Midwest Professional Planners, LTD. — 13F Holdings & Portfolio
CIK 1730575 · latest 13F-HR filed 2026-08-05
Midwest Professional Planners, LTD. manages $510.3M in 13F-reported U.S. long-equity assets across 131 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (10.60%), AMAT (3.26%), LRCX (3.17%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions, exited 14, added to 85, and trimmed 21.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 100
WAUSAU, WI 54401
$510.3M
Long-equity book
131
Distinct positions
2026-06-30
Filed 2026-08-05
+8 / −14 / ↑85 / ↓21
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ADVANCED MICRO DEVICES INC$10.1M +193.2%
- STATE STR SPDR S&P 500 ETF T$10.0M +22.6%
- APPLIED MATLS INC$8.4M +101.1%
- LAM RESEARCH CORP$7.9M +95.5%
- MICRON TECHNOLOGY INC$6.1M +239.6%
Top Trims
- ISHARES TR-$4.6M -26.7%
- ISHARES TR-$2.7M -27.8%
- BOSTON SCIENTIFIC CORP-$1.8M -70.1%
- PAYCHEX INC-$1.5M -71.6%
- SALESFORCE INC-$1.3M -73.5%
New Positions
- ISHARES TR$3.9M
- ISHARES TR$3.9M
- NEBIUS GROUP N.V.$468.9K
- CREDO TECHNOLOGY GROUP HOLDI$452.5K
- CATERPILLAR INC$267.3K
Exited Positions
- ISHARES TR NORTH AMERN NAT$3.6M
- SPDR GOLD TR GOLD SHS$3.2M
- ABBOTT LABORATORIES$1.5M
- AMERICAN TOWER CORP NEW COM$1.3M
- ELECTRONIC ARTS INC$1.2M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $54.1M | 10.60% | 72,460 | SH |
| 2 | APPLIED MATLS INC | AMAT | 038222105 | $16.7M | 3.26% | 23,035 | SH |
| 3 | LAM RESEARCH CORP | LRCX | 512807306 | $16.2M | 3.17% | 37,324 | SH |
| 4 | NVIDIA CORPORATION | NVDA | 67066G104 | $15.8M | 3.10% | 78,985 | SH |
| 5 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $15.3M | 3.01% | 26,424 | SH |
| 6 | BROADCOM INC | AVGO | 11135F101 | $13.3M | 2.61% | 35,291 | SH |
| 7 | ISHARES TR | SHV | 464288679 | $12.6M | 2.46% | 113,969 | SH |
| 8 | ISHARES TR | IJH | 464287507 | $10.6M | 2.07% | 137,108 | SH |
| 9 | CUMMINS INC | CMI | 231021106 | $9.1M | 1.77% | 12,700 | SH |
| 10 | ISHARES TR | IBTG | 46436E858 | $9.0M | 1.77% | 393,713 | SH |
| 11 | MICRON TECHNOLOGY INC | MU | 595112103 | $8.7M | 1.70% | 7,516 | SH |
| 12 | ISHARES TR | IEI | 464288661 | $8.4M | 1.65% | 71,494 | SH |
| 13 | JPMORGAN CHASE & CO | JPM | 46625H100 | $8.0M | 1.57% | 24,533 | SH |
| 14 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $7.9M | 1.54% | 16,445 | SH |
| 15 | TERADYNE INC | TER | 880770102 | $7.6M | 1.49% | 15,671 | SH |
| 16 | EATON CORP PLC | ETN | G29183103 | $7.4M | 1.44% | 17,273 | SH |
| 17 | ISHARES TR | IBTH | 46436E841 | $7.0M | 1.37% | 313,050 | SH |
| 18 | ISHARES TR | EFA | 464287465 | $6.9M | 1.36% | 66,600 | SH |
