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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 6 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WELL WELLTOWER INC COM Real Estate 139.0 $27K 0.02% +25.0 +21.9% $197.71 +10.6%
102 AEE AMEREN CORP COM Utilities 250.0 $27K 0.02% $109.92 -0.1%
103 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 27.0 $27K 0.02% $996.44 +5.4%
104 AMZN AMAZON COM INC COM Consumer Cyclical 125.0 $26K 0.02% -270.0 -68.3% $208.27 +28.9%
105 DIS DISNEY WALT CO COM Communication Services 267.0 $26K 0.02% $96.38 +7.5%
106 IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 400.0 $25K 0.02% $62.94 -2.3%
107 CNQ CANADIAN NAT RES LTD MED TERM COM Energy 508.0 $25K 0.02% -68.0 -11.8% $48.73 -0.1%
108 GRNB VANECK GREEN BOND ETF 1,031.0 $25K 0.02% +433.0 +72.4% $23.96 +0.0%
109 PIPR PIPER SANDLER COMPANIES COM NEW Financial Services 320.0 $24K 0.02% NEW $76.55 +4.6%
110 COIN COINBASE GLOBAL INC COM CL A Financial Services 134.0 $23K 0.02% $174.61 +10.9%
111 MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF 243.0 $23K 0.02% $95.96 +10.2%
112 ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 Technology 2,025.0 $23K 0.02% +610.0 +43.1% $11.27 +17.5%
113 NVS NOVARTIS AG SPONSORED ADR Healthcare 148.0 $23K 0.02% $152.75 -0.6%
114 LW LAMB WESTON HLDGS INC COM Consumer Defensive 533.0 $23K 0.02% $42.26 +1.3%
115 BAC BANK AMERICA CORP COM Financial Services 460.0 $22K 0.02% $48.75 +5.6%
116 XOM EXXON MOBIL CORP COM Energy 131.0 $22K 0.02% $169.66 -7.9%
117 GLW CORNING INC COM Technology 162.0 $22K 0.02% -5.0 -3.0% $135.98 +41.1%
118 SCHH SCHWAB U.S. REIT ETF 1,019.0 $22K 0.02% -4K -80.2% $21.49 +10.0%
119 NUHY NUVEEN ESG HIGH YIELD CORPORATE BOND ETF 1,022.0 $22K 0.02% $21.18 +0.6%
120 CAH CARDINAL HEALTH INC COM Healthcare 101.0 $21K 0.02% $211.32 -5.1%
Page 6 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%