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MJP ASSOCIATES INC /ADV

Q4 2025 · 13F-HR

MJP ASSOCIATES INC /ADVholdings as filed

Filed 2026-02-06 · accession 0001765380-26-000068

$799.5M
Reported value
246
Positions
2025-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$94.3M11.8%150,351CommonNONE
72201R833MINTPIMCO ETF TR$82.2M10.3%819,456CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$64.6M8.09%294,138CommonNONE
47103U845JAAAJANUS DETROIT STR TR$56.1M7.02%1,109,468CommonNONE
037833100AAPLAPPLE INC$40.1M5.01%147,362CommonNONE
37960A438CLIPGLOBAL X FDS$35.5M4.45%355,079CommonNONE
00775Y272BASGADVISORS INNER CIRCLE FD III$32.7M4.10%1,265,863CommonNONE
05613H100BKDVBNY MELLON ETF TRUST II$24.3M3.04%838,842CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$23.5M2.94%376,073CommonNONE
464287614IWFISHARES TR$19.5M2.44%41,154CommonNONE
67066G104NVDANVIDIA CORPORATION$19.3M2.42%103,586CommonNONE
922908769VTIVANGUARD INDEX FDS$16.9M2.12%50,479CommonNONE
594918104MSFTMICROSOFT CORP$13.2M1.66%27,396CommonNONE
72201R585PYLDPIMCO ETF TR$11.1M1.39%415,813CommonNONE
33738R308FTHIFIRST TR EXCHANGE TRADED FD$10.8M1.35%457,777CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$10.7M1.34%116,318CommonNONE
02079K305GOOGLALPHABET INC$9.6M1.20%30,577CommonNONE
87283Q107TCHPT ROWE PRICE ETF INC$9.5M1.18%189,714CommonNONE
023135106AMZNAMAZON COM INC$9.2M1.15%39,907CommonNONE
922908629VOVANGUARD INDEX FDS$8.8M1.11%30,470CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$7.8M0.97%76,179CommonNONE
74347G242ISPYPROSHARES TR$7.6M0.95%166,799CommonNONE
46429B663HDVISHARES TR$6.5M0.81%53,268CommonNONE
38149W630GPIQGOLDMAN SACHS ETF TR$6.2M0.78%117,686CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$5.1M0.64%15,872CommonNONE
30303M102METAMETA PLATFORMS INC$4.4M0.55%6,687CommonNONE
78468R853SPSMSPDR SERIES TRUST$4.4M0.54%92,937CommonNONE
78464A805SPTMSPDR SERIES TRUST$4.2M0.53%51,413CommonNONE
922908736VUGVANGUARD INDEX FDS$3.7M0.47%7,623CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$3.6M0.45%25,324CommonNONE
532457108LLYELI LILLY & CO$3.6M0.45%3,350CommonNONE
11135F101AVGOBROADCOM INC$3.2M0.40%9,314CommonNONE
88160R101TSLATESLA INC$3.2M0.39%7,017CommonNONE
00775Y645SAMTADVISORS INNER CIRCLE FD III$3.1M0.39%79,983CommonNONE
46090A697RSPAINVESCO ACTIVELY MANAGED EXC$3.0M0.37%58,380CommonNONE
02079K107GOOGALPHABET INC$2.9M0.36%9,223CommonNONE
09631P102BPREBLUEROCK PVT REAL ESTATE FD$2.8M0.35%184,225CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.6M0.32%5,110CommonNONE
46090A713EFAAINVESCO ACTIVELY MANAGED EXC$2.5M0.32%46,997CommonNONE
931142103WMTWALMART INC$2.5M0.31%22,452CommonNONE
58933Y105MRKMERCK & CO INC$2.5M0.31%23,282CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.4M0.30%8,072CommonNONE
464287200IVVISHARES TR$2.3M0.29%3,370CommonNONE
75734B100RDDTREDDIT INC$2.3M0.28%9,892CommonNONE
75513E101RTXRTX CORPORATION$2.2M0.28%12,087CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$2.1M0.26%52,196CommonNONE
30231G102XOMEXXON MOBIL CORP$2.0M0.25%16,471CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.0M0.25%10,269CommonNONE
