Mjp Associates Inc Portfolio Holdings
Mjp Associates Inc
- $677 Million
- Q3 2025
Mjp Associates Inc has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $677 Million distributed in 255 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $90.6M, Pimco ETF Tr Enhanced Sht Matu with a value of $79.1M, Janus Detroit Str Tr Janus Hen with a value of $56.8M, Vanguard Dividend Appreciation with a value of $50.5M, and Apple Inc. with a value of $36.8M.
Examining the 13F form we can see an increase of $42.3M in the current position value, from $634M to 677M.
Below you can find more details about Mjp Associates Inc portfolio as well as his latest detailed transactions.
Portfolio value
$677 Million
ETFs: $436 Million
Technology: $122 Million
Financial Services: $23.8 Million
Communication Services: $20.2 Million
Consumer Cyclical: $17.1 Million
Healthcare: $15.5 Million
Industrials: $13.4 Million
Consumer Defensive: $9.84 Million
Other: $8.87 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 255
- Current Value $677 Million
- Prior Value $634 Million
- Filing
- Period Q3 2025
- Filing Date November 07, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 33 stocks
- Additional Purchases 136 stocks
- Sold out of 0 stocks
- Reduced holdings in 69 stocks