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MPS Loria Financial Planners, LLC
hedge fundUpdated 22 days agoManaged by Mps Loria Financial Planners, Llc • Latest filing Q3 2026
Portfolio value
$527.1M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
40.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $376.3M |
| Q4 2025 | $389M |
| Q1 2026 | $379M |
| Q2 2026 | $435M |
| Q3 2026 | $527.1M |
Top holdings
93 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $146M | 350.8K | 27.69% | Added(+0.9%) | |
| 2 | $90.9M | 272.9K | 17.24% | Trimmed(-1.4%) | |
| 3 | $76.9M | 794.2K | 14.60% | — | |
| 4 | $52.4M | 645.3K | 9.94% | Added(+2.0%) | |
| 5 | $46M | 161.6K | 8.72% | Added(+2.0%) | |
| 6 | $17.2M | 278.9K | 3.26% | Added(+1.3%) | |
| 7 | $8.4M | 335.9K | 1.60% | Trimmed(-1.5%) | |
| 8 | $6.9M | 16.0K | 1.31% | Added(+21.8%) | |
| 9 | $5.4M | 56.8K | 1.02% | Added(+32.8%) | |
| 10 | $4.3M | 41.6K | 0.82% | Added(+23.0%) | |
| 11 | $4.2M | 16.2K | 0.80% | Added(+0.6%) | |
| 12 | $3.5M | 15.4K | 0.67% | Added(+3.8%) | |
| 13 | $3.5M | 6.8K | 0.66% | Added(+3.0%) | |
| 14 | $3.4M | 4.5K | 0.65% | Trimmed(-1.8%) | |
| 15 | $2.9M | 14.1K | 0.55% | Unchanged | |
| 16 | $2.8M | 7.7K | 0.53% | Added(+0.6%) | |
| 17 | $2.6M | 12.8K | 0.50% | Added(+0.0%) | |
| 18 | $2.4M | 2.8K | 0.46% | Added(+0.1%) | |
| 19 | $2.2M | 4.5K | 0.43% | Added(+0.0%) | |
| 20 | $2.1M | 8.5K | 0.40% | Trimmed(-0.0%) |