Institutional Manager · CIK 0001730575
Midwest Professional Planners, LTD.
Wausau, WI · File #028-18384
Latest AUM
$422.2M
Positions
142
Top-10 Concentration
43.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025142 pos · $422.2M
- 13F HOLDINGS REPORTQ/E Sep 2025148 pos · $409.9M
- 13F HOLDINGS REPORTQ/E Jun 2025149 pos · $379.8M
- 13F HOLDINGS REPORTQ/E Mar 2025155 pos · $321.3M
- 13F HOLDINGS REPORTQ/E Dec 2024152 pos · $334.9M
- 13F HOLDINGS REPORTQ/E Sep 2024154 pos · $327.1M
- 13F HOLDINGS REPORTQ/E Jun 2024147 pos · $299.2M
- 13F HOLDINGS REPORTQ/E Mar 2024147 pos · $285.1M
- 13F HOLDINGS REPORTQ/E Dec 2023125 pos · $222.4M
- 13F HOLDINGS REPORTQ/E Sep 2023124 pos · $228.3M
- 13F HOLDINGS REPORTQ/E Jun 2023121 pos · $204.4M
- 13F HOLDINGS REPORTQ/E Mar 2023123 pos · $180.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 66,446 | $45.3M | 14.47% |
| 2 | ISHARES TR | 464288679 | 141,726 | $15.6M | 4.98% |
| 3 | NVIDIA CORPORATION | NVDA | 80,852 | $15.1M | 4.82% |
| 4 | BROADCOM INC | AVGO | 41,646 | $14.4M | 4.60% |
| 5 | LAM RESEARCH CORP | LRCX | 54,590 | $9.3M | 2.98% |
| 6 | JPMORGAN CHASE &CO. | VYLD | 24,970 | $8.0M | 2.57% |
| 7 | ISHARES TR | 464288661 | 63,821 | $7.6M | 2.43% |
| 8 | ISHARES TR | 46436E858 | 323,594 | $7.4M | 2.36% |
| 9 | CAPITAL ONE FINL CORP | 14040H105 | 30,086 | $7.3M | 2.33% |
| 10 | APPLIED MATLS INC | 038222105 | 25,467 | $6.5M | 2.09% |
| 11 | CUMMINS INC | CMI | 12,527 | $6.4M | 2.04% |
| 12 | RTX CORPORATION | RTX | 34,428 | $6.3M | 2.02% |
| 13 | MOODYS CORP | MCO | 12,155 | $6.2M | 1.98% |
| 14 | ISHARES TR | 464287226 | 60,878 | $6.1M | 1.94% |
| 15 | MICROSOFT CORP | MSFT | 12,476 | $6.0M | 1.93% |
| 16 | ISHARES TR | 464287465 | 62,406 | $6.0M | 1.91% |
| 17 | GOLDMAN SACHS GROUP INC | GSCE | 6,484 | $5.7M | 1.82% |
| 18 | ISHARES TR | 464287689 | 14,722 | $5.7M | 1.82% |
| 19 | EATON CORP PLC | ETN | 17,432 | $5.6M | 1.77% |
| 20 | ADVANCED MICRO DEVICES INC | AMD | 25,420 | $5.4M | 1.74% |