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Portfolio (Quarterly) Guide ↗

MJP ASSOCIATES INC /ADV

· CIK 0000715113
13F Portfolio $799M AUM 248 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 15 New 115 Added 86 Reduced 21 Exited
Page 9 of 13  ·  246 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VZ VERIZON COMMUNICATIONS INC Communication Services 9,358.0 $381K 0.05% -1K -11.1% $40.73 +17.4%
162 TMUS T-MOBILE US INC Communication Services 1,858.0 $377K 0.05% -28.0 -1.5% $203.05 -6.4%
163 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,368.0 $376K 0.05% -262.0 -16.1% $275.09 +11.1%
164 NEE NEXTERA ENERGY INC Utilities 4,687.0 $376K 0.05% +650.0 +16.1% $80.27 +11.7%
165 VRSK VERISK ANALYTICS INC Industrials 1,668.0 $373K 0.05% -266.0 -13.8% $223.69 -23.7%
166 WFC WELLS FARGO CO NEW Financial Services 3,982.0 $371K 0.05% +327.0 +8.9% $93.19 -18.7%
167 FLS FLOWSERVE CORP Industrials 5,348.0 $371K 0.05% +634.0 +13.4% $69.38 -0.9%
168 SNOW SNOWFLAKE INC Technology 1,664.0 $365K 0.05% $219.36 -23.9%
169 MCK MCKESSON CORP Healthcare 443.0 $363K 0.04% +100.0 +29.1% $820.35 -6.6%
170 IXUS ISHARES TR 4,255.0 $360K 0.04% $84.64 +12.4%
171 ABT ABBOTT LABS Healthcare 2,851.0 $357K 0.04% $125.30 -30.0%
172 ACN ACCENTURE PLC IRELAND Technology 1,331.0 $357K 0.04% +290.0 +27.9% $268.34 -33.7%
173 CRM SALESFORCE INC Technology 1,343.0 $356K 0.04% +136.0 +11.3% $264.93 -33.5%
174 HCA HCA HEALTHCARE INC Healthcare 749.0 $350K 0.04% +21.0 +2.9% $466.96 -15.9%
175 EFX EQUIFAX INC Industrials 1,611.0 $350K 0.04% +198.0 +14.0% $216.98 -24.8%
176 NVO NOVO-NORDISK A S Healthcare 6,764.0 $344K 0.04% -777.0 -10.3% $50.88 -12.8%
177 AEP AMERICAN ELEC PWR CO INC Utilities 2,963.0 $342K 0.04% +50.0 +1.7% $115.30 +12.4%
178 SO SOUTHERN CO Utilities 3,892.0 $339K 0.04% -210.0 -5.1% $87.20 +7.4%
179 SPMD SPDR SERIES TRUST 5,852.0 $339K 0.04% -104K -94.7% $57.91 +10.3%
180 ITOT ISHARES TR 2,243.0 $333K 0.04% -502.0 -18.3% $148.67 +9.1%
Page 9 of 13  ·  246 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 46.4%
Communication Services 11.3%
Financial Services 11.1%
Healthcare 8.4%
Consumer Cyclical 7.8%
Industrials 6.5%
Consumer Defensive 4.5%
Utilities 1.7%
Energy 1.5%
Basic Materials 0.7%