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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 24 of 24  ·  465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 TIP ISHARES TIPS BOND ETF 1.0 $24.0 NEW $24.00 +345.6%
462 IRS IRSA INVERSIONES Y REP S A SPON GDS ECH 10 Industrials 1.0 $16.0 NEW $16.00 -8.5%
463 SBLK STAR BULK CARRIERS CORP. SHS PAR Industrials 1.0 $7.0 $7.00 +335.4%
464 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 1.0 $4.0 $4.00 +13276.5%
465 EPM EVOLUTION PETE CORP COM Energy 1.0 $1.0 $1.00 +264.0%
Page 24 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%