MPS Loria Financial Planners, LLC

CIK

1716180

Location

Burr Ridge, IL

Portfolio Value

Small $124,495,572

Diversification

Highly concentrated

Filing Date

Global Rank

#5,231 / 8,586 ▲ 76

Top Industry

Consumer Electronics 59.4%

3Y Alpha vs SPY

-4.2%

Period ended 3 months ago

Filed May 8, 2026 · 39d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+60.2%

SPY

+78.1%

Annualised alpha

-4.2%

Max drawdown

−24.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

62 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

57.0%

−1.6 pts

Top 5

66.8%

−2.7 pts

Top 10

76.6%

−1.9 pts

HHI

3,313

Highly concentrated−190

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	63.6%	$79,158,043	9
Healthcare	10.3%	$12,863,739	9
Financial Services	5.6%	$7,031,264	8
Unclassified	3.9%	$4,877,653	3
Communication Services	3.8%	$4,753,045	6
Consumer Cyclical	3.4%	$4,237,546	6
Energy	3.0%	$3,760,610	3
Industrials	2.3%	$2,922,245	6
Consumer Defensive	1.9%	$2,352,385	6
Utilities	1.5%	$1,910,123	5
Basic Materials	0.5%	$628,919	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+3,200	15,218	$2,654,019
BUSE	First Busey Corp /Nv/	+387	37,190	$939,791
VZ	Verizon Communications Inc	+235	9,912	$497,582
F	Ford Motor Co	+190	23,793	$274,571
AMZN	Amazon Com Inc	+132	8,537	$1,778,000
ABBV	AbbVie Inc.	+109	15,980	$3,475,490
ABT	Abbott Laboratories	+89	16,618	$1,706,170
MSFT	Microsoft Corp	+59	7,531	$2,787,750
UNH	Unitedhealth Group Inc	+47	7,578	$2,050,531
CSCO	Cisco Systems, Inc.	+37	8,347	$647,643
COST	Costco Wholesale Corp /New	+36	425	$423,482
MDLZ	Mondelez International, Inc.	+34	5,097	$293,791
XOM	Exxon Mobil Corp	+29	5,335	$905,136
T	At&T Inc.	+28	13,601	$394,292
NEE	Nextera Energy Inc	+28	5,312	$493,378
BAC	Bank Of America Corp /De/	+22	5,111	$249,161
PM	Philip Morris International Inc.	+12	2,229	$368,542
EXC	Exelon Corp	+11	6,337	$310,639
MRK	Merck & Co., Inc.	+10	1,938	$233,122
MCD	Mcdonalds Corp	+9	2,167	$673,481
WM	Waste Management Inc	+7	2,112	$485,316
IBM	International Business Machines Corp	+7	1,810	$438,725
GLW	Corning Inc /Ny	+6	3,333	$453,188
MS	Morgan Stanley	+6	1,524	$250,804
ORCL	Oracle Corp	+5	2,202	$323,936
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−2,177	279,808	$71,012,472
PGR	Progressive Corp/Oh/	−2,000	14,077	$2,790,624
PG	PROCTER & GAMBLE Co	−499	2,873	$414,976
DIS	Walt Disney Co	−469	5,043	$486,044
WEC	Wec Energy Group, Inc.	−81	5,245	$607,213
GE	General Electric Co	−47	2,360	$669,697
AVGO	Broadcom Inc.	−43	1,847	$571,664
QQQ	Invesco Qqq Trust, Series 1	−27	2,822	$1,628,801
SPY	Spdr S&P 500 ETF Trust	−21	4,686	$3,047,493
JNJ	Johnson & Johnson	−20	6,506	$1,590,326
TSLA	Tesla, Inc.	−8	1,322	$491,453
GEV	GE Vernova Inc.	−6	591	$515,883
GOOGL	Alphabet Inc.	−3	8,401	$2,415,791
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
TAK	Takeda Pharmaceutical Co Ltd	25,746	$476,815
AZN	Astrazeneca PLC	1,080	$212,997
COP	Conocophillips	1,596	$210,672
IBIT	iShares Bitcoin Trust ETF	5,241	$201,359
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

