Midwest Professional Planners, LTD.

Name: Midwest Professional Planners, LTD. 13F holdings, Q4 2025
Creator: Midwest Professional Planners, LTD.
Published: 2026-02-06

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

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%
DDOG Datadog Inc. Class A	0.20%	6,314	$859K	Add +85.5%
SNPS Synopsys Inc.	0.20%	1,759	$826K	Add +2.9%
AEP American Electric Power	0.19%	6,994	$806K	Add +5.8%
WTM White Mountains Insurance GP	0.19%	388	$806K	Reduce -37.6%
DE Deere & Co.	0.18%	1,663	$774K	Add +3.5%
BXP BXP Inc.	0.18%	11,349	$766K	Add +1.0%
TRP TC Energy Corp.	0.18%	13,735	$756K	Add +3.3%
KLAC KLA Corp.	0.18%	614	$746K	Add +111.0%
GOOGL Alphabet Inc. Class A	0.17%	2,335	$731K	Add +4.8%
DELL Dell Technologies -C	0.17%	5,773	$727K	Add +1.4%
IBTJ iShares Ibonds Dec 2029 Term	0.16%	30,859	$677K	Add +42.9%
GPC Genuine Parts Co.	0.15%	5,221	$642K	Add +93.9%
PLD Prologis Inc.	0.15%	4,911	$627K	Add +13.8%
ZBRA Zebra Technologies Corp. Class A	0.14%	2,390	$580K	Add +0.3%
ASML ASML Holding NV-NY Reg SHS	0.12%	492	$526K	New
MANH Manhattan Associates Inc.	0.12%	3,036	$526K	Add +6.2%
PYPL PayPal Holdings Inc.	0.12%	8,869	$518K	Reduce -12.7%
DAC Danaos Corp.	0.12%	5,166	$487K	New
TMO Thermo Fisher Scientific Inc.	0.11%	808	$468K	Add +1.9%
EOG EOG Resources Inc.	0.11%	4,301	$452K	Add +1.8%
PEP Pepsico Inc.	0.11%	3,139	$451K	Reduce -6.7%
PR Permian Resources Corp. Class A	0.10%	30,701	$431K	Reduce -57.0%
NOG Northern Oil and Gas Inc.	0.10%	19,777	$425K	Reduce -53.1%
PFS Provident Financial Services	0.10%	20,978	$414K	Add +38.6%
BMI Badger Meter Inc.	0.10%	2,368	$413K	No change
PG The Procter & Gamble Co.	0.09%	2,721	$390K	Reduce -5.0%
BNTX Biontech SE-ADR	0.09%	3,968	$378K	Add +2.4%
BRK.B Berkshire Hathaway Inc. Class B	0.09%	748	$376K	No change
OKLO Oklo Inc.	0.08%	4,962	$356K	New
NFLX Netflix Inc.	0.08%	3,655	$343K	Add +7.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.07%	1,071	$311K	Add +0.6%
ABR Arbor Realty Trust Inc.	0.07%	39,775	$309K	Reduce -60.7%
SYM Symbotic Inc.	0.07%	4,729	$281K	Add +12.5%
IBKR Interactive Brokers Gro Class A	0.07%	4,358	$280K	Reduce -15.4%
D Dominion Energy Inc.	0.06%	4,616	$270K	Reduce -57.6%
TLH iShares 10-20 Year Treasury	0.06%	2,617	$266K	Add +7.0%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.06%	829	$261K	Reduce -7.4%
WEC WEC Energy Group Inc.	0.06%	2,457	$259K	No change
TDY Teledyne Technologies Inc.	0.06%	479	$245K	New
IBTK iShares Ibonds Dec 2030 Trea	0.05%	10,258	$204K	New
CNI Canadian Natl Railway Co.	0.05%	2,039	$202K	Reduce -33.4%
NAGE Niagen Bioscience Inc.	0.03%	20,950	$133K	No change

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