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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 5 of 24  ·  465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 840.0 $51K 0.03% $60.79 +4.5%
82 AMLP ALERIAN MLP ETF 945.0 $49K 0.03% $51.85 +6.5%
83 FE FIRSTENERGY CORP COM Utilities 1,000.0 $48K 0.03% $47.54 -3.5%
84 EMR EMERSON ELEC CO COM Industrials 327.0 $47K 0.03% -4.0 -1.2% $143.15 +8.4%
85 ICLN ISHARES GLOBAL CLEAN ENERGY ETF 2,258.0 $46K 0.03% -116.0 -4.9% $20.49 -14.7%
86 NUMG NUVEEN ESG MID-CAP GROWTH ETF 960.0 $45K 0.03% -111.0 -10.4% $46.96 +2.4%
87 EXC EXELON CORP COM Utilities 915.0 $43K 0.03% $46.62 -5.8%
88 JPM JPMORGAN CHASE & CO COM Financial Services 130.0 $43K 0.03% +16.0 +14.0% $327.33 +9.3%
89 DNP DNP SELECT INCOME FD INC COM Financial Services 3,911.0 $42K 0.03% $10.79 +1.3%
90 AEP AMERICAN ELEC PWR CO INC COM Utilities 300.0 $41K 0.03% $136.81 -10.6%
91 ESGE ISHARES ESG AWARE MSCI EM ETF 722.0 $39K 0.03% +84.0 +13.2% $54.69 -1.2%
92 GLD SPDR GOLD SHARES Financial Services 105.0 $39K 0.03% $368.38 +11.0%
93 OTTR OTTER TAIL CORP COM Utilities 420.0 $38K 0.03% $89.98 +1.0%
94 AEM AGNICO EAGLE MINES LTD COM Basic Materials 243.0 $38K 0.03% $155.13 +33.0%
95 STM STMICROELECTRONICS N V NY REGISTRY Technology 501.0 $38K 0.03% $74.89 -34.1%
96 SPBO STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF 1,201.0 $35K 0.02% $29.04 -2.0%
97 BE BLOOM ENERGY CORP COM CL A Industrials 112.0 $34K 0.02% +37.0 +49.3% $302.71 -30.4%
98 GRNB VANECK GREEN BOND ETF 1,387.0 $33K 0.02% +356.0 +34.5% $24.14 -1.3%
99 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 600.0 $32K 0.02% $53.61 +8.4%
100 WELL WELLTOWER INC COM Real Estate 139.0 $32K 0.02% $226.97 +4.9%
Page 5 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%