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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 13 of 24  ·  465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CRM SALESFORCE INC COM Technology 46.0 $7K 0.01% $156.67 +63.4%
242 FDX FEDEX CORP COM Industrials 23.0 $7K 0.01% $313.13 +5.7%
243 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 63.0 $7K 0.01% $114.19 +33.9%
244 DIOD DIODES INC COM Technology 65.0 $7K 0.01% $109.45 -19.6%
245 CL COLGATE PALMOLIVE CO COM Consumer Defensive 77.0 $7K 0.01% NEW $91.69 -1.0%
246 LOW LOWES COS INC COM Consumer Cyclical 32.0 $7K 0.01% +10.0 +45.5% $220.50 -5.6%
247 BHE BENCHMARK ELECTRS INC COM Technology 71.0 $7K 0.01% $98.68 -27.7%
248 ECL ECOLAB INC COM Basic Materials 25.0 $7K 0.01% $278.64 +2.9%
249 IRM IRON MTN INC DEL COM Real Estate 55.0 $7K 0.01% $126.33 -7.1%
250 PKG PACKAGING CORP AMER COM Consumer Cyclical 29.0 $7K 0.01% +11.0 +61.1% $238.31 +0.9%
251 JCI JOHNSON CTLS INTL PLC SHS Industrials 47.0 $7K 0.01% -48.0 -50.5% $146.13 -4.5%
252 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 17.0 $7K 0.00% $397.71 -6.3%
253 AFL AFLAC INC COM Financial Services 57.0 $7K 0.00% $117.26 -0.6%
254 SLB SLB LIMITED COM STK Energy 143.0 $7K 0.00% +85.0 +146.6% $46.50 +23.3%
255 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 257.0 $7K 0.00% $25.52 -1.6%
256 SPMB STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 292.0 $7K 0.00% $22.31 -1.4%
257 SOUN SOUNDHOUND AI INC CLASS A COM Technology 1,000.0 $6K 0.00% +200.0 +25.0% $6.47 +9.9%
258 QCOM QUALCOMM INC COM Technology 35.0 $6K 0.00% $184.80 -11.2%
259 F FORD MTR CO COM Consumer Cyclical 453.0 $6K 0.00% $13.90 -0.2%
260 VUG VANGUARD GROWTH ETF 73.0 $6K 0.00% +60.0 +461.5% $85.18 +3.9%
Page 13 of 24  ·  465 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%