Midwest Professional Planners
WAUSAU, WIfiles as Midwest Professional Planners, LTD.
$510m in 131 US stocks at the end of 30 June 2026. The top 10 are 33.8% of the money. It changed about 13.4% of the portfolio this quarter.
Value
$510m
Stocks
131
Top 10 share
33.8%
Turnover
13.4%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares TRIWS0.8% of the fund
- Ishares TRIWD0.8% of the fund
- Nebius GroupNBIS<0.1% of the fund
- Credo Technology Group HoldingCRDO<0.1% of the fund
- CaterpillarCAT<0.1% of the fund
- McCormickMKC<0.1% of the fund
- Netease.comNTES<0.1% of the fund
- QualcommQCOM<0.1% of the fund
Added
Bought more of a stock they already held.
- State STR Spdr S&P 500 ETF TSPY10.6% of the fund+7%
- Advanced Micro DevicesAMD3.0% of the fund+3%
- Ishares TRIJH2.1% of the fund+63%
- CumminsCMI1.8% of the fund+4%
- Ishares TRIBTG1.8% of the fund+8%
- Ishares TRIEI1.6% of the fund+7%
- Taiwan Semiconductor ManufacturingTSM1.5% of the fund+10%
- TeradyneTER1.5% of the fund+2%
- Ishares TRIBTH1.4% of the fund+18%
- Ishares TRAGG1.3% of the fund+8%
- ARM HoldingsARM1.1% of the fund+3%
- OshkoshOSK1.0% of the fund+6%
- Union PacificUNP0.9% of the fund+15%
- American ExpressAXP0.9% of the fund+3%
- VisaV0.9% of the fund+5%
- Uscf ETF TRSDCI0.9% of the fund+11%
- ASML Holding NVASML0.8% of the fund+56%
- Ishares TRQLTA0.8% of the fund+6%
- Norfolk SouthernNSC0.7% of the fund+5%
- Royal Bank of CanadaRY0.7% of the fund+7%
- AlphabetGOOG0.7% of the fund+3%
- KLAKLAC0.7% of the fund+12%
- Ishares TRIBTI0.7% of the fund+31%
- Arista NetworksANET0.6% of the fund+3%
- EPR PropertiesEPR0.6% of the fund+42%
Cut
Sold some of their stake.
- Applied MaterialsAMAT3.3% of the fund-5%
- Lam ResearchLRCX3.2% of the fund-4%
- BroadcomAVGO2.6% of the fund-8%
- Ishares TRSHV2.5% of the fund-27%
- JPMorgan ChaseJPM1.6% of the fund-5%
- Ishares TREFA1.4% of the fund-32%
- Ishares TREEM1.2% of the fund-3%
- IsharesEMXC1.1% of the fund-8%
- Capital One FinancialCOF1.0% of the fund-11%
- MicrosoftMSFT0.9% of the fund-5%
- Spdr Series TrustCWB0.8% of the fund-3%
- Ishares TRIWN0.8% of the fund-5%
- Ishares TRIWO0.8% of the fund-5%
- Invesco QQQ TRQQQ0.8% of the fund-8%
- Select Sector Spdr TRXLK0.7% of the fund-21%
- Meta PlatformsMETA0.6% of the fund-4%
- Waste ManagementWM0.5% of the fund-3%
- Cisco SystemsCSCO0.5% of the fund-3%
- TormTRMD0.4% of the fund-5%
- Vertex PharmaceuticalsVRTX0.3% of the fund-2%
- Boston ScientificBSX0.1% of the fund-56%
- PaychexPAYX0.1% of the fund-73%
- SalesforceCRM<0.1% of the fund-68%
- Vanguard Index FDSVO<0.1% of the fund-3%
- Vanguard Index FDSVV<0.1% of the fund-12%
Sold out
Sold their entire stake.
