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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 13 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SHEL SHELL PLC SPON ADS Energy 66.0 $6K 0.01% $93.00 -6.8%
242 RSG REPUBLIC SVCS INC COM Industrials 28.0 $6K 0.01% $219.04 -3.1%
243 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 64.0 $6K 0.00% $93.30 +10.7%
244 UBER UBER TECHNOLOGIES INC COM Technology 83.0 $6K 0.00% $71.94 +3.7%
245 MUB ISHARES NATIONAL MUNI BOND ETF 56.0 $6K 0.00% $106.16 -0.1%
246 HUBB HUBBELL INC COM Industrials 12.0 $6K 0.00% NEW $490.75 -6.1%
247 AEIS ADVANCED ENERGY INDS COM Industrials 18.0 $6K 0.00% -22.0 -55.0% $322.72 +0.3%
248 CPB THE CAMPBELLS COMPANY COM Consumer Defensive 258.0 $6K 0.00% NEW $22.27 -10.0%
249 SNOW SNOWFLAKE INC COM SHS Technology 38.0 $6K 0.00% $150.84 +10.7%
250 VTR VENTAS INC COM Real Estate 69.0 $6K 0.00% NEW $81.78 +8.3%
251 IRM IRON MTN INC DEL COM Real Estate 55.0 $6K 0.00% $102.15 +24.7%
252 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 77.0 $6K 0.00% $72.47 +19.1%
253 TGT TARGET CORP COM Consumer Defensive 46.0 $6K 0.00% $121.22 +0.9%
254 FIX COMFORT SYS USA INC COM Industrials 4.0 $6K 0.00% -3.0 -42.9% $1379.00 +33.0%
255 SOUN SOUNDHOUND AI INC CLASS A COM Technology 800.0 $5K 0.00% $6.87 +23.0%
256 FRDM FREEDOM 100 EMERGING MARKETS ETF 100.0 $5K 0.00% $54.65 +24.4%
257 NTAP NETAPP INC COM Technology 53.0 $5K 0.00% $102.40 +21.0%
258 APG API GROUP CORP COM STK Industrials 133.0 $5K 0.00% NEW $40.53 +2.4%
259 ONON ON HLDG AG NAMEN AKT A Consumer Cyclical 158.0 $5K 0.00% $34.03 +15.2%
260 BGRN ISHARES TRUST ISHARES USD GREEN BOND ETF 112.0 $5K 0.00% $47.47 -0.4%
Page 13 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%