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Portfolio (Quarterly) Guide ↗

MJT & Associates Financial Advisory Group, Inc.

· CIK 0002065777
13F Portfolio $136M AUM 442 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New 31 Added 88 Reduced 29 Exited
Page 5 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ADBE ADOBE INC COM Technology 5.0 $1K 0.00% -16.0 -76.2% $243.20 +0.4%
82 RTX RTX CORPORATION COM Industrials 6.0 $1K 0.00% -16.0 -72.7% $184.00 -5.0%
83 ULTA ULTA BEAUTY INC COM Consumer Cyclical 2.0 $1K 0.00% -5.0 -71.4% $523.00 -5.7%
84 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 10.0 $642.0 -19.0 -65.5% $64.20 +25.5%
85 VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 11.0 $538.0 -2.0 -15.4% $48.91 +0.2%
86 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 2.0 $63.0 -2.0 -50.0% $31.50 +78.0%
87 SBLK STAR BULK CARRIERS CORP. SHS PAR Industrials 1.0 $6.0 -1.0 -50.0% $6.00 +344.8%
88 EPM EVOLUTION PETE CORP COM Energy 1.0 $1.0 -1.0 -50.0% $1.00 +356.0%
Page 5 of 5  ·  88 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 20.1%
Consumer Defensive 16.1%
Utilities 15.0%
Consumer Cyclical 11.1%
Financial Services 8.9%
Healthcare 8.9%
Industrials 8.6%
Energy 6.4%
Communication Services 1.8%
Basic Materials 1.8%