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MIDWEST PROFESSIONAL PLANNERS, LTD. 13F portfolio summary

MIDWEST PROFESSIONAL PLANNERS, LTD. of MIDWEST PROFESSIONAL PLANNERS, LTD. has 136 current stock holdings with a reported portfolio value of $424.5M. The portfolio 1 year return is +19.17%. Top holdings include IBTJ (0.00%), IBTG (0.00%), IBTI (0.00%), AGG (0.00%), IBTK (0.00%).

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MIDWEST PROFESSIONAL PLANNERS, LTD.

MIDWEST PROFESSIONAL PLANNERS, LTD.
Latest filing: 2026-03-31

MIDWEST PROFESSIONAL PLANNERS, LTD. runs MIDWEST PROFESSIONAL PLANNERS, LTD. and currently holds 136 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $424.53M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MIDWEST PROFESSIONAL PLANNERS, LTD. ranks #739 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MIDWEST PROFESSIONAL PLANNERS, LTD.'s portfolio at MIDWEST PROFESSIONAL PLANNERS, LTD. has delivered returns of +19.17%. Their 3-year annualized return is +55.24%. Looking at the 5-year horizon, MIDWEST PROFESSIONAL PLANNERS, LTD. has achieved +63.93% annualized returns at MIDWEST PROFESSIONAL PLANNERS, LTD..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+19.17%
#686/1000
3 Year
+55.24%
#745/1000
5 Year
+63.93%
#625/1000

Portfolio Value

$424.53M

Alpha Score

45.9

#739 of 1000

Holdings

136

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change