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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
DDOG icon
101
Datadog
DDOG
$81.6B
$859K 0.2%
6,314
+2,910
+85% +$460K
SNPS icon
102
Synopsys
SNPS
$77.7B
$826K 0.2%
1,759
+50
+3% +$22.2K
AEP icon
103
American Electric Power
AEP
$68.2B
$806K 0.19%
6,994
+383
+6% +$45.2K
WTM icon
104
White Mountains Insurance
WTM
$5.3B
$806K 0.19%
388
-234
-38% -$458K
DE icon
105
Deere & Co
DE
$166B
$774K 0.18%
1,663
+57
+4% +$26.7K
BXP icon
106
Boston Properties
BXP
$11B
$766K 0.18%
11,349
+113
+1% +$8.03K
TRP icon
107
TC Energy
TRP
$66.6B
$756K 0.18%
13,735
+439
+3% +$23.4K
KLAC icon
108
KLA
KLAC
$252B
$746K 0.18%
6,140
+3,230
+111% +$379K
GOOGL icon
109
Alphabet (Google) Class A
GOOGL
$4.38T
$731K 0.17%
2,335
+108
+5% +$30.9K
DELL icon
110
Dell
DELL
$283B
$727K 0.17%
5,773
+80
+1% +$11.3K
IBTJ icon
111
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.35B
$677K 0.16%
30,859
+9,262
+43% +$204K
GPC icon
112
Genuine Parts
GPC
$18.3B
$642K 0.15%
5,221
+2,528
+94% +$327K
PLD icon
113
Prologis
PLD
$130B
$627K 0.15%
4,911
+595
+14% +$74.2K
ZBRA icon
114
Zebra Technologies
ZBRA
$17.2B
$580K 0.14%
2,390
+6
+0.3% +$1.6K
ASML icon
115
ASML
ASML
$655B
$526K 0.12%
+492
New +$513K
MANH icon
116
Manhattan Associates
MANH
$11.1B
$526K 0.12%
3,036
+178
+6% +$32.5K
PYPL icon
117
PayPal
PYPL
$51.1B
$518K 0.12%
8,869
-1,289
-13% -$83.7K
DAC icon
118
Danaos Corp
DAC
$2.61B
$487K 0.12%
+5,166
New +$476K
TMO icon
119
Thermo Fisher Scientific
TMO
$214B
$468K 0.11%
808
+15
+2% +$8.48K
EOG icon
120
EOG Resources
EOG
$71.4B
$452K 0.11%
4,301
+75
+2% +$8.06K
PEP icon
121
PepsiCo
PEP
$189B
$451K 0.11%
3,139
-227
-7% -$33.4K
PR
122
Permian Resources
PR
$17B
$431K 0.1%
30,701
-40,714
-57% -$547K
NOG icon
123
Northern Oil and Gas
NOG
$2.21B
$425K 0.1%
19,777
-22,352
-53% -$501K
PFS icon
124
Provident Financial Services
PFS
$3.23B
$414K 0.1%
20,978
+5,840
+39% +$113K
BMI icon
125
Badger Meter
BMI
$3.98B
$413K 0.1%
2,368
– –
3 4
5
6 7

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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.