MI
Mpi Investment Management, Inc. Historical SEC 13F Holdings & Archive (Q4 2017)
Mpi Investment Management, Inc.CIK: 0001730084
Diversified strategyQuality / disciplined sizingLong-term holder
Total reported value
$83.5M
Reporting period: 2017-12-31 · Number of holdings: 67
MPI INVESTMENT MANAGEMENT, INC. disclosed 67 holdings in its latest 13F filing for the period ending 2017-12-31, with total reported value of $83.5M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 9.07
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 63.03
- Diversification
- 100
- Sizing Uniformity
- 92.75
Mpi Investment Management, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.023 — mathematically equivalent to about 44 equally-sized positions, close to its 67 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.73), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 45% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.85% | — | — | — |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.78% | — | — | — |
| 3 | ✓ | Stock-Other | 3.56% | — | — | — | |
| 4 | IBM | Intl Business Machines CORP | Stock-Tech | 3.52% | — | — | — |
| 5 | PFE | Pfizer Inc | Stock-Healthcare | 3.41% | — | — | — |
| 6 | ✓ | Stock-Other | 3.05% | — | — | — | |
| 7 | WFC | Wells Fargo & Co | Stock-Financials | 2.93% | — | — | — |
| 8 | ✓ | Stock-Other | 2.87% | — | — | — | |
| 9 | QCOM | Qualcomm Inc | Stock-Tech | 2.83% | — | — | — |
| 10 | ✓ | Stock-Other | 2.71% | — | — | — | |
| 11 | CVX | Chevron CORP | Stock-Energy | 2.62% | — | — | — |
| 12 | ✓ | Stock-Other | 2.54% | — | — | — | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.47% | — | — | — |
| 14 | ✓ | Stock-Other | 2.47% | — | — | — | |
| 15 | ✓ | Stock-Other | 2.43% | — | — | — | |
| 16 | ✓ | Stock-Other | 2.41% | — | — | — | |
| 17 | IBB | Ishares Biotechnology ETF | ETF-Tech | 2.40% | — | — | — |
| 18 | ✓ | Stock-Other | 2.38% | — | — | — | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.19% | — | — | — |
| 20 | ✓ | Stock-Other | 2.18% | — | — | — | |
| 21 | ✓ | Stock-Other | 2.06% | — | — | — | |
| 22 | ✓ | Stock-Other | 1.94% | — | — | — | |
| 23 | ✓ | Stock-Other | 1.92% | — | — | — | |
| 24 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.92% | — | — | — |
| 25 | ✓ | Stock-Other | 1.88% | — | — | — | |
| 26 | ✓ | Macquarie Infrastr Co LLC | Stock-Other | 1.65% | — | — | — |
| 27 | ✓ | Stock-Other | 1.62% | — | — | — | |
| 28 | ✓ | Alps Group Inc | Stock-Other | 1.61% | — | — | — |
| 29 | EWA | Ishares Msci Australia ETF | ETF-Other | 1.61% | — | — | — |
| 30 | AWK | American Water Works Co Inc | Stock-Utilities | 1.39% | — | — | — |
| 31 | ✓ | Stock-Other | 1.37% | — | — | — | |
| 32 | ✓ | Colony Northstar Inc Cl A | Stock-Other | 1.34% | — | — | — |
| 33 | ✓ | Stock-Other | 1.31% | — | — | — | |
| 34 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 1.30% | — | — | — |
| 35 | ✓ | Stock-Other | 1.13% | — | — | — | |
| 36 | ✓ | Eqt Midstream Partners LP | Stock-Other | 1.08% | — | — | — |
| 37 | MITTX | Mfs Mass Inv Trust-a | Stock-Other | 1.03% | — | — | — |
| 38 | SHSAX | Blackrock Heal Sci Opp-a | Stock-Other | 1.01% | — | — | — |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | — | — | — |
| 40 | EPD | Enterprise Products Partners | Stock-Energy | 0.93% | — | — | — |
| 41 | ✓ | Stock-Other | 0.92% | — | — | — | |
| 42 | ✓ | KKR & Co. Inc. | Stock-Other | 0.77% | — | — | — |
| 43 | ✓ | Stock-Other | 0.77% | — | — | — | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.76% | — | — | — |
| 45 | ✓ | Energy Transfer LP | Stock-Other | 0.71% | — | — | — |
| 46 | ✓ | Stock-Other | 0.71% | — | — | — | |
| 47 | BARAX | Baron Asset Fund-rtl | Stock-Other | 0.65% | — | — | — |
| 48 | ✓ | Stock-Other | 0.63% | — | — | — | |
| 49 | OKE | Oneok Inc | Stock-Energy | 0.61% | — | — | — |
| 50 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.59% | — | — | — |
1–50 of 67
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Mpi Investment Management, Inc. and what type of investor is it?
Mpi Investment Management, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2017-12-31), the firm manages a tracked equity portfolio valued at approximately $83.5M, spread across 67 disclosed positions.
What are Mpi Investment Management, Inc.'s largest equity positions?
Based on the latest 13F filing, Mpi Investment Management, Inc.'s top holdings by market value are:
1. Apple Inc (AAPL) — $4.1M (4.8%)
2. Eli Lilly & Co (LLY) — $3.2M (3.8%)
3. — $3.0M (3.6%)
4. Intl Business Machines CORP (IBM) — $2.9M (3.5%)
5. Pfizer Inc (PFE) — $2.9M (3.4%)
What changes did Mpi Investment Management, Inc. make in its most recent portfolio filing?
No notable portfolio changes were recorded for Mpi Investment Management, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Mpi Investment Management, Inc. focus on?
Mpi Investment Management, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Health Care: 29.9%
• Information Technology: 26.9%
• Communication Services: 16.0%
• Energy: 11.2%
• Financials: 8.9%
• Industrials: 4.2%
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Investment Profile
Mpi Investment Management, Inc.'s portfolio is broadly diversified and long-term-holding.
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Developer Access
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