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MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $425M
1-Year Est. Return 28.89%
This Fund
S&P 500
This Quarter Est. Return
+1.63%
1 Year Est. Return
+28.89%
3 Year Est. Return
+90.16%
5 Year Est. Return
+111.71%
10 Year Est. Return
–
AUM
$425M
AUM Growth
+$2.38M
Cap. Flow
+$5.88M
Cap. Flow %
1.39%
Top 10 Hldgs %
32.27%
Holding
146
New
4
Increased
84
Reduced
46
Closed
9

Top Buys

Rank Stock Value
1
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.65M
2
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$3.64M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.62M
4
TSM icon
TSMC
TSM
+$3.54M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.52M

Top Sells

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$3.55M
2
IBB icon
iShares Biotechnology ETF
IBB
+$3.52M
3
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.32M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.29M
5
ABBV icon
AbbVie
ABBV
+$1.49M

Sector Composition

Rank Sector Weight
1 Technology 22.72%
2 Financials 12.39%
3 Industrials 10.6%
4 Healthcare 3.4%
5 Energy 3.32%

No holdings matched the selected filter criteria.

2 3 4 5 6

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Midwest Professional Planners Ltd (MPPL)'s Q1 2026 Portfolio in Review

As of Q1 2026, Midwest Professional Planners Ltd (MPPL) held 146 positions worth $425M, up 0.56% from $422M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Midwest Professional Planners Ltd (MPPL)'s Q1 2026 filing shows 4 new, 84 increased, 46 reduced and 9 closed positions. Its largest new stake was iShares Russell 2000 Value ETF: 18,868 shares worth $3.58M. The largest sale was Lam Research, an estimated $3.55M.

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

  • Midwest Professional Planners Ltd (MPPL)'s largest Q1 2026 buy was iShares Russell 2000 Value ETF: 18,868 shares worth $3.58M.
  • Midwest Professional Planners Ltd (MPPL) added most to iShares MSCI EAFE ETF in Q1 2026, an estimated $3.62M increase.
  • Midwest Professional Planners Ltd (MPPL)'s biggest Q1 2026 reduction was Lam Research, cutting an estimated $3.55M.
  • Midwest Professional Planners Ltd (MPPL) fully exited iShares Biotechnology ETF in Q1 2026, selling an estimated $3.52M.
  • Midwest Professional Planners Ltd (MPPL)'s ten largest holdings make up 32% of its $425M portfolio in Q1 2026.
  • Midwest Professional Planners Ltd (MPPL) opened 4 new positions and closed 9 in Q1 2026.
  • Midwest Professional Planners Ltd (MPPL)'s portfolio value rose 0.56% quarter-over-quarter to $425M.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q1 2026, filed 5 May 2026.