Midwest Professional Planners, LTD. logo

Midwest Professional Planners, LTD. Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Midwest Professional Planners, LTD. with $409.9M in long positions as of Q3 2025, 38% allocated to ETF, and 32% concentrated in top 10 positions.

Portfolio Value
$409.9M
Top 10 Concentration
32%
Top Sector
ETF (38%)
US Exposure
96%
Market Cap Focus
N/A
Countries
8

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 37.50%ETFTechnology: 21.70%TechnologyFinancial Services: 13.60%Financial ServicesIndustrials: 10.00%IndustrialsHealthcare: 4.30%Energy: 2.80%Real Estate: 2.60%Consumer Defensive: 2.00%Communication Services: 1.90%Consumer Cyclical: 1.10%Utilities: 1.00%
ETF
37.50%
Technology
21.70%
Financial Services
13.60%
Industrials
10.00%
Healthcare
4.30%
Energy
2.80%
Real Estate
2.60%
Consumer Defensive
2.00%
Communication Services
1.90%
Consumer Cyclical
1.10%
Utilities
1.00%

Industry Breakdown

49 industries across all sectors

ETF: 37.53%ETFSemiconductors: 12.73%SemiconductorsFinancial - Credit Services: 5.10%Software - Infrastructure: 3.96%Aerospace & Defense: 3.11%Industrial - Machinery: 2.74%Banks - Diversified: 2.46%Medical - Devices: 2.29%Asset Management: 2.11%Software - Application: 1.81%Internet Content & Information: 1.78%Railroads: 1.65%Discount Stores: 1.56%Financial - Data & Stock Exchanges: 1.39%35 more: 18.34%35 more
ETF
ETF
37.53%
Semiconductors
Technology
12.73%
Financial - Credit Services
Financial Services
5.10%
Software - Infrastructure
Technology
3.96%
Aerospace & Defense
Industrials
3.11%
Industrial - Machinery
Industrials
2.74%
Banks - Diversified
Financial Services
2.46%
Medical - Devices
Healthcare
2.29%
Asset Management
Financial Services
2.11%
Software - Application
Technology
1.81%
Internet Content & Information
Communication Services
1.78%
Railroads
Industrials
1.65%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 27.70%Mega Cap (> $200B)Large Cap ($10B - $200B): 28.55%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 4.39%Small Cap ($300M - $2B): 0.17%N/A (ETF or Unknown): 39.19%N/A (ETF or Unknown)
Mega Cap (> $200B)
27.70%
Large Cap ($10B - $200B)
28.55%
Mid Cap ($2B - $10B)
4.39%
Small Cap ($300M - $2B)
0.17%
N/A (ETF or Unknown)
39.19%

Portfolio Concentration

Top 10 Holdings %
31.81%
Top 20 Holdings %
46.15%
Top 50 Holdings %
73.64%
Top 100 Holdings %
94.32%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
95.52%
International
4.48%
Countries
8
Largest Int'l Market
Ireland - 1.56%
United States of America
95.52% ($391.5M)
135 holdings
Ireland
1.56% ($6.4M)
1 holdings
Canada
1.48% ($6.1M)
6 holdings
Bermuda
0.45% ($1.8M)
2 holdings
Netherlands
0.39% ($1.6M)
1 holdings
United Kingdom
0.28% ($1.1M)
1 holdings
Taiwan
0.28% ($1.1M)
1 holdings
Uruguay
0.05% ($203.3K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
24.1 quarters
Avg. Top 20
23.5 quarters
Avg. All Positions
16.2 quarters
Median Holding Period
14.5 quarters
Persistence Rate
84.46%
Persistent Holdings Weight
93.41%
Persistent Positions
125
Longest Held
SPDR S&P 500 ETF Trust logo
SPDR S&P 500 ETF TrustSPY - 31 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.18%
Avg. Position Weight
0.68%
Largest Position
SPDR S&P 500 ETF Trust logo
SPDR S&P 500 ETF TrustSPY - 10.30%
Largest Ownership Stake
Universal Health Realty Income Trust logo
Universal Health Realty Income TrustUHT - 0.09%
Avg. Ownership Stake
0.005%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2017)

Avg. New Position
0.30%
Avg. Ownership Stake
0.004%
Largest Position
SPDR S&P 500 ETF Trust logo
SPDR S&P 500 ETF TrustSPY - 20.12% (Q2 2023)
Largest Ownership Stake
NMFC
NEW MOUNTAIN FINANCE CORPORATIONNMFC - 0.14% (Q2 2025)

Portfolio Turnover

Current Quarter

Turnover Ratio
3.6%
Value Traded
$14.83M
Positions Added
3
Positions Exited
6

Historical (Since Q4 2017)

Avg. Turnover Ratio
16.6%
Avg. Positions Added
15
Avg. Positions Exited
18
Highest Turnover
50.0%
Q4 2017
Lowest Turnover
3.6%
Q3 2025

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