Midwest Professional Planners, LTD.

CIK 0001730575 • 6 13F filings • May 2, 2025 – Aug 5, 2026

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Filer information

Filed by: Midwest Professional Planners, LTD., Chief Compliance Officer
Address: 2610 STEWART AVE, SUITE 100, WAUSAU, WI, 54401
Phone: 815-782-1250
AUM: $422.2M

AUM over time

$510.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $422.2M142 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$2.0M	0.5%Prev: 0.5%	16,197 SH	Increased+1,145 SH
ABBVIE INC	COM	$4.0M	1.0%Prev: 0.8%	17,596 SH	Increased+3,256 SH
ADVANCED MICRO DEVICES INC	COM	$5.4M	1.3%Prev: 0.6%	25,420 SH	Increased+9,603 SH
ALPHABET INC	CAP STK CL A	$731K	0.2%Prev: 0.1%	2,335 SH	Increased+108 SH
ALPHABET INC	CAP STK CL C	$3.0M	0.7%Prev: 0.5%	9,417 SH	Increased+300 SH
AMAZON COM INC	COM	$2.3M	0.5%Prev: 0.5%	9,860 SH	Increased+208 SH
AMERICAN ELEC PWR CO INC	COM	$806K	0.2%Prev: 0.2%	6,994 SH	Increased+383 SH
AMERICAN EXPRESS CO	COM	$4.8M	1.1%Prev: 1.0%	13,095 SH	Increased+540 SH
AMERICAN TOWER CORP NEW	COM	$1.4M	0.3%Prev: 0.5%	7,795 SH	Decreased-2,276 SH
AMGEN INC	COM	$2.2M	0.5%Prev: 0.4%	6,680 SH	Increased+224 SH
ANALOG DEVICES INC	COM	$2.5M	0.6%Prev: 0.6%	9,036 SH	Increased-196 SH
APPLE INC	COM	$4.5M	1.1%Prev: 1.0%	16,464 SH	Increased+233 SH
APPLIED MATLS INC	COM	$6.5M	1.6%Prev: 1.2%	25,467 SH	Increased+639 SH
ARBOR REALTY TRUST INC	COM	$309K	0.1%Prev: 0.3%	39,775 SH	Decreased-61,422 SH
ARES CAPITAL CORP	COM	$1.3M	0.3%Prev: 0.3%	62,273 SH	Decreased-5,361 SH
ARISTA NETWORKS INC	COM SHS	$2.4M	0.6%Prev: 0.6%	18,464 SH	Decreased+611 SH
ARM HOLDINGS PLC	SPONSORED ADS	$1.6M	0.4%Prev: 0.5%	14,733 SH	Decreased+888 SH
ASML HOLDING N V	N Y REGISTRY SHS	$526K	0.1%	492 SH	New
BADGER METER INC	COM	$413K	0.1%Prev: 0.1%	2,368 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$376K	0.1%Prev: 0.1%	748 SH	Decreased
BIONTECH SE	SPONSORED ADS	$378K	0.1%Prev: 0.1%	3,968 SH	Decreased+93 SH
BLACKROCK INC	COM	$2.8M	0.7%Prev: 0.7%	2,617 SH	Decreased+89 SH
BOSTON SCIENTIFIC CORP	COM	$3.9M	0.9%Prev: 1.1%	41,328 SH	Decreased-5,064 SH
BROADCOM INC	COM	$14.4M	3.4%Prev: 3.4%	41,646 SH	Increased-1,115 SH
BXP INC	COM	$766K	0.2%Prev: 0.2%	11,349 SH	Decreased+113 SH
CADENCE DESIGN SYSTEM INC	COM	$1.1M	0.3%Prev: 0.3%	3,514 SH	Decreased+91 SH
