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Latest MPS Loria Financial Planners, LLC Stock Portfolio

$379Million– No. of Holdings #89

MPS Loria Financial Planners, LLC Performance:
2026 Q1: -2.53%YTD: -2.53%2025: 12.82%
Performance for 2026 Q1 is -2.53%, and YTD is -2.53%, and 2025 is 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 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, MPS Loria Financial Planners, LLC reported an equity portfolio of $379 Millions as of 31 Mar, 2026.

The top stock holdings of MPS Loria Financial Planners, LLC are IJR, AAPL, EMGF. The fund has invested 32.1% of it's portfolio in ISHARES TR and 18.7% of portfolio in APPLE INC.

The fund managers got completely rid off VANGUARD INTL EQUITY INDEX F (VEU) stocks. They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), PROCTER & GAMBLE CO (PG) and PROGRESSIVE CORP (PGR). MPS Loria Financial Planners, LLC opened new stock positions in TAKEDA PHARMACEUTICAL CO LTD (TAK), ASTRAZENECA PLC and CONOCOPHILLIPS (COP). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), ISHARES TR (AOA) and COSTCO WHOLESALE CORPORATION (COST).
MPS Loria Financial Planners, LLC Equity Portfolio Value
Last Reported on: 08 May, 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 -2.53% in the last quarter. In trailing 12 months, it's portfolio return was 14.65%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
takeda pharmaceutical co ltd476,809
astrazeneca plc212,998
conocophillips210,635
ishares tr206,323
ishares bitcoin trust etf201,360
New stocks bought by MPS Loria Financial Planners, LLC

Additions

Ticker% Inc.
nvidia corporation26.63
ishares tr15.7
ishares tr11.92
costco wholesale corporation9.25
ishares tr6.96
ishares tr6.74
verizon communications inc2.43
ishares tr2.21
Additions to existing portfolio by MPS Loria Financial Planners, LLC

Reductions

Ticker% Reduced
schwab strategic tr-19.99
procter & gamble co-14.8
progressive corp-12.44
disney walt co-8.51
ishares inc-6.86
ishares tr-5.41
spdr series trust-2.88
broadcom inc-2.28
MPS Loria Financial Planners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
vanguard intl equity index f-220,521
MPS Loria Financial Planners, LLC got rid off the above stocks

Sector Distribution

MPS Loria Financial Planners, LLC has about 68.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Communication Services
  • Financial Services
  • Consumer Cyclical
Sector%
Others68.8
Technology20.9
Healthcare3.2
Communication Services1.7
Financial Services1.4
Consumer Cyclical1.1

Market Cap. Distribution

MPS Loria Financial Planners, LLC has about 30.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED68.8
MEGA-CAP27.5
LARGE-CAP3.4

Stocks belong to which Index?

About 31% 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%
Others68.8
S&P 50031
Top 5 Winners (%)%
GLW
corning inc
55.2 %
XOM
exxon mobil corp
40.8 %
CVX
chevron corporation
35.8 %
ge vernova inc
33.4 %
AMAT
applied matls inc
33.1 %
Top 5 Winners ($)$
EMGF
ishares inc
1.7 M
CVX
chevron corporation
0.7 M
VB
vanguard index fds
0.6 M
AAXJ
ishares tr
0.6 M
XOM
exxon mobil corp
0.3 M
Top 5 Losers (%)%
ORCL
oracle corp
-24.5 %
MSFT
microsoft corp
-23.4 %
CEG
constellation energy corp
-20.9 %
IBM
international business machs
-18.1 %
ABT
abbott laboratories
-18.0 %
Top 5 Losers ($)$
IJR
ishares tr
-5.7 M
AAPL
apple inc
-5.1 M
MSFT
microsoft corp
-0.9 M
UNH
unitedhealth group inc
-0.4 M
PGR
progressive corp
-0.4 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 89 stocks in it's portfolio. About 83.7% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. EMGF was the most profitable stock for MPS Loria Financial Planners, LLC last quarter.

Last Reported on: 08 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions