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Portfolio (Quarterly) Guide ↗

MJT & Associates Financial Advisory Group, Inc.

· CIK 0002065777
13F Portfolio $134M AUM 446 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 446 New
Page 5 of 23  ·  446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NUMG NUVEEN ESG MID-CAP GROWTH ETF 1,071.0 $51K 0.04% NEW $47.74 -4.5%
82 KLAC KLA CORP COM NEW Technology 42.0 $51K 0.04% NEW $1215.10 +51.6%
83 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 840.0 $48K 0.04% NEW $56.81 +6.7%
84 META META PLATFORMS INC CL A Communication Services 72.0 $47K 0.04% NEW $650.97 -6.7%
85 FE FIRSTENERGY CORP COM Utilities 1,000.0 $45K 0.03% NEW $44.77 +1.6%
86 AMLP ALERIAN MLP ETF 945.0 $44K 0.03% NEW $47.02 +15.2%
87 EMR EMERSON ELEC CO COM Industrials 331.0 $44K 0.03% NEW $132.72 +1.6%
88 LRCX LAM RESEARCH CORP COM NEW Technology 250.0 $43K 0.03% NEW $171.18 +76.6%
89 GLD SPDR GOLD SHARES Financial Services 105.0 $42K 0.03% NEW $396.31 +5.2%
90 AEM AGNICO EAGLE MINES LTD COM Basic Materials 243.0 $41K 0.03% NEW $169.53 +4.8%
91 INTC INTEL CORP COM Technology 1,102.0 $41K 0.03% NEW $36.90 +221.1%
92 EXC EXELON CORP COM Utilities 906.0 $39K 0.03% NEW $43.59 +4.0%
93 DNP DNP SELECT INCOME FD INC COM Financial Services 3,911.0 $39K 0.03% NEW $9.99 +8.3%
94 ICLN ISHARES GLOBAL CLEAN ENERGY ETF 2,374.0 $39K 0.03% NEW $16.43 +35.0%
95 SPY SPDR S&P 500 ETF TRUST Financial Services 54.0 $37K 0.03% NEW $681.93 +8.9%
96 JPM JPMORGAN CHASE & CO. COM Financial Services 114.0 $37K 0.03% NEW $322.23 -6.0%
97 SPBO STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF 1,201.0 $35K 0.03% NEW $29.34 -1.6%
98 AEP AMERICAN ELEC PWR CO INC COM Utilities 300.0 $35K 0.03% NEW $115.31 +12.4%
99 OTTR OTTER TAIL CORP COM Utilities 420.0 $34K 0.03% NEW $80.81 +7.2%
100 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 600.0 $33K 0.03% NEW $54.77 -5.6%
Page 5 of 23  ·  446 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 20.2%
Utilities 16.0%
Consumer Defensive 14.3%
Consumer Cyclical 12.8%
Healthcare 10.1%
Financial Services 9.3%
Industrials 8.0%
Energy 4.3%
Communication Services 2.0%
Basic Materials 1.7%