Midwest Professional Planners, Ltd. Portfolio Holdings

Midwest Professional Planners, Ltd.

  • $394 Million
  • Q3 2025

Midwest Professional Planners, Ltd. has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $394 Million distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $42.2M, Ishares Tr with a value of $16.6M, Nvidia Corp with a value of $15.1M, Broadcom Inc. with a value of $14.1M, and Jpmorgan Chase & CO with a value of $7.92M.

Examining the 13F form we can see an increase of $25.9M in the current position value, from $368M to 394M.

Midwest Professional Planners, Ltd. is based out at Wausau, WI

Below you can find more details about Midwest Professional Planners, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $394 Million
ETFs: $156 Million
Technology: $78.2 Million
Financial Services: $52.9 Million
Industrials: $41.1 Million
Healthcare: $18 Million
Energy: $11.3 Million
Real Estate: $10.8 Million
Communication Services: $8.94 Million
Other: $16.8 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.15B
$3.8 Million 0.97% of portfolio
29,295
Q3 2025 Added 2.01%
$4.4B
$3.55 Million 0.9% of portfolio
55,875
Q3 2025 Added 2.01%
$3.85B
$2.05 Million 0.52% of portfolio
35,324
Q3 2025 Added 1.83%
$8.96B
$1.16 Million 0.29% of portfolio
25,066
Q3 2025 Reduced 1.27%
$4.96B
$1.04 Million 0.26% of portfolio
622
Q3 2025 Reduced 0.96%
$3.93B
$914,000 0.23% of portfolio
71,415
Q3 2025 Reduced 1.01%
$6.64B
$828,000 0.21% of portfolio
25,807
Q3 2025 Reduced -0.0%
$5.15B
$422,000 0.11% of portfolio
2,368
Q4 2022 Reduced 0.92%
$6B
$354,000 0.09% of portfolio
5,149
Q3 2025 Reduced 4.29%
$2.65B
$303,000 0.08% of portfolio
6,586
Q3 2025 Reduced 1.92%
$3.22B
$226,000 0.06% of portfolio
4,204
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $394 Million
  • Prior Value $368 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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