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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
Page 10 of 13  ·  246 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VLTO VERALTO CORP Industrials 3,327.0 $332K 0.04% -690.0 -17.2% $99.77 -13.6%
182 DFAX DIMENSIONAL ETF TRUST 10,079.0 $330K 0.04% $32.73 +13.2%
183 GILD GILEAD SCIENCES INC Healthcare 2,661.0 $327K 0.04% +532.0 +25.0% $122.76 +6.3%
184 BX BLACKSTONE INC Financial Services 2,109.0 $325K 0.04% +70.0 +3.4% $154.17 -23.1%
185 ES EVERSOURCE ENERGY Utilities 4,783.0 $322K 0.04% -84.0 -1.7% $67.33 +3.4%
186 VEU VANGUARD INTL EQUITY INDEX F 4,327.0 $318K 0.04% -375.0 -8.0% $73.56 +12.3%
187 CG CARLYLE GROUP INC Financial Services 5,343.0 $316K 0.04% -471.0 -8.1% $59.11 -23.6%
188 SGOL ETFS GOLD TR Financial Services 7,598.0 $312K 0.04% +2K +33.2% $41.08 +5.3%
189 NSC NORFOLK SOUTHN CORP Industrials 1,073.0 $310K 0.04% +24.0 +2.3% $288.72 +7.9%
190 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,226.0 $307K 0.04% +91.0 +4.3% $137.77 -1.3%
191 IJR ISHARES TR 2,542.0 $306K 0.04% +236.0 +10.2% $120.19 +13.4%
192 SKYY FIRST TR EXCHANGE TRADED FD 2,325.0 $302K 0.04% $130.10 -0.3%
193 AIQ GLOBAL X FDS 5,886.0 $299K 0.04% NEW $50.86 +23.1%
194 SPGI S&P GLOBAL INC Financial Services 565.0 $295K 0.04% +3.0 +0.5% $522.20 -20.1%
195 ADBE ADOBE INC Technology 838.0 $293K 0.04% +32.0 +4.0% $349.99 -30.3%
196 CEG CONSTELLATION ENERGY CORP Utilities 827.0 $292K 0.04% -6.0 -0.7% $353.23 -19.1%
197 DFUS DIMENSIONAL ETF TRUST 3,811.0 $283K 0.04% $74.18 +8.9%
198 LOW LOWES COS INC Consumer Cyclical 1,170.0 $282K 0.04% -11.0 -0.9% $241.13 -9.8%
199 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 3,771.0 $279K 0.04% $74.03 +15.9%
200 BKNG BOOKING HOLDINGS INC Consumer Cyclical 52.0 $278K 0.04% +3.0 +6.1% $5355.33 -97.0%
Page 10 of 13  ·  246 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%