Latest Midwest Professional Planners, LTD. Stock Portfolio

Midwest Professional Planners, LTD. Performance:

2025 Q3: 6.17%YTD: 12.2%2024: 15.64%

Performance for 2025 Q3 is 6.17%, and YTD is 12.2%, and 2024 is 15.64%.

About Midwest Professional Planners, LTD. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Midwest Professional Planners, LTD. reported an equity portfolio of $409.9 Millions as of 30 Sep, 2025.

The top stock holdings of Midwest Professional Planners, LTD. are SPY, AAXJ, NVDA. The fund has invested 10.3% of it's portfolio in SPDR S&P 500 ETF TR and 4% of portfolio in ISHARES TR.

The fund managers got completely rid off NEW MTN FIN CORP (NMFC), ZOETIS INC (ZTS) and MARVELL TECHNOLOGY INC (MRVL) stocks. They significantly reduced their stock positions in NIKE INC (NKE), ISHARES TR (IJR) and ISHARES TR (AAXJ). Midwest Professional Planners, LTD. opened new stock positions in SPDR SERIES TRUST (BIL), SELECT SECTOR SPDR TR (XLB) and USCF ETF TR (BUY). The fund showed a lot of confidence in some stocks as they added substantially to TERADYNE INC (TER), TESLA INC (TSLA) and ISHARES TR (DMXF).

Midwest Professional Planners, LTD. Annual Return Estimates Vs S&P 500

Our best estimate is that Midwest Professional Planners, LTD. made a return of 6.17% in the last quarter. In trailing 12 months, it's portfolio return was 13.86%.

New Buys

Ticker	$ Bought
spdr series trust	3,451,000
select sector spdr tr	3,246,480
uscf etf tr	1,625,920
dimensional etf trust	349,813
symbotic inc	226,596

New stocks bought by Midwest Professional Planners, LTD.

Additions

Ticker	% Inc.
teradyne inc	162
tesla inc	74.92
ishares tr	36.14
ishares tr	27.33
sofi technologies inc	20.29
ishares tr	19.68
ishares tr	11.75
ishares tr	11.44

Additions to existing portfolio by Midwest Professional Planners, LTD.

Reductions

Ticker	% Reduced
nike inc	-35.12
ishares tr	-30.43
ishares tr	-18.18
salesforce inc	-9.87
vanguard index fds	-5.33
ishares tr	-4.59
interactive brokers group in	-4.29
kla corp	-3.96

Midwest Professional Planners, LTD. reduced stake in above stock

Sold off

Ticker	$ Sold
new mtn fin corp	-1,583,180
marvell technology inc	-374,011
exact sciences corp	-230,840
zoetis inc	-484,318
kimberly-clark corp	-319,565
cintas corp	-200,384

Midwest Professional Planners, LTD. got rid off the above stocks

Sector Distribution

Midwest Professional Planners, LTD. has about 41.6% of it's holdings in Others sector.

Sector	%
Others	41.6
Technology	20.7
Financial Services	11.4
Industrials	10
Healthcare	4.3
Real Estate	2.6
Communication Services	2.2
Energy	2.1
Consumer Defensive	2
Utilities	1.9
Consumer Cyclical	1.1

Market Cap. Distribution

Midwest Professional Planners, LTD. has about 52.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	41.6
LARGE-CAP	30.1
MEGA-CAP	22.5
MID-CAP	4.7

Stocks belong to which Index?

About 52.6% of the stocks held by Midwest Professional Planners, LTD. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	50.4
Others	47.4
RUSSELL 2000	2.2

Top 5 Winners (%)		%
ANET	arista networks inc	41.0 %
GOOG	alphabet inc	37.9 %
LRCX	lam research corp	37.4 %
GOOG	alphabet inc	36.5 %
MU	micron technology inc	35.8 %

Top 5 Winners ($)		$
SPY	spdr s&p 500 etf tr	2.8 M
AVGO	broadcom inc	2.3 M
NVDA	nvidia corporation	2.3 M
LRCX	lam research corp	1.9 M
ORCL	oracle corp	1.4 M

Top 5 Losers (%)		%
CDXC	niagen bioscience inc	-35.3 %
CMG	chipotle mexican grill inc	-30.2 %
BMI	badger meter inc	-27.1 %
ISRG	intuitive surgical inc	-17.7 %
CRM	salesforce inc	-13.1 %

Top 5 Losers ($)		$
CRM	salesforce inc	-0.5 M
BSX	boston scientific corp	-0.5 M
COST	costco whsl corp new	-0.4 M
PAYX	paychex inc	-0.4 M
MCO	moodys corp	-0.3 M

Midwest Professional Planners, LTD. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Midwest Professional Planners, LTD.

Midwest Professional Planners, LTD. has 148 stocks in it's portfolio. About 31.8% of the portfolio is in top 10 stocks. CRM proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Midwest Professional Planners, LTD. last quarter.

Last Reported on: 04 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.01	16,231	4,132,860	added	0.36

AAXJ	ishares tr	4.05	150,142	16,589,200	reduced	-18.18

AAXJ	ishares tr	1.78	60,911	7,279,420	added	1.26

AAXJ	ishares tr	0.06	2,445	251,846	added	11.44

ABBV	abbvie inc	0.81	14,340	3,320,360	added	1.8

ABR	arbor realty trust inc	0.30	101,197	1,235,620	reduced	-2.98

ABT	abbott labs	0.49	15,052	2,016,070	added	0.08

ADI	analog devices inc	0.55	9,232	2,268,260	reduced	-1.9

AEP	american elec pwr co inc	0.18	6,611	743,744	added	2.2

AGNG	global x fds	0.36	23,752	1,489,490	added	0.76

AMAT	applied matls inc	1.24	24,828	5,083,310	reduced	-0.36

AMD	advanced micro devices inc	0.62	15,817	2,559,110	added	2.34

AMGN	amgen inc	0.44	6,456	1,821,760	reduced	-1.85

AMPS	ishares tr	0.84	71,426	3,462,040	added	0.68

AMT	american tower corp new	0.47	10,071	1,936,790	reduced	-1.81

AMZN	amazon com inc	0.52	9,652	2,119,290	reduced	-1.25

ANET	arista networks inc	0.64	17,853	2,601,360	added	2.43

AVGO	broadcom inc	3.44	42,761	14,107,100	reduced	-1.03

AXP	american express co	1.02	12,555	4,170,360	added	0.18

BBAX	j p morgan exchange traded f	0.35	25,173	1,437,400	added	1.1