Midwest Professional Planners, LTD.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Midwest Professional Planners, LTD. reported 142 stock positions worth $422.2 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 10.7% of the portfolio, followed by iShares 0-1 Year Treasury Bo (SHV, 3.7%) and Nvidia (NVDA, 3.6%). Compared with Q3 2025, it opened 9 new positions, sold out of 15, added to 86 and reduced 42. The biggest buy was a new position in iShares Biotechnology ETF (IBB) and the biggest sale an exit from iShares Ibonds Dec 2025 Term (IBTF).
- Most Recent 13F
- Q2 2026
- Location
- WAUSAU, WI
- CIK
- 0001730575
- Portfolio Value
- $422.2M (Q4 2025)
- SEC Filing
- 0001104659-26-011339 ↗ filed Feb 6, 2026
Holdings Value
Holdings 142 stocks · $422.2M
| SPY SS SPDR S&P 500 ETF Trust-US | 10.73% | 66,446 | $45.3M | Add +4.9% |
| SHV iShares 0-1 Year Treasury Bo | 3.70% | 141,726 | $15.6M | Reduce -5.6% |
| NVDA Nvidia Corp. | 3.57% | 80,852 | $15.1M | Reduce -0.4% |
| AVGO Broadcom Inc. | 3.41% | 41,646 | $14.4M | Reduce -2.6% |
| LRCX Lam Research Corp. | 2.21% | 54,590 | $9.3M | Add +4.0% |
| JPM JPMorgan Chase & Co. | 1.91% | 24,970 | $8.0M | Reduce -0.6% |
| IEI iShares 3-7 Year Treasury Bo | 1.80% | 63,821 | $7.6M | Add +4.8% |
| IBTG iShares Ibonds Dec 2026 Term | 1.75% | 323,594 | $7.4M | Add +10.3% |
| COF Capital One Financial Corp. | 1.73% | 30,086 | $7.3M | Reduce -1.4% |
| AMAT Applied Materials Inc. | 1.55% | 25,467 | $6.5M | Add +2.6% |
| CMI Cummins Inc. | 1.51% | 12,527 | $6.4M | Add +9.2% |
| RTX RTX Corp. | 1.50% | 34,428 | $6.3M | Add +6.6% |
| MCO Moody's Corp. | 1.47% | 12,155 | $6.2M | Add +1.4% |
| AGG iShares Core U.S. Aggregate | 1.44% | 60,878 | $6.1M | Add +4.2% |
| MSFT Microsoft Corp. | 1.43% | 12,476 | $6.0M | Reduce -2.1% |
| EFA iShares MSCI Eafe ETF | 1.42% | 62,406 | $6.0M | Reduce -13.8% |
| GS Goldman Sachs Group Inc. | 1.35% | 6,484 | $5.7M | Add +7.9% |
| IWV iShares Russell 3000 ETF | 1.35% | 14,722 | $5.7M | Add +3.6% |
| ETN Eaton Corp. PLC | 1.32% | 17,432 | $5.6M | Add +1.8% |
| AMD Advanced Micro Devices | 1.29% | 25,420 | $5.4M | Add +60.7% |
| COST Costco Wholesale Corp. | 1.29% | 6,304 | $5.4M | Reduce -8.7% |
| IJH iShares Core S&P Midcap ETF | 1.28% | 81,655 | $5.4M | Reduce -0.2% |
| EEM iShares MSCI Emerging Market | 1.22% | 94,156 | $5.2M | Reduce -1.7% |
| AXP American Express Co. | 1.15% | 13,095 | $4.8M | Add +4.3% |
| LMT Lockheed Martin Corp. | 1.13% | 9,850 | $4.8M | Add +10.3% |
| IBTH iShares Ibonds Dec 2027 Term | 1.09% | 205,211 | $4.6M | Add +21.6% |
| ORCL Oracle Corp. | 1.06% | 23,026 | $4.5M | Reduce -0.6% |
| AAPL Apple Inc. | 1.06% | 16,464 | $4.5M | Add +1.4% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.05% | 61,188 | $4.4M | Add +19.5% |
