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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
PG icon
126
Procter & Gamble
PG
$338B
$390K 0.09%
2,721
-143
-5% -$21.1K
BNTX icon
127
BioNTech
BNTX
$23.2B
$378K 0.09%
3,968
+93
+2% +$9.37K
BRK.B icon
128
Berkshire Hathaway Class B
BRK.B
$1.12T
$376K 0.09%
748
– –
OKLO
129
Oklo
OKLO
$8.44B
$356K 0.08%
+4,962
New +$553K
NFLX icon
130
Netflix
NFLX
$309B
$343K 0.08%
3,655
+245
+7% +$26.4K
VO icon
131
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$311K 0.07%
4,284
+24
+0.6% +$1.75K
ABR icon
132
Arbor Realty Trust
ABR
$989M
$309K 0.07%
39,775
-61,422
-61% -$602K
SYM icon
133
Symbotic
SYM
$5.22B
$281K 0.07%
4,729
+525
+12% +$34.7K
IBKR icon
134
Interactive Brokers
IBKR
$39.2B
$280K 0.07%
4,358
-791
-15% -$53K
D icon
135
Dominion Energy
D
$59.6B
$270K 0.06%
4,616
-6,282
-58% -$378K
TLH icon
136
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$266K 0.06%
2,617
+172
+7% +$17.7K
VV icon
137
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$261K 0.06%
829
-66
-7% -$20.6K
WEC icon
138
WEC Energy
WEC
$35.3B
$259K 0.06%
2,457
– –
TDY icon
139
Teledyne Technologies
TDY
$31.8B
$245K 0.06%
+479
New +$252K
IBTK icon
140
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$975M
$204K 0.05%
+10,258
New +$204K
CNI icon
141
Canadian National Railway
CNI
$77.2B
$202K 0.05%
2,039
-1,022
-33% -$98.3K
NAGE
142
Niagen Bioscience
NAGE
$238M
$133K 0.03%
20,950
– –
CMG icon
143
Chipotle Mexican Grill
CMG
$42B
– –
-9,869
Closed -$387K
CWB icon
144
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.68B
– –
-38,133
Closed -$3.45M
DFUS
145
Dimensional US Equity ETF
DFUS
$21.6B
– –
-4,829
Closed -$350K
ES icon
146
Eversource Energy
ES
$27.4B
– –
-5,637
Closed -$401K
IBTF
147
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
– –
-226,717
Closed -$5.3M
IDU icon
148
iShares US Utilities ETF
IDU
$1.4B
– –
-28,162
Closed -$3.12M
INSW icon
149
International Seaways
INSW
$4.58B
– –
-6,586
Closed -$303K
IWP icon
150
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
– –
-22,412
Closed -$3.19M
3 4 5
6
7

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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.