Midwest Professional Planners, LTD.

Name: Midwest Professional Planners, LTD. 13F holdings, Q2 2026
Creator: Midwest Professional Planners, LTD.
Published: 2026-08-05

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

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Midwest Professional Planners, LTD. reported 131 stock positions worth $510.3 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 10.6% of the portfolio, followed by Applied Materials (AMAT, 3.3%) and Lam Research (LRCX, 3.2%). Compared with Q1 2026, it opened 8 new positions, sold out of 14, added to 83 and reduced 37. The biggest buy was Advanced Micro Devices (AMD, shares +3%) and the biggest sale iShares 0-1 Year Treasury Bo (SHV, shares −27%).

Most Recent 13F: Q2 2026
Location: WAUSAU, WI
CIK: 0001730575
Portfolio Value: $510.3M (Q2 2026)
SEC Filing: 0001104659-26-091019 ↗ filed Aug 5, 2026

Holdings Value

Holdings 131 stocks · $510.3M


SPY SS SPDR S&P 500 ETF Trust-US	10.60%	72,460	$54.1M	Add +6.8%
AMAT Applied Materials Inc.	3.26%	23,035	$16.7M	Reduce -4.9%
LRCX Lam Research Corp.	3.17%	37,324	$16.2M	Reduce -3.6%
NVDA Nvidia Corp.	3.10%	78,985	$15.8M	Reduce -0.2%
AMD Advanced Micro Devices	3.01%	26,424	$15.3M	Add +2.7%
AVGO Broadcom Inc.	2.61%	35,291	$13.3M	Reduce -7.9%
SHV iShares 0-1 Year Treasury Bo	2.46%	113,969	$12.6M	Reduce -26.7%
IJH iShares Core S&P Midcap ETF	2.07%	137,108	$10.6M	Add +62.7%
CMI Cummins Inc.	1.77%	12,700	$9.1M	Add +3.6%
IBTG iShares Ibonds Dec 2026 Term	1.77%	393,713	$9.0M	Add +7.9%
MU Micron Technology Inc.	1.70%	7,516	$8.7M	Reduce -0.6%
IEI iShares 3-7 Year Treasury Bo	1.65%	71,494	$8.4M	Add +6.6%
JPM JPMorgan Chase & Co.	1.57%	24,533	$8.0M	Reduce -5.1%
TSM Taiwan Semiconductor-SP ADR	1.54%	16,445	$7.9M	Add +10.4%
TER Teradyne Inc.	1.49%	15,671	$7.6M	Add +2.1%
ETN Eaton Corp. PLC	1.44%	17,273	$7.4M	Reduce -0.5%
IBTH iShares Ibonds Dec 2027 Term	1.37%	313,050	$7.0M	Add +18.3%
EFA iShares MSCI Eafe ETF	1.36%	66,600	$6.9M	Reduce -32.5%
AGG iShares Core U.S. Aggregate	1.33%	68,382	$6.8M	Add +7.5%
GS Goldman Sachs Group Inc.	1.32%	6,662	$6.7M	Add +1.3%
RTX RTX Corp.	1.30%	35,048	$6.6M	Add +1.7%
IWV iShares Russell 3000 ETF	1.27%	15,165	$6.5M	Add +0.7%
EEM iShares MSCI Emerging Market	1.24%	92,315	$6.3M	Reduce -3.3%
MCO Moody's Corp.	1.08%	12,186	$5.5M	Add +0.1%
ARM Arm Holdings PLC-ADR	1.07%	15,419	$5.5M	Add +2.7%
EMXC iShares MSCI Emr MRK Ex Chna	1.07%	53,324	$5.5M	Reduce -7.9%
COF Capital One Financial Corp.	1.03%	26,245	$5.3M	Reduce -11.0%
COST Costco Wholesale Corp.	1.03%	5,604	$5.2M	Reduce -1.6%
OSK Oshkosh Corp.	0.99%	33,084	$5.1M	Add +5.5%
LMT Lockheed Martin Corp.	0.98%	9,773	$5.0M	Reduce -0.0%
UNP Union Pacific Corp.	0.93%	17,407	$4.7M	Add +15.4%
AXP American Express Co.	0.91%	13,655	$4.6M	Add +3.3%
