Mjp Associates Inc Portfolio Holdings
Mjp Associates Inc
- $564 Million
- Q1 2025
Mjp Associates Inc has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $564 Million distributed in 225 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 $77.1M, Vanguard Dividend Appreciation with a value of $48.5M, Ishares Barclays with a value of $37.1M, Pimco ETF Tr Enhanced Sht Matu with a value of $36.4M, and Apple Inc. with a value of $29.7M.
Examining the 13F form we can see an increase of $20.4M in the current position value, from $544M to 564M.
Below you can find more details about Mjp Associates Inc portfolio as well as his latest detailed transactions.
Portfolio value
$564 Million
ETFs: $374 Million
Technology: $91.5 Million
Financial Services: $21.1 Million
Healthcare: $15.4 Million
Communication Services: $14.1 Million
Consumer Cyclical: $12.7 Million
Industrials: $10.2 Million
Consumer Defensive: $8.84 Million
Other: $6.98 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 225
- Current Value $564 Million
- Prior Value $544 Million
- Filing
- Period Q1 2025
- Filing Date April 30, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 24 stocks
- Additional Purchases 118 stocks
- Sold out of 0 stocks
- Reduced holdings in 69 stocks