Midwest Professional Planners, LTD.

Registered adviser

CIK

1730575

Location

WAUSAU, WI

Portfolio Value

Small $510,299,714

Diversification

Diversified

Filing Date

Global Rank

#3,662 / 8,807 ▲ 474

Top Industry

Semiconductors 22.7%

Period ended 4 months ago

Filed Aug 5, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 112995

Roster of Oct 1, 2026

Regulatory AUM

$649,341,666

Main clients

Individuals and high net worth (96% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$649,341,666	Individuals and high net worth (96%)
Apr 2025 to Mar 2026	$554,338,160	Individuals and high net worth (97%)
Mar 2024 to Mar 2025	$431,813,937	Individuals and high net worth (96%)
May 2023 to Feb 2024	$382,595,317	Individuals and high net worth (97%)
Apr 2023	$382,595,317	Individuals and high net worth (97%)
Mar 2022 to Mar 2023	$408,048,029	Individuals and high net worth (97%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 50.6%, 17.5 effective positions, active share 72.6% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

22.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 18.7 quarters (12+), a floor since 44.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 72.6%; sector active share 27.6% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

131 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.0%

+5.9 pts

Top 5

39.2%

+12.9 pts

Top 10

50.6%

+13.8 pts

HHI

570

Diversified+273

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	36.9%	$188,067,592	32
Technology	29.6%	$150,976,769	29
Financial Services	11.8%	$60,098,289	19
Industrials	10.0%	$50,792,447	13
Energy	2.7%	$13,958,993	8
Healthcare	2.4%	$12,225,005	7
Real Estate	1.7%	$8,848,515	4
Communication Services	1.7%	$8,507,092	6
Consumer Defensive	1.4%	$7,095,484	5
Utilities	1.1%	$5,791,128	6
Consumer Cyclical	0.8%	$3,938,400	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IJH	iShares Core S&P Mid-Cap ETF	+52,821	137,108	$10,572,397
IBTH	iShares iBonds Dec 2027 Term Treasury ETF	+48,361	313,050	$7,002,928
IBTI	iShares iBonds Dec 2028 Term Treasury ETF	+37,073	155,906	$3,451,758
IBTG	iShares iBonds Dec 2026 Term Treasury ETF	+28,893	393,713	$9,012,090
PBA	Pembina Pipeline Corp	+24,611	48,619	$2,248,628
IBTJ	iShares iBonds Dec 2029 Term Treasury ETF	+18,927	76,724	$1,661,074
PFS	Provident Financial Services Inc	+17,333	39,894	$943,094
SDCI	USCF ETF Trust	+16,756	167,272	$4,422,671
EPR	Epr Properties	+15,793	53,325	$3,093,383
IBTK	iShares iBonds Dec 2030 Term Treasury ETF	+14,662	25,562	$499,481
TRP	Tc Energy Corp	+14,643	30,954	$2,051,940
DAC	Danaos Corp	+11,670	16,855	$2,062,546
KLAC	Kla Corp	+10,425	11,447	$3,453,674
ARCC	Ares Capital Corp	+7,570	76,617	$1,419,713
AGG	iShares Core U.S. Aggregate Bond ETF	+4,784	68,382	$6,768,450
QLTA	iShares Aaa - A Rated Corporate Bond ETF	+4,712	83,588	$3,972,101
NXPI	NXP Semiconductors N.V.	+4,632	9,239	$2,596,436
