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Portfolio (Quarterly) Guide ↗

Midwest Professional Planners, LTD.

· CIK 0001730575
13F Portfolio $425M AUM 137 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 71 Added 39 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 IBB ISHARES TR 20,874 $3.5M 0.83% SOLD
2 XLV SELECT SECTOR SPDR TR 21,445 $3.3M 0.79% SOLD
3 IWF ISHARES TR 6,960 $3.3M 0.78% SOLD
4 DELL DELL TECHNOLOGIES INC Technology 5,773 $727K 0.17% SOLD
5 GPC GENUINE PARTS CO Consumer Cyclical 5,221 $642K 0.15% SOLD
6 MANH MANHATTAN ASSOCIATES INC Technology 3,036 $526K 0.12% SOLD
7 PYPL PAYPAL HLDGS INC Financial Services 8,869 $518K 0.12% SOLD
8 TMO THERMO FISHER SCIENTIFIC INC Healthcare 808 $468K 0.11% SOLD
9 CNI CANADIAN NATL RY CO Industrials 2,039 $202K 0.05% SOLD
Sector Allocation
Financial Services 33.6%
Technology 30.8%
Industrials 15.4%
Healthcare 4.7%
Energy 4.6%
Real Estate 2.8%
Communication Services 2.7%
Consumer Defensive 2.4%
Utilities 1.6%
Consumer Cyclical 1.4%