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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
+3.56%
1 Year Est. Return
+49.02%
3 Year Est. Return
+129.52%
5 Year Est. Return
+157.81%
10 Year Est. Return
–
AUM
$422M
AUM Growth
+$12.3M
Cap. Flow
+$4.4M
Cap. Flow %
1.04%
Top 10 Hldgs %
32.37%
Holding
157
New
9
Increased
87
Reduced
42
Closed
15

Top Buys

Rank Stock Value
1
IBB icon
iShares Biotechnology ETF
IBB
+$3.39M
2
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$3.3M
3
IGE icon
iShares North American Natural Resources ETF
IGE
+$3.25M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.21M
5
AMD icon
Advanced Micro Devices
AMD
+$2.16M

Top Sells

Rank Stock Value
1
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$5.3M
2
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$3.45M
3
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.19M
4
IDU icon
iShares US Utilities ETF
IDU
+$3.12M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.07M

Sector Composition

Rank Sector Weight
1 Technology 23.41%
2 Financials 13.84%
3 Industrials 9.86%
4 Healthcare 4.46%
5 Energy 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBTH icon
26
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.27B
$4.61M 1.09%
205,211
+36,443
+22% +$820K
ORCL icon
27
Oracle
ORCL
$416B
$4.49M 1.06%
23,026
-142
-0.6% -$33.8K
AAPL icon
28
Apple
AAPL
$4.54T
$4.48M 1.06%
16,464
+233
+1% +$62.5K
EMXC icon
29
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.2B
$4.45M 1.05%
61,188
+9,991
+20% +$709K
V icon
30
Visa
V
$688B
$4.31M 1.02%
12,302
+527
+4% +$180K
ABBV icon
31
AbbVie
ABBV
$435B
$4.02M 0.95%
17,596
+3,256
+23% +$742K
META icon
32
Meta Platforms (Facebook)
META
$1.5T
$3.99M 0.95%
6,048
-133
-2% -$88.8K
BSX icon
33
Boston Scientific
BSX
$69.2B
$3.94M 0.93%
41,328
-5,064
-11% -$496K
OSK icon
34
Oshkosh
OSK
$9.43B
$3.93M 0.93%
31,289
+1,994
+7% +$256K
MA icon
35
Mastercard
MA
$500B
$3.68M 0.87%
6,446
+261
+4% +$146K
QLTA icon
36
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.23B
$3.58M 0.85%
74,355
+2,929
+4% +$142K
GLD icon
37
SPDR Gold Trust
GLD
$138B
$3.53M 0.84%
8,904
-466
-5% -$178K
IBB icon
38
iShares Biotechnology ETF
IBB
$9.47B
$3.52M 0.83%
+20,874
New +$3.39M
UNP icon
39
Union Pacific
UNP
$176B
$3.49M 0.83%
15,085
+1,024
+7% +$234K
WM icon
40
Waste Management
WM
$89.7B
$3.38M 0.8%
15,390
+92
+0.6% +$19.6K
QQQ icon
41
Invesco QQQ Trust
QQQ
$480B
$3.35M 0.79%
5,447
-51
-0.9% -$31.3K
IGE icon
42
iShares North American Natural Resources ETF
IGE
$747M
$3.33M 0.79%
+66,288
New +$3.25M
XLV icon
43
State Street Health Care Select Sector SPDR ETF
XLV
$42.3B
$3.32M 0.79%
+21,445
New +$3.21M
XLK icon
44
State Street Technology Select Sector SPDR ETF
XLK
$122B
$3.32M 0.79%
23,039
+3
+0% +$433
IWF icon
45
iShares Russell 1000 Growth ETF
IWF
$127B
$3.29M 0.78%
27,840
-696
-2% -$82.4K
IWO icon
46
iShares Russell 2000 Growth ETF
IWO
$14.9B
$3.28M 0.78%
+10,143
New +$3.3M
NSC icon
47
Norfolk Southern
NSC
$76.8B
$3.17M 0.75%
10,983
+505
+5% +$146K
MAIN icon
48
Main Street Capital
MAIN
$5.22B
$3.14M 0.74%
51,926
-3,949
-7% -$233K
SDCI icon
49
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
$562M
$2.96M 0.7%
134,433
+63,741
+90% +$1.46M
GOOG icon
50
Alphabet (Google) Class C
GOOG
$4.4T
$2.96M 0.7%
9,417
+300
+3% +$85.9K
1
2
3 4 5

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Midwest Professional Planners Ltd (MPPL)'s Q4 2025 Portfolio in Review

As of Q4 2025, Midwest Professional Planners Ltd (MPPL) held 157 positions worth $422M, up 3% from $410M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Midwest Professional Planners Ltd (MPPL)'s Q4 2025 filing shows 9 new, 87 increased, 42 reduced and 15 closed positions. Its largest new stake was iShares Biotechnology ETF: 20,874 shares worth $3.52M. The largest sale was iShares iBonds Dec 2025 Term Treasury ETF, an estimated $5.3M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 22% a quarter earlier, followed by Financials and Industrials.

  • Midwest Professional Planners Ltd (MPPL)'s largest Q4 2025 buy was iShares Biotechnology ETF: 20,874 shares worth $3.52M.
  • Midwest Professional Planners Ltd (MPPL) added most to Advanced Micro Devices in Q4 2025, an estimated $2.16M increase.
  • Midwest Professional Planners Ltd (MPPL)'s biggest Q4 2025 reduction was Salesforce, cutting an estimated $1.02M.
  • Midwest Professional Planners Ltd (MPPL) fully exited iShares iBonds Dec 2025 Term Treasury ETF in Q4 2025, selling an estimated $5.3M.
  • Midwest Professional Planners Ltd (MPPL)'s ten largest holdings make up 32% of its $422M portfolio in Q4 2025.
  • Midwest Professional Planners Ltd (MPPL) opened 9 new positions and closed 15 in Q4 2025.
  • Midwest Professional Planners Ltd (MPPL)'s portfolio value rose 3% quarter-over-quarter to $422M.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q4 2025, filed 6 Feb 2026.