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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
TRMD icon
76
TORM
TRMD
$3.02B
$1.78M 0.42%
91,010
+35,612
+64% +$752K
LNG icon
77
Cheniere Energy
LNG
$54.9B
$1.78M 0.42%
9,164
-7
-0.1% -$1.47K
TSLA icon
78
Tesla
TSLA
$1.26T
$1.69M 0.4%
3,750
+2,125
+131% +$942K
XOM icon
79
ExxonMobil
XOM
$642B
$1.66M 0.39%
13,758
-275
-2% -$31.9K
JEPI icon
80
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
$1.63M 0.39%
28,542
+3,369
+13% +$192K
ARM icon
81
Arm
ARM
$306B
$1.61M 0.38%
14,733
+888
+6% +$129K
VRTX icon
82
Vertex Pharmaceuticals
VRTX
$123B
$1.6M 0.38%
3,524
+28
+0.8% +$12.1K
ISRG icon
83
Intuitive Surgical
ISRG
$132B
$1.58M 0.38%
2,797
+49
+2% +$26.1K
MLPX icon
84
Global X MLP & Energy Infrastructure ETF
MLPX
$3.59B
$1.56M 0.37%
25,785
+2,033
+9% +$122K
PSA icon
85
Public Storage
PSA
$61.1B
$1.44M 0.34%
5,546
-1,483
-21% -$415K
TSM icon
86
TSMC
TSM
$2.17T
$1.4M 0.33%
4,612
+575
+14% +$169K
AMT icon
87
American Tower
AMT
$79.8B
$1.37M 0.32%
7,795
-2,276
-23% -$414K
EA
88
DELISTED
Electronic Arts
EA
$1.26M 0.3%
6,178
+91
+1% +$18.4K
ARCC icon
89
Ares Capital
ARCC
$14.1B
$1.26M 0.3%
62,273
-5,361
-8% -$108K
CVX icon
90
Chevron
CVX
$371B
$1.2M 0.29%
7,898
+8
+0.1% +$1.22K
NKE icon
91
Nike
NKE
$62.3B
$1.12M 0.27%
17,638
+7,461
+73% +$486K
CDNS icon
92
Cadence Design Systems
CDNS
$93.2B
$1.1M 0.26%
3,514
+91
+3% +$29.7K
OGE icon
93
OGE Energy
OGE
$9.67B
$1.04M 0.25%
24,365
-701
-3% -$31.3K
XEL icon
94
Xcel Energy
XEL
$48.1B
$1M 0.24%
13,566
+699
+5% +$55.1K
MFC icon
95
Manulife Financial
MFC
$74B
$994K 0.24%
27,397
+17,380
+174% +$590K
NXPI icon
96
NXP Semiconductors
NXPI
$58.4B
$973K 0.23%
4,484
-2,589
-37% -$555K
CNX icon
97
CNX Resources
CNX
$5.2B
$973K 0.23%
26,449
+642
+2% +$23K
RNR icon
98
RenaissanceRe
RNR
$13.4B
$918K 0.22%
3,265
+121
+4% +$31.8K
PBA icon
99
Pembina Pipeline
PBA
$27.9B
$898K 0.21%
23,598
+6,741
+40% +$259K
MNST icon
100
Monster Beverage
MNST
$92.1B
$864K 0.2%
11,274
+730
+7% +$52.3K
2 3
4
5 6

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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.