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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 5 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 META META PLATFORMS INC CL A Communication Services 86.0 $49K 0.04% +14.0 +19.4% $565.64 +7.4%
82 INTC INTEL CORP COM Technology 1,102.0 $49K 0.04% $44.13 +168.5%
83 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 840.0 $48K 0.04% $56.58 +7.1%
84 ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 983.0 $46K 0.03% -134.0 -12.0% $47.02 +10.3%
85 GLD SPDR GOLD SHARES Financial Services 105.0 $45K 0.03% $430.30 -3.1%
86 EXC EXELON CORP COM Utilities 915.0 $45K 0.03% +9.0 +1.0% $49.02 -7.5%
87 NUMG NUVEEN ESG MID-CAP GROWTH ETF 1,071.0 $44K 0.03% $41.08 +11.0%
88 ICLN ISHARES GLOBAL CLEAN ENERGY ETF 2,374.0 $43K 0.03% $18.29 +21.3%
89 EMR EMERSON ELEC CO COM Industrials 331.0 $43K 0.03% $131.02 +3.0%
90 DNP DNP SELECT INCOME FD INC COM Financial Services 3,911.0 $40K 0.03% $10.30 +5.1%
91 AEP AMERICAN ELEC PWR CO INC COM Utilities 300.0 $39K 0.03% $131.08 -1.1%
92 OTTR OTTER TAIL CORP COM Utilities 420.0 $37K 0.03% $87.77 -1.3%
93 SPBO STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF 1,201.0 $35K 0.03% $29.03 -0.6%
94 JPM JPMORGAN CHASE & CO COM Financial Services 114.0 $34K 0.03% $294.17 +3.0%
95 ANGLOGOLD ASHANTI PLC COM SHS 329.0 $32K 0.02% $97.36
96 CMI CUMMINS INC COM Industrials 57.0 $31K 0.02% -1.0 -1.7% $538.04 +18.7%
97 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 600.0 $30K 0.02% $49.37 +4.8%
98 ESGE ISHARES ESG AWARE MSCI EM ETF 638.0 $29K 0.02% $45.47 +15.8%
99 SCCO SOUTHERN COPPER CORP COM Basic Materials 165.0 $28K 0.02% -48.0 -22.5% $172.06 +1.2%
100 SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF 704.0 $28K 0.02% $40.14 +0.9%
Page 5 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%