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Portfolio (Quarterly) Guide ↗

MJT & Associates Financial Advisory Group, Inc.

· CIK 0002065777
13F Portfolio $136M AUM 442 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New 31 Added 88 Reduced 29 Exited
Page 12 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 81.0 $7K 0.01% $88.47 +6.2%
222 KEN KENON HLDGS LTD SHS Utilities 87.0 $7K 0.01% $82.37 +4.2%
223 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 121.0 $7K 0.01% -34.0 -21.9% $59.16 +11.2%
224 NXPI NXP SEMICONDUCTORS N V COM Technology 36.0 $7K 0.01% $196.86 +52.1%
225 CRH PLC ORD 67.0 $7K 0.01% $105.13
226 NPO ENPRO INC COM Industrials 28.0 $7K 0.01% -5.0 -15.2% $250.68 +20.8%
227 AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN Financial Services 187.0 $7K 0.01% $37.44 +1.9%
228 TXN TEXAS INSTRS INC COM Technology 36.0 $7K 0.01% $194.17 +57.0%
229 SN SHARKNINJA INC COM SHS Consumer Cyclical 66.0 $7K 0.01% $105.91 -3.7%
230 SBUX STARBUCKS CORP COM Consumer Cyclical 78.0 $7K 0.01% $89.60 +18.9%
231 KTB KONTOOR BRANDS INC COM Consumer Cyclical 99.0 $7K 0.01% $70.29 -1.3%
232 PTIR GRANITESHARES 2X LONG PLTR DAILY ETF 410.0 $7K 0.01% NEW $16.37 -15.9%
233 APH AMPHENOL CORP CL A Technology 53.0 $7K 0.01% NEW $126.36 -1.2%
234 ECL ECOLAB INC COM Basic Materials 25.0 $7K 0.01% -6.0 -19.4% $266.04 -6.0%
235 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 257.0 $7K 0.01% -505.0 -66.3% $25.62 -1.1%
236 SPMB STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 292.0 $7K 0.01% -112.0 -27.7% $22.39 -1.3%
237 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 22.0 $6K 0.01% $290.50 -0.1%
238 RMBS RAMBUS INC DEL COM Technology 74.0 $6K 0.01% $86.04 +55.2%
239 OLN OLIN CORP COM PAR $1 Basic Materials 212.0 $6K 0.01% $29.73 -12.5%
240 AFL AFLAC INC COM Financial Services 57.0 $6K 0.01% $109.72 +7.4%
Page 12 of 23  ·  442 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 20.1%
Consumer Defensive 16.1%
Utilities 15.0%
Consumer Cyclical 11.1%
Financial Services 8.9%
Healthcare 8.9%
Industrials 8.6%
Energy 6.4%
Communication Services 1.8%
Basic Materials 1.8%