CANADIAN NATL RY CO	COM	$202K	0.0%Prev: 0.1%	2,039 SH	Decreased-1,022 SH
CAPITAL ONE FINL CORP	COM	$7.3M	1.7%Prev: 1.6%	30,086 SH	Increased-439 SH
CHENIERE ENERGY INC	COM NEW	$1.8M	0.4%Prev: 0.5%	9,164 SH	Decreased-7 SH
CHEVRON CORP NEW	COM	$1.2M	0.3%Prev: 0.3%	7,898 SH	Decreased+8 SH
CISCO SYS INC	COM	$1.8M	0.4%Prev: 0.3%	23,886 SH	Increased+8,541 SH
CNX RES CORP	COM	$973K	0.2%Prev: 0.2%	26,449 SH	Increased+642 SH
COSTCO WHSL CORP NEW	COM	$5.4M	1.3%Prev: 1.6%	6,304 SH	Decreased-597 SH
CUMMINS INC	COM	$6.4M	1.5%Prev: 1.2%	12,527 SH	Increased+1,060 SH
DANAOS CORPORATION	SHS	$487K	0.1%	5,166 SH	New
DATADOG INC	CL A COM	$859K	0.2%Prev: 0.1%	6,314 SH	Increased+2,910 SH
DEERE &CO	COM	$774K	0.2%Prev: 0.2%	1,663 SH	Increased+57 SH
DELL TECHNOLOGIES INC	CL C	$727K	0.2%Prev: 0.2%	5,773 SH	Decreased+80 SH
DOMINION ENERGY INC	COM	$270K	0.1%Prev: 0.2%	4,616 SH	Decreased-6,282 SH
EATON CORP PLC	SHS	$5.6M	1.3%Prev: 1.6%	17,432 SH	Decreased+314 SH
EDWARDS LIFESCIENCES CORP	COM	$2.5M	0.6%Prev: 0.7%	28,991 SH	Decreased-7,779 SH
ELECTRONIC ARTS INC	COM	$1.3M	0.3%Prev: 0.3%	6,178 SH	Increased+91 SH
EOG RES INC	COM	$452K	0.1%Prev: 0.1%	4,301 SH	Decreased+75 SH
EPR PPTYS	COM SH BEN INT	$1.9M	0.4%Prev: 0.5%	37,188 SH	Decreased+1,864 SH
EXXON MOBIL CORP	COM	$1.7M	0.4%Prev: 0.4%	13,758 SH	Increased-275 SH
FIRST CTZNS BANCSHARES INC D	CL A	$2.1M	0.5%Prev: 0.4%	969 SH	Increased+76 SH
GENUINE PARTS CO	COM	$642K	0.2%Prev: 0.1%	5,221 SH	Increased+2,528 SH
GLOBAL X FDS	GLB X MLP ENRG I	$1.6M	0.4%Prev: 0.4%	25,785 SH	Increased+2,033 SH
GOLDMAN SACHS GROUP INC	COM	$5.7M	1.4%Prev: 1.2%	6,484 SH	Increased+473 SH
HEWLETT PACKARD ENTERPRISE C	COM	$2.2M	0.5%Prev: 0.6%	92,197 SH	Decreased-592 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$280K	0.1%Prev: 0.1%	4,358 SH	Decreased-791 SH
INTUITIVE SURGICAL INC	COM NEW	$1.6M	0.4%Prev: 0.3%	2,797 SH	Increased+49 SH
INVESCO QQQ TR	UNIT SER 1	$3.3M	0.8%Prev: 0.8%	5,447 SH	Increased-51 SH
ISHARES INC	MSCI EMRG CHN	$4.4M	1.1%Prev: 0.8%	61,188 SH	Increased+9,991 SH
ISHARES TR	1 3 YR TREAS BD	$1.8M	0.4%Prev: 0.4%	22,126 SH	Increased+654 SH
ISHARES TR	10-20 YR TRS ETF	$266K	0.1%Prev: 0.1%	2,617 SH	Increased+172 SH
ISHARES TR	3 7 YR TREAS BD	$7.6M	1.8%Prev: 1.8%	63,821 SH	Increased+2,910 SH
