Mjp Associates Inc /Adv

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$823.7M
Q ending 2026-03-31
Prior quarter
$799.5M
Q ending 2025-12-31
Change
+3.0% QoQ · +48.6% YoY
Positions
231
reported holdings

Largest positions

Top 100 of 231 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard Index FdsVOOShares$81.9M137K
Vanguard Specialized FundsVIGShares$57.7M268K
Janus Detroit Str TrJAAAShares$57.6M1.1M
Pimco Etf TrMINTShares$57.1M568K
Blackrock Etf Trust IiBINCShares$46.4M893K
T Rowe Price Etf IncTCHPShares$42.1M954K
Apple IncAAPLShares$35.4M140K
Dimensional Etf TrustDFICShares$33.7M949K
Bny Mellon Etf Trust IiBKDVShares$33.2M1.1M
Vanguard Tax-Managed FdsVEAShares$19.2M300K
Nvidia CorporationNVDAShares$19.1M109K
Ishares TrIWFShares$18.4M43K
Schwab Strategic TrSGVTShares$17.0M169K
Vanguard Index FdsVTIShares$16.3M51K
Harbor Etf TrustHGERShares$15.1M488K
American Centy Etf TrAVUVShares$12.6M114K
Pimco Etf TrPYLDShares$12.3M470K
Vanguard Scottsdale FdsVONVShares$12.2M130K
Microsoft CorpMSFTShares$10.0M27K
Vanguard Index FdsVOShares$9.6M34K
First Tr Exchange Traded FdFTHIShares$9.4M410K
American Centy Etf TrAVEMShares$9.4M116K
Alphabet IncGOOGLShares$8.6M30K
Amazon Com IncAMZNShares$7.9M38K
Proshares TrISPYShares$7.4M170K
Ishares TrHDVShares$6.9M51K
Goldman Sachs Etf TrGPIQShares$6.2M125K
Ishares IncIEMGShares$4.8M69K
Spdr Series TrustSPSMShares$4.7M97K
Jpmorgan Chase & CoJPMShares$4.7M16K
Meta Platforms IncMETAShares$4.5M8K
Spdr Series TrustSPTMShares$3.9M49K
Invesco Actively Managed ExcRSPAShares$3.5M70K
Alphabet IncGOOGShares$3.4M12K
Eli Lilly & CoLLYShares$3.4M4K
Vanguard Whitehall FdsVYMShares$3.3M22K
Advisors Inner Circle Fd IiiSAMTShares$3.3M83K
Vanguard Index FdsVUGShares$3.2M7K
Invesco Actively Managed ExcEFAAShares$3.1M60K
Broadcom IncAVGOShares$3.0M10K
Walmart IncWMTShares$2.9M23K
Exxon Mobil CorpXOMShares$2.8M16K
Tesla IncTSLAShares$2.5M7K
Berkshire Hathaway Inc DelBRK/BShares$2.4M5K
Rtx CorporationRTXShares$2.3M12K
Costco Wholesale CorporationCOSTShares$2.2M2K
Ishares TrIVVShares$2.2M3K
Dimensional Etf TrustDFACShares$2.0M52K
Merck & Co IncMRKShares$2.0M17K
Invesco Exchange Traded Fd TRSPShares$2.0M10K
International Business MachsIBMShares$1.8M7K
Johnson & JohnsonJNJShares$1.8M7K
Proshares TrITWOShares$1.8M45K
Abbvie IncABBVShares$1.7M8K
Ge AerospaceGEShares$1.6M6K
Mastercard IncorporatedMAShares$1.6M3K
Visa IncVShares$1.5M5K
Vanguard World FdMGCShares$1.5M6K
Bank America CorpBACShares$1.3M28K
Procter & Gamble CoPGShares$1.3M9K
Coca Cola CoKOShares$1.2M16K
Home Depot IncHDShares$1.2M4K
Amphenol CorpAPHShares$1.2M9K
Netflix Inc.NFLXShares$1.2M12K
Reddit IncRDDTShares$1.2M9K
Chevron CorporationCVXShares$1.2M6K
Ge Vernova IncGEVShares$1.1M1K
Vanguard Index FdsVTVShares$1.1M5K
Unitedhealth Group IncUNHShares$1.0M4K
Asml Hldg NvShares$969K733
Cisco Sys IncCSCOShares$957K12K
Caterpillar IncCATShares$948K1K
Amgen IncAMGNShares$915K3K
At&T IncTShares$913K32K
Philip Morris Intl IncPMShares$909K6K
Vanguard Index FdsVBShares$877K3K
Micron Technology IncMUShares$814K2K
Vaneck Etf TrustSMHShares$778K2K
Mcdonalds CorpMCDShares$768K2K
Taiwan Semiconductor ManufacTSMShares$765K2K
Oracle CorpORCLShares$699K5K
First Tr Exch Traded Fd IiiFPEShares$687K39K
Pfizer IncPFEShares$665K24K
Williams Cos IncWMBShares$662K9K
Morgan StanleyMSShares$648K4K
State Str Spdr S&P 500 Etf TSPYShares$635K977
Palantir Technologies IncPLTRShares$632K4K
Texas Instrs IncTXNShares$632K3K
Duke Energy Corp NewDUKShares$625K5K
Tcw Etf TrustVOTEShares$622K8K
Tjx Cos Inc NewTJXShares$607K4K
Pepsico IncPEPShares$605K4K
Disney Walt CoDISShares$596K6K
Thermo Fisher Scientific IncTMOShares$592K1K
Advanced Micro Devices IncAMDShares$592K3K
Invesco Exchange Traded Fd TRPGShares$570K12K
SempraSREShares$556K6K
Chubb Ltd SwitzShares$553K2K
Global X FdsCATHShares$539K7K
Invesco Qqq TrQQQShares$537K931

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.