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Portfolio (Quarterly) Guide ↗

MJT & Associates Financial Advisory Group, Inc.

· CIK 0002065777
13F Portfolio $151M AUM 465 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 54 New 77 Added 64 Reduced 31 Exited
Page 2 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EQT EQT CORP COM Energy 66.0 $4K 0.00% NEW $53.18 +2.6%
22 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 41.0 $3K 0.00% NEW $82.12 -0.3%
23 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 8.0 $3K 0.00% NEW $415.38 +17.0%
24 BIIB BIOGEN INC COM Healthcare 15.0 $3K 0.00% NEW $216.07 +1.1%
25 TT TRANE TECHNOLOGIES PLC SHS Industrials 6.0 $3K 0.00% NEW $491.17 -8.6%
26 WEC WEC ENERGY GROUP INC COM Utilities 25.0 $3K 0.00% NEW $116.80 -9.1%
27 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 11.0 $3K 0.00% NEW $255.91 +28.7%
28 COHR COHERENT CORP COM Technology 7.0 $3K 0.00% NEW $394.57 -29.2%
29 LIN LINDE PLC SHS Basic Materials 5.0 $3K 0.00% NEW $519.00 -5.7%
30 PPG PPG INDS INC COM Basic Materials 21.0 $3K 0.00% NEW $121.33 -5.9%
31 TER TERADYNE INC COM Technology 5.0 $2K 0.00% NEW $484.00 -26.7%
32 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 6.0 $2K 0.00% NEW $386.83 +2.0%
33 SMURFIT WESTROCK PLC SHS 50.0 $2K 0.00% NEW $46.26
34 ABT ABBOTT LABORATORIES COM Healthcare 25.0 $2K 0.00% NEW $90.76 +23.9%
35 MRSH MARSH & MCLENNAN COS INC COM Financial Services 12.0 $2K 0.00% NEW $166.75 +15.5%
36 BIO BIO RAD LABS INC CL A Healthcare 6.0 $2K 0.00% NEW $293.67 +32.0%
37 NDAQ NASDAQ INC COM Financial Services 22.0 $2K 0.00% NEW $78.86 +25.9%
38 QTWO Q2 HLDGS INC COM Technology 36.0 $2K 0.00% NEW $48.11 +35.4%
39 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 11.0 $2K 0.00% NEW $137.00 +34.0%
40 FXC INVESCO CURRENCYSHARES CANADIAN DOLLAR TRUST Financial Services 21.0 $1K 0.00% NEW $68.95 +2.1%
Page 2 of 3  ·  54 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 27.5%
Consumer Defensive 13.6%
Utilities 13.2%
Consumer Cyclical 10.4%
Financial Services 9.2%
Healthcare 8.6%
Industrials 8.3%
Energy 4.8%
Communication Services 1.8%
Basic Materials 1.4%