ISHARES TR	7-10 YR TRSY BD	$1.9M	0.4%Prev: 0.4%	19,319 SH	Increased+649 SH
ISHARES TR	A RATE CP BD ETF	$3.6M	0.8%Prev: 0.8%	74,355 SH	Increased+2,929 SH
ISHARES TR	CORE S&P MCP ETF	$5.4M	1.3%Prev: 1.3%	81,655 SH	Increased-147 SH
ISHARES TR	CORE S&P SCP ETF	$2.7M	0.6%Prev: 0.7%	22,285 SH	Increased-212 SH
ISHARES TR	CORE US AGGBD ET	$6.1M	1.4%Prev: 1.4%	60,878 SH	Increased+2,467 SH
ISHARES TR	IBOND DEC 2030	$204K	0.0%	10,258 SH	New
ISHARES TR	IBONDS 26 TRM TS	$7.4M	1.8%Prev: 1.6%	323,594 SH	Increased+30,336 SH
ISHARES TR	IBONDS 27 TRM TS	$4.6M	1.1%Prev: 0.9%	205,211 SH	Increased+36,443 SH
ISHARES TR	IBONDS 28 TRM TS	$1.8M	0.4%Prev: 0.3%	81,889 SH	Increased+21,310 SH
ISHARES TR	IBONDS 29 TRM TS	$677K	0.2%Prev: 0.1%	30,859 SH	Increased+9,262 SH
ISHARES TR	ISHARES BIOTECH	$3.5M	0.8%	20,874 SH	New
ISHARES TR	MSCI EAFE ETF	$6.0M	1.4%Prev: 1.6%	62,406 SH	Decreased-9,973 SH
ISHARES TR	MSCI EMG MKT ETF	$5.2M	1.2%Prev: 1.2%	94,156 SH	Increased-1,618 SH
ISHARES TR	NORTH AMERN NAT	$3.3M	0.8%	66,288 SH	New
ISHARES TR	RUS 1000 GRW ETF	$3.3M	0.8%Prev: 0.8%	6,960 SH	Decreased-174 SH
ISHARES TR	RUS 2000 GRW ETF	$3.3M	0.8%	10,143 SH	New
ISHARES TR	RUSSELL 3000 ETF	$5.7M	1.3%Prev: 1.3%	14,722 SH	Increased+512 SH
ISHARES TR	TRUST ISHARE 0-1	$15.6M	3.7%	141,726 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.6M	0.4%Prev: 0.4%	28,542 SH	Increased+3,369 SH
JPMORGAN CHASE &CO.	COM	$8.0M	1.9%Prev: 1.9%	24,970 SH	Increased-150 SH
KLA CORP	COM NEW	$746K	0.2%Prev: 0.1%	614 SH	Increased+323 SH
LAM RESEARCH CORP	COM NEW	$9.3M	2.2%Prev: 1.7%	54,590 SH	Increased+2,111 SH
LOCKHEED MARTIN CORP	COM	$4.8M	1.1%Prev: 1.1%	9,850 SH	Increased+917 SH
MAIN STR CAP CORP	COM	$3.1M	0.7%Prev: 0.9%	51,926 SH	Decreased-3,949 SH
MANHATTAN ASSOCIATES INC	COM	$526K	0.1%Prev: 0.1%	3,036 SH	Decreased+178 SH
MANULIFE FINL CORP	COM	$994K	0.2%Prev: 0.1%	27,397 SH	Increased+17,380 SH
MASTERCARD INCORPORATED	CL A	$3.7M	0.9%Prev: 0.9%	6,446 SH	Increased+261 SH
META PLATFORMS INC	CL A	$4.0M	0.9%Prev: 1.1%	6,048 SH	Decreased-133 SH
MICRON TECHNOLOGY INC	COM	$2.2M	0.5%Prev: 0.3%	7,721 SH	Increased-507 SH
MICROSOFT CORP	COM	$6.0M	1.4%Prev: 1.6%	12,476 SH	Decreased-265 SH
MONSTER BEVERAGE CORP NEW	COM	$864K	0.2%Prev: 0.2%	11,274 SH	Increased+730 SH
