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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
NOC icon
51
Northrop Grumman
NOC
$80.7B
$2.88M 0.68%
5,043
+318
+7% +$185K
BLK icon
52
Blackrock
BLK
$175B
$2.8M 0.66%
2,617
+89
+4% +$97.3K
RY icon
53
Royal Bank of Canada
RY
$294B
$2.73M 0.65%
16,000
+1,326
+9% +$204K
IJR icon
54
iShares Core S&P Small-Cap ETF
IJR
$111B
$2.68M 0.63%
22,285
-212
-0.9% -$25.4K
PAYX icon
55
Paychex
PAYX
$42.7B
$2.53M 0.6%
22,554
+3,335
+17% +$390K
CRM icon
56
Salesforce
CRM
$153B
$2.53M 0.6%
9,546
-4,120
-30% -$1.02M
EW icon
57
Edwards Lifesciences
EW
$51.5B
$2.47M 0.59%
28,991
-7,779
-21% -$638K
ADI icon
58
Analog Devices
ADI
$184B
$2.45M 0.58%
9,036
-196
-2% -$49.2K
ANET icon
59
Arista Networks
ANET
$242B
$2.42M 0.57%
18,464
+611
+3% +$84.1K
AMZN icon
60
Amazon
AMZN
$2.94T
$2.28M 0.54%
9,860
+208
+2% +$47.6K
SHOP icon
61
Shopify
SHOP
$191B
$2.27M 0.54%
14,127
+1,429
+11% +$229K
HPE icon
62
Hewlett Packard
HPE
$69.4B
$2.21M 0.52%
92,197
-592
-0.6% -$13.9K
MU icon
63
Micron Technology
MU
$996B
$2.2M 0.52%
7,721
-507
-6% -$116K
AMGN icon
64
Amgen
AMGN
$219B
$2.19M 0.52%
6,680
+224
+3% +$71.1K
FCNCA icon
65
First Citizens BancShares
FCNCA
$25.5B
$2.08M 0.49%
969
+76
+9% +$143K
SOFI icon
66
SoFi Technologies
SOFI
$23.4B
$2.04M 0.48%
78,102
+1,995
+3% +$55.6K
ABT icon
67
Abbott
ABT
$187B
$2.03M 0.48%
16,197
+1,145
+8% +$146K
PLTR icon
68
Palantir
PLTR
$375B
$2.02M 0.48%
11,390
-1,172
-9% -$212K
TER icon
69
Teradyne
TER
$60.2B
$2M 0.47%
10,311
+2,486
+32% +$427K
OHI icon
70
Omega Healthcare
OHI
$14.8B
$1.95M 0.46%
43,931
+2,413
+6% +$104K
IEF icon
71
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$1.86M 0.44%
19,319
+649
+3% +$62.8K
EPR icon
72
EPR Properties
EPR
$4.7B
$1.86M 0.44%
37,188
+1,864
+5% +$97K
CSCO icon
73
Cisco
CSCO
$476B
$1.84M 0.44%
23,886
+8,541
+56% +$634K
SHY icon
74
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
$1.83M 0.43%
22,126
+654
+3% +$54.2K
IBTI icon
75
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.92B
$1.83M 0.43%
81,889
+21,310
+35% +$477K
1 2
3
4 5

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PP
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MWAM
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PWMG
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MCA
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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.