V Visa Inc. Class A	0.88%	13,142	$4.5M	Add +5.1%
SDCI Uscf Summerhaven Dynamic ETF	0.87%	167,272	$4.4M	Add +11.1%
MSFT Microsoft Corp.	0.86%	11,705	$4.4M	Reduce -5.3%
HPE Hewlett Packard Enterprise	0.82%	92,854	$4.2M	Add +1.0%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV	0.80%	2,051	$4.1M	Add +55.5%
CWB SS SPDR BB Conv Sec ETF	0.80%	37,666	$4.1M	Reduce -3.3%
QLTA iShares Aaa - A Rated Corpor	0.78%	83,588	$4.0M	Add +6.0%
IWN iShares Russell 2000 Value E	0.78%	17,915	$4.0M	Reduce -5.0%
IWO iShares Russell 2000 Growth	0.77%	9,990	$3.9M	Reduce -5.2%
IWS iShares Russell Mid-Cap Valu	0.77%	23,809	$3.9M	New
QQQ Invesco QQQ Trust Series 1	0.76%	5,295	$3.9M	Reduce -8.3%
AAPL Apple Inc.	0.76%	13,457	$3.9M	Add +0.7%
IWD iShares Russell 1000 Value E	0.76%	15,915	$3.9M	New
XLK SS Technology Select Sector	0.74%	19,688	$3.8M	Reduce -21.1%
NSC Norfolk Southern Corp.	0.72%	11,639	$3.7M	Add +5.0%
RY Royal Bank of Canada	0.71%	17,384	$3.6M	Add +6.8%
GOOG Alphabet Inc. Class C	0.68%	9,875	$3.5M	Add +2.8%
KLAC KLA Corp.	0.68%	11,447	$3.5M	Add +12.0%
IBTI iShares Ibonds Dec 2028 Term	0.68%	155,906	$3.5M	Add +31.2%
ADI Analog Devices Inc.	0.67%	8,642	$3.4M	Reduce -1.5%
IJR iShares Core S&P Small-Cap E	0.67%	23,051	$3.4M	Add +0.4%
ORCL Oracle Corp.	0.66%	22,912	$3.4M	Add +0.5%
MA Mastercard Inc. Class A	0.66%	6,518	$3.3M	Add +1.0%
ANET Arista Networks Inc.	0.63%	19,062	$3.2M	Add +2.8%
META Meta Platforms Inc. Class A	0.63%	5,675	$3.2M	Reduce -3.6%
EPR Epr Properties filed as EPR PPTYS	0.61%	53,325	$3.1M	Add +42.1%
MAIN Main Street Capital Corp.	0.58%	57,168	$3.0M	Add +5.1%
EW Edwards Lifesciences Corp.	0.55%	31,125	$2.8M	Add +5.2%
ABBV Abbvie Inc.	0.55%	11,172	$2.8M	Add +2.5%
NOC Northrop Grumman Corp.	0.55%	5,502	$2.8M	Add +9.8%
WM Waste Management Inc.	0.55%	12,514	$2.8M	Reduce -3.3%
CSCO Cisco Systems Inc.	0.52%	22,794	$2.7M	Reduce -2.8%
AMGN Amgen Inc.	0.52%	7,265	$2.6M	Add +8.8%
NXPI NXP Semiconductors NV	0.51%	9,239	$2.6M	Add +100.5%
BLK BlackRock Inc.	0.49%	2,587	$2.5M	Add +0.7%
MLPX Global X MLP & Energy Infras	0.47%	32,777	$2.4M	Add +13.2%
WTM White Mountains Insurance GP	0.47%	1,164	$2.4M	Add +194.7%
AMZN Amazon.com Inc.	0.47%	10,039	$2.4M	Add +8.8%
FCNCA First Citizens Bcshs Class A	0.47%	1,146	$2.4M	Add +13.3%
DDOG Datadog Inc. Class A	0.45%	8,858	$2.3M	Add +37.1%
TRMD Torm PLC-A	0.45%	87,282	$2.3M	Reduce -4.6%
OHI Omega Healthcare Investors	0.44%	47,546	$2.3M	Add +5.1%
PBA Pembina Pipeline Corp.	0.44%	48,619	$2.2M	Add +102.5%
LNG Cheniere Energy Inc.	0.43%	9,142	$2.2M	Reduce -0.0%
XOM Exxon Mobil Corp.	0.42%	15,833	$2.2M	Add +13.8%
PSA Public Storage	0.42%	6,759	$2.2M	Add +24.6%
IEF iShares 7-10 Year Treasury B	0.41%	22,018	$2.1M	Add +7.9%
DAC Danaos Corp.	0.40%	16,855	$2.1M	Add +225.1%
TRP TC Energy Corp.	0.40%	30,954	$2.1M	Add +89.8%
