Midwest Professional Planners, LTD.

Q3 2026 13F-HR Holdings

Location
Wausau, WI
Holdings as of
9/30/2026
Date filed
10/29/2026
Form type
13F-HR
Num holdings
141
Total value ($000)
$505,985
Net value change ($000)
-4,314 (-0.8%)
New positions
14
Sold out positions
4
Turnover %
5.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MU 7,279 83.9%
IBB 3,894 NEW
XLE 3,461 NEW
IGE 3,412 NEW
EXXONMOBIL HOLDINGS CORP 2,831 NEW
FHEQ 1,716 NEW
IBTH 1,592 22.7%
HPE 1,588 37.9%
MSFT 1,493 34.2%
NVDA 1,470 9.3%
Top Reduces (Value $000, Stocks/ETFs)
AMAT -5,251 -31.5%
LRCX -4,822 -29.8%
IJH -4,353 -41.2%
IWS -3,919 -100.0%
SPY -3,772 -7.0%
CMI -2,907 -32.1%
XOM -2,165 -100.0%
JEPI -2,031 -100.0%
AVGO -1,518 -11.4%
TER -1,472 -19.4%
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