MJP ASSOCIATES INC /ADV Q4 2025 Filing

Filed February 6, 2026

Portfolio Value

$799.5B

Holdings

244

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (244 positions)

#StockSharesValue% PortfolioType
201
IOTSAMSARA INC
7,662$271.0M0.03%
202
ADIANALOG DEVICES INC
1,001$271.0M0.03%
203
SHYGISHARES TR
6,319$270.0M0.03%
204
DTDYNATRACE INC
6,242$270.0M0.03%
205
CRPTFIRST TR EXCHNG TRADED FD VI
17,975$269.0M0.03%
206
IAU*ISHARES GOLD TR
3,307$268.0M0.03%
207
SCHBSCHWAB STRATEGIC TR
10,193$267.0M0.03%
208
GRIDFIRST TR EXCHANGE TRADED FD
1,746$267.0M0.03%
209
BMYBRISTOL-MYERS SQUIBB CO
4,947$266.0M0.03%
210
WBDWARNER BROS DISCOVERY INC
9,214$265.0M0.03%
211
HDBHDFC BANK LTD
7,218$263.0M0.03%
212
USBUS BANCORP DEL
4,918$262.0M0.03%
213
APPAPPLOVIN CORP
387$260.0M0.03%
214
DEDEERE & CO
558$259.0M0.03%
215
CPRJCALAMOS ETF TR
9,645$258.0M0.03%
216
HOGHARLEY DAVIDSON INC
12,550$257.0M0.03%
217
GDGENERAL DYNAMICS CORP
745$250.0M0.03%
218
FDVVFIDELITY COVINGTON TRUST
4,407$249.0M0.03%
219
CBRECBRE GROUP INC
1,539$247.0M0.03%
220
MIGASTRATEGY INC
1,622$246.0M0.03%
221
TTTRANE TECHNOLOGIES PLC
623$242.0M0.03%
222
LMTLOCKHEED MARTIN CORP
492$238.0M0.03%
223
SUSAISHARES TR
1,688$235.0M0.03%
224
LINLINDE PLC
549$234.0M0.03%
225
ETNEATON CORP PLC
730$232.0M0.03%
226
GLWCORNING INC
2,644$231.0M0.03%
227
UNMUNUM GROUP
2,927$226.0M0.03%
228
ANETARISTA NETWORKS INC
1,705$223.0M0.03%
229
GDLCGRAYSCALE COINDESK CRYPTO
5,300$219.0M0.03%
230
NOCNORTHROP GRUMMAN CORP
384$218.0M0.03%
231
ADMARCHER DANIELS MIDLAND CO
3,766$216.0M0.03%
232
FNDFSCHWAB STRATEGIC TR
4,778$216.0M0.03%
233
HWMHOWMET AEROSPACE INC
1,045$214.0M0.03%
234
EWEDWARDS LIFESCIENCES CORP
2,448$208.0M0.03%
235
HONHONEYWELL INTL INC
1,058$206.0M0.03%
236
TDTORONTO DOMINION BK ONT
2,192$206.0M0.03%
237
SHWSHERWIN WILLIAMS CO
630$204.0M0.03%
238
DFUVDIMENSIONAL ETF TRUST
4,375$203.0M0.03%
239
APGAPI GROUP CORP
5,237$200.0M0.03%
240
STXSEAGATE TECHNOLOGY HLDNGS PL
727$200.0M0.03%
241
IJHISHARES TR
3,042$200.0M0.03%
242
NOKNOKIA CORP
30,023$194.0M0.02%
243
QYLDGLOBAL X FDS
10,312$182.0M0.02%
244
RCREADY CAPITAL CORP
23,415$51.0M0.01%
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