- Ishares TRIGE-100%
- Spdr Gold TRGLD-100%
- Abbott LaboratoriesABT-100%
- American TowerAMT-100%
- Electronic ArtsEA-100%
- NikeNKE-100%
- SynopsysSNPS-100%
- EOG ResourcesEOG-100%
- BXPBXP-100%
- Northern Oil & GasNOG-100%
- Nicolet BanksharesNIC-100%
- Zebra TechnologiesZBRA-100%
- PepsiCoPEP-100%
- Arbor Realty TrustABR-100%
Holdings
- State STR Spdr S&P 500 ETF TSPY
- Share
- 10.6%
- Value
- $54m
- Shares
- 72,460
+7%
- Ishares TRSHV
- Share
- 2.5%
- Value
- $13m
- Shares
- 113,969
-27%
- Ishares TRIJH
- Share
- 2.1%
- Value
- $11m
- Shares
- 137,108
+63%
- Ishares TRIBTG
- Share
- 1.8%
- Value
- $9m
- Shares
- 393,713
+8%
- Ishares TRIEI
- Share
- 1.6%
- Value
- $8m
- Shares
- 71,494
+7%
- Ishares TRIBTH
- Share
- 1.4%
- Value
- $7m
- Shares
- 313,050
+18%
- Ishares TREFA
- Share
- 1.4%
- Value
- $7m
- Shares
- 66,600
-32%
- Ishares TRAGG
- Share
- 1.3%
- Value
- $7m
- Shares
- 68,382
+8%
- Ishares TRIWV
- Share
- 1.3%
- Value
- $6m
- Shares
- 15,165
Held
- Ishares TREEM
- Share
- 1.2%
- Value
- $6m
- Shares
- 92,315
-3%
- ARM HoldingsARM
- Share
- 1.1%
- Value
- $5m
- Shares
- 15,419
+3%
- IsharesEMXC
- Share
- 1.1%
- Value
- $5m
- Shares
- 53,324
-8%
- Uscf ETF TRSDCI
- Share
- 0.9%
- Value
- $4m
- Shares
- 167,272
+11%
- Spdr Series TrustCWB
- Share
- 0.8%
- Value
- $4m
- Shares
- 37,666
-3%
- Ishares TRQLTA
- Share
- 0.8%
- Value
- $4m
- Shares
- 83,588
+6%
- Ishares TRIWN
- Share
- 0.8%
- Value
- $4m
- Shares
- 17,915
-5%
- Ishares TRIWO
- Share
- 0.8%
- Value
- $4m
- Shares
- 9,990
-5%
- Ishares TRIWS
- Share
- 0.8%
- Value
- $4m
- Shares
- 23,809
New
- Invesco QQQ TRQQQ
- Share
- 0.8%
- Value
- $4m
- Shares
- 5,295
-8%
- Ishares TRIWD
- Share
- 0.8%
- Value
- $4m
- Shares
- 15,915
New
- Select Sector Spdr TRXLK
- Share
- 0.7%
- Value
- $4m
- Shares
- 19,688
-21%
- Royal Bank of CanadaRY
- Share
- 0.7%
- Value
- $4m
- Shares
- 17,384
+7%
- Ishares TRIBTI
- Share
- 0.7%
- Value
- $3m
- Shares
- 155,906
+31%
- Ishares TRIJR
- Share
- 0.7%
- Value
- $3m
- Shares
- 23,051
Held
- Global X FDSMLPX
- Share
- 0.5%
- Value
- $2m
- Shares
- 32,777
+13%
- Pembina PipelinePBA
- Share
- 0.4%
- Value
- $2m
- Shares
- 48,619
+103%
- Ishares TRIEF
- Share
- 0.4%
- Value
- $2m
- Shares
- 22,018
+8%
- TC EnergyTRP
- Share
- 0.4%
- Value
- $2m
- Shares
- 30,954
+90%
- J P Morgan Exchange Traded FJEPI
- Share
- 0.4%
- Value
- $2m
- Shares
- 35,967
+13%
- Ishares TRSHY
- Share
- 0.4%
- Value
- $2m
- Shares
- 24,634
+4%
- Ishares TRIBTJ
- Share
- 0.3%
- Value
- $2m
- Shares
- 76,724
+33%
- Manulife FinancialMFC
- Share
- 0.2%
- Value
- $1m
- Shares
- 30,647
+11%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| State STR Spdr S&P 500 ETF TSPY | 10.6% | $54m | 72,460 | +7% |
