,586	$493K	Add +0.9%
TXN Texas Instruments Inc.	0.12%	2,642	$485K	Reduce -0.1%
DDOG Datadog Inc. Class A	0.12%	3,404	$485K	Add +0.1%
IBTJ iShares Ibonds Dec 2029 Term	0.12%	21,597	$474K	Add +36.1%
EOG EOG Resources Inc.	0.12%	4,226	$474K	Reduce -1.1%
PEP Pepsico Inc.	0.12%	3,366	$473K	Reduce -0.7%
PG The Procter & Gamble Co.	0.11%	2,864	$440K	Add +0.3%
BMI Badger Meter Inc.	0.10%	2,368	$423K	No change
NFLX Netflix Inc.	0.10%	341	$409K	Reduce -3.7%
ES Eversource Energy	0.10%	5,637	$401K	Reduce -2.4%
CMG Chipotle Mexican Grill Inc.	0.09%	9,869	$387K	Reduce -0.8%
TMO Thermo Fisher Scientific Inc.	0.09%	793	$385K	Add +0.3%
BNTX Biontech SE-ADR	0.09%	3,875	$382K	Reduce -0.8%
BRK.B Berkshire Hathaway Inc. Class B	0.09%	748	$376K	No change
GPC Genuine Parts Co.	0.09%	2,693	$373K	Reduce -0.3%
IBKR Interactive Brokers Gro Class A	0.09%	5,149	$354K	Reduce -4.3%
DFUS Dimensional US Eq MKT ETF	0.09%	4,829	$350K	New
KLAC KLA Corp.	0.08%	291	$314K	Reduce -4.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.08%	1,065	$313K	Reduce -5.3%
MFC Manulife Financial Corp.	0.08%	10,017	$312K	Reduce -0.2%
INSW International Seaways Inc.	0.07%	6,586	$303K	Reduce -1.9%
PFS Provident Financial Services	0.07%	15,138	$292K	Reduce -0.0%
CNI Canadian Natl Railway Co.	0.07%	3,061	$289K	Reduce -1.1%
WEC WEC Energy Group Inc.	0.07%	2,457	$282K	No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.07%	895	$276K	No change
OXY Occidental Petroleum Corp.	0.06%	5,570	$263K	Reduce -1.8%
TLH iShares 10-20 Year Treasury	0.06%	2,445	$252K	Add +11.4%
SYM Symbotic Inc.	0.06%	4,204	$227K	New
MELI MercadoLibre Inc.	0.05%	87	$203K	Reduce -3.3%
NAGE Niagen Bioscience Inc.	0.05%	20,950	$195K	No change

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