MOODYS CORP	COM	$6.2M	1.5%Prev: 1.4%	12,155 SH	Increased+169 SH
NETFLIX INC	COM	$343K	0.1%Prev: 0.1%	3,655 SH	Decreased+3,314 SH
NIAGEN BIOSCIENCE INC	COM NEW	$133K	0.0%Prev: 0.0%	20,950 SH	Decreased
NIKE INC	CL B	$1.1M	0.3%Prev: 0.2%	17,638 SH	Increased+7,461 SH
NORFOLK SOUTHN CORP	COM	$3.2M	0.8%Prev: 0.8%	10,983 SH	Increased+505 SH
NORTHERN OIL &GAS INC	COM	$425K	0.1%Prev: 0.3%	19,777 SH	Decreased-22,352 SH
NORTHROP GRUMMAN CORP	COM	$2.9M	0.7%Prev: 0.7%	5,043 SH	Decreased+318 SH
NVIDIA CORPORATION	COM	$15.1M	3.6%Prev: 3.7%	80,852 SH	Decreased-305 SH
NXP SEMICONDUCTORS N V	COM	$973K	0.2%Prev: 0.4%	4,484 SH	Decreased-2,589 SH
OGE ENERGY CORP	COM	$1.0M	0.2%Prev: 0.3%	24,365 SH	Decreased-701 SH
OKLO INC	COM CL A	$356K	0.1%	4,962 SH	New
OMEGA HEALTHCARE INVS INC	COM	$1.9M	0.5%Prev: 0.4%	43,931 SH	Increased+2,413 SH
ORACLE CORP	COM	$4.5M	1.1%Prev: 1.6%	23,026 SH	Decreased-142 SH
OSHKOSH CORP	COM	$3.9M	0.9%Prev: 0.9%	31,289 SH	Increased+1,994 SH
PALANTIR TECHNOLOGIES INC	CL A	$2.0M	0.5%Prev: 0.6%	11,390 SH	Decreased-1,172 SH
PAYCHEX INC	COM	$2.5M	0.6%Prev: 0.6%	22,554 SH	Increased+3,335 SH
PAYPAL HLDGS INC	COM	$518K	0.1%Prev: 0.2%	8,869 SH	Decreased-1,289 SH
PEMBINA PIPELINE CORP	COM	$898K	0.2%Prev: 0.2%	23,598 SH	Increased+6,741 SH
PEPSICO INC	COM	$451K	0.1%Prev: 0.1%	3,139 SH	Decreased-227 SH
PERMIAN RESOURCES CORP	CLASS A COM	$431K	0.1%Prev: 0.2%	30,701 SH	Decreased-40,714 SH
PROCTER AND GAMBLE CO	COM	$390K	0.1%Prev: 0.1%	2,721 SH	Decreased-143 SH
PROLOGIS INC.	COM	$627K	0.1%Prev: 0.1%	4,911 SH	Increased+595 SH
PROVIDENT FINL SVCS INC	COM	$414K	0.1%Prev: 0.1%	20,978 SH	Increased+5,840 SH
PUBLIC STORAGE OPER CO	COM	$1.4M	0.3%Prev: 0.5%	5,546 SH	Decreased-1,483 SH
RENAISSANCERE HLDGS LTD	COM	$918K	0.2%Prev: 0.2%	3,265 SH	Increased+121 SH
ROYAL BK CDA	COM	$2.7M	0.6%Prev: 0.5%	16,000 SH	Increased+1,326 SH
RTX CORPORATION	COM	$6.3M	1.5%Prev: 1.3%	34,428 SH	Increased+2,135 SH
SALESFORCE INC	COM	$2.5M	0.6%Prev: 0.8%	9,546 SH	Decreased-4,120 SH
SELECT SECTOR SPDR TR	STATE STREET HEA	$3.3M	0.8%	21,445 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$3.3M	0.8%	23,039 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$2.3M	0.5%Prev: 0.5%	14,127 SH	Increased+1,429 SH
SOFI TECHNOLOGIES INC	COM	$2.0M	0.5%Prev: 0.5%	78,102 SH	Increased+1,995 SH
