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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
+31%
1 Year Est. Return
+49.02%
3 Year Est. Return
+129.52%
5 Year Est. Return
+157.81%
10 Year Est. Return
–
AUM
$510M
AUM Growth
+$85.8M
Cap. Flow
+$4.79M
Cap. Flow %
0.94%
Top 10 Hldgs %
33.83%
Holding
145
New
8
Increased
83
Reduced
37
Closed
14

Top Buys

Rank Stock Value
1
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.88M
2
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$3.76M
3
IWD icon
iShares Russell 1000 Value ETF
IWD
+$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
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$4.57M
2
IGE icon
iShares North American Natural Resources ETF
IGE
+$3.61M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$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%

No holdings matched the selected filter criteria.

2 3 4 5 6

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PWMG
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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.