MPS Loria Financial Planners, LLC

CIK

1716180

Location

Burr Ridge, IL

Portfolio Value

Small $137,135,826

Diversification

Highly concentrated

Filing Date

Global Rank

#5,251 / 8,517 ▼ 458

Top Industry

Consumer Electronics 60.7%

3Y Alpha vs SPY

+2.3%

Period ended 46 days ago

Filed Jul 30, 2026 · 16d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+84.6%

SPY

+75.3%

Annualised alpha

+2.1%

Max drawdown

−23.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

63 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

58.4%

+16.3 pts

Top 5

68.4%

−4.0 pts

Top 10

77.1%

−3.2 pts

HHI

3,467

Highly concentrated+1,085

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	64.9%	$89,037,645	11
Healthcare	11.1%	$15,245,888	10
Financial Services	6.5%	$8,982,388	10
Unclassified	3.8%	$5,248,324	2
Consumer Cyclical	2.9%	$3,965,668	4
Communication Services	2.7%	$3,729,556	6
Industrials	2.6%	$3,617,695	6
Energy	2.1%	$2,921,616	3
Consumer Defensive	1.4%	$1,917,592	5
Utilities	1.3%	$1,792,177	5
Basic Materials	0.5%	$677,277	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	+851	4,499	$2,251,254
DIS	Walt Disney Co	+544	5,587	$537,748
GE	General Electric Co	+108	2,468	$922,365
ABBV	AbbVie Inc.	+85	16,065	$4,042,596
IBM	International Business Machines Corp	+44	1,854	$521,363
UNH	Unitedhealth Group Inc	+41	7,619	$3,166,684
CSCO	Cisco Systems, Inc.	+32	8,379	$984,197
NEE	Nextera Energy Inc	+30	5,342	$468,867
GEV	GE Vernova Inc.	+27	618	$726,063
KO	Coca Cola Co	+19	3,443	$279,812
PG	PROCTER & GAMBLE Co	+19	2,892	$424,082
PM	Philip Morris International Inc.	+17	2,246	$406,323
AVGO	Broadcom Inc.	+17	1,864	$704,126
MRK	Merck & Co., Inc.	+9	1,947	$250,189
MCD	Mcdonalds Corp	+9	2,176	$588,194
JNJ	Johnson & Johnson	+8	6,514	$1,654,360
AMZN	Amazon Com Inc	+7	8,544	$2,036,376
SHW	Sherwin Williams Co	+5	1,967	$677,277
MS	Morgan Stanley	+5	1,529	$319,622
CVX	Chevron Corp	+4	12,787	$2,119,573
ORCL	Oracle Corp	+4	2,206	$323,289
MCK	Mckesson Corp	+3	2,838	$2,144,392
CEG	Constellation Energy Corp	+2	968	$240,422
CAT	Caterpillar Inc	+2	776	$826,362
JPM	Jpmorgan Chase & Co	+2	1,266	$414,399
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
BUSE	First Busey Corp /Nv/	−12,380	24,810	$731,895
GOOGL	Alphabet Inc.	−9,488	4,766	$1,703,225
AAPL	Apple Inc.	−3,011	276,797	$80,093,979
GLW	Corning Inc /Ny	−2,466	867	$221,457
MSFT	Microsoft Corp	−964	6,567	$2,449,622
T	At&T Inc.	−598	13,003	$269,162
VZ	Verizon Communications Inc	−474	9,438	$399,604
NVDA	Nvidia Corp	−403	14,815	$2,964,333
WEC	Wec Energy Group, Inc.	−323	4,922	$574,741
EXC	Exelon Corp	−311	6,026	$280,932
QQQ	Invesco Qqq Trust, Series 1	−304	2,518	$1,854,255
WM	Waste Management Inc	−298	1,814	$404,304
WMT	Walmart Inc.	−163	4,594	$520,316
SPY	Spdr S&P 500 ETF Trust	−141	4,545	$3,394,069
MDLZ	Mondelez International, Inc.	−134	4,963	$287,059
HD	Home Depot, Inc.	−33	2,226	$785,065
ABT	Abbott Laboratories	−19	16,599	$1,506,193
AZN	Astrazeneca PLC	−10	1,070	$202,893
XOM	ExxonMobil Holdings Corp	−5	5,330	$728,717
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
DHR	Danaher Corp /De/	5,243	$998,686
WTM	White Mountains Insurance Group Ltd	383	$794,108
L	Loews Corp	4,019	$454,990
AMD	Advanced Micro Devices Inc	506	$293,940
TSM	Taiwan Semiconductor Manufacturing Co Ltd	568	$271,259
MU	Micron Technology Inc	182	$210,080
CM	Canadian Imperial Bank Of Commerce /Can/	1,769	$203,435
GLND	Greenland Energy Co	33,330	$73,326
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	154,343	$40,425,518
AOA	iShares Core 80/20 Aggressive Allocation ETF	10,772	$953,214
VIG	Vanguard Dividend Appreciation ETF	3,111	$669,051
BF-A	Brown Forman Corp	18,590	$491,519
COST	Costco Wholesale Corp /New	425	$423,482
TJX	Tjx Companies Inc /De/	1,735	$277,079
F	Ford Motor Co	23,793	$274,571
AMAT	Applied Materials Inc /De	786	$268,646
BAC	Bank Of America Corp /De/	5,111	$249,161
COP	Conocophillips	1,596	$210,672
IBIT	iShares Bitcoin Trust ETF	5,241	$201,359
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

