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Latest Midwest Professional Planners, LTD. Stock Portfolio

$424Million | No. of Holdings #137

Midwest Professional Planners, LTD. Performance

2026 Q1-0.70%
YTD-0.70%
2025+15.41%

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

On 2026-05-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Midwest Professional Planners, LTD. reported an equity portfolio of $424.5 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Midwest Professional Planners, LTD. are SPY, AAXJ, NVDA. The fund has invested 10.4% of it's portfolio in STATE STREET SPDR S&P 500 ETF UNITS and 4% of portfolio in ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF. <br><br> The fund managers got completely rid off ISHARES TR (IJR), SELECT SECTOR SPDR TR (XLB) and DELL TECHNOLOGIES INC (DELL) stocks. They significantly reduced their stock positions in PALANTIR TECHNOLOGIES INC CL A (PLTR), ABBVIE INC COM USD0.01 (ABBV) and LAM RESEARCH CORP COM NEW (LRCX). Midwest Professional Planners, LTD. opened new stock positions in ISHARES RUSSELL 2000 VALUE ETF (IJR), SPDR SERIES TRUST STATE STREET BLOOMBERG CONVERTIBLE SECURITIES ETF (BIL) and NICOLET BANKSHARES INC (NIC). The fund showed a lot of confidence in some stocks as they added substantially to INTERACTIVE BROKERS GROUP INC COM CL A (IBKR), DOMINION ENERGY INC COM (D) and TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 (TSM).
Midwest Professional Planners, LTD. Equity Portfolio Value
Last Reported on: 05 May, 2026
$424Million
  as of May 05, 2026

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

Our best estimate is that Midwest Professional Planners, LTD. made a return of -0.7% in the last quarter. In trailing 12 months, it's portfolio return was 19.21%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares russell 2000 value etf3,577,230
spdr series trust state street bloomberg convertible securities etf3,563,700
nicolet bankshares inc566,242
ishares tr fltg rate nt etf206,061
New stocks bought by Midwest Professional Planners, LTD.

Additions

Ticker% Inc.
interactive brokers group inc com cl a354
dominion energy inc com348
taiwan semiconductor manufacturing spon ads each rep 5 ord twd10223
asml holding nv eur0.09 ny registry shs 2012168
ishares tr ibonds 29 trm ts87.29
prologis inc. com74.61
kla corp com new66.45
ishares msci eafe etf57.99
Additions to existing portfolio by Midwest Professional Planners, LTD.

Reductions

Ticker% Reduced
palantir technologies inc cl a-45.96
abbvie inc com usd0.01-38.07
lam research corp com new-29.07
apple inc-18.8
spdr gold tr gold shs-16.24
waste management inc-15.92
ishares tr north amern nat-13.43
sofi technologies inc com-13.36
Midwest Professional Planners, LTD. reduced stake in above stock

Sold off

Ticker$ Sold
select sector spdr tr-3,319,760
ishares tr-3,522,920
paypal hldgs inc-517,747
ishares tr-3,294,380
dell technologies inc-726,661
genuine parts co-641,938
manhattan associates inc-526,169
canadian natl ry co-201,555
Midwest Professional Planners, LTD. got rid off the above stocks

Sector Distribution

Midwest Professional Planners, LTD. has about 44.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Healthcare
  • Energy
  • Utilities
  • Real Estate
  • Communication Services
  • Consumer Defensive
Sector%
Others44.9
Technology19.7
Industrials11
Financial Services10.1
Healthcare3.3
Energy2.2
Utilities2
Real Estate2
Communication Services2
Consumer Defensive1.7

Market Cap. Distribution

Midwest Professional Planners, LTD. has about 51.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED44.9
MEGA-CAP27.8
LARGE-CAP23.8
MID-CAP3.4

Stocks belong to which Index?

About 50.1% of the stocks held by Midwest Professional Planners, LTD. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others49.9
S&P 50048.2
RUSSELL 20001.9
Top 5 Winners (%)%
PR
permian resources corp class a com
51.8 %
LNG
cheniere energy inc com usd0.003
45.9 %
TRMD
torm plc ser a usd0.01
42.3 %
TER
teradyne inc com usd0.125
40.9 %
XOM
exxon mobil corp com
40.7 %
Top 5 Winners ($)$
AMAT
applied materials inc com usd0.01
2.1 M
LRCX
lam research corp com new
2.0 M
TER
teradyne inc com usd0.125
1.3 M
LMT
lockheed martin corp com usd1.00
1.2 M
LNG
cheniere energy inc com usd0.003
0.8 M
Top 5 Losers (%)%
SOFI
sofi technologies inc com
-36.7 %
BSX
boston scientific corp
-33.9 %
ALCC
oklo inc com cl a
-30.7 %
CDXC
niagen bioscience, inc. common stock
-30.7 %
CRM
salesforce inc com
-29.2 %
Top 5 Losers ($)$
SPY
state street spdr s&p 500 etf units
-2.1 M
COF
capital one financial corp com usd0.01
-1.8 M
AVGO
broadcom inc com
-1.5 M
MSFT
microsoft corp
-1.4 M
BSX
boston scientific corp
-1.3 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 137 stocks in it's portfolio. About 32.3% of the portfolio is in top 10 stocks. SPY proved to be the most loss making stock for the portfolio. AMAT was the most profitable stock for Midwest Professional Planners, LTD. last quarter.

$424.53MTotal Value
146Positions
05 May, 2026Last Reported
Current holdings of Current Stock Holdings of Midwest Professional Planners, LTD., last reported on 05 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Trust Ishares 0-1 Year Treasury Bond Etf

Ishares Trust Ishares 0-1 Year Treasury Bond Etf

AAXJ
Midwest Professional Planners, LTD.'s holding in Ishares Trust Ishares 0-1 Year Treasury Bond Etf over time
4.04%155,474
$17.16M
4.04%
increased 9.7 percentadded
AAXJ
Ishares Tr 3 7 Yr Treas Bd

Ishares Tr 3 7 Yr Treas Bd

AAXJ
Midwest Professional Planners, LTD.'s holding in Ishares Tr 3 7 Yr Treas Bd over time
1.87%67,075
$7.96M
1.87%
increased 5.1 percentadded
AAXJ
Ishares Tr 10-20 Yr Trs Etf

Ishares Tr 10-20 Yr Trs Etf

AAXJ
Midwest Professional Planners, LTD.'s holding in Ishares Tr 10-20 Yr Trs Etf over time
0.06%2,742
$276.1K
0.06%
increased 4.78 percentadded
AGNG
Global X Fds Glb X Mlp Enrg I

Global X Fds Glb X Mlp Enrg I

AGNG
Midwest Professional Planners, LTD.'s holding in Global X Fds Glb X Mlp Enrg I over time
0.5%28,964
$2.14M
0.5%
increased 12.33 percentadded
ALCC
Oklo Inc Com Cl A

Oklo Inc Com Cl A

ALCC
Midwest Professional Planners, LTD.'s holding in Oklo Inc Com Cl A over time
0.06%5,047
$250.3K
0.06%
increased 1.71 percentadded
ASML
Asml Holding Nv Eur0.09 Ny Registry Shs 2012

Asml Holding Nv Eur0.09 Ny Registry Shs 2012

ASML
Midwest Professional Planners, LTD.'s holding in Asml Holding Nv Eur0.09 Ny Registry Shs 2012 over time
0.41%1,319
$1.74M
0.41%
increased 168.09 percentadded