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Latest MPS Loria Financial Planners, LLC Stock Portfolio

$434Million | No. of Holdings #91

MPS Loria Financial Planners, LLC Performance

2026 Q2+12.38%
YTD+9.54%
2025+12.82%

About MPS Loria Financial Planners, LLC and 13F Hedge Fund Stock Holdings

MPS Loria Financial Planners, LLC is a hedge fund based in Burr Ridge, IL. On 2026-07-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, MPS Loria Financial Planners, LLC reported an equity portfolio of $435 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of MPS Loria Financial Planners, LLC are IJR, AAPL, EMGF. The fund has invested 32.7% of it's portfolio in ISHARES TR and 18.4% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off COSTCO WHOLESALE CORPORATION (COST), TJX COS INC NEW (TJX) and FORD MTR CO (F) stocks. They significantly reduced their stock positions in CORNING INC (GLW), ALPHABET INC (GOOG) and FIRST BUSEY CORP (BUSE). MPS Loria Financial Planners, LLC opened new stock positions in DANAHER CORP DEL (DHR), WHITE MTNS INS GROUP LTD (WTM) and LOEWS CORP (L). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and BERKSHIRE HATHAWAY INC DEL.
MPS Loria Financial Planners, LLC Equity Portfolio Value
Last Reported on: 30 Jul, 2026
$434Million
  as of Jul 30, 2026

MPS Loria Financial Planners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that MPS Loria Financial Planners, LLC made a return of 12.38% in the last quarter. In trailing 12 months, it's portfolio return was 23.36%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
danaher corp del998,687
white mtns ins group ltd794,109
loews corp454,991
advanced micro devices inc293,941
taiwan semiconductor manufac271,260
vanguard intl equity index f213,328
micron technology inc210,081
canadian imperial bank of co203,435
New stocks bought by MPS Loria Financial Planners, LLC

Additions

Ticker% Inc.
vanguard world fd700
vanguard index fds519
berkshire hathaway inc del23.33
disney walt co10.79
ishares tr7.61
ishares tr7.52
ishares tr6.22
spdr index shs fds6.01
Additions to existing portfolio by MPS Loria Financial Planners, LLC

Reductions

Ticker% Reduced
corning inc-73.99
alphabet inc-43.27
first busey corp-33.29
waste mgmt inc del-14.11
microsoft corp-12.8
vanguard intl equity index f-12.52
invesco qqq tr-10.77
wec energy group inc-6.16
MPS Loria Financial Planners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ford mtr co-274,569
ishares bitcoin trust etf-201,360
bank america corp-249,138
tjx cos inc new-277,105
conocophillips-210,635
applied matls inc-268,772
costco wholesale corporation-423,304
MPS Loria Financial Planners, LLC got rid off the above stocks

Sector Distribution

MPS Loria Financial Planners, LLC has about 70.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Communication Services
Sector%
Others70.2
Technology20.4
Healthcare3.4
Financial Services1.5
Communication Services1.3

Market Cap. Distribution

MPS Loria Financial Planners, LLC has about 29.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED70.2
MEGA-CAP26.2
LARGE-CAP3.3

Stocks belong to which Index?

About 29.5% of the stocks held by MPS Loria Financial Planners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others70.3
S&P 50029.5
Top 5 Winners (%)%
IJR
ishares tr
95.0 %
AFK
vaneck etf trust
69.4 %
GLW
corning inc
55.4 %
UNH
unitedhealth group inc
53.4 %
CSCO
cisco sys inc
51.2 %
Top 5 Winners ($)$
IJR
ishares tr
18.2 M
AAPL
apple inc
9.9 M
EMGF
ishares inc
8.3 M
VB
vanguard index fds
6.4 M
AAXJ
ishares tr
2.0 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.3 %
T
at&t inc
-28.0 %
NFLX
netflix inc.
-25.7 %
CVX
chevron corporation
-19.9 %
Top 5 Losers ($)$
VAW
vanguard world fd
-2.9 M
VB
vanguard index fds
-0.9 M
CVX
chevron corporation
-0.5 M
MCK
mckesson corp
-0.3 M
ABT
abbott laboratories
-0.2 M

MPS Loria Financial Planners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MPS Loria Financial Planners, LLC

MPS Loria Financial Planners, LLC has 91 stocks in it's portfolio. About 84.5% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for MPS Loria Financial Planners, LLC last quarter.

$434.98MTotal Value
98.00Positions
30 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of MPS Loria Financial Planners, LLC, last reported on 30 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MPS Loria Financial Planners, LLC's holding in Ishares Tr over time
4.21%275,472
$18.31M
4.21%
increased 2.97 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
MPS Loria Financial Planners, LLC's holding in Alps Etf Tr over time
0.07%6,027
$312.5K
0.07%
increased 4.71 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
MPS Loria Financial Planners, LLC's holding in Vaneck Etf Trust over time
0.39%2,612
$1.71M
0.39%
decreased 4.74 percentreduced
AOA
Ishares Tr

Ishares Tr

AOA
MPS Loria Financial Planners, LLC's holding in Ishares Tr over time
0.34%21,069
$1.46M
0.34%
decreased 0.15 percentreduced
AOA
Ishares Tr

Ishares Tr

AOA
MPS Loria Financial Planners, LLC's holding in Ishares Tr over time
0.25%11,084
$1.08M
0.25%
increased 2.9 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
MPS Loria Financial Planners, LLC's holding in Ishares Tr over time
0.13%11,532
$575.3K
0.13%
increased 7.52 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
MPS Loria Financial Planners, LLC's holding in Spdr Series Trust over time
0.31%8,981
$1.37M
0.31%
increased 0.42 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
MPS Loria Financial Planners, LLC's holding in Spdr Series Trust over time
0.06%2,929
$282.2K
0.06%
increased 5.25 percentadded