Midwest Professional Planners, LTD.

Q4 2025 13F-HR Holdings

Location
Wausau, WI
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
142
Total value ($000)
$422,151
Net value change ($000)
+12,260 (3.0%)
New positions
9
Sold out positions
15
Turnover %
8.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IBB 3,523 NEW
IGE 3,328 NEW
XLV 3,320 NEW
IWO 3,276 NEW
SPY 3,097 7.3%
AMD 2,885 112.7%
LRCX 2,318 33.0%
CMI 1,552 32.0%
AMAT 1,462 28.8%
SDCI 1,336 82.2%
Top Reduces (Value $000, Stocks/ETFs)
iSHARES TRUST -5,297 -100.0%
CWB -3,451 -100.0%
IWP -3,192 -100.0%
IDU -3,123 -100.0%
XLF -3,071 -100.0%
ORCL -2,028 -31.1%
SHV -978 -5.9%
COST -951 -14.9%
ABR -927 -75.0%
ETN -855 -13.3%
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