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Portfolio (Quarterly) Guide ↗

MJP ASSOCIATES INC /ADV

· CIK 0000715113
13F Portfolio $760M AUM Filed Nov 7, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 252 New
Page 2 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPMD SPDR SERIES TRUST 110,080.0 $6.3M 0.83% NEW $57.19 +11.7%
22 GPIQ GOLDMAN SACHS ETF TR 97,789.0 $5.1M 0.68% NEW $52.46 +10.3%
23 META META PLATFORMS INC Communication Services 6,923.0 $5.1M 0.67% NEW $734.40 -17.3%
24 JPM JPMORGAN CHASE & CO. Financial Services 15,587.0 $4.9M 0.65% NEW $315.43 -3.9%
25 VYM VANGUARD WHITEHALL FDS 29,663.0 $4.2M 0.55% NEW $140.95 +11.6%
26 SPTM SPDR SERIES TRUST 49,297.0 $4.0M 0.52% NEW $80.65 +11.6%
27 SPSM SPDR SERIES TRUST 78,946.0 $3.7M 0.48% NEW $46.32 +14.5%
28 VUG VANGUARD INDEX FDS 7,423.0 $3.6M 0.47% NEW $479.59 -81.8%
29 TSLA TESLA INC Consumer Cyclical 6,694.0 $3.0M 0.39% NEW $444.72 -6.2%
30 RDDT REDDIT INC Communication Services 11,975.0 $2.8M 0.36% NEW $229.99 -36.2%
31 RSP INVESCO EXCHANGE TRADED FD T 13,670.0 $2.6M 0.34% NEW $189.70 +7.9%
32 BERKSHIRE HATHAWAY INC DEL 4,994.0 $2.5M 0.33% NEW $502.74
33 AVGO BROADCOM INC Technology 7,309.0 $2.4M 0.32% NEW $329.92 +25.7%
34 LLY ELI LILLY & CO Healthcare 3,090.0 $2.4M 0.31% NEW $763.05 +36.5%
35 IVV ISHARES TR 3,380.0 $2.3M 0.30% NEW $669.36 +11.5%
36 WMT WALMART INC Consumer Defensive 21,666.0 $2.2M 0.29% NEW $103.06 +27.0%
37 GOOG ALPHABET INC Communication Services 9,111.0 $2.2M 0.29% NEW $243.55 +57.4%
38 IBM INTERNATIONAL BUSINESS MACHS Technology 7,819.0 $2.2M 0.29% NEW $282.17 -10.3%
39 DFAC DIMENSIONAL ETF TRUST 52,164.0 $2.0M 0.27% NEW $38.57 +12.4%
40 RTX RTX CORPORATION Industrials 11,645.0 $1.9M 0.26% NEW $167.33 +4.5%
Page 2 of 13  ·  252 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 46.8%
Financial Services 11.4%
Communication Services 10.6%
Consumer Cyclical 8.1%
Healthcare 7.2%
Industrials 6.6%
Consumer Defensive 4.6%
Utilities 1.9%
Energy 1.5%
Basic Materials 0.8%