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 and exited 14; 85 existing positions rose in reported value and 21 fell.
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.
Loading holdings…
AUM
$510.3M
Long-equity book
Holdings
131
Distinct positions
Period
2026-06-30
Filed 2026-08-05
Q/Q Activity
+8 / −14 / ↑85 / ↓21
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26SPY10.6% · +7%AMAT3.3% · -5%LRCX3.2% · -4%NVDA3.1% · -0%AMD3.0% · +3%AVGO2.6% · -8%SHV2.5% · -27%IJH2.1% · +63%CMI1.8% · +4%IBTG1.8% · +8%MU1.7% · -1%IEI1.6% · +7%JPM1.6% · -5%TSM1.5% · +10%TER1.5% · +2%ETN1.4% · -0%IBTH1.4% · +18%EFA1.4% · -32%AGG1.3% · +8%GS1.3% · +1%RTX1.3% · +2%IWV1.3% · +1%EEM1.2% · -3%MCO1.1% · +0%ARM1.1% · +3%EMXC1.1% · -8%COF1.0% · -11%COST1.0% · -2%OSK1.0% · +6%LMT1.0% · -0%UNP0.9% · +15%AXP0.9% · +3%V0.9% · +5%SDCI0.9% · +11%MSFT0.9% · -5%HPE0.8% · +1%ASML0.8% · +56%CWB0.8% · -3%QLTA0.8% · +6%IWN0.8% · -5%IWO0.8% · -5%IWS0.8% · newQQQ0.8% · -8%AAPL0.8% · +1%IWD0.8% · newXLK0.7% · -21%NSC0.7% · +5%RY0.7% · +7%GOOG0.7% · +3%KLAC0.7% · +1020%IBTI0.7% · +31%ADI0.7% · -2%IJR0.7% · +0%ORCL0.7% · +0%MA0.7% · +1%ANET0.6% · +3%META0.6% · -4%EPR0.6% · +42%MAIN0.6% · +5%EW0.6% · +5%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 33.8%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Jul 20, 2026.
Assets Under Management
$649.3M
Discretionary
$649.3M
Employees
29
Accounts
2,726
Address
2610 STEWART AVENUE, SUITE 100
WAUSAU, WI 54401
WAUSAU, WI 54401
Phone
(715) 848-3474
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| Evans, Daniel, Jesse Control | SHAREHOLDER AND DIRECTOR since Sep 2008 | 10–25% | Individual |
| OTTOSEN, JEFFERY, CHARLES Control | PRESIDENT, COO, SECRETARY, SHAREHOLDER AND DIRECTOR since Jan 2023 | Less than 5% | Individual |
| RAU, TERRI, MARIE Control | SHAREHOLDER AND DIRECTOR since Aug 2015 | 5–10% | Individual |
| Resch, Brian, Clinton Control | SHAREHOLDER AND DIRECTOR since May 2019 | 10–25% | Individual |
| WALLSCHLAEGER, PATRICK, LEE Control | SHAREHOLDER, DIRECTOR since Nov 1989 | Less than 5% | Individual |
| WALLSCHLAEGER, SCOTT, MATTHEW Control | CEO AND SHAREHOLDER since Apr 2011 | 25–50% | Individual |
| KAMKE, BRIAN, ROBERT | SHAREHOLDER AND TREASURER since Aug 2008 | Less than 5% | Individual |
| LASKA, BENJAMIN, PHILLIP | SHAREHOLDER since Dec 2023 | Less than 5% | Individual |
| MADSON, ERIC, LEE | SHAREHOLDER AND DIRECTOR since Aug 2015 | Less than 5% | Individual |
| NGUYEN, DANG, JEREMIAH TU | SHAREHOLDER since Jul 2004 | 5–10% | Individual |
| Proctor, Kara, Jaleen | SHAREHOLDER since Jan 2026 | Less than 5% | Individual |
| SADZEWICZ, GERY, JOSEPH | CHIEF COMPLIANCE OFFICER since Jan 2014 | Less than 5% | Individual |
| STANKOWSKI, GENE, ARTHUR | SHAREHOLDER since Jul 2004 | Less than 5% | Individual |
| WALLSCHLAEGER, JEANNE, ANN | SHAREHOLDER since Nov 1998 | 10–25% | Individual |
| Wokasch, Cory | SHAREHOLDER since Jan 2026 | Less than 5% | Individual |
Ownership & leadership changes · 30 filings with changes since Mar 26, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 3, 2026 filing
