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Funds / Mjp Associates Inc /Adv
Institutional Fund

Mjp Associates Inc /Adv

Farmington, CTCIK 7151135 filings on record

Portfolio Value
$823.22M
Q1 2026
Holdings
227
Reported positions
New Buys
28
Opened this quarter
QoQ Change
+3.0%
from $799.45M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Vanguard Index Fds9.9%
  • Vanguard Specialized Funds7.0%
  • Janus Detroit Str Tr7.0%
  • Pimco ETF Tr6.9%
  • Blackrock ETF Trust II5.6%
  • T Rowe Price ETF Inc5.1%
  • Other58.4%

Portfolio Holdings

227 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Vanguard Index Fds137.0K$81.86M9.9%13.4KReduced
2Vanguard Specialized Funds268.4K$57.72M7.0%25.8KReduced
3Janus Detroit Str Tr1.14M$57.57M7.0%+33.5KAdded
4Pimco ETF Tr567.8K$57.10M6.9%251.7KReduced
5Blackrock ETF Trust II893.5K$46.40M5.6%+893.5KNew
6T Rowe Price ETF Inc954.0K$42.15M5.1%+764.3KAdded
7Apple Inc139.5K$35.41M4.3%7.8KReduced
8Dimensional ETF Trust949.5K$33.73M4.1%+949.5KNew
9Bny Mellon ETF Trust II1.12M$33.24M4.0%+281.9KAdded
10Vanguard Tax-Managed Fds299.6K$19.20M2.3%76.5KReduced

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