Portfolio (Quarterly)
Guide ↗
Midwest Professional Planners, LTD.
· CIK 0001730575| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | ARM | ARM HOLDINGS PLC | Technology | 14,733.0 | $1.6M | 0.38% | NEW | — | $109.31 | +235.2% |
| 82 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 3,524.0 | $1.6M | 0.38% | NEW | — | $453.36 | +3.3% |
| 83 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 2,797.0 | $1.6M | 0.38% | NEW | — | $566.36 | -28.8% |
| 84 | MLPX | GLOBAL X FDS | — | 25,785.0 | $1.6M | 0.37% | NEW | — | $60.53 | +22.7% |
| 85 | PSA | PUBLIC STORAGE OPER CO | Real Estate | 5,546.0 | $1.4M | 0.34% | NEW | — | $259.50 | +23.8% |
| 86 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 4,612.0 | $1.4M | 0.33% | NEW | — | $303.92 | +43.6% |
| 87 | AMT | AMERICAN TOWER CORP NEW | Real Estate | 7,795.0 | $1.4M | 0.32% | NEW | — | $175.56 | +2.2% |
| 88 | EA | ELECTRONIC ARTS INC | Communication Services | 6,178.0 | $1.3M | 0.30% | NEW | — | $204.34 | -0.4% |
| 89 | ARCC | ARES CAPITAL CORP | Financial Services | 62,273.0 | $1.3M | 0.30% | NEW | — | $20.23 | -11.6% |
| 90 | CVX | CHEVRON CORP NEW | Energy | 7,898.0 | $1.2M | 0.28% | NEW | — | $152.41 | +15.5% |
| 91 | NKE | NIKE INC | Consumer Cyclical | 17,638.0 | $1.1M | 0.27% | NEW | — | $63.71 | -33.5% |
| 92 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 3,514.0 | $1.1M | 0.26% | NEW | — | $312.58 | +21.3% |
| 93 | OGE | OGE ENERGY CORP | Utilities | 24,365.0 | $1.0M | 0.25% | NEW | — | $42.70 | +13.3% |
| 94 | XEL | XCEL ENERGY INC | Utilities | 13,566.0 | $1.0M | 0.24% | NEW | — | $73.86 | +8.8% |
| 95 | MFC | MANULIFE FINL CORP | Financial Services | 27,397.0 | $994K | 0.23% | NEW | — | $36.28 | +10.8% |
| 96 | NXPI | NXP SEMICONDUCTORS N V | Technology | 4,484.0 | $973K | 0.23% | NEW | — | $217.04 | +38.2% |
| 97 | CNX | CNX RES CORP | Energy | 26,449.0 | $973K | 0.23% | NEW | — | $36.77 | -8.9% |
| 98 | RNR | RENAISSANCERE HLDGS LTD | Financial Services | 3,265.0 | $918K | 0.22% | NEW | — | $281.17 | +9.4% |
| 99 | PBA | PEMBINA PIPELINE CORP | Energy | 23,598.0 | $898K | 0.21% | NEW | — | $38.06 | +24.0% |
| 100 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 11,274.0 | $864K | 0.20% | NEW | — | $76.67 | +22.2% |
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
35.1%
Technology
30.7%
Industrials
14.1%
Healthcare
6.0%
Energy
3.3%
Communication Services
3.0%
Real Estate
2.6%
Consumer Defensive
2.3%
Consumer Cyclical
1.8%
Utilities
1.2%