| V Visa Inc. Class A | 1.02% | 12,302 | $4.3M | Add +4.5% |
| ABBV Abbvie Inc. | 0.95% | 17,596 | $4.0M | Add +22.7% |
| META Meta Platforms Inc. Class A | 0.95% | 6,048 | $4.0M | Reduce -2.1% |
| BSX Boston Scientific Corp. | 0.93% | 41,328 | $3.9M | Reduce -10.9% |
| OSK Oshkosh Corp. | 0.93% | 31,289 | $3.9M | Add +6.8% |
| MA Mastercard Inc. Class A | 0.87% | 6,446 | $3.7M | Add +4.2% |
| QLTA iShares Aaa - A Rated Corpor | 0.85% | 74,355 | $3.6M | Add +4.1% |
| GLD SPDR Gold Shares | 0.84% | 8,904 | $3.5M | Reduce -5.0% |
| IBB iShares Biotechnology ETF | 0.83% | 20,874 | $3.5M | New |
| UNP Union Pacific Corp. | 0.83% | 15,085 | $3.5M | Add +7.3% |
| WM Waste Management Inc. | 0.80% | 15,390 | $3.4M | Add +0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.79% | 5,447 | $3.3M | Reduce -0.9% |
| IGE iShares North American Natur | 0.79% | 66,288 | $3.3M | New |
| XLV SS Health Care Select Sector | 0.79% | 21,445 | $3.3M | New |
| XLK SS Technology Select Sector | 0.79% | 23,039 | $3.3M | No change |
| IWF iShares Russell 1000 Growth | 0.78% | 6,960 | $3.3M | Reduce -2.4% |
| IWO iShares Russell 2000 Growth | 0.78% | 10,143 | $3.3M | New |
| NSC Norfolk Southern Corp. | 0.75% | 10,983 | $3.2M | Add +4.8% |
| MAIN Main Street Capital Corp. | 0.74% | 51,926 | $3.1M | Reduce -7.1% |
| SDCI Uscf Summerhaven Dynamic ETF | 0.70% | 134,433 | $3.0M | Add +90.2% |
| GOOG Alphabet Inc. Class C | 0.70% | 9,417 | $3.0M | Add +3.3% |
| NOC Northrop Grumman Corp. | 0.68% | 5,043 | $2.9M | Add +6.7% |
| BLK BlackRock Inc. | 0.66% | 2,617 | $2.8M | Add +3.5% |
| RY Royal Bank of Canada | 0.65% | 16,000 | $2.7M | Add +9.0% |
| IJR iShares Core S&P Small-Cap E | 0.63% | 22,285 | $2.7M | Reduce -0.9% |
| PAYX Paychex Inc. | 0.60% | 22,554 | $2.5M | Add +17.4% |
| CRM Salesforce Inc. | 0.60% | 9,546 | $2.5M | Reduce -30.1% |
| EW Edwards Lifesciences Corp. | 0.59% | 28,991 | $2.5M | Reduce -21.2% |
| ADI Analog Devices Inc. | 0.58% | 9,036 | $2.5M | Reduce -2.1% |
| ANET Arista Networks Inc. | 0.57% | 18,464 | $2.4M | Add +3.4% |
| AMZN Amazon.com Inc. | 0.54% | 9,860 | $2.3M | Add +2.1% |
| SHOP Shopify Inc. Class A | 0.54% | 14,127 | $2.3M | Add +11.3% |
| HPE Hewlett Packard Enterprise | 0.52% | 92,197 | $2.2M | Reduce -0.6% |
| MU Micron Technology Inc. | 0.52% | 7,721 | $2.2M | Reduce -6.2% |
| AMGN Amgen Inc. | 0.52% | 6,680 | $2.2M | Add +3.5% |
| FCNCA First Citizens Bcshs Class A | 0.49% | 969 | $2.1M | Add +8.5% |
| SOFI Sofi Technologies Inc. | 0.48% | 78,102 | $2.0M | Add +2.6% |
| ABT Abbott Laboratories | 0.48% | 16,197 | $2.0M | Add +7.6% |
| PLTR Palantir Technologies Inc. Class A | 0.48% | 11,390 | $2.0M | Reduce -9.3% |
| TER Teradyne Inc. | 0.47% | 10,311 | $2.0M | Add +31.8% |