| 19 | ISHARES TR | AGG | 464287226 | $6.8M | 1.33% | 68,382 | SH |
| 20 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $6.7M | 1.32% | 6,662 | SH |
| 21 | RTX CORPORATION | RTX | 75513E101 | $6.6M | 1.30% | 35,048 | SH |
| 22 | ISHARES TR | IWV | 464287689 | $6.5M | 1.27% | 15,165 | SH |
| 23 | ISHARES TR | EEM | 464287234 | $6.3M | 1.24% | 92,315 | SH |
| 24 | MOODYS CORP | MCO | 615369105 | $5.5M | 1.08% | 12,186 | SH |
| 25 | ARM HOLDINGS PLC | ARM | 042068205 | $5.5M | 1.07% | 15,419 | SH |
| 26 | ISHARES INC | EMXC | 46434G764 | $5.5M | 1.07% | 53,324 | SH |
| 27 | CAPITAL ONE FINL CORP | COF | 14040H105 | $5.3M | 1.03% | 26,245 | SH |
| 28 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $5.2M | 1.03% | 5,604 | SH |
| 29 | OSHKOSH CORP | OSK | 688239201 | $5.1M | 1.00% | 33,084 | SH |
| 30 | LOCKHEED MARTIN CORP | LMT | 539830109 | $5.0M | 0.98% | 9,773 | SH |
| 31 | UNION PAC CORP | UNP | 907818108 | $4.7M | 0.93% | 17,407 | SH |
| 32 | AMERICAN EXPRESS CO | AXP | 025816109 | $4.6M | 0.91% | 13,655 | SH |
| 33 | VISA INC | V | 92826C839 | $4.5M | 0.88% | 13,142 | SH |
| 34 | USCF ETF TR | SDCI | 90290T809 | $4.4M | 0.87% | 167,272 | SH |
| 35 | MICROSOFT CORP | MSFT | 594918104 | $4.4M | 0.86% | 11,705 | SH |
| 36 | HEWLETT PACKARD ENTERPRISE C | HPE | 42824C109 | $4.2M | 0.82% | 92,854 | SH |
| 37 | ASML HLDG NV | ASML | N07059210 | $4.1M | 0.80% | 2,051 | SH |
| 38 | SPDR SERIES TRUST | CWB | 78464A359 | $4.1M | 0.80% | 37,666 | SH |
| 39 | ISHARES TR | QLTA | 46429B291 | $4.0M | 0.78% | 83,588 | SH |
| 40 | ISHARES TR | IWN | 464287630 | $4.0M | 0.78% | 17,915 | SH |
| 41 | ISHARES TR | IWO | 464287648 | $3.9M | 0.77% | 9,990 | SH |
| 42 | ISHARES TR | IWS | 464287473 | $3.9M | 0.77% | 23,809 | SH |
| 43 | INVESCO QQQ TR | QQQ | 46090E103 | $3.9M | 0.76% | 5,295 | SH |
| 44 | APPLE INC | AAPL | 037833100 | $3.9M | 0.76% | 13,457 | SH |
| 45 | ISHARES TR | IWD | 464287598 | $3.9M | 0.76% | 15,915 | SH |
| 46 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $3.8M | 0.74% | 19,688 | SH |
| 47 | NORFOLK SOUTHN CORP | NSC | 655844108 | $3.7M | 0.72% | 11,639 | SH |
| 48 | ROYAL BK CDA | RY | 780087102 | $3.6M | 0.71% | 17,384 | SH |
| 49 | ALPHABET INC | GOOG | 02079K107 | $3.5M | 0.68% | 9,875 | SH |
| 50 | KLA CORP | KLAC | 482480100 | $3.5M | 0.68% | 11,447 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-05 | $510.3M | 131 | 0001104659-26-091019 |
| 2026-03-31 | 2026-05-05 | $424.5M | 137 | 0001104659-26-055534 |
| 2025-12-31 | 2026-02-06 | $422.2M | 142 | 0001104659-26-011339 |