Managers / Q4 2018 · view latest →
Midwest Professional Planners, LTD.
CIK 0001730575 · 2610 STEWART AVE, SUITE 100, WAUSAU, WI, 54401 · 7158483474
Reported Value
$93M
Q4 2018
Positions
80
Filings on Record
30
2019–present window
Filed
Feb 14, 2019
original filing
Summary
Midwest Professional Planners, Ltd. reported $93M in U.S.-listed holdings across 80 positions for Q4 2018.
Its largest position, Ishares 1 3 Year Treasury Bond Etf, represents 9.2% of the portfolio.
Portfolio Metrics
Top-10 Concentration
+49.9%
share of reported value
Largest Position
+9.2%
Ishares 1 3 Year Treasury Bond Etf
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 68.3% · $63M
- Common Stock · 29.4% · $27M
- REIT · 1.3% · $1M
- Other · 0.6% · $520,000
- ADR · 0.5% · $479,000
Quarter-over-Quarter Changes full breakdown →
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| iShares 1-3 Year Treasury Bond ETF | NEW | +102.4K | 102.4K | +$9M | $9M |
| iShares Core US Aggregate Bond ETF | NEW | +63.7K | 63.7K | +$7M | $7M |
| iShares Russell 1000 ETF | NEW | +43.6K | 43.6K | +$6M | $6M |
| SPDR Blmbg Barclays Convert Secs ETF | NEW | +115.6K | 115.6K | +$5M | $5M |
| SPDR S&P 500 ETF | NEW | +18.6K | 18.6K | +$5M | $5M |
| MDYSPDR S&P MidCap 400 ETF | NEW | +13.7K | 13.7K | +$4M | $4M |
| iShares iBoxx $ Invmt Grade Corp Bd ETF | NEW | +25.1K | 25.1K | +$3M | $3M |
| iShares Short Treasury Bond ETF | NEW | +24.2K | 24.2K | +$3M | $3M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2018
50 positions
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | iShares 1-3 Year Treasury Bond ETF | 1-3 YR TREAS BD ETF | 9.21% | $9M | 102.4K |
| 2 | iShares Core US Aggregate Bond ETF | CORE US AGGBD ET | 7.30% | $7M | 63.7K |
| 3 | iShares Russell 1000 ETF | RUS 1000 ETF | 6.50% | $6M | 43.6K |
| 4 | SPDR Blmbg Barclays Convert Secs ETF | BLMBRG BRC CNVRT | 5.82% | $5M | 115.6K |
| 5 | SPDR S&P 500 ETF | TR UNIT | 5.00% | $5M | 18.6K |
| 6 | MDYSPDR S&P MidCap 400 ETFhistory → | UTSER1 S&PDCRP | 4.47% | $4M | 13.7K |
| 7 | iShares iBoxx $ Invmt Grade Corp Bd ETF | IBOXX INV CP ETF | 3.05% | $3M | 25.1K |
| 8 | iShares Short Treasury Bond ETF | SHORT TREAS BD | 2.87% | $3M | 24.2K |
| 9 | iShares New York Muni Bond ETF | NEW YORK MUN ETF | 2.87% | $3M | 48.6K |
| 10 | iShares JP Morgan USD Em Mkts Bd ETF | JPMORGAN USD EMG | 2.77% | $3M | 24.8K |
| 11 | iShares Select Dividend ETF | SELECT DIVID ETF | 2.66% | $2M | 27.7K |
| 12 | iShares US Utilities ETF | U.S. UTILITS ETF | 2.43% | $2M | 16.8K |
| 13 | Health Care Select Sector SPDR ETF | SBI HEALTHCARE | 2.37% | $2M | 25.4K |
| 14 | iShares Russell 3000 ETF | RUSSELL 3000 ETF | 2.35% | $2M | 14.8K |
| 15 | iShares Russell 2000 ETF | RUSSELL 2000 ETF | 1.97% | $2M | 13.7K |
| 16 | EWEdwards Lifesciences Corphistory → | COM | 1.53% | $1M | 9.3K |
| 17 | Consumer Staples Select Sector SPDR ETF | SBI CONS STPLS | 1.44% | $1M | 26.4K |
| 18 | NVDANVIDIA Corphistory → | COM | 1.25% | $1M | 8.7K |
| 19 | ABTAbbott Laboratorieshistory → | COM | 1.17% | $1M | 15.0K |
| 20 | JPMJPMorgan Chase & Cohistory → | COM | 1.11% | $1M | 10.6K |
| 21 | FISFidelity National Information Services Inchistory → | COM | 1.07% | $995,000 | 9.7K |
| 22 | NKENike Inc Bhistory → | CL B | 1.01% | $939,000 | 12.7K |
| 23 | AAPLApple Inc | COM | 0.99% | $924,000 | 5.9K |
| 24 | DUTMoody's Corporation | COM | 0.98% | $906,000 | 6.5K |
| 25 | iShares National Muni Bond ETF | NATIONAL MUN ETF | 0.97% | $904,000 | 8.3K |
| 26 | BSXBoston Scientific Corp | COM | 0.93% | $868,000 | 24.6K |
| 27 | ABBVAbbVie Inc | COM | 0.92% | $851,000 | 9.2K |