JEPI JPMorgan Equity Premium Inco	0.40%	35,967	$2.0M	Add +12.6%
SHY iShares 1-3 Year Treasury Bo	0.40%	24,634	$2.0M	Add +3.9%
IBKR Interactive Brokers Gro Class A	0.39%	22,672	$2.0M	Add +14.5%
SHOP Shopify Inc. Class A	0.35%	15,606	$1.8M	Add +7.0%
VRTX Vertex Pharmaceuticals Inc.	0.34%	3,471	$1.7M	Reduce -2.2%
IBTJ iShares Ibonds Dec 2029 Term	0.33%	76,724	$1.7M	Add +32.8%
CDNS Cadence Design SYS Inc.	0.32%	4,300	$1.6M	Add +21.6%
TSLA Tesla Inc.	0.30%	3,675	$1.5M	Add +3.7%
CVX Chevron Corp.	0.29%	9,040	$1.5M	Add +15.5%
D Dominion Energy Inc.	0.28%	20,906	$1.4M	Add +1.0%
ARCC Ares Capital Corp.	0.28%	76,617	$1.4M	Add +11.0%
AEP American Electric Power	0.26%	9,848	$1.3M	Add +36.3%
PLD Prologis Inc.	0.26%	9,867	$1.3M	Add +15.1%
OGE Oge Energy Corp.	0.25%	25,756	$1.3M	Add +8.3%
MFC Manulife Financial Corp.	0.24%	30,647	$1.2M	Add +10.6%
XEL Xcel Energy Inc.	0.24%	15,437	$1.2M	Add +13.3%
SOFI Sofi Technologies Inc.	0.24%	67,512	$1.2M	Reduce -0.2%
MNST Monster Beverage Corp.	0.22%	11,809	$1.1M	Add +2.8%
DE Deere & Co.	0.22%	1,753	$1.1M	Add +3.1%
ISRG Intuitive Surgical Inc.	0.22%	2,791	$1.1M	Add +0.2%
RNR Renaissancere Holdings Ltd.	0.21%	3,373	$1.1M	Add +1.8%
PFS Provident Financial Services	0.18%	39,894	$943K	Add +76.8%
CNX CNX Resources Corp.	0.18%	26,799	$909K	Add +0.4%
GOOGL Alphabet Inc. Class A	0.17%	2,447	$875K	Add +3.5%
BSX Boston Scientific Corp.	0.15%	17,827	$761K	Reduce -56.1%
PLTR Palantir Technologies Inc. Class A	0.14%	6,107	$713K	Reduce -0.8%
PR Permian Resources Corp. Class A	0.12%	34,024	$626K	Add +11.5%
PAYX Paychex Inc.	0.12%	6,015	$591K	Reduce -73.4%
IBTK iShares Ibonds Dec 2030 Trea	0.10%	25,562	$499K	Add +134.5%
NBIS Nebius Group NV	0.09%	1,698	$469K	New
CRM Salesforce Inc.	0.09%	2,950	$462K	Reduce -68.4%
CRDO Credo Technology Group Holdi	0.09%	1,664	$453K	New
PG The Procter & Gamble Co.	0.08%	2,799	$410K	Add +2.6%
BNTX Biontech SE-ADR	0.07%	4,002	$372K	Reduce -0.2%
BRK.B Berkshire Hathaway Inc. Class B	0.07%	727	$364K	Reduce -1.5%
TDY Teledyne Technologies Inc.	0.07%	530	$353K	Add +7.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.06%	4,082	$329K	Reduce -3.0%
BMI Badger Meter Inc.	0.06%	2,193	$325K	No change
TLH iShares 10-20 Year Treasury	0.06%	3,028	$304K	Add +10.4%
WEC WEC Energy Group Inc.	0.06%	2,457	$287K	No change
NFLX Netflix Inc.	0.05%	3,746	$267K	Add +2.0%
CAT Caterpillar Inc.	0.05%	251	$267K	New
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.05%	730	$251K	Reduce -11.9%
MKC McCormick & Co.-Non VTG SHRS	0.05%	4,775	$241K	New
SYM Symbotic Inc.	0.05%	5,308	$239K	Add +8.7%
OKLO Oklo Inc.	0.05%	4,517	$236K	Reduce -10.5%
FLOT iShares Floating Rate Bond E	0.04%	4,406	$225K	Add +8.9%
NTES Netease Inc.-ADR	0.04%	1,642	$210K	New
QCOM Qualcomm Inc.	0.04%	1,085	$200K	New
NAGE Niagen Bioscience Inc.	0.01%	20,950	$67K	No change