62 positions · $124,495,572 total · as of Mar 31, 2026

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

Showing 1–50 of 62 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	279,808	-2,177	$71,012,472	−7.4%	57.04%
ABBV	AbbVie Inc. Healthcare	Added	15,980	+109	$3,475,490	−4.2%	2.79%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,686	-21	$3,047,493	−5.1%	2.45%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	14,077	-2,000	$2,790,624	−23.8%	2.24%
MSFT	Microsoft Corp Technology	Added	7,531	+59	$2,787,750	−22.9%	2.24%
NVDA	Nvidia Corp Technology	Added	15,218	+3,200	$2,654,019	+18.4%	2.13%
CVX	Chevron Corp Energy	Added	12,783	+3	$2,644,802	+35.8%	2.12%
MCK	Mckesson Corp Healthcare	Added	2,835	+2	$2,453,295	+5.6%	1.97%
GOOGL	Alphabet Inc. Communication Services	Reduced	8,401	-3	$2,415,791	−8.2%	1.94%
UNH	Unitedhealth Group Inc Healthcare	Added	7,578	+47	$2,050,531	−17.5%	1.65%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,537	+132	$1,778,000	−8.4%	1.43%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	3,648	0	$1,748,121	−4.7%	1.40%
ABT	Abbott Laboratories Healthcare	Added	16,618	+89	$1,706,170	−17.6%	1.37%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,822	-27	$1,628,801	−6.9%	1.31%
JNJ	Johnson & Johnson Healthcare	Reduced	6,506	-20	$1,590,326	+17.8%	1.28%
BUSE	First Busey Corp /Nv/ Financial Services	Added	37,190	+387	$939,791	+7.3%	0.75%
XOM	Exxon Mobil Corp Energy	Added	5,335	+29	$905,136	+41.8%	0.73%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,259	+2	$742,962	−4.3%	0.60%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,167	+9	$673,481	+2.1%	0.54%
GE	General Electric Co Industrials	Reduced	2,360	-47	$669,697	−9.7%	0.54%
LLY	ELI LILLY & Co Healthcare	Added	723	+1	$664,993	−14.3%	0.53%
CSCO	Cisco Systems, Inc. Technology	Added	8,347	+37	$647,643	+1.2%	0.52%
SHW	Sherwin Williams Co Basic Materials	Added	1,962	+5	$628,919	−0.8%	0.51%
WEC	Wec Energy Group, Inc. Utilities	Reduced	5,245	-81	$607,213	+8.1%	0.49%
WMT	Walmart Inc. Consumer Defensive	Added	4,757	+4	$591,199	+11.6%	0.47%
AVGO	Broadcom Inc. Technology	Reduced	1,847	-43	$571,664	−12.6%	0.46%
CAT	Caterpillar Inc Industrials	Added	774	+1	$548,348	+23.8%	0.44%
GEV	GE Vernova Inc. Industrials	Reduced	591	-6	$515,883	+32.2%	0.41%
NFLX	Netflix Inc Communication Services	Held	5,360	0	$515,364	+2.5%	0.41%
VZ	Verizon Communications Inc Communication Services	Added	9,912	+235	$497,582	+26.2%	0.40%
NEE	Nextera Energy Inc Utilities	Added	5,312	+28	$493,378	+16.3%	0.40%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,322	-8	$491,453	−17.8%	0.39%
DIS	Walt Disney Co Communication Services	Reduced	5,043	-469	$486,044	−22.5%	0.39%
WM	Waste Management Inc Industrials	Added	2,112	+7	$485,316	+4.9%	0.39%
TAK	Takeda Pharmaceutical Co Ltd Healthcare	NEW	25,746	NEW	$476,815	NEW	0.38%
GLW	Corning Inc /Ny Technology	Added	3,333	+6	$453,188	+55.6%	0.36%
META	Meta Platforms, Inc. Communication Services	Added	776	+1	$443,972	−13.2%	0.36%
IBM	International Business Machines Corp Technology	Added	1,810	+7	$438,725	−17.9%	0.35%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	425	+36	$423,482	+26.2%	0.34%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,873	-499	$414,976	−14.1%	0.33%
T	At&T Inc. Communication Services	Added	13,601	+28	$394,292	+16.9%	0.32%
HUBB	Hubbell Inc Industrials	Held	780	0	$382,777	+10.5%	0.31%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,264	+2	$371,818	−8.6%	0.30%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,229	+12	$368,542	+3.6%	0.30%
V	Visa Inc. Financial Services	Held	1,153	0	$348,482	−13.8%	0.28%
AON	Aon plc Financial Services	Held	1,030	0	$332,463	−8.5%	0.27%
ORCL	Oracle Corp Technology	Added	2,202	+5	$323,936	−24.4%	0.26%
GD	General Dynamics Corp Industrials	Held	933	0	$320,224	+1.9%	0.26%
EXC	Exelon Corp Utilities	Added	6,337	+11	$310,639	+12.7%	0.25%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	5,097	+34	$293,791	+7.8%	0.24%