SPDR GOLD TR	GOLD SHS	$3.5M	0.8%Prev: 0.8%	8,904 SH	Increased-466 SH
SPDR S&P 500 ETF TR	TR UNIT	$45.3M	10.7%Prev: 10.3%	66,446 SH	Increased+3,078 SH
SYMBOTIC INC	CLASS A COM	$281K	0.1%Prev: 0.1%	4,729 SH	Increased+525 SH
SYNOPSYS INC	COM	$826K	0.2%Prev: 0.2%	1,759 SH	Decreased+50 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.4M	0.3%Prev: 0.3%	4,612 SH	Increased+575 SH
TC ENERGY CORP	COM	$756K	0.2%Prev: 0.2%	13,735 SH	Increased+439 SH
TELEDYNE TECHNOLOGIES INC	COM	$245K	0.1%	479 SH	New
TERADYNE INC	COM	$2.0M	0.5%Prev: 0.3%	10,311 SH	Increased+2,486 SH
TESLA INC	COM	$1.7M	0.4%Prev: 0.2%	3,750 SH	Increased+2,125 SH
THERMO FISHER SCIENTIFIC INC	COM	$468K	0.1%Prev: 0.1%	808 SH	Increased+15 SH
TORM PLC	SHS CL A	$1.8M	0.4%Prev: 0.3%	91,010 SH	Increased+35,612 SH
UNION PAC CORP	COM	$3.5M	0.8%Prev: 0.8%	15,085 SH	Increased+1,024 SH
USCF ETF TR	SUMMERHAVEN K1	$3.0M	0.7%Prev: 0.4%	134,433 SH	Increased+63,741 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$261K	0.1%Prev: 0.1%	829 SH	Decreased-66 SH
VANGUARD INDEX FDS	MID CAP ETF	$311K	0.1%Prev: 0.1%	1,071 SH	Decreased+6 SH
VERTEX PHARMACEUTICALS INC	COM	$1.6M	0.4%Prev: 0.3%	3,524 SH	Increased+28 SH
VISA INC	COM CL A	$4.3M	1.0%Prev: 1.0%	12,302 SH	Increased+527 SH
WASTE MGMT INC DEL	COM	$3.4M	0.8%Prev: 0.8%	15,390 SH	Increased+92 SH
WEC ENERGY GROUP INC	COM	$259K	0.1%Prev: 0.1%	2,457 SH	Decreased
WHITE MTNS INS GROUP LTD	COM	$806K	0.2%Prev: 0.3%	388 SH	Decreased-234 SH
XCEL ENERGY INC	COM	$1.0M	0.2%Prev: 0.3%	13,566 SH	Decreased+699 SH
ZEBRA TECHNOLOGIES CORPORATI	CL A	$580K	0.1%Prev: 0.2%	2,390 SH	Decreased+6 SH

Sold (vs prior filing)

CHIPOTLE MEXICAN GRILL INC — $387K
DIMENSIONAL ETF TRUST — $350K
EVERSOURCE ENERGY — $401K
INTERNATIONAL SEAWAYS INC — $303K
ISHARES TR — $5.3M
ISHARES TR — $3.2M
ISHARES TR — $16.6M
ISHARES TR — $3.1M
MERCADOLIBRE INC — $203K
OCCIDENTAL PETE CORP — $263K
PNC FINL SVCS GROUP INC — $691K
PRICE T ROWE GROUP INC — $770K
SELECT SECTOR SPDR TR — $3.1M
SELECT SECTOR SPDR TR — $3.2M
SPDR SERIES TRUST — $3.5M
TEXAS INSTRS INC — $485K
UNIVERSAL HEALTH RLTY INCOME — $493K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 6, 2026	Q4 2025	13F-HR	0001104659-26-011339	$422.2M	View
Nov 4, 2025	Q3 2025	13F-HR	0001104659-25-106059	$409.9M	View
Aug 5, 2026	Q2 2026