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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
(+3%)
Cap. Flow
+$4.4M
Cap. Flow
% of AUM
1.04%
Top 10 Holdings %
Top 10 Hldgs %
32.37%
Holding
157
New
9
Increased
87
Reduced
42
Closed
15
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Biotechnology ETF
IBB
|
+$3.39M |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
+$3.3M |
| 3 |
iShares North American Natural Resources ETF
IGE
|
+$3.25M |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$3.21M |
| 5 |
Advanced Micro Devices
AMD
|
+$2.16M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
+$5.3M |
| 2 |
State Street SPDR Bloomberg Convertible Securities ETF
CWB
|
+$3.45M |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$3.19M |
| 4 |
iShares US Utilities ETF
IDU
|
+$3.12M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
Mercado Libre
MELI
$91.7B
| – | – |
-87
| Closed | -$203K |
|
152
Occidental Petroleum
OXY
$56.2B
| – | – |
-5,570
| Closed | -$263K |
|
153
PNC Financial Services
PNC
$101B
| – | – |
-3,440
| Closed | -$691K |
|
154
T. Rowe Price
TROW
$24.1B
| – | – |
-7,504
| Closed | -$770K |
|
155
Texas Instruments
TXN
$261B
| – | – |
-2,642
| Closed | -$485K |
|
|
UHT
156
Universal Health Realty Income Trust
UHT
$594M
| – | – |
-12,586
| Closed | -$493K |
|
|
157
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
| – | – |
-57,006
| Closed | -$3.07M |
|
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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.