- ChangedMADSON, ERIC, LEE · title SHAREHOLDER → SHAREHOLDER AND DIRECTOR
- ChangedRAU, TERRI, MARIE · title SHAREHOLDER → SHAREHOLDER AND DIRECTOR
Mar 2, 2026 filing
- AddedProctor, Kara, Jaleen · SHAREHOLDER · Less than 5%
- AddedWokasch, Cory · SHAREHOLDER · Less than 5%
- ChangedRAU, TERRI, MARIE · title SHAREHOLDER AND DIRECTOR → SHAREHOLDER
Jul 18, 2024 filing
- No longer listedMADSON, ERIC, LEE · DIRECTOR AND SHAREHOLDER · 10–25% · control person · listed since Aug 2015
- Listed againMADSON, ERIC, LEE · SHAREHOLDER · Less than 5%
- ChangedEvans, Daniel, Jesse · ownership 5–10% → 10–25%
May 8, 2024 filing
- ChangedKAMKE, BRIAN, ROBERT · title SHAREHOLDER. DIRECTOR AND TREASURER → SHAREHOLDER AND TREASURER; no longer a control person
- ChangedLASKA, BENJAMIN, PHILLIP · title IAR, FINANCIAL ADVISOR, SHAREHOLDER → SHAREHOLDER
- ChangedOTTOSEN, JEFFERY, CHARLES · title PRESIDENT, COO AND SHAREHOLDER → PRESIDENT, COO, SECRETARY, SHAREHOLDER AND DIRECTOR
- ChangedSTANKOWSKI, GENE, ARTHUR · ownership 5–10% → Less than 5%
- ChangedWALLSCHLAEGER, JEANNE, ANN · title SECRETARY AND SHAREHOLDER → SHAREHOLDER; no longer a control person
Feb 14, 2024 filing
- AddedLASKA, BENJAMIN, PHILLIP · IAR, FINANCIAL ADVISOR, SHAREHOLDER · Less than 5%
- ChangedKAMKE, BRIAN, ROBERT · title SHAREHOLDER. DIRECTOR AND CO-TREASURER → SHAREHOLDER. DIRECTOR AND TREASURER
- ChangedOTTOSEN, JEFFERY, CHARLES · now a control person
- ChangedSTANKOWSKI, GENE, ARTHUR · title SHAREHOLDER, AND CO-TREASURER → SHAREHOLDER; no longer a control person
Aug 17, 2023 filing
- ChangedOTTOSEN, JEFFERY, CHARLES · title SHAREHOLDER → PRESIDENT, COO AND SHAREHOLDER
- ChangedWALLSCHLAEGER, SCOTT, MATTHEW · title PRESIDENT & CEO, DIRECTOR → CEO AND SHAREHOLDER
Apr 21, 2023 filing
- ChangedKAMKE, BRIAN, ROBERT · title SHAREHOLDER AND DIRECTOR → SHAREHOLDER. DIRECTOR AND CO-TREASURER
- ChangedRAU, TERRI, MARIE · title SHAREHOLDER → SHAREHOLDER AND DIRECTOR; now a control person
- ChangedSTANKOWSKI, GENE, ARTHUR · title SHAREHOLDER, AND TREASURER → SHAREHOLDER, AND CO-TREASURER
- ChangedWALLSCHLAEGER, JEANNE, ANN · title DIRECTOR, SECRETARY, SHAREHOLDER → SECRETARY AND SHAREHOLDER
Mar 7, 2023 filing
- AddedOTTOSEN, JEFFERY, CHARLES · SHAREHOLDER · Less than 5%
Feb 16, 2022 filing
- ChangedWALLSCHLAEGER, PATRICK, LEE · title CEO, SHAREHOLDER, DIRECTOR → SHAREHOLDER, DIRECTOR
- ChangedWALLSCHLAEGER, SCOTT, MATTHEW · title SHAREHOLDER, DIRECTOR AND PRESIDENT → PRESIDENT & CEO, DIRECTOR
May 10, 2021 filing
- No longer listedSCHMIDT, MARCIA, MARIE · SHAREHOLDER · Less than 5% · listed since Jul 2002
- ChangedSTANKOWSKI, GENE, ARTHUR · ownership Less than 5% → 5–10%
Older changes (21 more filings)
Feb 25, 2021 filing
- ChangedNGUYEN, DANG, JEREMIAH TU · ownership 10–25% → 5–10%
- ChangedRAU, TERRI, MARIE · ownership 10–25% → 5–10%
- ChangedResch, Brian, Clinton · ownership Less than 5% → 10–25%
- ChangedSTANKOWSKI, GENE, ARTHUR · ownership 5–10% → Less than 5%
- ChangedWALLSCHLAEGER, PATRICK, LEE · ownership 25–50% → Less than 5%
- ChangedWALLSCHLAEGER, SCOTT, MATTHEW · ownership 10–25% → 25–50%
Mar 3, 2020 filing
