Portfolio (Quarterly)
Guide ↗
Midwest Professional Planners, LTD.
· CIK 0001730575| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | CDNS | CADENCE DESIGN SYSTEMS INC COM USD0.01 | Technology | 3,537.0 | $983K | 0.23% | +23.0 | +0.7% | $277.87 | +36.4% |
| 102 | DE | DEERE & CO | Industrials | 1,701.0 | $958K | 0.23% | +38.0 | +2.3% | $563.21 | +5.1% |
| 103 | MFC | MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #2492519 | Financial Services | 27,702.0 | $954K | 0.23% | +305.0 | +1.1% | $34.44 | +16.7% |
| 104 | AEP | AMERICAN ELEC PWR CO INC COM | Utilities | 7,223.0 | $947K | 0.22% | +229.0 | +3.3% | $131.07 | +2.0% |
| 105 | NKE | NIKE INC CLASS B COM NPV | Consumer Cyclical | 17,904.0 | $946K | 0.22% | +266.0 | +1.5% | $52.82 | -19.8% |
| 106 | NXPI | NXP SEMICONDUCTORS NV | Technology | 4,607.0 | $907K | 0.21% | +123.0 | +2.7% | $196.87 | +52.4% |
| 107 | PLTR | PALANTIR TECHNOLOGIES INC CL A | Technology | 6,155.0 | $900K | 0.21% | -5K | -46.0% | $146.28 | -20.2% |
| 108 | WTM | WHITE MTNS INS GROUP LTD COM | Financial Services | 395.0 | $868K | 0.20% | +7.0 | +1.8% | $2196.96 | -8.5% |
| 109 | MNST | MONSTER BEVERAGE CORP NEW COM | Consumer Defensive | 11,488.0 | $832K | 0.20% | +214.0 | +1.9% | $72.46 | +29.3% |
| 110 | DDOG | DATADOG INC CL A COM | Technology | 6,463.0 | $763K | 0.18% | +149.0 | +2.4% | $118.05 | +86.8% |
| 111 | SNPS | SYNOPSYS INC | Technology | 1,776.0 | $704K | 0.17% | +17.0 | +1.0% | $396.48 | +16.4% |
| 112 | GOOGL | ALPHABET INC CAP STK CL A | Communication Services | 2,364.0 | $680K | 0.16% | +29.0 | +1.2% | $287.57 | +20.4% |
| 113 | PR | PERMIAN RESOURCES CORP CLASS A COM | Energy | 30,509.0 | $650K | 0.15% | -192.0 | -0.6% | $21.32 | -10.0% |
| 114 | EOG | EOG RESOURCES INC | Energy | 4,320.0 | $625K | 0.15% | — | — | $144.56 | -6.7% |
| 115 | BXP | BXP INC COM | Real Estate | 11,366.0 | $590K | 0.14% | — | — | $51.90 | +24.0% |
| 116 | DAC | DANAOS CORP COM USD0.01 POST REV SPLT | Industrials | 5,185.0 | $584K | 0.14% | — | — | $112.65 | +13.2% |
| 117 | NOG | NORTHERN OIL &GAS INC COM | Energy | 19,822.0 | $579K | 0.14% | — | — | $29.23 | -33.6% |
| 118 | NIC | NICOLET BANKSHARES INC | Financial Services | 3,810.0 | $566K | 0.13% | NEW | — | $148.62 | +2.5% |
| 119 | ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | Technology | 2,354.0 | $492K | 0.12% | -36.0 | -1.5% | $209.08 | +17.5% |
| 120 | PEP | PEPSICO INC | Consumer Defensive | 3,141.0 | $488K | 0.12% | — | — | $155.30 | -8.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%