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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
BMI icon
126
Badger Meter
BMI
$4.36B
$334K 0.08%
2,193
-175
-7% -$27.5K
ABR icon
127
Arbor Realty Trust
ABR
$996M
$305K 0.07%
39,577
-198
-0.5% -$1.54K
VO icon
128
Vanguard Mid-Cap ETF
VO
$106B
$302K 0.07%
4,208
-76
-2% -$5.65K
TDY icon
129
Teledyne Technologies
TDY
$29.4B
$299K 0.07%
494
+15
+3% +$9.36K
WEC icon
130
WEC Energy
WEC
$36.9B
$284K 0.07%
2,457
– –
TLH icon
131
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$276K 0.07%
2,742
+125
+5% +$12.8K
SYM icon
132
Symbotic
SYM
$5.25B
$260K 0.06%
4,885
+156
+3% +$8.93K
OKLO
133
Oklo
OKLO
$7.15B
$250K 0.06%
5,047
+85
+2% +$6.11K
VV icon
134
Vanguard Large-Cap ETF
VV
$52.2B
$248K 0.06%
829
– –
IBTK icon
135
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$909M
$215K 0.05%
10,900
+642
+6% +$12.7K
FLOT icon
136
iShares Floating Rate Bond ETF
FLOT
$10B
$206K 0.05%
+4,044
New +$206K
NAGE
137
Niagen Bioscience
NAGE
$261M
$92.4K 0.02%
20,950
– –
CNI icon
138
Canadian National Railway
CNI
$78.3B
– –
-2,039
Closed -$202K
DELL icon
139
Dell
DELL
$256B
– –
-5,773
Closed -$727K
GPC icon
140
Genuine Parts
GPC
$17.2B
– –
-5,221
Closed -$642K
IBB icon
141
iShares Biotechnology ETF
IBB
$9.23B
– –
-20,874
Closed -$3.52M
IWF icon
142
iShares Russell 1000 Growth ETF
IWF
$123B
– –
-27,840
Closed -$3.29M
MANH icon
143
Manhattan Associates
MANH
$9.66B
– –
-3,036
Closed -$526K
PYPL icon
144
PayPal
PYPL
$49.9B
– –
-8,869
Closed -$518K
TMO icon
145
Thermo Fisher Scientific
TMO
$198B
– –
-808
Closed -$468K
XLV icon
146
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
– –
-21,445
Closed -$3.32M
2 3 4 5
6

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APWA
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MP
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AFWM
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ATFA
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SGA
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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.