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MJP ASSOCIATES INC /ADV

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000715113

$914.2M

disclosed book value

232

positions

10.8%

largest position share

Positions, as of 2026-06-30

top 100 of 232 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VOOVANGUARD INDEX FDS143,107$98.3M10.8%
2VIGVANGUARD SPECIALIZED FUNDS273,439$64.7M7.1%
3JAAAJANUS DETROIT STR TR1.2M$58.2M6.4%
4MINTPIMCO ETF TR561,867$56.6M6.2%
5TCHPT ROWE PRICE EXCHANGE-TRADED969,375$48.6M5.3%
6BINCBLACKROCK ETF TRUST II903,162$47.3M5.2%
7AAPLAPPLE INC140,822$40.7M4.5%
8BKDVBNY MELLON ETF TRUST II1.1M$36.3M4%
9DFICDIMENSIONAL ETF TRUST832,574$31.0M3.4%
10NVDANVIDIA CORPORATION115,059$23.0M2.5%
11IWFISHARES TR179,521$22.3M2.4%
12VEAVANGUARD TAX-MANAGED FDS268,808$19.2M2.1%
13VTIVANGUARD INDEX FDS51,016$18.9M2.1%
14HGERHARBOR ETF TRUST512,286$15.0M1.6%
15VONVVANGUARD SCOTTSDALE FDS137,590$14.6M1.6%
16AVUVAMERICAN CENTY ETF TR113,757$14.2M1.6%
17SGVTSCHWAB STRATEGIC TR137,430$13.8M1.5%
18PYLDPIMCO ETF TR489,335$13.0M1.4%
19VOVANGUARD INDEX FDS139,485$11.2M1.2%
20AVEMAMERICAN CENTY ETF TR116,393$11.2M1.2%
21GOOGLALPHABET INC29,738$10.6M1.2%
22FTHIFIRST TR EXCHANGE TRADED FD438,628$10.5M1.1%
23MSFTMICROSOFT CORP24,038$9.0M1%
24AMZNAMAZON COM INC36,753$8.8M1%
25ISPYPROSHARES TR179,938$8.7M0.9%
26GPIQGOLDMAN SACHS ETF TR130,370$7.7M0.8%
27GOOGALPHABET INC21,423$7.6M0.8%
28HDVISHARES TR252,467$6.9M0.8%
29IEMGISHARES INC74,318$6.2M0.7%
30SPSMSPDR SERIES TRUST100,499$5.8M0.6%
31AVGOBROADCOM INC14,178$5.4M0.6%
32JPMJPMORGAN CHASE & CO15,204$5.0M0.5%
33LLYELI LILLY & CO3,834$4.6M0.5%
34SPTMSPDR SERIES TRUST48,592$4.4M0.5%
35VUGVANGUARD INDEX FDS49,741$4.3M0.5%
36METAMETA PLATFORMS INC7,549$4.3M0.5%
37RSPAINVESCO ACTIVELY MANAGED EXC78,670$4.2M0.5%
38EFAAINVESCO ACTIVELY MANAGED EXC67,961$3.8M0.4%
39VYMVANGUARD WHITEHALL FDS21,772$3.4M0.4%
40SAMTADVISORS INNER CIRCLE FD III71,491$3.4M0.4%
41MUMICRON TECHNOLOGY INC2,887$3.3M0.4%
42TSLATESLA INC7,448$3.1M0.3%
43CATCATERPILLAR INC2,886$3.1M0.3%
44WMTWALMART INC23,202$2.6M0.3%
45IVVISHARES TR3,299$2.5M0.3%
46BRK/BBERKSHIRE HATHAWAY INC DEL4,857$2.4M0.3%
47DFACDIMENSIONAL ETF TRUST52,252$2.3M0.3%
48ITWOPROSHARES TR49,228$2.3M0.3%
49AMDADVANCED MICRO DEVICES INC3,915$2.3M0.2%
50RSPINVESCO EXCHANGE TRADED FD T10,062$2.1M0.2%
51MRKMERCK & CO INC16,086$2.1M0.2%
52ABBVABBVIE INC8,151$2.1M0.2%
53JNJJOHNSON & JOHNSON7,837$2.0M0.2%
54RTXRTX CORPORATION10,318$2.0M0.2%
55COSTCOSTCO WHOLESALE CORPORATION2,056$1.9M0.2%
56VVISA INC5,585$1.9M0.2%
57IBMINTERNATIONAL BUSINESS MACHS6,314$1.8M0.2%
58GEGE AEROSPACE4,655$1.7M0.2%
59INTCINTEL CORP12,299$1.7M0.2%
60MGCVANGUARD WORLD FD6,159$1.7M0.2%
61UNHUNITEDHEALTH GROUP INC4,005$1.7M0.2%
62VTVVANGUARD INDEX FDS7,237$1.6M0.2%
63MAMASTERCARD INCORPORATED2,931$1.5M0.2%
64RDDTREDDIT INC8,589$1.5M0.2%
65BACBANK OF AMER CORP26,056$1.5M0.2%
66EXMOCEXXON MOBIL CORP10,782$1.5M0.2%
67APHAMPHENOL CORP8,237$1.5M0.2%
68LRCXLAM RESEARCH CORP3,287$1.4M0.2%
69ASML HLDG NV714$1.4M0.2%
70GEVGE VERNOVA INC1,187$1.4M0.2%
71CSCOCISCO SYS INC11,640$1.4M0.1%
72AMATAPPLIED MATLS INC1,844$1.3M0.1%
73PANWPALO ALTO NETWORKS INC3,779$1.3M0.1%
74PGPROCTER & GAMBLE CO8,261$1.2M0.1%
75KOCOCA COLA CO14,806$1.2M0.1%
76SMHVANECK ETF TRUST1,780$1.2M0.1%
77HDHOME DEPOT INC3,310$1.2M0.1%
78QQQINVESCO QQQ TR1,548$1.1M0.1%
79TXNTEXAS INSTRS INC3,462$1.0M0.1%
80VBVANGUARD INDEX FDS3,345$1.0M0.1%
81KLACKLA CORP3,252$981,1860.1%
82PMPHILIP MORRIS INTL INC5,118$925,8720.1%
83SPYSTATE STR SPDR S&P 500 ETF T1,212$905,2970.1%
84CVXCHEVRON CORPORATION5,040$835,4530.1%
85AMGNAMGEN INC2,286$827,8970.1%
86TSMTAIWAN SEMICONDUCTOR MANUFAC1,703$813,0740.1%
87NFLXNETFLIX INC.11,143$795,6100.1%
88RPGINVESCO EXCHANGE TRADED FD T12,209$779,5370.1%
89ORCLORACLE CORP5,303$777,2110.1%
90MSMORGAN STANLEY3,590$750,3920.1%
91GLWCORNING INC2,829$722,6500.1%
92FPEFIRST TR EXCH TRADED FD III39,561$707,3470.1%
93SEAGATE TECHNOLOGY HLDNGS PL729$703,3430.1%
94VOTETCW ETF TRUST7,935$699,6210.1%
95WMBWILLIAMS COS INC9,054$673,1100.1%
96WDCWESTERN DIGITAL CORP1,045$667,4620.1%
97MRVLMARVELL TECHNOLOGY INC2,207$657,3580.1%
98CRWDCROWDSTRIKE HLDGS INC860$656,3000.1%
99GSGOLDMAN SACHS GROUP INC636$643,0710.1%
100SCHASCHWAB STRATEGIC TR17,250$623,2310.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.