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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 4 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PNW PINNACLE WEST CAP CORP COM Utilities 1,011.0 $102K 0.07% $100.75 +1.2%
62 PRU PRUDENTIAL FINL INC COM Financial Services 1,006.0 $98K 0.07% $97.69 +5.7%
63 GOOGL ALPHABET INC CAP STK CL A Communication Services 333.0 $96K 0.07% -11.0 -3.2% $286.91 +35.1%
64 SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 1,506.0 $89K 0.07% $59.22 +7.9%
65 UNH UNITEDHEALTH GROUP INC COM Healthcare 325.0 $88K 0.07% $270.59 +41.7%
66 ORCL ORACLE CORP COM Technology 544.0 $80K 0.06% $146.87 +29.2%
67 CEG CONSTELLATION ENERGY CORP COM Utilities 281.0 $78K 0.06% $279.25 +2.4%
68 ESGD ISHARES ESG AWARE MSCI EAFE ETF 772.0 $74K 0.05% $95.62 +7.6%
69 GIS GENERAL MILLS INC COM Consumer Defensive 1,934.0 $72K 0.05% +148.0 +8.3% $37.22 -10.1%
70 MRK MERCK & CO INC COM Healthcare 596.0 $72K 0.05% $120.29 -3.7%
71 NUBD NUVEEN ESG U.S. AGGREGATE BOND ETF 3,140.0 $70K 0.05% $22.21 -1.0%
72 SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 1,367.0 $64K 0.05% -24.0 -1.7% $46.91 +8.9%
73 MDT MEDTRONIC PLC SHS Healthcare 695.0 $60K 0.04% $86.65 -9.8%
74 KO COCA COLA CO COM Consumer Defensive 759.0 $58K 0.04% -122.0 -13.8% $76.05 +6.7%
75 KLAC KLA CORP COM NEW Technology 39.0 $57K 0.04% -3.0 -7.1% $1472.41 +25.1%
76 IBM INTERNATIONAL BUSINESS MACHS COM Technology 233.0 $56K 0.04% $242.39 +4.4%
77 LRCX LAM RESEARCH CORP COM NEW Technology 250.0 $53K 0.04% $213.66 +41.5%
78 FE FIRSTENERGY CORP COM Utilities 1,000.0 $51K 0.04% $50.66 -10.2%
79 AMLP ALERIAN MLP ETF 945.0 $50K 0.04% $52.64 +2.9%
80 AEM AGNICO EAGLE MINES LTD COM Basic Materials 243.0 $49K 0.04% $202.98 -12.4%
Page 4 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%