| OHI Omega Healthcare Investors | 0.46% | 43,931 | $1.9M | Add +5.8% |
| IEF iShares 7-10 Year Treasury B | 0.44% | 19,319 | $1.9M | Add +3.5% |
| EPR Epr Properties filed as EPR PPTYS | 0.44% | 37,188 | $1.9M | Add +5.3% |
| CSCO Cisco Systems Inc. | 0.44% | 23,886 | $1.8M | Add +55.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.43% | 22,126 | $1.8M | Add +3.0% |
| IBTI iShares Ibonds Dec 2028 Term | 0.43% | 81,889 | $1.8M | Add +35.2% |
| TRMD Torm PLC-A | 0.42% | 91,010 | $1.8M | Add +64.3% |
| LNG Cheniere Energy Inc. | 0.42% | 9,164 | $1.8M | Reduce -0.1% |
| TSLA Tesla Inc. | 0.40% | 3,750 | $1.7M | Add +130.8% |
| XOM Exxon Mobil Corp. | 0.39% | 13,758 | $1.7M | Reduce -2.0% |
| JEPI JPMorgan Equity Premium Inco | 0.39% | 28,542 | $1.6M | Add +13.4% |
| ARM Arm Holdings PLC-ADR | 0.38% | 14,733 | $1.6M | Add +6.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.38% | 3,524 | $1.6M | Add +0.8% |
| ISRG Intuitive Surgical Inc. | 0.38% | 2,797 | $1.6M | Add +1.8% |
| MLPX Global X MLP & Energy Infras | 0.37% | 25,785 | $1.6M | Add +8.6% |
| PSA Public Storage | 0.34% | 5,546 | $1.4M | Reduce -21.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.33% | 4,612 | $1.4M | Add +14.2% |
| AMT American Tower Corp. | 0.32% | 7,795 | $1.4M | Reduce -22.6% |
| EA Electronic Arts Inc. | 0.30% | 6,178 | $1.3M | Add +1.5% |
| ARCC Ares Capital Corp. | 0.30% | 62,273 | $1.3M | Reduce -7.9% |
| CVX Chevron Corp. | 0.29% | 7,898 | $1.2M | Add +0.1% |
| NKE Nike Inc. Class B | 0.27% | 17,638 | $1.1M | Add +73.3% |
| CDNS Cadence Design SYS Inc. | 0.26% | 3,514 | $1.1M | Add +2.7% |
| OGE Oge Energy Corp. | 0.25% | 24,365 | $1.0M | Reduce -2.8% |
| XEL Xcel Energy Inc. | 0.24% | 13,566 | $1.0M | Add +5.4% |
| MFC Manulife Financial Corp. | 0.24% | 27,397 | $994K | Add +173.5% |
| NXPI NXP Semiconductors NV | 0.23% | 4,484 | $973K | Reduce -36.6% |
| CNX CNX Resources Corp. | 0.23% | 26,449 | $973K | Add +2.5% |
| RNR Renaissancere Holdings Ltd. | 0.22% | 3,265 | $918K | Add +3.9% |
| PBA Pembina Pipeline Corp. | 0.21% | 23,598 | $898K | Add +40.0% |
| MNST Monster Beverage Corp. | 0.20% | 11,274 | $864K | Add +6.9% |
Portfolio Sells Q3 2025 → Q4 2025
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −1.29 |
| CWB SS SPDR BB Conv Sec ETF | Sold out | 0.00% | −0.84 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.78 |
| IDU iShares US Utilities ETF | Sold out | 0.00% | −0.76 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.75 |
| ORCL Oracle Corp. | Reduce -0.6% | 1.06% | −0.53 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -5.6% | 3.70% | −0.35 |
| COST Costco Wholesale Corp. | Reduce -8.7% | 1.29% | −0.27 |
| EFA iShares MSCI Eafe ETF | Reduce -13.8% | 1.42% | −0.23 |
| ABR Arbor Realty Trust Inc. | Reduce -60.7% | 0.07% | −0.23 |
