MJP ASSOCIATES INC /ADV
•CIK: 715113•Filing: Q4 2025
MJP ASSOCIATES INC /ADV manages $759M across a diversified portfolio of 244 positions. The fund exhibits significant concentration in core equity indices, notably maintaining a substantial $94.3M allocation to VOO. Further top holdings include MINT at $82.2M and VIG at $64.6M, suggesting a focus on established market leaders and sector-specific growth. This structure indicates a systematic, large-cap equity tilt across its current holdings.
Total AUM
$759.4M
+ $34.8K in options
QoQ Performance
+5.2%
Positions
209
+ 1 option
Top 10 Concentration
60.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
MINT
VIG
JAAA
VOO12.4%
MINT10.8%
VIG8.5%
JAAA7.4%
CLIP4.7%
BASG4.3%
BKDV3.2%
VEA3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.6%
ETF13.0%
Technology8.3%
Consumer2.7%
Financial2.3%
Healthcare2.0%
Industrial0.8%
Communication0.5%
🚪 Exited Positionssold since Q3 2025
+51 more exited positions
Changes from Q3 2025
NEW6 new positions
↑112 increased
↓79 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023