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MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $510M
1-Year Est. Return 49.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$510M
AUM Growth
+$85.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

Rank Stock Value
1
+$3.88M
2
+$3.76M
3
+$3.71M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.34M
5
WTM icon
White Mountains Insurance
WTM
+$1.65M

Top Sells

Rank Stock Value
1
+$4.57M
2
+$3.61M
3
+$3.29M
4
GLD icon
SPDR Gold Trust
GLD
+$3.21M
5
PAYX icon
Paychex
PAYX
+$1.57M

Sector Composition

Rank Sector Weight
1 Technology 29.59%
2 Financials 11.78%
3 Industrials 9.95%
4 Energy 2.74%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$813B
$54.1M 10.6%
72,460
+4,610
AMAT icon
2
Applied Materials
AMAT
$401B
$16.7M 3.26%
23,035
-1,195
LRCX icon
3
Lam Research
LRCX
$413B
$16.2M 3.17%
37,324
-1,398
NVDA icon
4
NVIDIA
NVDA
$5.45T
$15.8M 3.1%
78,985
-162
AMD icon
5
Advanced Micro Devices
AMD
$828B
$15.3M 3.01%
26,424
+688
AVGO icon
6
Broadcom
AVGO
$1.86T
$13.3M 2.61%
35,291
-3,044
SHV icon
7
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$12.6M 2.46%
113,969
-41,505
IJH icon
8
iShares Core S&P Mid-Cap ETF
IJH
$128B
$10.6M 2.07%
137,108
+52,821
CMI icon
9
Cummins
CMI
$87.1B
$9.06M 1.78%
12,700
+443
IBTG icon
10
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.22B
$9.01M 1.77%
393,713
+28,893
MU icon
11
Micron Technology
MU
$1.09T
$8.68M 1.7%
7,516
-46
IEI icon
12
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$8.4M 1.65%
71,494
+4,419
JPM icon
13
JPMorgan Chase
JPM
$964B
$8.03M 1.57%
24,533
-1,315
TSM icon
14
TSMC
TSM
$2.21T
$7.85M 1.54%
16,445
+1,547
TER icon
15
Teradyne
TER
$63.9B
$7.58M 1.49%
15,671
+325
ETN icon
16
Eaton
ETN
$176B
$7.36M 1.44%
17,273
-92
IBTH icon
17
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.28B
$7M 1.37%
313,050
+48,361
EFA icon
18
iShares MSCI EAFE ETF
EFA
$80.2B
$6.92M 1.36%
66,600
-31,993
AGG icon
19
iShares Core US Aggregate Bond ETF
AGG
$138B
$6.77M 1.33%
68,382
+4,784
GS icon
20
Goldman Sachs
GS
$302B
$6.74M 1.32%
6,662
+83
RTX icon
21
RTX Corp
RTX
$300B
$6.65M 1.3%
35,048
+586
IWV icon
22
iShares Russell 3000 ETF
IWV
$20.5B
$6.47M 1.27%
15,165
+105
EEM icon
23
iShares MSCI Emerging Markets ETF
EEM
$30.4B
$6.32M 1.24%
92,315
-3,145
MCO icon
24
Moody's
MCO
$84.1B
$5.52M 1.08%
12,186
+10
ARM icon
25
Arm
ARM
$295B
$5.47M 1.07%
15,419
+410
1
2 3 4 5

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Midwest Professional Planners Ltd (MPPL)'s Q2 2026 Portfolio in Review

As of Q2 2026, Midwest Professional Planners Ltd (MPPL) held 145 positions worth $510M, up 20% from $425M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Midwest Professional Planners Ltd (MPPL)'s Q2 2026 filing shows 8 new, 83 increased, 37 reduced and 14 closed positions. Its largest new stake was iShares Russell Mid-Cap Value ETF: 23,809 shares worth $3.92M. The largest sale was iShares 0-1 Year Treasury Bond ETF, an estimated $4.57M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 23% a quarter earlier, followed by Financials and Industrials.

  • Midwest Professional Planners Ltd (MPPL)'s largest Q2 2026 buy was iShares Russell Mid-Cap Value ETF: 23,809 shares worth $3.92M.
  • Midwest Professional Planners Ltd (MPPL) added most to iShares Core S&P Mid-Cap ETF in Q2 2026, an estimated $3.88M increase.
  • Midwest Professional Planners Ltd (MPPL)'s biggest Q2 2026 reduction was iShares 0-1 Year Treasury Bond ETF, cutting an estimated $4.57M.
  • Midwest Professional Planners Ltd (MPPL) fully exited iShares North American Natural Resources ETF in Q2 2026, selling an estimated $3.61M.
  • Midwest Professional Planners Ltd (MPPL)'s ten largest holdings make up 34% of its $510M portfolio in Q2 2026.
  • Midwest Professional Planners Ltd (MPPL) opened 8 new positions and closed 14 in Q2 2026.
  • Midwest Professional Planners Ltd (MPPL)'s portfolio value rose 20% quarter-over-quarter to $510M.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2026, filed 5 Aug 2026.