Latest Midwest Professional Planners, LTD. Stock Portfolio

Midwest Professional Planners, LTD. Performance:

2025 Q4: 0.85%YTD: 14.04%2024: 12.9%

Performance for 2025 Q4 is 0.85%, and YTD is 14.04%, and 2024 is 12.9%.

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

On 2026-02-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Midwest Professional Planners, LTD. reported an equity portfolio of $422.2 Millions as of 31 Dec, 2025.

The top stock holdings of Midwest Professional Planners, LTD. are SPY, AAXJ, NVDA. The fund has invested 10.7% of it's portfolio in SPDR S&P 500 ETF TR and 3.7% of portfolio in ISHARES TR.

The fund managers got completely rid off ISHARES TR (DMXF), SPDR SERIES TRUST (BIL) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ARBOR REALTY TRUST INC (ABR), DOMINION ENERGY INC (D) and PERMIAN RESOURCES CORP (PR). Midwest Professional Planners, LTD. opened new stock positions in ISHARES TR (IJR), SELECT SECTOR SPDR TR (XLB) and ASML HOLDING N V. The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), MANULIFE FINL CORP and TESLA INC (TSLA).

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

Our best estimate is that Midwest Professional Planners, LTD. made a return of 0.85% in the last quarter. In trailing 12 months, it's portfolio return was 14.04%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	3,522,920
ishares tr	3,327,680
select sector spdr tr	3,319,760
ishares tr	3,276,330
asml holding n v	526,414
danaos corporation	486,549
oklo inc	356,073
teledyne technologies inc	244,640

New stocks bought by Midwest Professional Planners, LTD.

Additions

Ticker	% Inc.
netflix inc	971
manulife finl corp	173
tesla inc	130
kla corp	111
select sector spdr tr	100
genuine parts co	93.87
uscf etf tr	90.17
datadog inc	85.49

Additions to existing portfolio by Midwest Professional Planners, LTD.

Reductions

Ticker	% Reduced
arbor realty trust inc	-60.7
dominion energy inc	-57.64
permian resources corp	-57.01
northern oil &gas inc	-53.06
white mtns ins group ltd	-37.62
nxp semiconductors n v	-36.6
canadian natl ry co	-33.39
salesforce inc	-30.15

Midwest Professional Planners, LTD. reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-5,297,230
select sector spdr tr	-3,070,910
spdr series trust	-3,451,000
ishares tr	-3,123,210
ishares tr	-3,191,740
universal health rlty income	-492,977
chipotle mexican grill inc	-386,766
price t rowe group inc	-770,220

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

Sector Distribution

Midwest Professional Planners, LTD. has about 42% of it's holdings in Others sector.

Sector	%
Others	42
Technology	21.4
Financial Services	11.4
Industrials	10.3
Healthcare	4.4
Communication Services	2.2
Real Estate	2
Consumer Defensive	1.7
Utilities	1.6
Energy	1.6
Consumer Cyclical	1.4

Market Cap. Distribution

Midwest Professional Planners, LTD. has about 53% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	42
LARGE-CAP	30.7
MEGA-CAP	22.3
MID-CAP	4

Stocks belong to which Index?

About 52.7% of the stocks held by Midwest Professional Planners, LTD. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	51.2
Others	47.3
RUSSELL 2000	1.5

Top 5 Winners (%)		%
MU	micron technology inc	68.4 %
TER	teradyne inc	34.1 %
GOOG	alphabet inc	28.3 %
GOOG	alphabet inc	27.9 %
LRCX	lam research corp	27.2 %

Top 5 Winners ($)		$
LRCX	lam research corp	2.0 M
AMAT	applied matls inc	1.3 M
AMD	advanced micro devices inc	1.1 M
CMI	cummins inc	1.1 M
SPY	spdr s&p 500 etf tr	1.0 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
XLB	select sector spdr tr	-41.8 %
CDXC	niagen bioscience inc	-31.8 %
ORCL	oracle corp	-30.6 %
ABR	arbor realty trust inc	-25.4 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-2.4 M
NFLX	netflix inc	-2.2 M
ORCL	oracle corp	-2.0 M
ETN	eaton corp plc	-1.0 M
	arm holdings plc	-0.5 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 142 stocks in it's portfolio. About 32.4% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for Midwest Professional Planners, LTD. last quarter.

Last Reported on: 06 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.06	16,464	4,476,010	added	1.44

AAXJ	ishares tr	3.70	141,726	15,611,100	reduced	-5.61

AAXJ	ishares tr	1.80	63,821	7,617,000	added	4.78

AAXJ	ishares tr	0.06	2,617	266,028	added	7.03

ABBV	abbvie inc	0.95	17,596	4,020,620	added	22.71

ABR	arbor realty trust inc	0.07	39,775	308,657	reduced	-60.7

ABT	abbott labs	0.48	16,197	2,029,280	added	7.61

ADI	analog devices inc	0.58	9,036	2,450,560	reduced	-2.12

AEP	american elec pwr co inc	0.19	6,994	806,434	added	5.79

AGNG	global x fds	0.37	25,785	1,560,770	added	8.56

ALCC	oklo inc	0.08	4,962	356,073	new

AMAT	applied matls inc	1.55	25,467	6,544,740	added	2.57

AMD	advanced micro devices inc	1.29	25,420	5,444,040	added	60.71

AMGN	amgen inc	0.52	6,680	2,186,390	added	3.47

AMPS	ishares tr	0.85	74,355	3,575,720	added	4.1

AMT	american tower corp new	0.32	7,795	1,368,520	reduced	-22.6

AMZN	amazon com inc	0.54	9,860	2,275,880	added	2.15

ANET	arista networks inc	0.57	18,464	2,419,340	added	3.42

AVGO	broadcom inc	3.41	41,646	14,413,600	reduced	-2.61

AXP	american express co	1.15	13,095	4,844,380	added	4.3