Midwest Professional Planners, LTD.

Q1 2026 13F-HR Holdings

Location
Wausau, WI
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
137
Total value ($000)
$424,529
Net value change ($000)
+2,378 (0.6%)
New positions
4
Sold out positions
9
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
TSM 3,633 259.1%
EFA 3,583 59.8%
IWN 3,577 NEW
CWB 3,564 NEW
TER 2,554 128.0%
AMAT 1,737 26.5%
SHV 1,552 9.9%
IBTH 1,326 28.8%
ASML 1,216 231.2%
LMT 1,144 24.0%
Top Reduces (Value $000, Stocks/ETFs)
IBB -3,523 -100.0%
XLV -3,320 -100.0%
IWF -3,294 -100.0%
AVGO -2,549 -17.7%
COF -1,914 -26.2%
ABBV -1,651 -41.1%
MSFT -1,459 -24.2%
BSX -1,393 -35.3%
NVDA -1,276 -8.5%
SPY -1,185 -2.6%
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