Midwest Professional Planners, LTD.

Name: Midwest Professional Planners, LTD. 13F holdings, Q1 2026
Creator: Midwest Professional Planners, LTD.
Published: 2026-05-05

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

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%
CDNS Cadence Design SYS Inc.	0.23%	3,537	$983K	Add +0.7%
DE Deere & Co.	0.23%	1,701	$958K	Add +2.3%
MFC Manulife Financial Corp.	0.22%	27,702	$954K	Add +1.1%
AEP American Electric Power	0.22%	7,223	$947K	Add +3.3%
NKE Nike Inc. Class B	0.22%	17,904	$946K	Add +1.5%
NXPI NXP Semiconductors NV	0.21%	4,607	$907K	Add +2.7%
PLTR Palantir Technologies Inc. Class A	0.21%	6,155	$900K	Reduce -46.0%
WTM White Mountains Insurance GP	0.20%	395	$868K	Add +1.8%
MNST Monster Beverage Corp.	0.20%	11,488	$832K	Add +1.9%
DDOG Datadog Inc. Class A	0.18%	6,463	$763K	Add +2.4%
SNPS Synopsys Inc.	0.17%	1,776	$704K	Add +1.0%
GOOGL Alphabet Inc. Class A	0.16%	2,364	$680K	Add +1.2%
PR Permian Resources Corp. Class A	0.15%	30,509	$650K	Reduce -0.6%
EOG EOG Resources Inc.	0.15%	4,320	$625K	Add +0.4%
BXP BXP Inc.	0.14%	11,366	$590K	Add +0.1%
DAC Danaos Corp.	0.14%	5,185	$584K	Add +0.4%
NOG Northern Oil and Gas Inc.	0.14%	19,822	$579K	Add +0.2%
NIC Nicolet Bankshares Inc.	0.13%	3,810	$566K	New
ZBRA Zebra Technologies Corp. Class A	0.12%	2,354	$492K	Reduce -1.5%
PEP Pepsico Inc.	0.11%	3,141	$488K	Add +0.1%
PFS Provident Financial Services	0.11%	22,561	$477K	Add +7.5%
PG The Procter & Gamble Co.	0.09%	2,729	$394K	Add +0.3%
BNTX Biontech SE-ADR	0.08%	4,009	$356K	Add +1.0%
BRK.B Berkshire Hathaway Inc. Class B	0.08%	738	$354K	Reduce -1.3%
NFLX Netflix Inc.	0.08%	3,674	$353K	Add +0.5%
BMI Badger Meter Inc.	0.08%	2,193	$334K	Reduce -7.4%
ABR Arbor Realty Trust Inc.	0.07%	39,577	$305K	Reduce -0.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.07%	1,052	$302K	Reduce -1.8%
TDY Teledyne Technologies Inc.	0.07%	494	$299K	Add +3.1%
WEC WEC Energy Group Inc.	0.07%	2,457	$284K	No change
TLH iShares 10-20 Year Treasury	0.07%	2,742	$276K	Add +4.8%
SYM Symbotic Inc.	0.06%	4,885	$260K	Add +3.3%
OKLO Oklo Inc.	0.06%	5,047	$250K	Add +1.7%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.06%	829	$248K	No change
IBTK iShares Ibonds Dec 2030 Trea	0.05%	10,900	$215K	Add +6.3%
FLOT iShares Floating Rate Bond E	0.05%	4,044	$206K	New
NAGE Niagen Bioscience Inc.	0.02%	20,950	$92K	No change

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