| CRM Salesforce Inc. | Reduce -30.1% | 0.60% | −0.19 |
| TROW T Rowe Price Group Inc. | Sold out | 0.00% | −0.19 |
| MSFT Microsoft Corp. | Reduce -2.1% | 1.43% | −0.18 |
| BSX Boston Scientific Corp. | Reduce -10.9% | 0.93% | −0.17 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.17 |
| NXPI NXP Semiconductors NV | Reduce -36.6% | 0.23% | −0.16 |
| META Meta Platforms Inc. Class A | Reduce -2.1% | 0.95% | −0.16 |
| PSA Public Storage | Reduce -21.1% | 0.34% | −0.15 |
| NOG Northern Oil and Gas Inc. | Reduce -53.1% | 0.10% | −0.15 |
| AMT American Tower Corp. | Reduce -22.6% | 0.32% | −0.15 |
| MAIN Main Street Capital Corp. | Reduce -7.1% | 0.74% | −0.12 |
| NVDA Nvidia Corp. | Reduce -0.4% | 3.57% | −0.12 |
| PR Permian Resources Corp. Class A | Reduce -57.0% | 0.10% | −0.12 |
| UHT Universal Health RLTY Income | Sold out | 0.00% | −0.12 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.12 |
| EW Edwards Lifesciences Corp. | Reduce -21.2% | 0.59% | −0.11 |
| LNG Cheniere Energy Inc. | Reduce -0.1% | 0.42% | −0.10 |
| D Dominion Energy Inc. | Reduce -57.6% | 0.06% | −0.10 |
| ES Eversource Energy | Sold out | 0.00% | −0.10 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.09 |
| DFUS Dimensional US Eq MKT ETF | Sold out | 0.00% | −0.09 |
| PLTR Palantir Technologies Inc. Class A | Reduce -9.3% | 0.48% | −0.08 |
| INSW International Seaways Inc. | Sold out | 0.00% | −0.07 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −0.06 |
| WTM White Mountains Insurance GP | Reduce -37.6% | 0.19% | −0.06 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.05 |
| PYPL PayPal Holdings Inc. | Reduce -12.7% | 0.12% | −0.04 |
| ARCC Ares Capital Corp. | Reduce -7.9% | 0.30% | −0.04 |
| OGE Oge Energy Corp. | Reduce -2.8% | 0.25% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -2.4% | 0.78% | −0.03 |
| HPE Hewlett Packard Enterprise | Reduce -0.6% | 0.52% | −0.03 |
| EEM iShares MSCI Emerging Market | Reduce -1.7% | 1.22% | −0.03 |
| AVGO Broadcom Inc. | Reduce -2.6% | 3.41% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -0.6% | 1.91% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.2% | 1.28% | −0.03 |
| CNI Canadian Natl Railway Co. | Reduce -33.4% | 0.05% | −0.02 |
| IBKR Interactive Brokers Gro Class A | Reduce -15.4% | 0.07% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.9% | 0.63% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -5.0% | 0.09% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.9% | 0.79% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| IBB iShares Biotechnology ETF | New | 0.83% | +0.83 |
| IGE iShares North American Natur | New | 0.79% | +0.79 |
| XLV SS Health Care Select Sector | New | 0.79% | +0.79 |
| IWO iShares Russell 2000 Growth | New | 0.78% | +0.78 |
