Midwest Professional Planners, LTD.

Q3 2025 13F-HR Holdings

Location
Wausau, WI
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
148
Total value ($000)
$409,891
Net value change ($000)
+30,113 (7.9%)
New positions
5
Sold out positions
6
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 6,025 16.6%
CWB 3,451 NEW
XLK 3,246 NEW
NVDA 2,245 17.4%
AVGO 2,198 18.5%
LRCX 1,931 37.9%
SDCI 1,626 NEW
ORCL 1,476 29.3%
CMI 1,086 28.9%
SOFI 859 74.6%
Top Reduces (Value $000, Stocks/ETFs)
SHV -3,673 -18.1%
EFA -2,542 -27.3%
NMFC -1,583 -100.0%
CRM -896 -21.7%
COST -536 -7.7%
ZTS -484 -100.0%
BSX -465 -9.3%
NKE -404 -36.3%
MRVL -374 -100.0%
AMT -330 -14.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type