Midwest Professional Planners, LTD.

Q2 2026 13F-HR Holdings

Location
Wausau, WI
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
131
Total value ($000)
$510,299
Net value change ($000)
+85,770 (20.2%)
New positions
8
Sold out positions
14
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMD 10,114 193.2%
SPY 9,985 22.6%
AMAT 8,372 101.1%
LRCX 7,900 95.5%
MU 6,121 239.6%
IJH 4,880 85.7%
IWS 3,919 NEW
IWD 3,858 NEW
ARM 3,196 140.7%
TER 3,032 66.6%
Top Reduces (Value $000, Stocks/ETFs)
SHV -4,587 -26.7%
IGE -3,612 -100.0%
GLD -3,209 -100.0%
EFA -2,658 -27.8%
BSX -1,787 -70.1%
PAYX -1,490 -71.6%
ABT -1,466 -100.0%
AMT -1,311 -100.0%
CRM -1,281 -73.5%
EA -1,244 -100.0%
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