Midwest Professional Planners, LTD. 13F Holdings

CIK 0001730575 · Wausau, WI

As of Sep 30, 2025, Midwest Professional Planners, LTD. reported 148 positions worth $409.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SPDR S&P 500 ETF TRUSTSPY—63,368$42.2M10.30%
ISHARES SHORT TREASURY BOND ETFSHV—150,142 6.6M4.05%
NVIDIA CORPNVDATechnology81,157 5.1M3.69%
BROADCOM INCAVGOTechnology42,761 4.1M3.44%
JPMORGAN CHASE & COJPMFinancial Services25,120$7.9M1.93%
ISHARES 3-7 YEAR TREASURY BOND ETFIEI—60,911$7.3M1.78%
LAM RESEARCH CORPLRCXTechnology52,479$7.0M1.71%
ISHARES MSCI EAFE ETFEFA—72,379$6.8M1.65%
ISHARES IBONDS DEC 2026 TERM TREASURY ETFIBTG—293,258$6.7M1.64%
MICROSOFT CORPMSFTTechnology12,741$6.6M1.61%
ORACLE CORPORCLTechnology23,168$6.5M1.59%
CAPITAL ONE FINANCIAL CORPCOFFinancial Services30,525$6.5M1.58%
EATON CORP PLCETNIndustrials17,118$6.4M1.56%
COSTCO WHOLESALE CORPCOSTConsumer Defensive6,901$6.4M1.56%
ISHARES CORE US AGGREGATE BOND ETFAGG—58,411$5.9M1.43%
MOODYS CORPMCOFinancial Services11,986$5.7M1.39%
RTX CORPRTXEquity32,293$5.4M1.32%
ISHARES RUSSELL 3000 ETFIWV—14,210$5.4M1.31%
ISHARES CORE S&P MID-CAP ETFIJH—81,802$5.3M1.30%
ISHARES IBONDS DEC 2025 TERM TREASURY ETFIBTF—226,717$5.3M1.29%
ISHARES MSCI EMERGING MARKETS ETFEEM—95,774$5.1M1.25%
APPLIED MATERIALS INCAMATTechnology24,828$5.1M1.24%
CUMMINS INCCMIIndustrials11,467$4.8M1.18%
GOLDMAN SACHS GROUP INCGSFinancial Services6,011$4.8M1.17%
META PLATFORMS INCMETACommunication Services6,181$4.5M1.11%