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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
+3.56%
1 Year Est. Return
+28.89%
3 Year Est. Return
+90.16%
5 Year Est. Return
+111.71%
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
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$45.3M 10.73%
66,446
+3,078
+5% +$2.08M
SHV icon
2
iShares 0-1 Year Treasury Bond ETF
SHV
$20.9B
$15.6M 3.7%
141,726
-8,416
-6% -$928K
NVDA icon
3
NVIDIA
NVDA
$4.91T
$15.1M 3.57%
80,852
-305
-0.4% -$56.8K
AVGO icon
4
Broadcom
AVGO
$1.76T
$14.4M 3.41%
41,646
-1,115
-3% -$399K
LRCX icon
5
Lam Research
LRCX
$392B
$9.34M 2.21%
54,590
+2,111
+4% +$328K
JPM icon
6
JPMorgan Chase
JPM
$907B
$8.05M 1.91%
24,970
-150
-0.6% -$46.4K
IEI icon
7
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$7.62M 1.8%
63,821
+2,910
+5% +$348K
IBTG icon
8
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.27B
$7.4M 1.75%
323,594
+30,336
+10% +$695K
COF icon
9
Capital One
COF
$128B
$7.29M 1.73%
30,086
-439
-1% -$97.7K
AMAT icon
10
Applied Materials
AMAT
$421B
$6.54M 1.55%
25,467
+639
+3% +$153K
CMI icon
11
Cummins
CMI
$89.5B
$6.39M 1.51%
12,527
+1,060
+9% +$495K
RTX icon
12
RTX Corp
RTX
$261B
$6.31M 1.5%
34,428
+2,135
+7% +$371K
MCO icon
13
Moody's
MCO
$89.2B
$6.21M 1.47%
12,155
+169
+1% +$82.5K
AGG icon
14
iShares Core US Aggregate Bond ETF
AGG
$139B
$6.08M 1.44%
60,878
+2,467
+4% +$248K
MSFT icon
15
Microsoft
MSFT
$2.93T
$6.03M 1.43%
12,476
-265
-2% -$133K
EFA icon
16
iShares MSCI EAFE ETF
EFA
$76.5B
$5.99M 1.42%
62,406
-9,973
-14% -$946K
GS icon
17
Goldman Sachs
GS
$314B
$5.7M 1.35%
6,484
+473
+8% +$386K
IWV icon
18
iShares Russell 3000 ETF
IWV
$19.6B
$5.7M 1.35%
14,722
+512
+4% +$196K
ETN icon
19
Eaton
ETN
$155B
$5.55M 1.32%
17,432
+314
+2% +$111K
AMD icon
20
Advanced Micro Devices
AMD
$808B
$5.44M 1.29%
25,420
+9,603
+61% +$2.16M
COST icon
21
Costco
COST
$417B
$5.44M 1.29%
6,304
-597
-9% -$541K
IJH icon
22
iShares Core S&P Mid-Cap ETF
IJH
$122B
$5.39M 1.28%
81,655
-147
-0.2% -$9.63K
EEM icon
23
iShares MSCI Emerging Markets ETF
EEM
$28B
$5.15M 1.22%
94,156
-1,618
-2% -$88K
AXP icon
24
American Express
AXP
$242B
$4.84M 1.15%
13,095
+540
+4% +$193K
LMT icon
25
Lockheed Martin
LMT
$117B
$4.76M 1.13%
9,850
+917
+10% +$439K
1
2 3 4 5

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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.