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Portfolio (Quarterly) Guide ↗

MJP ASSOCIATES INC /ADV

· CIK 0000715113
13F Portfolio $760M AUM Filed Nov 7, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 252 New
Page 12 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GILD GILEAD SCIENCES INC Healthcare 2,129.0 $236K 0.03% NEW $111.00 +17.6%
222 MET METLIFE INC Financial Services 2,857.0 $235K 0.03% NEW $82.37 +2.3%
223 CBRE CBRE GROUP INC Real Estate 1,483.0 $234K 0.03% NEW $157.56 -16.8%
224 EZBC FRANKLIN TEMPLETON DIGITAL H Financial Services 3,456.0 $229K 0.03% NEW $66.21 -32.2%
225 SUSA ISHARES TR 1,685.0 $229K 0.03% NEW $135.67 +11.0%
226 QYLD GLOBAL X FDS 13,421.0 $228K 0.03% NEW $17.01 +4.9%
227 SLYV SPDR SERIES TRUST 2,533.0 $225K 0.03% NEW $88.65 +15.6%
228 HDB HDFC BANK LTD Financial Services 6,561.0 $224K 0.03% NEW $34.16 -27.9%
229 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 3,738.0 $223K 0.03% NEW $59.73 +29.1%
230 UNM UNUM GROUP Financial Services 2,858.0 $222K 0.03% NEW $77.78 +7.8%
231 BKDV BNY MELLON ETF TRUST II 7,954.0 $221K 0.03% NEW $27.80 +16.7%
232 NOC NORTHROP GRUMMAN CORP Industrials 360.0 $219K 0.03% NEW $608.69 -9.4%
233 GLW CORNING INC Technology 2,671.0 $219K 0.03% NEW $82.02 +134.0%
234 SHW SHERWIN WILLIAMS CO Basic Materials 630.0 $218K 0.03% NEW $346.33 -11.2%
235 ADI ANALOG DEVICES INC Technology 887.0 $218K 0.03% NEW $245.82 +56.3%
236 FNDF SCHWAB STRATEGIC TR 5,073.0 $218K 0.03% NEW $42.96 +24.9%
237 USB US BANCORP DEL Financial Services 4,489.0 $217K 0.03% NEW $48.33 +12.8%
238 FAST FASTENAL CO Industrials 4,372.0 $214K 0.03% NEW $49.04 -11.2%
239 FLEX FLEX LTD Technology 3,676.0 $213K 0.03% NEW $57.97 +126.1%
240 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 3,771.0 $210K 0.03% NEW $55.77 +53.8%
Page 12 of 13  ·  252 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 46.8%
Financial Services 11.4%
Communication Services 10.6%
Consumer Cyclical 8.1%
Healthcare 7.2%
Industrials 6.6%
Consumer Defensive 4.6%
Utilities 1.9%
Energy 1.5%
Basic Materials 0.8%