| 28 | WMWaste Management Inc | COM | 0.91% | $844,000 | 9.5K |
| 29 | UNPUnion Pacific Corp | COM | 0.90% | $832,000 | 6.0K |
| 30 | AMGNAmgen Inc | COM | 0.89% | $824,000 | 4.2K |
| 31 | LMTLockheed Martin Corp | COM | 0.87% | $810,000 | 3.1K |
| 32 | WECWEC Energy Group Inc | COM | 0.87% | $807,000 | 11.7K |
| 33 | XLBMaterials Select Sector SPDR ETF | SBI MATERIALS | 0.84% | $783,000 | 15.5K |
| 34 | RTN1USDRaytheon Co | COM NEW | 0.83% | $773,000 | 5.0K |
| 35 | iShares Cohen & Steers REIT ETF | COHEN STER REIT | 0.81% | $749,000 | 7.8K |
| 36 | PFEPfizer Inc | COM | 0.74% | $689,000 | 15.8K |
| 37 | PAYXPaychex Inc | COM | 0.72% | $669,000 | 10.3K |
| 38 | NSCNorfolk Southern Corp | COM | 0.71% | $663,000 | 4.4K |
| 39 | OSKOshkosh Corp | COM | 0.70% | $650,000 | 10.6K |
| 40 | CMECME Group Inc Class A | COM | 0.63% | $589,000 | 3.1K |
| 41 | NOCNorthrop Grumman Corp | COM | 0.61% | $570,000 | 2.3K |
| 42 | Eaton Corp PLC | SHS | 0.56% | $520,000 | 7.6K |
| 43 | BLKCHFBlackRock Inc | COM | 0.53% | $495,000 | 1.3K |
| 44 | INTCIntel Corp | COM | 0.52% | $480,000 | 10.2K |
| 45 | PSAPublic Storage | COM | 0.48% | $446,000 | 2.2K |
| 46 | Vale SA ADR | ADR | 0.48% | $443,000 | 33.6K |
| 47 | ORCLOracle Corp | COM | 0.47% | $440,000 | 9.7K |
| 48 | iShares 7-10 Year Treasury Bond ETF | BARCLAYS 7 10 YR | 0.47% | $439,000 | 4.2K |
| 49 | Omega Healthcare Investors Inc | COM | 0.47% | $433,000 | 12.3K |
| 50 | HRLHormel Foods Corp | COM | 0.46% | $430,000 | 10.1K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $425M | 137 | May 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $422M | 142 | Feb 6, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $410M | 148 | Nov 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $380M | 149 | Aug 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $321M | 155 | May 2, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $335M | 152 | Feb 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $327M | 154 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $299M | 147 | Aug 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $285M | 147 | May 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $251M | 129 | Feb 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $222M | 125 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $228M | 124 | Aug 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $204M | 121 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $181M | 123 | Feb 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $168M | 117 | Nov 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $177M | 115 | Aug 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $203M | 120 | May 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $206M | 116 | Feb 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $189M | 114 | Nov 8, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $192M | 116 | Aug 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $101M | 81 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $142M | 107 | Nov 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $127M | 107 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $101M | 81 | May 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $122M | 92 | Feb 11, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $112M | 91 | Nov 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $108M | 91 | Aug 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $104M | 89 | May 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $93M | 80 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.