Portfolio Sells Q1 2026 → Q2 2026


SHV iShares 0-1 Year Treasury Bo	Reduce -26.7%	2.46%	−1.58
EFA iShares MSCI Eafe ETF	Reduce -32.5%	1.36%	−0.90
IGE iShares North American Natur	Sold out	0.00%	−0.85
GLD SPDR Gold Shares	Sold out	0.00%	−0.76
BSX Boston Scientific Corp.	Reduce -56.1%	0.15%	−0.45
LMT Lockheed Martin Corp.	Reduce -0.0%	0.98%	−0.42
PAYX Paychex Inc.	Reduce -73.4%	0.12%	−0.37
ABT Abbott Laboratories	Sold out	0.00%	−0.35
CRM Salesforce Inc.	Reduce -68.4%	0.09%	−0.32
COST Costco Wholesale Corp.	Reduce -1.6%	1.03%	−0.31
AMT American Tower Corp.	Sold out	0.00%	−0.31
EA Electronic Arts Inc.	Sold out	0.00%	−0.29
COF Capital One Financial Corp.	Reduce -11.0%	1.03%	−0.23
NKE Nike Inc. Class B	Sold out	0.00%	−0.22
MSFT Microsoft Corp.	Reduce -5.3%	0.86%	−0.22
JPM JPMorgan Chase & Co.	Reduce -5.1%	1.57%	−0.22
LNG Cheniere Energy Inc.	Reduce -0.0%	0.43%	−0.18
AVGO Broadcom Inc.	Reduce -7.9%	2.61%	−0.18
META Meta Platforms Inc. Class A	Reduce -3.6%	0.63%	−0.17
SNPS Synopsys Inc.	Sold out	0.00%	−0.17
TRMD Torm PLC-A	Reduce -4.6%	0.45%	−0.16
NVDA Nvidia Corp.	Reduce -0.2%	3.10%	−0.15
WM Waste Management Inc.	Reduce -3.3%	0.55%	−0.15
EOG EOG Resources Inc.	Sold out	0.00%	−0.15
BXP BXP Inc.	Sold out	0.00%	−0.14
NOG Northern Oil and Gas Inc.	Sold out	0.00%	−0.14
NIC Nicolet Bankshares Inc.	Sold out	0.00%	−0.13
ZBRA Zebra Technologies Corp. Class A	Sold out	0.00%	−0.12
PEP Pepsico Inc.	Sold out	0.00%	−0.11
PLTR Palantir Technologies Inc. Class A	Reduce -0.8%	0.14%	−0.07
ABR Arbor Realty Trust Inc.	Sold out	0.00%	−0.07
IWN iShares Russell 2000 Value E	Reduce -5.0%	0.78%	−0.07
XLK SS Technology Select Sector	Reduce -21.1%	0.74%	−0.05
CWB SS SPDR BB Conv Sec ETF	Reduce -3.3%	0.80%	−0.04
EEM iShares MSCI Emerging Market	Reduce -3.3%	1.24%	−0.04
VRTX Vertex Pharmaceuticals Inc.	Reduce -2.2%	0.34%	−0.04
QQQ Invesco QQQ Trust Series 1	Reduce -8.3%	0.76%	−0.02
ETN Eaton Corp. PLC	Reduce -0.5%	1.44%	−0.02
SOFI Sofi Technologies Inc.	Reduce -0.2%	0.24%	−0.02
OKLO Oklo Inc.	Reduce -10.5%	0.05%	−0.01
BRK.B Berkshire Hathaway Inc. Class B	Reduce -1.5%	0.07%	−0.01
BNTX Biontech SE-ADR	Reduce -0.2%	0.07%	−0.01
VV Vngrd Mrgstr LRG-Cap ETF-Usd	Reduce -11.9%	0.05%	−0.01
IWO iShares Russell 2000 Growth	Reduce -5.2%	0.77%	−0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd	Reduce -3.0%	0.06%	−0.01
EMXC iShares MSCI Emr MRK Ex Chna	Reduce -7.9%	1.07%	−0.00
ADI Analog Devices Inc.	Reduce -1.5%	0.67%	+0.02
CSCO Cisco Systems Inc.	Reduce -2.8%	0.52%	+0.10
MU Micron Technology Inc.	Reduce -0.6%	1.70%	+1.10
LRCX Lam Research Corp.	Reduce -3.6%	3.17%	+1.22

Portfolio Buys Q1 2026 → Q2 2026


AMD Advanced Micro Devices	Add +2.7%	3.01%	+1.77
IWS iShares Russell Mid-Cap Valu	New	0.77%	+0.77
IWD iShares Russell 1000 Value E	New	0.76%	+0.76
IJH iShares Core S&P Midcap ETF	Add +62.7%	2.07%	+0.73
ARM Arm Holdings PLC-ADR	Add +2.7%	1.07%	+0.54
TER Teradyne Inc.	Add +2.1%	1.49%	+0.41
ASML ASML Holding NV-NY Reg SHS	Add +55.5%	0.80%	+0.39
TSM Taiwan Semiconductor-SP ADR	Add +10.4%	1.54%	+0.35
KLAC KLA Corp.	Add +12.0%	0.68%	+0.32
HPE Hewlett Packard Enterprise	Add +1.0%	0.82%	+0.31
NXPI NXP Semiconductors NV	Add +100.5%	0.51%	+0.30
DDOG Datadog Inc. Class A	Add +37.1%	0.45%	+0.27
WTM White Mountains Insurance GP	Add +194.7%	0.47%	+0.27
DAC Danaos Corp.	Add +225.1%	0.40%	+0.27
CMI Cummins Inc.	Add +3.6%	1.77%	+0.22
SPY SS SPDR S&P 500 ETF Trust-US	Add +6.8%	10.60%	+0.21
PBA Pembina Pipeline Corp.	Add +102.5%	0.44%	+0.19
EPR Epr Properties	Add +42.1%	0.61%	+0.16
TRP TC Energy Corp.	Add +89.8%	0.40%	+0.16
ANET Arista Networks Inc.	Add +2.8%	0.63%	+0.10
NBIS Nebius Group NV	New	0.09%	+0.09
CRDO Credo Technology Group Holdi	New	0.09%	+0.09
CDNS Cadence Design SYS Inc.	Add +21.6%	0.32%	+0.08
RY Royal Bank of Canada	Add +6.8%	0.71%	+0.08
PSA Public Storage	Add +24.6%	0.42%	+0.08
IBKR Interactive Brokers Gro Class A	Add +14.5%	0.39%	+0.07
PFS Provident Financial Services	Add +76.8%	0.18%	+0.07
UNP Union Pacific Corp.	Add +15.4%	0.93%	+0.07
IBTI iShares Ibonds Dec 2028 Term	Add +31.2%	0.68%	+0.05
CAT Caterpillar Inc.	New	0.05%	+0.05
IBTK iShares Ibonds Dec 2030 Trea	Add +134.5%	0.10%	+0.05
MKC McCormick & Co.-Non VTG SHRS	New	0.05%	+0.05
NTES Netease Inc.-ADR	New	0.04%	+0.04
AEP American Electric Power	Add +36.3%	0.26%	+0.04
QCOM Qualcomm Inc.	New	0.04%	+0.04
GOOG Alphabet Inc. Class C	Add +2.8%	0.68%	+0.03
IBTJ iShares Ibonds Dec 2029 Term	Add +32.8%	0.33%	+0.03
MNST Monster Beverage Corp.	Add +2.8%	0.22%	+0.03
MFC Manulife Financial Corp.	Add +10.6%	0.24%	+0.02
FCNCA First Citizens Bcshs Class A	Add +13.3%	0.47%	+0.02
AMZN Amazon.com Inc.	Add +8.8%	0.47%	+0.02
GOOGL Alphabet Inc. Class A	Add +3.5%	0.17%	+0.01
GS Goldman Sachs Group Inc.	Add +1.3%	1.32%	+0.01
TDY Teledyne Technologies Inc.	Add +7.3%	0.07%	−0.00
IJR iShares Core S&P Small-Cap E	Add +0.4%	0.67%	−0.00
FLOT iShares Floating Rate Bond E	Add +8.9%	0.04%	−0.00
PLD Prologis Inc.	Add +15.1%	0.26%	−0.01
TLH iShares 10-20 Year Treasury	Add +10.4%	0.06%	−0.01
EW Edwards Lifesciences Corp.	Add +5.2%	0.55%	−0.01
V Visa Inc. Class A	Add +5.1%	0.88%	−0.01

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