| Applied MaterialsAMAT | 3.3% | $17m | 23,035 | -5% |
| Lam ResearchLRCX | 3.2% | $16m | 37,324 | -4% |
| NvidiaNVDA | 3.1% | $16m | 78,985 | Held |
| Advanced Micro DevicesAMD | 3.0% | $15m | 26,424 | +3% |
| BroadcomAVGO | 2.6% | $13m | 35,291 | -8% |
| Ishares TRSHV | 2.5% | $13m | 113,969 | -27% |
| Ishares TRIJH | 2.1% | $11m | 137,108 | +63% |
| CumminsCMI | 1.8% | $9m | 12,700 | +4% |
| Ishares TRIBTG | 1.8% | $9m | 393,713 | +8% |
| Micron TechnologyMU | 1.7% | $9m | 7,516 | Held |
| Ishares TRIEI | 1.6% | $8m | 71,494 | +7% |
| JPMorgan ChaseJPM | 1.6% | $8m | 24,533 | -5% |
| Taiwan Semiconductor ManufacturingTSM | 1.5% | $8m | 16,445 | +10% |
| TeradyneTER | 1.5% | $8m | 15,671 | +2% |
| EatonETN | 1.4% | $7m | 17,273 | Held |
| Ishares TRIBTH | 1.4% | $7m | 313,050 | +18% |
| Ishares TREFA | 1.4% | $7m | 66,600 | -32% |
| Ishares TRAGG | 1.3% | $7m | 68,382 | +8% |
| Goldman Sachs GroupGS | 1.3% | $7m | 6,662 | Held |
| RTXRTX | 1.3% | $7m | 35,048 | Held |
| Ishares TRIWV | 1.3% | $6m | 15,165 | Held |
| Ishares TREEM | 1.2% | $6m | 92,315 | -3% |
| Moody'sMCO | 1.1% | $6m | 12,186 | Held |
| ARM HoldingsARM | 1.1% | $5m | 15,419 | +3% |
| IsharesEMXC | 1.1% | $5m | 53,324 | -8% |
| Capital One FinancialCOF | 1.0% | $5m | 26,245 | -11% |
| Costco WholesaleCOST | 1.0% | $5m | 5,604 | Held |
| OshkoshOSK | 1.0% | $5m | 33,084 | +6% |
| Lockheed MartinLMT | 1.0% | $5m | 9,773 | Held |
| Union PacificUNP | 0.9% | $5m | 17,407 | +15% |
| American ExpressAXP | 0.9% | $5m | 13,655 | +3% |
| VisaV | 0.9% | $5m | 13,142 | +5% |
| Uscf ETF TRSDCI | 0.9% | $4m | 167,272 | +11% |
| MicrosoftMSFT | 0.9% | $4m | 11,705 | -5% |
| Hewlett Packard EnterpriseHPE | 0.8% | $4m | 92,854 | Held |
| ASML Holding NVASML | 0.8% | $4m | 2,051 | +56% |
| Spdr Series TrustCWB | 0.8% | $4m | 37,666 | -3% |
| Ishares TRQLTA | 0.8% | $4m | 83,588 | +6% |
| Ishares TRIWN | 0.8% | $4m | 17,915 | -5% |
| Ishares TRIWO | 0.8% | $4m | 9,990 | -5% |
| Ishares TRIWS | 0.8% | $4m | 23,809 | New |
| Invesco QQQ TRQQQ | 0.8% | $4m | 5,295 | -8% |
| AppleAAPL | 0.8% | $4m | 13,457 | Held |
| Ishares TRIWD | 0.8% | $4m | 15,915 | New |
| Select Sector Spdr TRXLK | 0.7% | $4m | 19,688 | -21% |
| Norfolk SouthernNSC | 0.7% | $4m | 11,639 | +5% |
| Royal Bank of CanadaRY | 0.7% | $4m | 17,384 | +7% |
| AlphabetGOOG | 0.7% | $3m | 9,875 | +3% |
| KLAKLAC | 0.7% | $3m | 11,447 | +12% |
| Ishares TRIBTI | 0.7% | $3m | 155,906 | +31% |
| Analog DevicesADI | 0.7% | $3m | 8,642 | Held |
| Ishares TRIJR | 0.7% | $3m | 23,051 | Held |
| OracleORCL | 0.7% | $3m | 22,912 | Held |
| MastercardMA | 0.7% | $3m | 6,518 | Held |
