Midwest Professional Planners, LTD.
•CIK: 1730575•Filing: Q4 2025
**Midwest Professional Planners, LTD.** manages $422M across a diversified portfolio of 142 positions. The fund maintains significant exposure to market indices and technology leaders, with the top holding being SPY at $45.3M. Notable allocations include substantial positions in SHV ($15.6M), NVDA ($15.1M), and AVGO ($14.4M). This structure suggests a core focus on broad market beta coupled with high-conviction technology and semiconductor plays.
Total AUM
$422.2M
QoQ Performance
+3.0%
Positions
119
Top 10 Concentration
32.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
SPY10.7%
SHV3.7%
NVDA3.6%
AVGO3.4%
LRCX2.2%
JPM1.9%
IEI1.8%
IBTG1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.0%
Technology17.1%
ETF10.7%
Financial8.8%
Industrial3.6%
Consumer2.5%
Healthcare2.1%
Energy0.5%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$5.3M
+10 more exited positions
Changes from Q3 2025
NEW9 new positions
↑87 increased
↓42 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023