Midwest Professional Planners, LTD.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), Midwest Professional Planners, LTD. reported 137 stock positions worth $424.5 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 10.4% of the portfolio, followed by iShares 0-1 Year Treasury Bo (SHV, 4.0%) and Nvidia (NVDA, 3.3%). Compared with Q4 2025, it opened 4 new positions, sold out of 9, added to 84 and reduced 46. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +223%) and the biggest sale an exit from iShares Biotechnology ETF (IBB).
- Most Recent 13F
- Q2 2026
- Location
- WAUSAU, WI
- CIK
- 0001730575
- Portfolio Value
- $424.5M (Q1 2026)
- SEC Filing
- 0001104659-26-055534 ↗ filed May 5, 2026
Holdings Value
Holdings 137 stocks · $424.5M
| SPY SS SPDR S&P 500 ETF Trust-US | 10.39% | 67,850 | $44.1M | Add +2.1% |
| SHV iShares 0-1 Year Treasury Bo | 4.04% | 155,474 | $17.2M | Add +9.7% |
| NVDA Nvidia Corp. | 3.25% | 79,147 | $13.8M | Reduce -2.1% |
| AVGO Broadcom Inc. | 2.79% | 38,335 | $11.9M | Reduce -8.0% |
| EFA iShares MSCI Eafe ETF | 2.26% | 98,593 | $9.6M | Add +58.0% |
| IBTG iShares Ibonds Dec 2026 Term | 1.97% | 364,820 | $8.4M | Add +12.7% |
| AMAT Applied Materials Inc. | 1.95% | 24,230 | $8.3M | Reduce -4.9% |
| LRCX Lam Research Corp. | 1.95% | 38,722 | $8.3M | Reduce -29.1% |
| IEI iShares 3-7 Year Treasury Bo | 1.87% | 67,075 | $8.0M | Add +5.1% |
| JPM JPMorgan Chase & Co. | 1.79% | 25,848 | $7.6M | Add +3.5% |
| RTX RTX Corp. | 1.57% | 34,462 | $6.6M | Add +0.1% |
| CMI Cummins Inc. | 1.55% | 12,257 | $6.6M | Reduce -2.2% |
| AGG iShares Core U.S. Aggregate | 1.49% | 63,598 | $6.3M | Add +4.5% |
| ETN Eaton Corp. PLC | 1.46% | 17,365 | $6.2M | Reduce -0.4% |
| IBTH iShares Ibonds Dec 2027 Term | 1.40% | 264,689 | $5.9M | Add +29.0% |
| LMT Lockheed Martin Corp. | 1.39% | 9,775 | $5.9M | Reduce -0.8% |
| IJH iShares Core S&P Midcap ETF | 1.34% | 84,287 | $5.7M | Add +3.2% |
| COST Costco Wholesale Corp. | 1.34% | 5,695 | $5.7M | Reduce -9.7% |
| IWV iShares Russell 3000 ETF | 1.31% | 15,060 | $5.6M | Add +2.3% |
| GS Goldman Sachs Group Inc. | 1.31% | 6,579 | $5.6M | Add +1.5% |
| EEM iShares MSCI Emerging Market | 1.28% | 95,460 | $5.4M | Add +1.4% |
| COF Capital One Financial Corp. | 1.27% | 29,479 | $5.4M | Reduce -2.0% |
| MCO Moody's Corp. | 1.25% | 12,176 | $5.3M | Add +0.2% |
| AMD Advanced Micro Devices | 1.23% | 25,736 | $5.2M | Add +1.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.19% | 14,898 | $5.0M | Add +223.0% |
| OSK Oshkosh Corp. | 1.09% | 31,344 | $4.6M | Add +0.2% |
| MSFT Microsoft Corp. | 1.08% | 12,360 | $4.6M | Reduce -0.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.07% | 57,898 | $4.6M | Reduce -5.4% |
| TER Teradyne Inc. | 1.07% | 15,346 | $4.5M | Add +48.8% |