| Arista NetworksANET | 0.6% | $3m | 19,062 | +3% |
| Meta PlatformsMETA | 0.6% | $3m | 5,675 | -4% |
| EPR PropertiesEPR | 0.6% | $3m | 53,325 | +42% |
| Main Street CapitalMAIN | 0.6% | $3m | 57,168 | +5% |
| Edwards LifesciencesEW | 0.6% | $3m | 31,125 | +5% |
| AbbVieABBV | 0.6% | $3m | 11,172 | +3% |
| Northrop GrummanNOC | 0.5% | $3m | 5,502 | +10% |
| Waste ManagementWM | 0.5% | $3m | 12,514 | -3% |
| Cisco SystemsCSCO | 0.5% | $3m | 22,794 | -3% |
| AmgenAMGN | 0.5% | $3m | 7,265 | +9% |
| NXP SemiconductorsNXPI | 0.5% | $3m | 9,239 | +101% |
| BlackRockBLK | 0.5% | $2m | 2,587 | Held |
| Global X FDSMLPX | 0.5% | $2m | 32,777 | +13% |
| White Mountains Insurance GroupWTM | 0.5% | $2m | 1,164 | +195% |
| Amazon.comAMZN | 0.5% | $2m | 10,039 | +9% |
| First Citizens BancsharesFCNCA | 0.5% | $2m | 1,146 | +13% |
| DatadogDDOG | 0.5% | $2m | 8,858 | +37% |
| TormTRMD | 0.4% | $2m | 87,282 | -5% |
| Omega Healthcare InvestorsOHI | 0.4% | $2m | 47,546 | +5% |
| Pembina PipelinePBA | 0.4% | $2m | 48,619 | +103% |
| Cheniere EnergyLNG | 0.4% | $2m | 9,142 | Held |
| ExxonMobil HoldingsXOM | 0.4% | $2m | 15,833 | +14% |
| Public StoragePSA | 0.4% | $2m | 6,759 | +25% |
| Ishares TRIEF | 0.4% | $2m | 22,018 | +8% |
| DanaosDAC | 0.4% | $2m | 16,855 | +225% |
| TC EnergyTRP | 0.4% | $2m | 30,954 | +90% |
| J P Morgan Exchange Traded FJEPI | 0.4% | $2m | 35,967 | +13% |
| Ishares TRSHY | 0.4% | $2m | 24,634 | +4% |
| Interactive Brokers GroupIBKR | 0.4% | $2m | 22,672 | +15% |
| ShopifySHOP | 0.3% | $2m | 15,606 | +7% |
| Vertex PharmaceuticalsVRTX | 0.3% | $2m | 3,471 | -2% |
| Ishares TRIBTJ | 0.3% | $2m | 76,724 | +33% |
| Cadence Design SystemsCDNS | 0.3% | $2m | 4,300 | +22% |
| TeslaTSLA | 0.3% | $2m | 3,675 | +4% |
| ChevronCVX | 0.3% | $1m | 9,040 | +15% |
| Dominion EnergyD | 0.3% | $1m | 20,906 | Held |
| Ares CapitalARCC | 0.3% | $1m | 76,617 | +11% |
| American Electric PowerAEP | 0.3% | $1m | 9,848 | +36% |
| PrologisPLD | 0.3% | $1m | 9,867 | +15% |
| OGE EnergyOGE | 0.2% | $1m | 25,756 | +8% |
| Manulife FinancialMFC | 0.2% | $1m | 30,647 | +11% |
| Xcel EnergyXEL | 0.2% | $1m | 15,437 | +13% |
| SoFi TechnologiesSOFI | 0.2% | $1m | 67,512 | Held |
| Monster BeverageMNST | 0.2% | $1m | 11,809 | +3% |
| DeereDE | 0.2% | $1m | 1,753 | +3% |
Showing the largest 100 of 131.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 34.4% since 30 June 2025.
Where the money is
Technology28.7%
Industrials11.4%
Financial services10.9%
Health care2.3%
Energy1.9%
Real estate1.7%
Utilities1.5%
Media & telecom1.5%
Everyday goods1.4%
Retail & consumer0.8%
Other37.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.