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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 Miscellaneous 36.85%
2 Technology 29.59%
3 Financials 11.78%
4 Industrials 9.95%
5 Energy 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISRG icon
101
Intuitive Surgical
ISRG
$130B
$1.11M 0.22%
2,791
+6
+0.2% +$2.62K
RNR icon
102
RenaissanceRe
RNR
$13.7B
$1.07M 0.21%
3,373
+60
+2% +$18K
PFS icon
103
Provident Financial Services
PFS
$3.09B
$943K 0.18%
39,894
+17,333
+77% +$389K
CNX icon
104
CNX Resources
CNX
$5.55B
$909K 0.18%
26,799
+115
+0.4% +$4.15K
GOOGL icon
105
Alphabet (Google) Class A
GOOGL
$4.14T
$875K 0.17%
2,447
+83
+4% +$29.9K
BSX icon
106
Boston Scientific
BSX
$69.3B
$761K 0.15%
17,827
-22,774
-56% -$1.24M
PLTR icon
107
Palantir
PLTR
$419B
$713K 0.14%
6,107
-48
-0.8% -$6.55K
PR
108
Permian Resources
PR
$19.6B
$626K 0.12%
34,024
+3,515
+12% +$70.6K
PAYX icon
109
Paychex
PAYX
$43.3B
$591K 0.12%
6,015
-16,570
-73% -$1.57M
IBTK icon
110
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$1.02B
$499K 0.1%
25,562
+14,662
+135% +$287K
NBIS
111
Nebius Group N.V.
NBIS
$61.5B
$469K 0.09%
+1,698
New +$336K
CRM icon
112
Salesforce
CRM
$213B
$462K 0.09%
2,950
-6,390
-68% -$1.12M
CRDO icon
113
Credo Technology Group
CRDO
$32.1B
$453K 0.09%
+1,664
New +$329K
PG icon
114
Procter & Gamble
PG
$340B
$410K 0.08%
2,799
+70
+3% +$10.2K
BNTX icon
115
BioNTech
BNTX
$26.1B
$372K 0.07%
4,002
-7
-0.2% -$659
BRK.B icon
116
Berkshire Hathaway Class B
BRK.B
$1.08T
$364K 0.07%
727
-11
-1% -$5.29K
TDY icon
117
Teledyne Technologies
TDY
$28.3B
$353K 0.07%
530
+36
+7% +$22.7K
VO icon
118
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$329K 0.06%
4,082
-126
-3% -$9.77K
BMI icon
119
Badger Meter
BMI
$3.84B
$325K 0.06%
2,193
– –
TLH icon
120
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$304K 0.06%
3,028
+286
+10% +$28.6K
WEC icon
121
WEC Energy
WEC
$34.5B
$287K 0.06%
2,457
– –
NFLX icon
122
Netflix
NFLX
$326B
$267K 0.05%
3,746
+72
+2% +$6.34K
CAT icon
123
Caterpillar
CAT
$374B
$267K 0.05%
+251
New +$220K
VV icon
124
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$251K 0.05%
730
-99
-12% -$33K
MKC icon
125
McCormick & Company Non-Voting
MKC
$14B
$241K 0.05%
+4,775
New +$234K
2 3 4
5
6

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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 Miscellaneous at 37% of assets, down from 40% a quarter earlier, followed by Technology and Financials.

  • 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.