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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 4 of 24  ·  465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOGL ALPHABET INC CAP STK CL A Communication Services 337.0 $120K 0.08% +4.0 +1.2% $356.61 -2.8%
62 KLAC KLA CORP COM NEW Technology 390.0 $118K 0.08% +351.0 +900.0% $301.71 -41.8%
63 COP CONOCOPHILLIPS COM Energy 1,080.0 $112K 0.07% $103.96 +25.4%
64 PRU PRUDENTIAL FINL INC COM Financial Services 1,006.0 $109K 0.07% $107.93 +11.0%
65 LRCX LAM RESEARCH CORP COM NEW Technology 250.0 $108K 0.07% $433.33 -30.3%
66 PNW PINNACLE WEST CAP CORP COM Utilities 1,011.0 $108K 0.07% $107.00 -8.8%
67 SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 1,506.0 $102K 0.07% $67.56 -1.7%
68 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 1,700.0 $98K 0.07% $57.62 +15.6%
69 NUBD NUVEEN ESG U.S. AGGREGATE BOND ETF 3,852.0 $85K 0.06% +712.0 +22.7% $22.14 -1.6%
70 ORCL ORACLE CORP COM Technology 554.0 $81K 0.05% +10.0 +1.8% $146.46 +2.9%
71 ESGD ISHARES ESG AWARE MSCI EAFE ETF 763.0 $78K 0.05% -9.0 -1.2% $102.81 +3.7%
72 MRK MERCK & CO INC COM Healthcare 596.0 $77K 0.05% $128.50 +15.4%
73 CEG CONSTELLATION ENERGY CORP COM Utilities 281.0 $70K 0.05% $248.37 +11.4%
74 GIS GENERAL MILLS INC COM Consumer Defensive 1,934.0 $67K 0.04% $34.80 +19.4%
75 IBM INTERNATIONAL BUSINESS MACHS COM Technology 233.0 $66K 0.04% $281.21 -16.2%
76 KO COCA COLA CO COM Consumer Defensive 759.0 $62K 0.04% $81.27 +10.3%
77 SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 1,091.0 $56K 0.04% -276.0 -20.2% $51.78 +1.9%
78 MDT MEDTRONIC PLC SHS Healthcare 695.0 $54K 0.04% $78.23 +16.6%
79 META META PLATFORMS INC CL A Communication Services 95.0 $53K 0.04% +9.0 +10.5% $557.65 +3.7%
80 ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 927.0 $52K 0.03% -56.0 -5.7% $55.93 -1.6%
Page 4 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%