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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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADI icon
51
Analog Devices
ADI
$183B
$2.79M 0.66%
8,773
-263
-3% -$83.7K
GOOG icon
52
Alphabet (Google) Class C
GOOG
$4.22T
$2.76M 0.65%
9,607
+190
+2% +$59.7K
IBTI icon
53
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.84B
$2.65M 0.62%
118,833
+36,944
+45% +$826K
RY icon
54
Royal Bank of Canada
RY
$299B
$2.63M 0.62%
16,279
+279
+2% +$46.7K
LNG icon
55
Cheniere Energy
LNG
$55B
$2.59M 0.61%
9,143
-21
-0.2% -$4.85K
MU icon
56
Micron Technology
MU
$959B
$2.55M 0.6%
7,562
-159
-2% -$62.3K
TRMD icon
57
TORM
TRMD
$2.91B
$2.55M 0.6%
91,505
+495
+0.5% +$12.6K
BSX icon
58
Boston Scientific
BSX
$65.4B
$2.55M 0.6%
40,601
-727
-2% -$58.2K
BLK icon
59
Blackrock
BLK
$166B
$2.47M 0.58%
2,569
-48
-2% -$50.5K
ABBV icon
60
AbbVie
ABBV
$450B
$2.37M 0.56%
10,897
-6,699
-38% -$1.49M
EW icon
61
Edwards Lifesciences
EW
$49.4B
$2.37M 0.56%
29,579
+588
+2% +$48.5K
XOM icon
62
ExxonMobil
XOM
$611B
$2.36M 0.56%
13,911
+153
+1% +$22.3K
AMGN icon
63
Amgen
AMGN
$198B
$2.35M 0.55%
6,677
-3
-0% -$1.07K
ANET icon
64
Arista Networks
ANET
$212B
$2.28M 0.54%
18,545
+81
+0.4% +$10.8K
ARM icon
65
Arm
ARM
$285B
$2.27M 0.53%
15,009
+276
+2% +$33.5K
HPE icon
66
Hewlett Packard
HPE
$60.7B
$2.19M 0.52%
91,908
-289
-0.3% -$6.4K
MLPX icon
67
Global X MLP & Energy Infrastructure ETF
MLPX
$3.62B
$2.14M 0.5%
28,964
+3,179
+12% +$216K
PAYX icon
68
Paychex
PAYX
$40.7B
$2.08M 0.49%
22,585
+31
+0.1% +$3.07K
OHI icon
69
Omega Healthcare
OHI
$15B
$1.98M 0.47%
45,228
+1,297
+3% +$59.2K
SHY icon
70
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$1.96M 0.46%
23,712
+1,586
+7% +$131K
IEF icon
71
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$1.95M 0.46%
20,400
+1,081
+6% +$104K
AMZN icon
72
Amazon
AMZN
$2.66T
$1.92M 0.45%
9,230
-630
-6% -$139K
FCNCA icon
73
First Citizens BancShares
FCNCA
$24.6B
$1.91M 0.45%
1,011
+42
+4% +$84.3K
EPR icon
74
EPR Properties
EPR
$4.76B
$1.88M 0.44%
37,532
+344
+0.9% +$18.9K
CSCO icon
75
Cisco
CSCO
$441B
$1.82M 0.43%
23,446
-440
-2% -$34.4K
1 2
3
4 5

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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.