63 tracked positions · $137,135,826 total · filing declares 91 positions · $434,983,245 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 63 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	276,797	-3,011	$80,093,979	+12.8%	58.40%
ABBV	AbbVie Inc. Healthcare	Added	16,065	+85	$4,042,596	+16.3%	2.95%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,545	-141	$3,394,069	+11.4%	2.47%
UNH	Unitedhealth Group Inc Healthcare	Added	7,619	+41	$3,166,684	+54.4%	2.31%
PGR	Progressive Corp/Oh/ Financial Services	Held	14,077	0	$3,075,120	+10.2%	2.24%
NVDA	Nvidia Corp Technology	Reduced	14,815	-403	$2,964,333	+11.7%	2.16%
MSFT	Microsoft Corp Technology	Reduced	6,567	-964	$2,449,622	−12.1%	1.79%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,499	+851	$2,251,254	+28.8%	1.64%
MCK	Mckesson Corp Healthcare	Added	2,838	+3	$2,144,392	−12.6%	1.56%
CVX	Chevron Corp Energy	Added	12,787	+4	$2,119,573	−19.9%	1.55%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,544	+7	$2,036,376	+14.5%	1.48%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,518	-304	$1,854,255	+13.8%	1.35%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,766	-9,488	$1,703,225	−58.4%	1.24%
JNJ	Johnson & Johnson Healthcare	Added	6,514	+8	$1,654,360	+4.0%	1.21%
ABT	Abbott Laboratories Healthcare	Reduced	16,599	-19	$1,506,193	−11.7%	1.10%
DHR	Danaher Corp /De/ Healthcare	NEW	5,243	NEW	$998,686	NEW	0.73%
CSCO	Cisco Systems, Inc. Technology	Added	8,379	+32	$984,197	+52.0%	0.72%
GE	General Electric Co Industrials	Added	2,468	+108	$922,365	+37.7%	0.67%
LLY	ELI LILLY & Co Healthcare	Held	723	0	$867,187	+30.4%	0.63%
CAT	Caterpillar Inc Industrials	Added	776	+2	$826,362	+50.7%	0.60%
WTM	White Mountains Insurance Group Ltd Financial Services	NEW	383	NEW	$794,108	NEW	0.58%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,226	-33	$785,065	+5.7%	0.57%
BUSE	First Busey Corp /Nv/ Financial Services	Reduced	24,810	-12,380	$731,895	−22.1%	0.53%
XOM	ExxonMobil Holdings Corp Energy	Reduced	5,330	-5	$728,717	−19.5%	0.53%
GEV	GE Vernova Inc. Industrials	Added	618	+27	$726,063	+40.7%	0.53%
AVGO	Broadcom Inc. Technology	Added	1,864	+17	$704,126	+23.2%	0.51%
SHW	Sherwin Williams Co Basic Materials	Added	1,967	+5	$677,277	+7.7%	0.49%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,176	+9	$588,194	−12.7%	0.43%
WEC	Wec Energy Group, Inc. Utilities	Reduced	4,922	-323	$574,741	−5.3%	0.42%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,322	0	$556,033	+13.1%	0.41%
DIS	Walt Disney Co Communication Services	Added	5,587	+544	$537,748	+10.6%	0.39%
IBM	International Business Machines Corp Technology	Added	1,854	+44	$521,363	+18.8%	0.38%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,594	-163	$520,316	−12.0%	0.38%
NEE	Nextera Energy Inc Utilities	Added	5,342	+30	$468,867	−5.0%	0.34%
L	Loews Corp Financial Services	NEW	4,019	NEW	$454,990	NEW	0.33%
META	Meta Platforms, Inc. Communication Services	Held	776	0	$437,113	−1.5%	0.32%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,892	+19	$424,082	+2.2%	0.31%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,266	+2	$414,399	+11.5%	0.30%
TAK	Takeda Pharmaceutical Co Ltd Healthcare	Held	25,746	0	$412,708	−13.4%	0.30%
HUBB	Hubbell Inc Industrials	Held	780	0	$408,096	+6.6%	0.30%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,246	+17	$406,323	+10.3%	0.30%
WM	Waste Management Inc Industrials	Reduced	1,814	-298	$404,304	−16.7%	0.29%
VZ	Verizon Communications Inc Communication Services	Reduced	9,438	-474	$399,604	−19.7%	0.29%
V	Visa Inc. Financial Services	Added	1,154	+1	$395,925	+13.6%	0.29%
NFLX	Netflix Inc Communication Services	Held	5,360	0	$382,704	−25.7%	0.28%
AON	Aon plc Financial Services	Held	1,030	0	$341,640	+2.8%	0.25%
GD	General Dynamics Corp Industrials	Held	933	0	$330,505	+3.2%	0.24%
ORCL	Oracle Corp Technology	Added	2,206	+4	$323,289	−0.2%	0.24%
MS	Morgan Stanley Financial Services	Added	1,529	+5	$319,622	+27.4%	0.23%
AMD	Advanced Micro Devices Inc Technology	NEW	506	NEW	$293,940	NEW	0.21%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.