- ChangedRAU, TERRI, MARIE · ownership 5–10% → 10–25%
- ChangedSTANKOWSKI, GENE, ARTHUR · now a control person
Jul 8, 2019 filing
- AddedResch, Brian, Clinton · SHAREHOLDER AND DIRECTOR · Less than 5% · control person
- ChangedSCHMIDT, MARCIA, MARIE · title SHAREHOLDER, AND DIRECTOR → SHAREHOLDER; no longer a control person
Jun 4, 2018 filing
- Listed againKAMKE, BRIAN, ROBERT · SHAREHOLDER AND DIRECTOR · Less than 5% · control person
- ChangedRAU, TERRI, MARIE · title SHAREHOLDER, AND DIRECTOR → SHAREHOLDER; no longer a control person
Mar 27, 2018 filing
- ChangedSTANKOWSKI, GENE, ARTHUR · ownership 10–25% → 5–10%
Oct 24, 2017 filing
- ChangedNGUYEN, DANG, JEREMIAH TU · no longer a control person
Jul 12, 2017 filing
- No longer listedDICKINSON, KYLE, KURTIS · SHAREHOLDER · 10–25% · listed since Aug 2015
- No longer listedKAMKE, BRIAN, ROBERT · SHAREHOLDER AND DIRECTOR · Less than 5% · control person · listed since Apr 2011
- AddedRAU, TERRI, MARIE · SHAREHOLDER, AND DIRECTOR · 5–10% · control person
- Listed againSCHMIDT, MARCIA, MARIE · SHAREHOLDER, AND DIRECTOR · Less than 5% · control person
- ChangedNGUYEN, DANG, JEREMIAH TU · title SHAREHOLDER, DIRECTOR, AND CHIEF INVESTMENT OFFICER → SHAREHOLDER
- ChangedSTANKOWSKI, GENE, ARTHUR · title SHAREHOLDER, DIRECTOR AND TREASURER → SHAREHOLDER, AND TREASURER; ownership 5–10% → 10–25%; no longer a control person
- ChangedWALLSCHLAEGER, PATRICK, LEE · ownership 10–25% → 25–50%
Apr 19, 2017 filing
- ChangedWALLSCHLAEGER, JEANNE, ANN · ownership 5–10% → 10–25%
Mar 31, 2017 filing
- No longer listedBOYCE, MICHAEL, JAMES · SHAREHOLDER AND DIRECTOR · Less than 5% · control person · listed since Jul 2004
- No longer listedHESSEL, STEVEN, GERARD · SHAREHOLDER · 5–10% · listed since Oct 1987
- No longer listedSCHMIDT, MARCIA, MARIE · SHAREHOLDER · Less than 5% · control person · listed since Feb 2015
- ChangedWALLSCHLAEGER, JEANNE, ANN · ownership Less than 5% → 5–10%
May 13, 2016 filing
- ChangedMADSON, ERIC, LEE · title SHAREHOLDER → DIRECTOR AND SHAREHOLDER; now a control person
- ChangedSCHMIDT, MARCIA, MARIE · title SHAREHOLDER AND DIRECTOR → SHAREHOLDER
Mar 30, 2016 filing
- ChangedWALLSCHLAEGER, PATRICK, LEE · title CHAIRMAN OF THE BOARD, SHAREHOLDER, DIRECTOR → CEO, SHAREHOLDER, DIRECTOR
Sep 14, 2015 filing
- No longer listedCHANDLER, JOHN, ROBERTS · SHAREHOLDER · 5–10% · listed since Jul 2004
- AddedDICKINSON, KYLE, KURTIS · SHAREHOLDER · 10–25%
- AddedMADSON, ERIC, LEE · SHAREHOLDER · 10–25%
- ChangedEvans, Daniel, Jesse · ownership Less than 5% → 5–10%
- ChangedHESSEL, STEVEN, GERARD · ownership 25–50% → 5–10%; no longer a control person
- ChangedNGUYEN, DANG, JEREMIAH TU · ownership 5–10% → 10–25%
- ChangedWALLSCHLAEGER, PATRICK, LEE · title CEO, SHAREHOLDER, DIRECTOR → CHAIRMAN OF THE BOARD, SHAREHOLDER, DIRECTOR; ownership 25–50% → 10–25%
- ChangedWALLSCHLAEGER, SCOTT, MATTHEW · ownership Less than 5% → 10–25%
Jul 9, 2015 filing
- No longer listedDORWARD, JEFFREY, CHARLES · SHAREHOLDER · 5–10% · listed since Feb 2007
- No longer listedMURPHY, THOMAS, JOHN · DIRECT OWNER AND SHAREHOLDER · Less than 5% · listed since Nov 1998
