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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 23 of 24  ·  465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR Consumer Defensive 5.0 $412.0 $82.40 -2.8%
442 EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 4.0 $386.0 $96.50 -1.7%
443 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 10.0 $361.0 $36.10 +13.6%
444 INOVIO PHARMACEUTICALS INC COM SHS 325.0 $358.0 $1.10
445 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 4.0 $355.0 $88.75 -28.4%
446 FLOT ISHARES FLOATING RATE BOND ETF 6.0 $307.0 -1.0 -14.3% $51.17 -0.2%
447 BKLN INVESCO SENIOR LOAN ETF 14.0 $273.0 $19.50 +5.2%
448 SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 9.0 $271.0 $30.11 +9.9%
449 VTRS VIATRIS INC COM Healthcare 14.0 $223.0 $15.93 +2.6%
450 JHG JANUS HENDERSON GROUP PLC ORD SHS Financial Services 4.0 $208.0 $52.00 -0.1%
451 REXR REXFORD INDL RLTY INC COM Real Estate 6.0 $201.0 $33.50 +10.8%
452 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 3.0 $186.0 $62.00 -9.5%
453 OGN ORGANON & CO COMMON COM Healthcare 10.0 $136.0 $13.60 +1.2%
454 PYPL PAYPAL HLDGS INC COM Financial Services 3.0 $130.0 $43.33 +23.8%
455 KD KYNDRYL HLDGS INC COMMON COM Technology 10.0 $114.0 $11.40 +15.8%
456 SCHZ SCHWAB US AGGREGATE BOND ETF 4.0 $93.0 $23.25 -2.0%
457 VZ VERIZON COMMUNICATIONS INC COM Communication Services 2.0 $85.0 $42.50 +17.9%
458 SHEN SHENANDOAH TELECOMMUNICATIONS COM Communication Services 5.0 $76.0 $15.20 -18.0%
459 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 2.0 $62.0 $31.00 +86.4%
460 WOLF WOLFSPEED INC COM Technology 1.0 $49.0 $49.00 -47.2%
Page 23 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%