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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 3 of 24  ·  465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MSFT MICROSOFT CORP COM Technology 514.0 $192K 0.13% -49.0 -8.7% $373.02 +37.7%
42 BERKSHIRE HATHAWAY INC DEL CL B NEW 380.0 $190K 0.13% $500.39
43 TSLA TESLA INC COM Consumer Cyclical 448.0 $188K 0.12% $420.60 -17.1%
44 AXP AMERICAN EXPRESS CO COM Financial Services 554.0 $187K 0.12% +11.0 +2.0% $338.25 -1.5%
45 SCHA SCHWAB U.S. SMALL-CAP ETF 4,982.0 $180K 0.12% $36.13 -5.2%
46 USB US BANCORP COM NEW Financial Services 2,906.0 $176K 0.12% $60.40 +3.4%
47 D DOMINION ENERGY INC COM Utilities 2,500.0 $171K 0.11% $68.29 -4.1%
48 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 2,938.0 $169K 0.11% $57.67 -1.9%
49 IWR ISHARES RUSSELL MIDCAP ETF 1,500.0 $165K 0.11% $110.32 +1.8%
50 INTC INTEL CORP COM Technology 1,172.0 $164K 0.11% +70.0 +6.3% $139.63 -35.9%
51 OGS ONE GAS INC COM Utilities 2,000.0 $154K 0.10% $77.07 +3.1%
52 SHE STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF 993.0 $153K 0.10% -119.0 -10.7% $154.44 +3.0%
53 SNPE XTRACKERS S&P 500 SCORED & SCREENED ETF 2,207.0 $152K 0.10% +233.0 +11.8% $68.86 +3.2%
54 SCHM SCHWAB U.S. MID-CAP ETF 3,960.0 $146K 0.10% $36.87 -3.5%
55 IWM ISHARES RUSSELL 2000 ETF 485.0 $146K 0.10% -8.0 -1.6% $300.45 -1.6%
56 CVX CHEVRON CORPORATION COM Energy 868.0 $144K 0.10% $165.76 +21.8%
57 UNH UNITEDHEALTH GROUP INC COM Healthcare 325.0 $135K 0.09% $415.63 -5.5%
58 KRMA GLOBAL X CONSCIOUS COMPANIES ETF 2,787.0 $131K 0.09% +124.0 +4.7% $46.98 +1.8%
59 MGEE MGE ENERGY INC COM Utilities 1,500.0 $122K 0.08% $81.54 -4.2%
60 FAST FASTENAL CO COM Industrials 2,537.0 $122K 0.08% $48.03 +3.6%
Page 3 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%