Mar 26, 2015 filing
- AddedSCHMIDT, MARCIA, MARIE · SHAREHOLDER AND DIRECTOR · Less than 5% · control person
- ChangedMURPHY, THOMAS, JOHN · title VICE PRESIDENT, DIRECTOR AND SHAREHOLDER → DIRECT OWNER AND SHAREHOLDER; no longer a control person
Feb 4, 2015 filing
- ChangedDORWARD, JEFFREY, CHARLES · no longer a control person
May 5, 2014 filing
- AddedEvans, Daniel, Jesse · SHAREHOLDER AND DIRECTOR · Less than 5% · control person
- ChangedDORWARD, JEFFREY, CHARLES · title SHAREHOLDER AND DIRECTOR → SHAREHOLDER
- ChangedHESSEL, STEVEN, GERARD · title PRESIDENT, SHAREHOLDER → SHAREHOLDER
- ChangedWALLSCHLAEGER, SCOTT, MATTHEW · title SHAREHOLDER, DIRECTOR AND VICE PRESIDENT → SHAREHOLDER, DIRECTOR AND PRESIDENT
Jan 13, 2014 filing
- AddedSADZEWICZ, GERY, JOSEPH · CHIEF COMPLIANCE OFFICER · Less than 5%
- ChangedHESSEL, STEVEN, GERARD · title PRESIDENT, CHIEF COMPLIANCE OFFICER, SHAREHOLDER → PRESIDENT, SHAREHOLDER
May 7, 2013 filing
- AddedBOYCE, MICHAEL, JAMES · SHAREHOLDER AND DIRECTOR · Less than 5% · control person
- ChangedHESSEL, STEVEN, GERARD · title PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER, SHAREHOLDER → PRESIDENT, CHIEF COMPLIANCE OFFICER, SHAREHOLDER
- ChangedSTANKOWSKI, GENE, ARTHUR · title SHAREHOLDER AND TREASURER → SHAREHOLDER, DIRECTOR AND TREASURER
Mar 27, 2013 filing
- No longer listedWIEDENMAN, JAY, MICHAEL · DIRECTOR · Less than 5% · control person · listed since Mar 1999
Jul 18, 2012 filing
- ChangedWALLSCHLAEGER, SCOTT, MATTHEW · title SHAREHOLDER AND DIRECTOR → SHAREHOLDER, DIRECTOR AND VICE PRESIDENT
Mar 26, 2012 filing (earliest on record)
- ListedCHANDLER, JOHN, ROBERTS · SHAREHOLDER · 5–10%
- ListedDORWARD, JEFFREY, CHARLES · SHAREHOLDER AND DIRECTOR · 5–10% · control person
- ListedHESSEL, STEVEN, GERARD · PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER, SHAREHOLDER · 25–50% · control person
- ListedKAMKE, BRIAN, ROBERT · SHAREHOLDER AND DIRECTOR · Less than 5% · control person
- ListedMURPHY, THOMAS, JOHN · VICE PRESIDENT, DIRECTOR AND SHAREHOLDER · Less than 5% · control person
- ListedNGUYEN, DANG, JEREMIAH TU · SHAREHOLDER, DIRECTOR, AND CHIEF INVESTMENT OFFICER · 5–10% · control person
- ListedSTANKOWSKI, GENE, ARTHUR · SHAREHOLDER AND TREASURER · 5–10% · control person
- ListedWALLSCHLAEGER, JEANNE, ANN · DIRECTOR, SECRETARY, SHAREHOLDER · Less than 5% · control person
- ListedWALLSCHLAEGER, PATRICK, LEE · CEO, SHAREHOLDER, DIRECTOR · 25–50% · control person
- ListedWALLSCHLAEGER, SCOTT, MATTHEW · SHAREHOLDER AND DIRECTOR · Less than 5% · control person
- ListedWIEDENMAN, JAY, MICHAEL · DIRECTOR · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
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
Midwest Professional Planners, LTD. Holdings (2026-06-30)
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 |
Filing History
| 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 |
Filer Information
Address
2610 STEWART AVESUITE 100
WAUSAU, WI 54401
Phone
(715) 848-3474
Filing Manager
Midwest Professional Planners, LTD.
WAUSAU, WI
Signatory
Gery Sadzewicz
Chief Compliance Officer