MPS Loria Financial Planners, LLC
CIK
1716180
Location
Burr Ridge, IL
Portfolio Value
Micro
$79,158,043
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 63.6% | $79,158,043 |
| Healthcare | 10.3% | $12,863,739 |
| Financial Services | 5.6% | $7,031,264 |
| Unclassified | 3.9% | $4,877,653 |
| Communication Services | 3.8% | $4,753,045 |
| Consumer Cyclical | 3.4% | $4,237,546 |
| Energy | 3.0% | $3,760,610 |
| Industrials | 2.3% | $2,922,245 |
| Consumer Defensive | 1.9% | $2,352,385 |
| Utilities | 1.5% | $1,910,123 |
| Basic Materials | 0.5% | $628,919 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
9 positions ·
$79,158,043 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 279,808 | $71,012,472 | 89.71% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 7,531 | $2,787,750 | 3.52% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 15,218 | $2,654,019 | 3.35% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 8,347 | $647,643 | 0.82% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 1,847 | $571,664 | 0.72% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 3,333 | $453,188 | 0.57% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,810 | $438,725 | 0.55% | |
| ORCL |
Oracle Corp
Technology
|
Added | 2,202 | $323,936 | 0.41% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 786 | $268,646 | 0.34% |