Portfolio (Quarterly) Guide ↗

MJP ASSOCIATES INC /ADV

· CIK 0000715113

13F Portfolio $799M AUM 248 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 15 New 115 Added 86 Reduced 21 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	—	SENSEONICS HLDGS INC	—	25,000	$11K	0.00%	SOLD

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Sector Allocation

Technology 46.4%

Communication Services 11.3%

Financial Services 11.1%

Healthcare 8.4%

Consumer Cyclical 7.8%

Industrials 6.5%

Consumer Defensive 4.5%

Utilities 1.7%

Energy 1.5%

Basic Materials 0.7%