Institutional Fund
Midwest Professional Planners, Ltd.
Wausau, WICIK 17305755 filings on record
Portfolio Value
$424.53M
Q1 2026
Holdings
137
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+0.6%
from $422.15M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr10.4%
- Ishares Tr4.0%
- Nvidia Corporation3.3%
- Broadcom Inc2.8%
- Ishares Tr2.3%
- Ishares Tr2.0%
- Other75.3%
Portfolio Holdings
137 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 67.8K | $44.13M | 10.4% | +1.4K | Added |
| 2 | Ishares Tr | 155.5K | $17.16M | 4.0% | +13.7K | Added |
| 3 | Nvidia Corporation | 79.1K | $13.80M | 3.3% | −1.7K | Reduced |
| 4 | Broadcom Inc | 38.3K | $11.86M | 2.8% | −3.3K | Reduced |
| 5 | Ishares Tr | 98.6K | $9.58M | 2.3% | +36.2K | Added |
| 6 | Ishares Tr | 364.8K | $8.36M | 2.0% | +41.2K | Added |
| 7 | Applied Matls Inc | 24.2K | $8.28M | 2.0% | −1.2K | Reduced |
| 8 | Lam Research Corp | 38.7K | $8.27M | 1.9% | −15.9K | Reduced |
| 9 | Ishares Tr | 67.1K | $7.96M | 1.9% | +3.3K | Added |
| 10 | Jpmorgan Chase & Co. | 25.8K | $7.60M | 1.8% | +878 | Added |
127 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio