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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 22 of 23  ·  446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 BLOCK INC CL A 8.0 $521.0 NEW $65.12
422 TMC TMC THE METALS COMPANY INC COM Basic Materials 81.0 $500.0 NEW $6.17 -17.4%
423 VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 11.0 $476.0 NEW $43.27 +7.5%
424 EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 4.0 $386.0 NEW $96.50 -1.6%
425 FLOT ISHARES FLOATING RATE BOND ETF 7.0 $357.0 NEW $51.00 +0.0%
426 BK BANK NEW YORK MELLON CORP COM Financial Services 3.0 $349.0 NEW $116.33 +19.5%
427 BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR Consumer Defensive 5.0 $321.0 NEW $64.20 +29.8%
428 BKLN INVESCO SENIOR LOAN ETF 14.0 $281.0 NEW $20.07 +2.1%
429 SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 9.0 $274.0 NEW $30.44 +9.5%
430 KD KYNDRYL HLDGS INC COMMON STOCK Technology 10.0 $266.0 NEW $26.60 -54.6%
431 REXR REXFORD INDL RLTY INC COM Real Estate 6.0 $233.0 NEW $38.83 -7.2%
432 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 4.0 $219.0 NEW $54.75 +2.4%
433 JHG JANUS HENDERSON GROUP PLC ORD SHS Financial Services 4.0 $191.0 NEW $47.75 +8.3%
434 PYPL PAYPAL HLDGS INC COM Financial Services 3.0 $176.0 NEW $58.67 -24.4%
435 VTRS VIATRIS INC COM Healthcare 14.0 $175.0 NEW $12.50 +32.7%
436 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 3.0 $170.0 NEW $56.67 +16.0%
437 SCHZ SCHWAB US AGGREGATE BOND ETF 4.0 $94.0 NEW $23.50 -2.2%
438 VZ VERIZON COMMUNICATIONS INC COM Communication Services 2.0 $82.0 NEW $41.00 +16.6%
439 OGN ORGANON & CO COMMON STOCK Healthcare 10.0 $72.0 NEW $7.20 +86.4%
440 SHEN SHENANDOAH TELECOMMUNICATIONS COM Communication Services 5.0 $58.0 NEW $11.60 +38.6%
Page 22 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%