SPY	Spdr S&P 500 ETF Trust	+4,610	72,460	$54,110,954
IEI	iShares 3-7 Year Treasury Bond ETF	+4,419	71,494	$8,396,970
JEPI	JPMorgan Equity Premium Income ETF	+4,028	35,967	$2,031,416
MLPX	Global X MLP and Energy Infrastructure ETF	+3,813	32,777	$2,414,353
PR	Permian Resources Corp	+3,515	34,024	$626,381
VO	VANGUARD MID-CAP INDEX FUND	+3,030	4,082	$328,886
MFC	Manulife Financial Corp	+2,945	30,647	$1,241,509
IBKR	Interactive Brokers Group, Inc.	+2,874	22,672	$1,973,370
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SHV	iShares 0-1 Year Treasury Bond ETF	−41,505	113,969	$12,576,479
EFA	iShares MSCI EAFE ETF	−31,993	66,600	$6,918,408
BSX	Boston Scientific Corp	−22,774	17,827	$760,856
PAYX	Paychex Inc	−16,570	6,015	$591,454
CRM	Salesforce, Inc.	−6,390	2,950	$462,147
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−5,267	19,688	$3,750,957
EMXC	iShares MSCI Emerging Markets ex China ETF	−4,574	53,324	$5,455,045
TRMD	TORM plc	−4,223	87,282	$2,274,568
COF	Capital One Financial Corp	−3,234	26,245	$5,265,271
EEM	iShares MSCI Emerging Markets ETF	−3,145	92,315	$6,315,269
AVGO	Broadcom Inc.	−3,044	35,291	$13,331,175
LRCX	Lam Research Corp	−1,398	37,324	$16,173,608
JPM	Jpmorgan Chase & Co	−1,315	24,533	$8,030,386
CWB	State Street(R) SPDR(R) Bloomberg Convertible Securities ETF	−1,273	37,666	$4,061,148
AMAT	Applied Materials Inc /De	−1,195	23,035	$16,654,305
—		−953	17,915	$3,962,798
MSFT	Microsoft Corp	−655	11,705	$4,366,199
CSCO	Cisco Systems, Inc.	−652	22,794	$2,677,383
IWO	iShares Russell 2000 Growth ETF	−550	9,990	$3,935,660
OKLO	Oklo Inc.	−530	4,517	$236,374
QQQ	Invesco Qqq Trust, Series 1	−478	5,295	$3,899,238
WM	Waste Management Inc	−426	12,514	$2,789,120
META	Meta Platforms, Inc.	−213	5,675	$3,196,670
NVDA	Nvidia Corp	−162	78,985	$15,804,108
SOFI	SoFi Technologies, Inc.	−153	67,512	$1,210,490
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
IWS	iShares Russell Mid-Cap Value ETF	23,809	$3,918,961
IWD	iShares Russell 1000 Value ETF	15,915	$3,858,273
NBIS	Nebius Group N.V.	1,698	$468,936
CRDO	Credo Technology Group Holding Ltd	1,664	$452,524
CAT	Caterpillar Inc	251	$267,289
MKC	Mccormick & Co Inc	4,775	$240,755
NTES	NetEase, Inc.	1,642	$210,405
QCOM	Qualcomm Inc/De	1,085	$200,497
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
GLD	Spdr Gold Trust	7,458	$3,209,102
ABT	Abbott Laboratories	14,281	$1,466,230
AMT	American Tower Corp /Ma/	7,595	$1,310,745
—		6,101	$1,243,810
NKE	NIKE, Inc.	17,904	$945,689
SNPS	Synopsys Inc	1,776	$704,148
EOG	Eog Resources Inc	4,320	$624,542
BXP	BXP, Inc.	11,366	$589,895
NOG	Northern Oil & Gas, Inc.	19,822	$579,397
NIC	Nicolet Bankshares Inc	3,810	$566,242
ZBRA	Zebra Technologies Corp	2,354	$492,174
PEP	Pepsico Inc	3,141	$487,765
ABR	Arbor Realty Trust Inc	39,577	$305,138
IGE	iShares North American Natural Resources ETF	57,384	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

