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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 21 of 24  ·  465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CHWY CHEWY INC CL A Consumer Cyclical 74.0 $1K 0.00% $19.66 +18.3%
402 FXC INVESCO CURRENCYSHARES CANADIAN DOLLAR TRUST Financial Services 21.0 $1K 0.00% NEW $68.95 +2.1%
403 CMB.TECH NV SHS 100.0 $1K 0.00% $13.99
404 SLP SIMULATIONS PLUS INC COM Healthcare 76.0 $1K 0.00% $18.32 +0.4%
405 MGRC MCGRATH RENTCORP COM Industrials 11.0 $1K 0.00% NEW $121.09 -7.3%
406 FR FIRST INDL RLTY TR INC COM Real Estate 21.0 $1K 0.00% $61.33 +1.0%
407 LITHIUM AMERS CORP NEW COM SHS 325.0 $1K 0.00% $3.85
408 TTEK TETRA TECH INC NEW COM Industrials 43.0 $1K 0.00% NEW $28.91 +26.4%
409 JLL JONES LANG LASALLE INC COM Real Estate 4.0 $1K 0.00% $310.00 +21.9%
410 SRPT SAREPTA THERAPEUTICS INC COM Healthcare 69.0 $1K 0.00% $17.97 +16.1%
411 EGP EASTGROUP PPTYS INC COM Real Estate 6.0 $1K 0.00% $202.67 -1.3%
412 QUBT QUANTUM COMPUTING INC COM Technology 125.0 $1K 0.00% $9.70 -16.0%
413 CLF CLEVELAND-CLIFFS INC NEW COM Basic Materials 127.0 $1K 0.00% NEW $9.39 +23.7%
414 IONS IONIS PHARMACEUTICALS INC COM Healthcare 15.0 $1K 0.00% NEW $79.33 -23.0%
415 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 22.0 $1K 0.00% -11.0 -33.3% $50.45 +9.7%
416 EMNT PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND 11.0 $1K 0.00% $99.00 +0.1%
417 RTX RTX CORPORATION COM Industrials 6.0 $1K 0.00% $181.00 +17.0%
418 MED MEDIFAST INC COM Consumer Cyclical 100.0 $1K 0.00% $10.61 +14.8%
419 MEDP MEDPACE HLDGS INC COM Healthcare 2.0 $1K 0.00% $530.00 +13.3%
420 SCHB SCHWAB U.S. BROAD MARKET ETF 37.0 $1K 0.00% $28.38 +4.7%
Page 21 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%