Midwest Professional Planners, LTD.

CIK

1730575

Location

WAUSAU, WI

Portfolio Value

Micro $7,389,029

Diversification

Diversified

Filing Date

Global Rank

#3,091 / 8,232 ▲ 133

Top Industry

Semiconductors 17.6%

3Y Alpha vs SPY

+1.1%

Period ended 3 months ago

Filed May 5, 2026 · 41d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+79.2%

SPY

+74.2%

Annualised alpha

+1.2%

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

14.6%

−0.0 pts

Top 5

28.5%

−1.2 pts

Top 10

39.3%

−0.9 pts

HHI

346

Diversified−9

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.8%	$96,450,172	29
Financial Services	17.1%	$51,730,556	19
Unclassified	16.7%	$50,666,731	3
Industrials	14.8%	$45,009,192	12
Healthcare	4.8%	$14,419,253	9
Energy	4.7%	$14,106,090	10
Real Estate	2.9%	$8,665,462	7
Consumer Defensive	2.4%	$7,389,029	4
Communication Services	1.9%	$5,645,557	4
Utilities	1.6%	$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	$1,504,803
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

4 positions · $7,389,029 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	5,695	-609	$5,674,668	+4.4%	76.80%
MNST	Monster Beverage Corp Consumer Defensive	Added	11,488	+214	$832,420	−3.7%	11.27%
PEP	Pepsico Inc Consumer Defensive	Added	3,141	+2	$487,765	+8.3%	6.60%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,729	+8	$394,176	+1.1%	5.33%