131 tracked positions · $510,299,714 total · filing declares 131 positions · $510,299,229 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 131 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	72,460	+4,610	$54,110,954	+22.6%	26+	before history	10.60%
AMAT	Applied Materials Inc /De Technology	Reduced	23,035	-1,195	$16,654,305	+101.1%	26+	before history	3.26%
LRCX	Lam Research Corp Technology	Reduced	37,324	-1,398	$16,173,608	+95.5%	26+	before history	3.17%
NVDA	Nvidia Corp Technology	Reduced	78,985	-162	$15,804,108	+14.5%	26+	before history	3.10%
AMD	Advanced Micro Devices Inc Technology	Added	26,424	+688	$15,349,965	+193.2%	18	$171.39	3.01%
AVGO	Broadcom Inc. Technology	Reduced	35,291	-3,044	$13,331,175	+12.4%	26+	before history	2.61%
SHV	iShares 0-1 Year Treasury Bond ETF	Reduced	113,969	-41,505	$12,576,479	—	21	unpriced	2.46%
IJH	iShares Core S&P Mid-Cap ETF	Added	137,108	+52,821	$10,572,397	—	14	unpriced	2.07%
CMI	Cummins Inc Industrials	Added	12,700	+443	$9,057,767	+37.4%	21	$289.11	1.77%
IBTG	iShares iBonds Dec 2026 Term Treasury ETF	Added	393,713	+28,893	$9,012,090	—	10	unpriced	1.77%
MU	Micron Technology Inc Technology	Reduced	7,516	-46	$8,675,643	+239.6%	21	$83.77	1.70%
IEI	iShares 3-7 Year Treasury Bond ETF	Added	71,494	+4,419	$8,396,970	—	21	unpriced	1.65%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	24,533	-1,315	$8,030,386	+5.6%	26+	before history	1.57%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	16,445	+1,547	$7,853,638	+56.0%	6	$311.82	1.54%
TER	Teradyne, Inc Technology	Added	15,671	+325	$7,582,256	+66.7%	7	$180.76	1.49%
ETN	Eaton Corp plc Industrials	Reduced	17,273	-92	$7,360,370	+18.5%	26+	before history	1.44%
IBTH	iShares iBonds Dec 2027 Term Treasury ETF	Added	313,050	+48,361	$7,002,928	—	9	unpriced	1.37%
EFA	iShares MSCI EAFE ETF	Reduced	66,600	-31,993	$6,918,408	—	26+	before history	1.36%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	68,382	+4,784	$6,768,450	—	26+	before history	1.33%
GS	Goldman Sachs Group Inc Financial Services	Added	6,662	+83	$6,737,746	+21.1%	14	$469.72	1.32%
RTX	RTX Corp Industrials	Added	35,048	+586	$6,649,657	+0.0%	10	$121.63	1.30%
IWV	iShares Russell 3000 ETF	Added	15,165	+105	$6,466,356	—	26+	before history	1.27%
EEM	iShares MSCI Emerging Markets ETF	Reduced	92,315	-3,145	$6,315,269	+16.5%	14	$43.71	1.24%
MCO	Moodys Corp /De/ Financial Services	Added	12,186	+10	$5,519,283	+3.9%	26+	before history	1.08%
ARM	Arm Holdings PLC /Uk Technology	Added	15,419	+410	$5,467,114	+140.8%	11	$92.50	1.07%
EMXC	iShares MSCI Emerging Markets ex China ETF	Reduced	53,324	-4,574	$5,455,045	+19.8%	17	$55.47	1.07%
COF	Capital One Financial Corp Financial Services	Reduced	26,245	-3,234	$5,265,271	−2.1%	26+	before history	1.03%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	5,604	-91	$5,242,373	−7.6%	21	$508.95	1.03%
OSK	Oshkosh Corp Industrials	Added	33,084	+1,740	$5,077,732	+10.0%	26+	before history	1.00%
LMT	Lockheed Martin Corp Industrials	Reduced	9,773	-2	$4,978,952	−15.7%	26+	before history	0.98%
UNP	Union Pacific Corp Industrials	Added	17,407	+2,328	$4,734,704	+29.4%	26+	before history	0.93%
AXP	American Express Co Financial Services	Added	13,655	+438	$4,618,803	+15.5%	21	$221.71	0.91%
V	Visa Inc. Financial Services	Added	13,142	+642	$4,508,888	+19.3%	26+	before history	0.88%
SDCI	USCF ETF Trust	Added	167,272	+16,756	$4,422,671	+7.9%	4	$23.30	0.87%
MSFT	Microsoft Corp Technology	Reduced	11,705	-655	$4,366,199	−4.6%	21	$322.14	0.86%
HPE	Hewlett Packard Enterprise Co Technology	Added	92,854	+946	$4,188,643	+91.4%	26+	before history	0.82%
ASML	Asml Holding NV Technology	Added	2,051	+732	$4,080,341	+134.2%	3	$1,370.87	0.80%
CWB	State Street(R) SPDR(R) Bloomberg Convertible Securities ETF	Reduced	37,666	-1,273	$4,061,148	+14.0%	2	$93.36	0.80%
QLTA	iShares Aaa - A Rated Corporate Bond ETF	Added	83,588	+4,712	$3,972,101	—	5	unpriced	0.78%
		Reduced	17,915	-953	$3,962,798	+10.8%	2	$193.57	0.78%
IWO	iShares Russell 2000 Growth ETF	Reduced	9,990	-550	$3,935,660	—	3	unpriced	0.77%
IWS	iShares Russell Mid-Cap Value ETF	NEW	23,809	NEW	$3,918,961	NEW	1	unpriced	0.77%
QQQ	Invesco Qqq Trust, Series 1	Reduced	5,295	-478	$3,899,238	+17.0%	9	$462.57	0.76%
AAPL	Apple Inc. Technology	Added	13,457	+88	$3,893,917	+14.8%	26+	before history	0.76%
IWD	iShares Russell 1000 Value ETF	NEW	15,915	NEW	$3,858,273	NEW	1	unpriced	0.76%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	19,688	-5,267	$3,750,957	+13.1%	4	unpriced	0.74%
NSC	Norfolk Southern Corp Industrials	Added	11,639	+557	$3,661,513	+15.1%	26+	before history	0.72%
RY	Royal Bank Of Canada Financial Services	Added	17,384	+1,105	$3,597,966	+36.6%	21	$119.38	0.71%
GOOG	Alphabet Inc. Communication Services	Added	9,875	+268	$3,489,133	+26.6%	21	unpriced	0.68%
KLAC	Kla Corp Technology	Added	11,447	+10,425	$3,453,674	+129.5%	6	unpriced	0.68%

Showing the top 50 of 131 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.