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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
CDNS icon
101
Cadence Design Systems
CDNS
$91B
$983K 0.23%
3,537
+23
+0.7% +$6.86K
DE icon
102
Deere & Co
DE
$161B
$958K 0.23%
1,701
+38
+2% +$21.4K
MFC icon
103
Manulife Financial
MFC
$72.1B
$954K 0.22%
27,702
+305
+1% +$11K
AEP icon
104
American Electric Power
AEP
$71.9B
$947K 0.22%
7,223
+229
+3% +$28.7K
NKE icon
105
Nike
NKE
$64.9B
$946K 0.22%
17,904
+266
+2% +$16.1K
NXPI icon
106
NXP Semiconductors
NXPI
$67.3B
$907K 0.21%
4,607
+123
+3% +$27.2K
PLTR icon
107
Palantir
PLTR
$317B
$900K 0.21%
6,155
-5,235
-46% -$800K
WTM icon
108
White Mountains Insurance
WTM
$5.48B
$868K 0.2%
395
+7
+2% +$15K
MNST icon
109
Monster Beverage
MNST
$95.4B
$832K 0.2%
11,488
+214
+2% +$16.9K
DDOG icon
110
Datadog
DDOG
$92.1B
$763K 0.18%
6,463
+149
+2% +$18.4K
SNPS icon
111
Synopsys
SNPS
$73.6B
$704K 0.17%
1,776
+17
+1% +$7.68K
GOOGL icon
112
Alphabet (Google) Class A
GOOGL
$4.23T
$680K 0.16%
2,364
+29
+1% +$9.11K
PR
113
Permian Resources
PR
$16.9B
$650K 0.15%
30,509
-192
-0.6% -$3.31K
EOG icon
114
EOG Resources
EOG
$74.5B
$625K 0.15%
4,320
+19
+0.4% +$2.31K
BXP icon
115
Boston Properties
BXP
$11.1B
$590K 0.14%
11,366
+17
+0.1% +$1.02K
DAC icon
116
Danaos Corp
DAC
$2.29B
$584K 0.14%
5,185
+19
+0.4% +$2.03K
NOG icon
117
Northern Oil and Gas
NOG
$2.31B
$579K 0.14%
19,822
+45
+0.2% +$1.17K
NIC icon
118
Nicolet Bankshares
NIC
$3.61B
$566K 0.13%
+3,810
New +$553K
ZBRA icon
119
Zebra Technologies
ZBRA
$12.7B
$492K 0.12%
2,354
-36
-2% -$8.46K
PEP icon
120
PepsiCo
PEP
$187B
$488K 0.11%
3,141
+2
+0.1% +$312
PFS icon
121
Provident Financial Services
PFS
$3.14B
$477K 0.11%
22,561
+1,583
+8% +$33.8K
PG icon
122
Procter & Gamble
PG
$349B
$394K 0.09%
2,729
+8
+0.3% +$1.21K
BNTX icon
123
BioNTech
BNTX
$23.1B
$356K 0.08%
4,009
+41
+1% +$4.21K
BRK.B icon
124
Berkshire Hathaway Class B
BRK.B
$1.06T
$354K 0.08%
738
-10
-1% -$4.91K
NFLX icon
125
Netflix
NFLX
$290B
$353K 0.08%
3,674
+19
+0.5% +$1.67K
2 3 4
5
6

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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.