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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 21 of 23  ·  446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 5.0 $1K 0.00% NEW $293.60 +4.3%
402 LITHIUM AMERS CORP NEW COM SHS 325.0 $1K 0.00% NEW $4.36
403 CMS CMS ENERGY CORP COM Utilities 20.0 $1K 0.00% NEW $69.95 +5.3%
404 SLP SIMULATIONS PLUS INC COM Healthcare 76.0 $1K 0.00% NEW $18.24 -20.7%
405 JLL JONES LANG LASALLE INC COM Real Estate 4.0 $1K 0.00% NEW $336.50 -12.9%
406 QUBT QUANTUM COMPUTING INC COM Technology 125.0 $1K 0.00% NEW $10.26 -6.9%
407 FR FIRST INDL RLTY TR INC COM Real Estate 21.0 $1K 0.00% NEW $57.29 +9.0%
408 MEDP MEDPACE HLDGS INC COM Healthcare 2.0 $1K 0.00% NEW $562.00 -23.5%
409 EMNT PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND 11.0 $1K 0.00% NEW $98.64 +0.1%
410 EGP EASTGROUP PPTYS INC COM Real Estate 6.0 $1K 0.00% NEW $178.17 +15.2%
411 MED MEDIFAST INC COM Consumer Cyclical 100.0 $1K 0.00% NEW $10.68 +18.3%
412 IGOV ISHARES INTERNATIONAL TREASURY BOND ETF 25.0 $1K 0.00% NEW $41.68 -0.6%
413 CMB.TECH NV SHS 100.0 $965.0 0.00% NEW $9.65
414 SCHB SCHWAB U.S. BROAD MARKET ETF 37.0 $951.0 0.00% NEW $25.70 +11.3%
415 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 87.0 $676.0 0.00% NEW $7.77 +21.5%
416 SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 15.0 $644.0 NEW $42.93 -1.2%
417 VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 13.0 $639.0 NEW $49.15 -0.3%
418 SCHF SCHWAB INTERNATIONAL EQUITY ETF 24.0 $577.0 NEW $24.04 +13.8%
419 BIRKENSTOCK HOLDING PLC COM SHS 14.0 $573.0 NEW $40.93
420 INOVIO PHARMACEUTICALS INC COM SHS 325.0 $566.0 NEW $1.74
Page 21 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%