| AMD Advanced Micro Devices | Add +60.7% | 1.29% | +0.67 |
| LRCX Lam Research Corp. | Add +4.0% | 2.21% | +0.50 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.9% | 10.73% | +0.43 |
| CMI Cummins Inc. | Add +9.2% | 1.51% | +0.33 |
| AMAT Applied Materials Inc. | Add +2.6% | 1.55% | +0.31 |
| SDCI Uscf Summerhaven Dynamic ETF | Add +90.2% | 0.70% | +0.30 |
| TSLA Tesla Inc. | Add +130.8% | 0.40% | +0.22 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +19.5% | 1.05% | +0.21 |
| TER Teradyne Inc. | Add +31.8% | 0.47% | +0.21 |
| GS Goldman Sachs Group Inc. | Add +7.9% | 1.35% | +0.18 |
| CSCO Cisco Systems Inc. | Add +55.7% | 0.44% | +0.18 |
| RTX RTX Corp. | Add +6.6% | 1.50% | +0.18 |
| IBTH iShares Ibonds Dec 2027 Term | Add +21.6% | 1.09% | +0.17 |
| MFC Manulife Financial Corp. | Add +173.5% | 0.24% | +0.16 |
| GOOG Alphabet Inc. Class C | Add +3.3% | 0.70% | +0.16 |
| TRMD Torm PLC-A | Add +64.3% | 0.42% | +0.14 |
| ABBV Abbvie Inc. | Add +22.7% | 0.95% | +0.14 |
| AXP American Express Co. | Add +4.3% | 1.15% | +0.13 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.12% | +0.12 |
| RY Royal Bank of Canada | Add +9.0% | 0.65% | +0.12 |
| DAC Danaos Corp. | New | 0.12% | +0.12 |
| IBTG iShares Ibonds Dec 2026 Term | Add +10.3% | 1.75% | +0.11 |
| IBTI iShares Ibonds Dec 2028 Term | Add +35.2% | 0.43% | +0.10 |
| FCNCA First Citizens Bcshs Class A | Add +8.5% | 0.49% | +0.10 |
| KLAC KLA Corp. | Add +111.0% | 0.18% | +0.10 |
| NKE Nike Inc. Class B | Add +73.3% | 0.27% | +0.09 |
| DDOG Datadog Inc. Class A | Add +85.5% | 0.20% | +0.09 |
| OKLO Oklo Inc. | New | 0.08% | +0.08 |
| SHOP Shopify Inc. Class A | Add +11.3% | 0.54% | +0.08 |
| MCO Moody's Corp. | Add +1.4% | 1.47% | +0.08 |
| ISRG Intuitive Surgical Inc. | Add +1.8% | 0.38% | +0.08 |
| AMGN Amgen Inc. | Add +3.5% | 0.52% | +0.07 |
| GPC Genuine Parts Co. | Add +93.9% | 0.15% | +0.06 |
| TDY Teledyne Technologies Inc. | New | 0.06% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +14.2% | 0.33% | +0.06 |
| AAPL Apple Inc. | Add +1.4% | 1.06% | +0.05 |
| IBTK iShares Ibonds Dec 2030 Trea | New | 0.05% | +0.05 |
| PBA Pembina Pipeline Corp. | Add +40.0% | 0.21% | +0.05 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +42.9% | 0.16% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Add +0.8% | 0.38% | +0.04 |
| V Visa Inc. Class A | Add +4.5% | 1.02% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +4.8% | 0.17% | +0.04 |
| LMT Lockheed Martin Corp. | Add +10.3% | 1.13% | +0.04 |
| JEPI JPMorgan Equity Premium Inco | Add +13.4% | 0.39% | +0.04 |
| IWV iShares Russell 3000 ETF | Add +3.6% | 1.35% | +0.04 |
| OHI Omega Healthcare Investors | Add +5.8% | 0.46% | +0.03 |
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 |