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Gery Sadzewicz

Midwest Professional Planners, Ltd.

Assets Managed
$424.529M
Holdings
137
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
0.57%(2Q avg: 1.78%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Midwest Professional Planners, Ltd.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Midwest Professional Planners, Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 424.529M in assets, with a quarterly growth rate of 0.57% and a 2-quarter average growth rate of 1.78%. The portfolio is managed by Gery Sadzewicz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 2.12%
10.4%
$44.126M
67,850 shares@ $650.34 avg price
SHV
Ishares Short Treasury Bond
Recent Activity
Increased 9.71%
4.05%
$17.163M
155,474 shares@ $110.4 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2.1%
3.26%
$13.803M
79,147 shares@ $174.41 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -7.95%
2.8%
$11.865M
38,335 shares@ $309.51 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 57.99%
2.26%
$9.576M
98,593 shares@ $97.13 avg price
IBTG
Ishares Ibonds Dec 2026 Term
Recent Activity
Increased 12.75%
1.97%
$8.36M
364,820 shares@ $22.92 avg price
AMAT
Applied Materials Inc
Recent Activity
Decreased -4.85%
1.96%
$8.282M
24,230 shares@ $341.8 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -29.06%
1.95%
$8.273M
38,722 shares@ $213.66 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Increased 5.1%
1.88%
$7.955M
67,075 shares@ $118.61 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 3.52%
1.8%
$7.603M
25,848 shares@ $294.16 avg price

1-10 of 137