Midwest Professional Planners Ltd (MPPL)’s New Mountain Finance NMFC Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio NMFC Stock Details NMFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-150,065	Closed	-$1.58M	–	153
2025 Q2	$1.58M	Buy	150,065 +4,719	+3%	+$48.7K	0.42%	71
2025 Q1	$1.6M	Buy	145,346 +3,513	+2%	+$40.1K	0.5%	63
2024 Q4	$1.6M	Buy	141,833 +8,650	+6%	+$99.8K	0.48%	66
2024 Q3	$1.6M	Buy	133,183 +9,886	+8%	+$121K	0.49%	63
2024 Q2	$1.51M	Buy	123,297 +14,467	+13%	+$181K	0.5%	58
2024 Q1	$1.38M	Buy	108,830 +21,522	+25%	+$274K	0.48%	63
2023 Q4	$1.11M	Buy	+87,308	New	+$1.11M	0.44%	62

Other funds holding NMFC

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s NMFC Position: Q3 2025 in Review

Midwest Professional Planners Ltd (MPPL) sold out of New Mountain Finance (NMFC) in Q3 2025, closing a stake of 150,065 shares — an estimated $1.58M sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in NMFC in Q4 2023 and held it in 7 quarters. The position peaked at $1.6M in Q1 2025. 158 funds tracked by Wall St. Rank hold NMFC as of Q3 2025.

Midwest Professional Planners Ltd (MPPL) reported no remaining New Mountain Finance position as of Q3 2025 after selling out during the quarter.
Midwest Professional Planners Ltd (MPPL) sold 150,065 New Mountain Finance shares in Q3 2025, an estimated $1.58M.
Midwest Professional Planners Ltd (MPPL) first reported a position in New Mountain Finance in Q4 2023 and held it in 7 quarters.
Midwest Professional Planners Ltd (MPPL)'s New Mountain Finance position peaked at $1.6M in Q1 2025.
158 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2025.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q3 2025, filed 4 Nov 2025.