| SDCI Uscf Summerhaven Dynamic ETF | 0.97% | 150,516 | $4.1M | Add +12.0% |
| AXP American Express Co. | 0.94% | 13,217 | $4.0M | Add +0.9% |
| V Visa Inc. Class A | 0.89% | 12,500 | $3.8M | Add +1.6% |
| QLTA iShares Aaa - A Rated Corpor | 0.88% | 78,876 | $3.8M | Add +6.1% |
| UNP Union Pacific Corp. | 0.86% | 15,079 | $3.7M | Reduce -0.0% |
| IGE iShares North American Natur | 0.85% | 57,384 | $3.6M | Reduce -13.4% |
| IWN iShares Russell 2000 Value E | 0.84% | 18,868 | $3.6M | New |
| CWB SS SPDR BB Conv Sec ETF | 0.84% | 38,939 | $3.6M | New |
| NOC Northrop Grumman Corp. | 0.81% | 5,012 | $3.4M | Reduce -0.6% |
| AAPL Apple Inc. | 0.80% | 13,369 | $3.4M | Reduce -18.8% |
| META Meta Platforms Inc. Class A | 0.79% | 5,888 | $3.4M | Reduce -2.6% |
| ORCL Oracle Corp. | 0.79% | 22,802 | $3.4M | Reduce -1.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.78% | 5,773 | $3.3M | Add +6.0% |
| XLK SS Technology Select Sector | 0.78% | 24,955 | $3.3M | Add +8.3% |
| IWO iShares Russell 2000 Growth | 0.78% | 10,540 | $3.3M | Add +3.9% |
| MA Mastercard Inc. Class A | 0.76% | 6,451 | $3.2M | Add +0.1% |
| GLD SPDR Gold Shares | 0.76% | 7,458 | $3.2M | Reduce -16.2% |
| NSC Norfolk Southern Corp. | 0.75% | 11,082 | $3.2M | Add +0.9% |
| WM Waste Management Inc. | 0.70% | 12,940 | $3.0M | Reduce -15.9% |
| MAIN Main Street Capital Corp. | 0.68% | 54,385 | $2.9M | Add +4.7% |
| IJR iShares Core S&P Small-Cap E | 0.67% | 22,969 | $2.9M | Add +3.1% |
| ADI Analog Devices Inc. | 0.66% | 8,773 | $2.8M | Reduce -2.9% |
| GOOG Alphabet Inc. Class C | 0.65% | 9,607 | $2.8M | Add +2.0% |
| IBTI iShares Ibonds Dec 2028 Term | 0.62% | 118,833 | $2.6M | Add +45.1% |
| RY Royal Bank of Canada | 0.62% | 16,279 | $2.6M | Add +1.7% |
| LNG Cheniere Energy Inc. | 0.61% | 9,143 | $2.6M | Reduce -0.2% |
| MU Micron Technology Inc. | 0.60% | 7,562 | $2.6M | Reduce -2.1% |
| TRMD Torm PLC-A | 0.60% | 91,505 | $2.6M | Add +0.5% |
| BSX Boston Scientific Corp. | 0.60% | 40,601 | $2.5M | Reduce -1.8% |
| BLK BlackRock Inc. | 0.58% | 2,569 | $2.5M | Reduce -1.8% |
| ABBV Abbvie Inc. | 0.56% | 10,897 | $2.4M | Reduce -38.1% |
| EW Edwards Lifesciences Corp. | 0.56% | 29,579 | $2.4M | Add +2.0% |
| XOM Exxon Mobil Corp. | 0.56% | 13,911 | $2.4M | Add +1.1% |
| AMGN Amgen Inc. | 0.55% | 6,677 | $2.3M | Reduce -0.0% |
| ANET Arista Networks Inc. | 0.54% | 18,545 | $2.3M | Add +0.4% |
| ARM Arm Holdings PLC-ADR | 0.53% | 15,009 | $2.3M | Add +1.9% |
| HPE Hewlett Packard Enterprise | 0.52% | 91,908 | $2.2M | Reduce -0.3% |
| MLPX Global X MLP & Energy Infras | 0.50% | 28,964 | $2.1M | Add +12.3% |
| PAYX Paychex Inc. | 0.49% | 22,585 | $2.1M | Add +0.1% |
