Midwest Professional Planners, LTD. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of September 30, 2026. The filing lists a total of 141 holdings, managed by the firm based in Wausau, Wisconsin.
The portfolio includes a mix of individual equities and exchange-traded funds (ETFs). Notable positions in the technology sector include NVIDIA Corporation, which is held with 7,573,860 shares, and Apple Inc., held with 4,457,484 shares. Other significant holdings include Microsoft Corporation (5,858,717 shares), Amazon.com Inc. (2,639,488 shares), and Meta Platforms Inc. (3,373,517 shares).
Financial sector holdings include JPMorgan Chase & Co. (7,769,940 shares) and Visa Inc. (4,758,322 shares). The firm also holds substantial positions in energy companies such as Exxon Mobil Holdings Corp (2,831,424 shares) and Cheniere Energy Inc (2,433,830 shares).
A significant portion of the portfolio is allocated to ETFs. The firm holds large positions in the State Street SPDR S&P 500 ETF Trust (50,339,447 shares) and the iShares Core S&P 500 ETF (62,200,293 shares). Other ETF holdings include various bond funds, such as the iShares Core U.S. Aggregate Bond ETF (65,499,300 shares), and sector-specific funds like the Select Sector SPDR Technology ETF (3,747,347 shares).
The filing was signed by Gery Sadzewicz, the Chief Compliance Officer for Midwest Professional Planners, LTD.
