Midwest Professional Planners, LTD.

CIK

1730575

Location

WAUSAU, WI

Portfolio Value

Small $300,405,187

Diversification

Diversified

Filing Date

Global Rank

#3,402 / 8,603 ▲ 44 · as of Mar 2026

Top Industry

Semiconductors 17.8%

3Y Alpha vs SPY

+1.4%

Period ended 3 months ago

Filed May 5, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+81.9%

SPY

+76.0%

Annualised alpha

+1.4%

Max drawdown

−20.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

106 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.7%

+0.0 pts

Top 5

28.7%

−1.1 pts

Top 10

39.7%

−0.7 pts

HHI

352

Diversified−6

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.7%	$95,095,849	29
Financial Services	17.5%	$52,598,355	20
Unclassified	16.9%	$50,666,731	3
Industrials	15.0%	$45,009,192	12
Healthcare	4.8%	$14,419,253	9
Energy	3.9%	$11,745,950	9
Real Estate	2.9%	$8,665,462	7
Consumer Defensive	2.5%	$7,389,029	4
Communication Services	1.9%	$5,645,557	4
Utilities	1.7%	$4,983,935	6
Consumer Cyclical	1.4%	$4,185,874	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
D	Dominion Energy, Inc	+16,078	20,694	$1,279,303
IBKR	Interactive Brokers Group, Inc.	+15,440	19,798	$1,327,851
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+10,286	14,898	$5,034,779
ARCC	Ares Capital Corp	+6,774	69,047	$1,244,226
TER	Teradyne, Inc	+5,035	15,346	$4,549,475
PLD	Prologis, Inc.	+3,664	8,575	$1,133,443
TRP	Tc Energy Corp	+2,576	16,311	$1,021,068
MAIN	Main Street Capital CORP	+2,459	54,385	$2,880,229
PFS	Provident Financial Services Inc	+1,583	22,561	$477,390
SPY	Spdr S&P 500 ETF Trust	+1,404	67,850	$44,125,569
OHI	Omega Healthcare Investors Inc	+1,297	45,228	$1,981,890
JPM	Jpmorgan Chase & Co	+878	25,848	$7,603,447
ASML	Asml Holding NV	+827	1,319	$1,742,174
EW	Edwards Lifesciences Corp	+588	29,579	$2,368,686
TRMD	TORM plc	+495	91,505	$2,552,989
SHOP	Shopify Inc.	+461	14,588	$1,730,428
PBA	Pembina Pipeline Corp	+410	24,008	$1,074,598
KLAC	Kla Corp	+408	1,022	$150,480
EPR	Epr Properties	+344	37,532	$1,875,098
QQQ	Invesco Qqq Trust, Series 1	+326	5,773	$3,332,060
AMD	Advanced Micro Devices Inc	+316	25,736	$5,235,474
MFC	Manulife Financial Corp	+305	27,702	$954,056
RY	Royal Bank Of Canada	+279	16,279	$2,633,616
ARM	Arm Holdings PLC /Uk	+276	15,009	$2,270,561
NKE	NIKE, Inc.	+266	17,904	$945,689
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
LRCX	Lam Research Corp	−15,868	38,722	$8,273,342
SOFI	SoFi Technologies, Inc.	−10,437	67,665	$1,074,520
ABBV	AbbVie Inc.	−6,699	10,897	$2,369,988
PLTR	Palantir Technologies Inc.	−5,235	6,155	$900,353
AVGO	Broadcom Inc.	−3,311	38,335	$11,865,065
AAPL	Apple Inc.	−3,095	13,369	$3,392,918
WM	Waste Management Inc	−2,450	12,940	$2,973,482
ABT	Abbott Laboratories	−1,916	14,281	$1,466,230
NVDA	Nvidia Corp	−1,705	79,147	$13,803,236
GLD	Spdr Gold Trust	−1,446	7,458	$3,209,102
AMAT	Applied Materials Inc /De	−1,237	24,230	$8,281,571
BSX	Boston Scientific Corp	−727	40,601	$2,547,712
AMZN	Amazon Com Inc	−630	9,230	$1,922,332
COST	Costco Wholesale Corp /New	−609	5,695	$5,674,668
COF	Capital One Financial Corp	−607	29,479	$5,377,853
OGE	Oge Energy Corp.	−573	23,792	$1,141,064
CSCO	Cisco Systems, Inc.	−440	23,446	$1,819,175
HPE	Hewlett Packard Enterprise Co	−289	91,908	$2,188,329
CMI	Cummins Inc	−270	12,257	$6,594,511
ADI	Analog Devices Inc	−263	8,773	$2,791,042
ORCL	Oracle Corp	−224	22,802	$3,354,402
CRM	Salesforce, Inc.	−206	9,340	$1,743,497
TSLA	Tesla, Inc.	−205	3,545	$1,317,853
AMT	American Tower Corp /Ma/	−200	7,595	$1,310,745
ABR	Arbor Realty Trust Inc	−198	39,577	$305,138
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
NIC	Nicolet Bankshares Inc	3,810	$566,242
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
DELL	Dell Technologies Inc.	5,773	$726,705
GPC	Genuine Parts Co	5,221	$641,974
MANH	Manhattan Associates Inc	3,036	$526,169
PYPL	PayPal Holdings, Inc.	8,869	$517,772
TMO	Thermo Fisher Scientific Inc.	808	$468,195
CNI	Canadian National Railway Co	2,039	$201,555
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

106 positions · $300,405,187 total · as of Mar 31, 2026

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

Showing 1–50 of 106 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	67,850	+1,404	$44,125,569	−2.6%	14.69%
NVDA	Nvidia Corp Technology	Reduced	79,147	-1,705	$13,803,236	−8.5%	4.59%
AVGO	Broadcom Inc. Technology	Reduced	38,335	-3,311	$11,865,065	−17.7%	3.95%
AMAT	Applied Materials Inc /De Technology	Reduced	24,230	-1,237	$8,281,571	+26.5%	2.76%
LRCX	Lam Research Corp Technology	Reduced	38,722	-15,868	$8,273,342	−11.5%	2.75%
JPM	Jpmorgan Chase & Co Financial Services	Added	25,848	+878	$7,603,447	−5.5%	2.53%
RTX	RTX Corp Industrials	Added	34,462	+34	$6,647,719	+5.3%	2.21%
CMI	Cummins Inc Industrials	Reduced	12,257	-270	$6,594,511	+3.1%	2.20%
ETN	Eaton Corp plc Industrials	Reduced	17,365	-67	$6,210,939	+11.9%	2.07%
LMT	Lockheed Martin Corp Industrials	Reduced	9,775	-75	$5,907,912	+24.0%	1.97%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	5,695	-609	$5,674,668	+4.4%	1.89%
GS	Goldman Sachs Group Inc Financial Services	Added	6,579	+95	$5,565,768	−2.3%	1.85%
COF	Capital One Financial Corp Financial Services	Reduced	29,479	-607	$5,377,853	−26.2%	1.79%
MCO	Moodys Corp /De/ Financial Services	Added	12,176	+21	$5,311,780	−14.5%	1.77%
AMD	Advanced Micro Devices Inc Technology	Added	25,736	+316	$5,235,474	−3.8%	1.74%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	14,898	+10,286	$5,034,779	+259.2%	1.68%
OSK	Oshkosh Corp Industrials	Added	31,344	+55	$4,614,150	+17.4%	1.54%
MSFT	Microsoft Corp Technology	Reduced	12,360	-116	$4,575,301	−24.2%	1.52%
TER	Teradyne, Inc Technology	Added	15,346	+5,035	$4,549,475	+128.0%	1.51%
AXP	American Express Co Financial Services	Added	13,217	+122	$3,997,878	−17.5%	1.33%
V	Visa Inc. Financial Services	Added	12,500	+198	$3,778,000	−12.4%	1.26%
UNP	Union Pacific Corp Industrials	Reduced	15,079	-6	$3,658,466	+4.8%	1.22%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	5,012	-31	$3,419,386	+18.9%	1.14%
AAPL	Apple Inc. Technology	Reduced	13,369	-3,095	$3,392,918	−24.2%	1.13%
META	Meta Platforms, Inc. Communication Services	Reduced	5,888	-160	$3,368,701	−15.6%	1.12%
ORCL	Oracle Corp Technology	Reduced	22,802	-224	$3,354,402	−25.3%	1.12%
QQQ	Invesco Qqq Trust, Series 1	Added	5,773	+326	$3,332,060	−0.4%	1.11%
MA	Mastercard Inc Financial Services	Added	6,451	+5	$3,223,306	−12.4%	1.07%
GLD	Spdr Gold Trust	Reduced	7,458	-1,446	$3,209,102	−9.1%	1.07%
NSC	Norfolk Southern Corp Industrials	Added	11,082	+99	$3,180,534	+0.3%	1.06%
WM	Waste Management Inc Industrials	Reduced	12,940	-2,450	$2,973,482	−12.1%	0.99%
MAIN	Main Street Capital CORP Financial Services	Added	54,385	+2,459	$2,880,229	−8.2%	0.96%
ADI	Analog Devices Inc Technology	Reduced	8,773	-263	$2,791,042	+13.9%	0.93%
RY	Royal Bank Of Canada Financial Services	Added	16,279	+279	$2,633,616	−3.5%	0.88%
LNG	Cheniere Energy, Inc. Energy	Reduced	9,143	-21	$2,594,417	+45.6%	0.86%
MU	Micron Technology Inc Technology	Reduced	7,562	-159	$2,554,746	+15.9%	0.85%
TRMD	TORM plc Energy	Added	91,505	+495	$2,552,989	+43.3%	0.85%
BSX	Boston Scientific Corp Healthcare	Reduced	40,601	-727	$2,547,712	−35.3%	0.85%
BLK	BlackRock, Inc. Financial Services	Reduced	2,569	-48	$2,470,632	−11.8%	0.82%
ABBV	AbbVie Inc. Healthcare	Reduced	10,897	-6,699	$2,369,988	−41.1%	0.79%
EW	Edwards Lifesciences Corp Healthcare	Added	29,579	+588	$2,368,686	−4.2%	0.79%
AMGN	Amgen Inc Healthcare	Reduced	6,677	-3	$2,349,302	+7.4%	0.78%
ANET	Arista Networks, Inc. Technology	Added	18,545	+81	$2,276,955	−5.9%	0.76%
ARM	Arm Holdings PLC /Uk Technology	Added	15,009	+276	$2,270,561	+41.0%	0.76%
HPE	Hewlett Packard Enterprise Co Technology	Reduced	91,908	-289	$2,188,329	−1.2%	0.73%
PAYX	Paychex Inc Technology	Added	22,585	+31	$2,080,530	−17.8%	0.69%
OHI	Omega Healthcare Investors Inc Real Estate	Added	45,228	+1,297	$1,981,890	+1.7%	0.66%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,230	-630	$1,922,332	−15.5%	0.64%
FCNCA	First Citizens Bancshares Inc /De/ Financial Services	Added	1,011	+42	$1,905,391	−8.4%	0.63%
EPR	Epr Properties Real Estate	Added	37,532	+344	$1,875,098	+1.0%	0.62%