| OHI Omega Healthcare Investors | 0.47% | 45,228 | $2.0M | Add +3.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.46% | 23,712 | $2.0M | Add +7.2% |
| IEF iShares 7-10 Year Treasury B | 0.46% | 20,400 | $1.9M | Add +5.6% |
| AMZN Amazon.com Inc. | 0.45% | 9,230 | $1.9M | Reduce -6.4% |
| FCNCA First Citizens Bcshs Class A | 0.45% | 1,011 | $1.9M | Add +4.3% |
| EPR Epr Properties filed as EPR PPTYS | 0.44% | 37,532 | $1.9M | Add +0.9% |
| CSCO Cisco Systems Inc. | 0.43% | 23,446 | $1.8M | Reduce -1.8% |
| JEPI JPMorgan Equity Premium Inco | 0.43% | 31,939 | $1.8M | Add +11.9% |
| CRM Salesforce Inc. | 0.41% | 9,340 | $1.7M | Reduce -2.2% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.41% | 1,319 | $1.7M | Add +168.1% |
| SHOP Shopify Inc. Class A | 0.41% | 14,588 | $1.7M | Add +3.3% |
| CVX Chevron Corp. | 0.38% | 7,829 | $1.6M | Reduce -0.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.37% | 3,549 | $1.6M | Add +0.7% |
| KLAC KLA Corp. | 0.35% | 1,022 | $1.5M | Add +66.5% |
| PSA Public Storage | 0.35% | 5,424 | $1.5M | Reduce -2.2% |
| ABT Abbott Laboratories | 0.35% | 14,281 | $1.5M | Reduce -11.8% |
| IBKR Interactive Brokers Gro Class A | 0.31% | 19,798 | $1.3M | Add +354.3% |
| TSLA Tesla Inc. | 0.31% | 3,545 | $1.3M | Reduce -5.5% |
| AMT American Tower Corp. | 0.31% | 7,595 | $1.3M | Reduce -2.6% |
| ISRG Intuitive Surgical Inc. | 0.30% | 2,785 | $1.3M | Reduce -0.4% |
| D Dominion Energy Inc. | 0.30% | 20,694 | $1.3M | Add +348.3% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.30% | 57,797 | $1.3M | Add +87.3% |
| ARCC Ares Capital Corp. | 0.29% | 69,047 | $1.2M | Add +10.9% |
| EA Electronic Arts Inc. | 0.29% | 6,101 | $1.2M | Reduce -1.3% |
| OGE Oge Energy Corp. | 0.27% | 23,792 | $1.1M | Reduce -2.4% |
| PLD Prologis Inc. | 0.27% | 8,575 | $1.1M | Add +74.6% |
| XEL Xcel Energy Inc. | 0.25% | 13,621 | $1.1M | Add +0.4% |
| PBA Pembina Pipeline Corp. | 0.25% | 24,008 | $1.1M | Add +1.7% |
| SOFI Sofi Technologies Inc. | 0.25% | 67,665 | $1.1M | Reduce -13.4% |
| CNX CNX Resources Corp. | 0.24% | 26,684 | $1.0M | Add +0.9% |
| TRP TC Energy Corp. | 0.24% | 16,311 | $1.0M | Add +18.8% |
| RNR Renaissancere Holdings Ltd. | 0.23% | 3,313 | $985K | Add +1.5% |
Portfolio Sells Q4 2025 → Q1 2026
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.83 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.79 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.78 |
| AVGO Broadcom Inc. | Reduce -8.0% | 2.79% | −0.62 |
| COF Capital One Financial Corp. | Reduce -2.0% | 1.27% | −0.46 |
| ABBV Abbvie Inc. | Reduce -38.1% | 0.56% | −0.39 |
| MSFT Microsoft Corp. | Reduce -0.9% | 1.08% | −0.35 |
| BSX Boston Scientific Corp. | Reduce -1.8% | 0.60% | −0.33 |
| NVDA Nvidia Corp. | Reduce -2.1% | 3.25% | −0.32 |
| ORCL Oracle Corp. | Reduce -1.0% | 0.79% | −0.27 |
| PLTR Palantir Technologies Inc. Class A | Reduce -46.0% | 0.21% | −0.27 |
| LRCX Lam Research Corp. | Reduce -29.1% | 1.95% | −0.26 |
| AAPL Apple Inc. | Reduce -18.8% | 0.80% | −0.26 |
| SOFI Sofi Technologies Inc. | Reduce -13.4% | 0.25% | −0.23 |
| CRM Salesforce Inc. | Reduce -2.2% | 0.41% | −0.19 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.17 |
| META Meta Platforms Inc. Class A | Reduce -2.6% | 0.79% | −0.15 |
| GPC Genuine Parts Co. | Sold out | 0.00% | −0.15 |
| ABT Abbott Laboratories | Reduce -11.8% | 0.35% | −0.14 |
| MANH Manhattan Associates Inc. | Sold out | 0.00% | −0.12 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.12 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.11 |
| WM Waste Management Inc. | Reduce -15.9% | 0.70% | −0.10 |
| TSLA Tesla Inc. | Reduce -5.5% | 0.31% | −0.09 |
| AMZN Amazon.com Inc. | Reduce -6.4% | 0.45% | −0.09 |
| BLK BlackRock Inc. | Reduce -1.8% | 0.58% | −0.08 |
| GLD SPDR Gold Shares | Reduce -16.2% | 0.76% | −0.08 |
| ISRG Intuitive Surgical Inc. | Reduce -0.4% | 0.30% | −0.07 |
| CNI Canadian Natl Railway Co. | Sold out | 0.00% | −0.05 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -1.5% | 0.12% | −0.02 |
| BMI Badger Meter Inc. | Reduce -7.4% | 0.08% | −0.02 |
| AMT American Tower Corp. | Reduce -2.6% | 0.31% | −0.02 |
| HPE Hewlett Packard Enterprise | Reduce -0.3% | 0.52% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -1.8% | 0.43% | −0.01 |
| EA Electronic Arts Inc. | Reduce -1.3% | 0.29% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.3% | 0.08% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.8% | 0.07% | −0.00 |
| ABR Arbor Realty Trust Inc. | Reduce -0.5% | 0.07% | −0.00 |
| PSA Public Storage | Reduce -2.2% | 0.35% | +0.01 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -5.4% | 1.07% | +0.02 |
| OGE Oge Energy Corp. | Reduce -2.4% | 0.27% | +0.02 |
| UNP Union Pacific Corp. | Reduce -0.0% | 0.86% | +0.04 |
| AMGN Amgen Inc. | Reduce -0.0% | 0.55% | +0.04 |
| CMI Cummins Inc. | Reduce -2.2% | 1.55% | +0.04 |
| COST Costco Wholesale Corp. | Reduce -9.7% | 1.34% | +0.05 |
| PR Permian Resources Corp. Class A | Reduce -0.6% | 0.15% | +0.05 |
| IGE iShares North American Natur | Reduce -13.4% | 0.85% | +0.06 |
| ADI Analog Devices Inc. | Reduce -2.9% | 0.66% | +0.08 |
| MU Micron Technology Inc. | Reduce -2.1% | 0.60% | +0.08 |
| CVX Chevron Corp. | Reduce -0.9% | 0.38% | +0.10 |
Portfolio Buys Q4 2025 → Q1 2026
| TSM Taiwan Semiconductor-SP ADR | Add +223.0% | 1.19% | +0.85 |
| IWN iShares Russell 2000 Value E | New | 0.84% | +0.84 |
| CWB SS SPDR BB Conv Sec ETF | New | 0.84% | +0.84 |
| EFA iShares MSCI Eafe ETF | Add +58.0% | 2.26% | +0.84 |
| TER Teradyne Inc. | Add +48.8% | 1.07% | +0.60 |
| SHV iShares 0-1 Year Treasury Bo | Add +9.7% | 4.04% | +0.34 |
| IBTH iShares Ibonds Dec 2027 Term | Add +29.0% | 1.40% | +0.31 |
| ASML ASML Holding NV-NY Reg SHS | Add +168.1% | 0.41% | +0.29 |
| SDCI Uscf Summerhaven Dynamic ETF | Add +12.0% | 0.97% | +0.26 |
| IBKR Interactive Brokers Gro Class A | Add +354.3% | 0.31% | +0.25 |
| D Dominion Energy Inc. | Add +348.3% | 0.30% | +0.24 |
| IBTG iShares Ibonds Dec 2026 Term | Add +12.7% | 1.97% | +0.22 |
| IBTI iShares Ibonds Dec 2028 Term | Add +45.1% | 0.62% | +0.19 |
| TRMD Torm PLC-A | Add +0.5% | 0.60% | +0.18 |
| KLAC KLA Corp. | Add +66.5% | 0.35% | +0.18 |
| XOM Exxon Mobil Corp. | Add +1.1% | 0.56% | +0.16 |
| OSK Oshkosh Corp. | Add +0.2% | 1.09% | +0.16 |
| ARM Arm Holdings PLC-ADR | Add +1.9% | 0.53% | +0.15 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +87.3% | 0.30% | +0.14 |
| MLPX Global X MLP & Energy Infras | Add +12.3% | 0.50% | +0.13 |
| NIC Nicolet Bankshares Inc. | New | 0.13% | +0.13 |
| PLD Prologis Inc. | Add +74.6% | 0.27% | +0.12 |
| RTX RTX Corp. | Add +0.1% | 1.57% | +0.07 |
| IEI iShares 3-7 Year Treasury Bo | Add +5.1% | 1.87% | +0.07 |
| IJH iShares Core S&P Midcap ETF | Add +3.2% | 1.34% | +0.06 |
| TRP TC Energy Corp. | Add +18.8% | 0.24% | +0.06 |
| EEM iShares MSCI Emerging Market | Add +1.4% | 1.28% | +0.06 |
| FLOT iShares Floating Rate Bond E | New | 0.05% | +0.05 |
| AGG iShares Core U.S. Aggregate | Add +4.5% | 1.49% | +0.05 |
| DE Deere & Co. | Add +2.3% | 0.23% | +0.04 |
| PBA Pembina Pipeline Corp. | Add +1.7% | 0.25% | +0.04 |
| EOG EOG Resources Inc. | Add +0.4% | 0.15% | +0.04 |
| JEPI JPMorgan Equity Premium Inco | Add +11.9% | 0.43% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +3.1% | 0.67% | +0.04 |
| QLTA iShares Aaa - A Rated Corpor | Add +6.1% | 0.88% | +0.04 |
| NOG Northern Oil and Gas Inc. | Add +0.2% | 0.14% | +0.04 |
| AEP American Electric Power | Add +3.3% | 0.22% | +0.03 |
| SHY iShares 1-3 Year Treasury Bo | Add +7.2% | 0.46% | +0.03 |
| DAC Danaos Corp. | Add +0.4% | 0.14% | +0.02 |
| IEF iShares 7-10 Year Treasury B | Add +5.6% | 0.46% | +0.02 |
| XEL Xcel Energy Inc. | Add +0.4% | 0.25% | +0.02 |
| RNR Renaissancere Holdings Ltd. | Add +1.5% | 0.23% | +0.01 |
| PFS Provident Financial Services | Add +7.5% | 0.11% | +0.01 |
| WTM White Mountains Insurance GP | Add +1.8% | 0.20% | +0.01 |
| TDY Teledyne Technologies Inc. | Add +3.1% | 0.07% | +0.01 |
| CNX CNX Resources Corp. | Add +0.9% | 0.24% | +0.01 |
| PEP Pepsico Inc. | Add +0.1% | 0.11% | +0.01 |
| OHI Omega Healthcare Investors | Add +3.0% | 0.47% | +0.01 |
| IWO iShares Russell 2000 Growth | Add +3.9% | 0.78% | +0.00 |
| IBTK iShares Ibonds Dec 2030 Trea | Add +6.3% | 0.05% | +0.00 |
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 |