369604301GEGE AEROSPACE$1.9M0.24%6,193CommonNONE
92826C839VVISA INC$1.8M0.23%5,163CommonNONE
00287Y109ABBVABBVIE INC$1.8M0.22%7,821CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.8M0.22%2,038CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.7M0.22%5,657CommonNONE
060505104BACBANK AMERICA CORP$1.6M0.20%28,455CommonNONE
478160104JNJJOHNSON & JOHNSON$1.5M0.19%7,164CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.5M0.18%2,580CommonNONE
031162100AMGNAMGEN INC$1.5M0.18%4,475CommonNONE
921910873MGCVANGUARD WORLD FD$1.4M0.18%5,632CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.4M0.17%9,660CommonNONE
437076102HDHOME DEPOT INC$1.2M0.15%3,529CommonNONE
032095101APHAMPHENOL CORP NEW$1.2M0.15%8,894CommonNONE
N07059210ASMLASML HOLDING N V$1.2M0.15%1,107CommonNONE
H1467J104CBCHUBB LIMITED$1.1M0.14%3,486CommonNONE
747525103QCOMQUALCOMM INC$1.1M0.14%6,347CommonNONE
922908744VTVVANGUARD INDEX FDS$1.1M0.13%5,616CommonNONE
191216100KOCOCA COLA CO$1.1M0.13%15,334CommonNONE
461202103INTUINTUIT$1.1M0.13%1,612CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.1M0.13%2,885CommonNONE
G5960L103MDTMEDTRONIC PLC$975,0190.12%10,150CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$973,0040.12%5,474CommonNONE
17275R102CSCOCISCO SYS INC$959,4210.12%12,455CommonNONE
681919106OMCOMNICOM GROUP INC$930,4740.12%11,523CommonNONE
922908751VBVANGUARD INDEX FDS$902,3670.11%3,498CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$900,5930.11%2,728CommonNONE
580135101MCDMCDONALDS CORP$892,9590.11%2,922CommonNONE
718172109PMPHILIP MORRIS INTL INC$842,2660.11%5,251CommonNONE
929740108WABWABTEC$827,3830.10%3,876CommonNONE
36828A101GEVGE VERNOVA INC$811,7110.10%1,242CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$811,2870.10%15,354CommonNONE
166764100CVXCHEVRON CORP NEW$807,5380.10%5,298CommonNONE
92189F676SMHVANECK ETF TRUST$795,8980.10%2,210CommonNONE
03076C106AMPAMERIPRISE FINL INC$773,3040.10%1,577CommonNONE
64110L106NFLXNETFLIX INC$766,6760.10%8,177CommonNONE
231021106CMICUMMINS INC$760,6970.10%1,490CommonNONE
00206R102TAT&T INC$756,0660.09%30,437CommonNONE
254687106DISDISNEY WALT CO$747,9260.09%6,574CommonNONE
149123101CATCATERPILLAR INC$747,4480.09%1,305CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$747,0290.09%1,319CommonNONE
48251W104KKRKKR & CO INC$739,1310.09%5,798CommonNONE
68389X105ORCLORACLE CORP$732,5940.09%3,759CommonNONE
278642103EBAYEBAY INC.$729,8620.09%8,380CommonNONE
808513105SCHWSCHWAB CHARLES CORP$722,2030.09%7,229CommonNONE
81762P102NOWSERVICENOW INC$719,8400.09%4,699CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$716,1060.09%39,303CommonNONE
235851102DHRDANAHER CORPORATION$709,8840.09%3,101CommonNONE
20030N101CMCSACOMCAST CORP NEW$700,9720.09%23,452CommonNONE
64110D104NTAPNETAPP INC$683,7260.09%6,385CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$668,6090.08%2,139CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$665,8050.08%976CommonNONE
595112103MUMICRON TECHNOLOGY INC$661,4990.08%2,318CommonNONE
693506107PPGPPG INDS INC$659,4000.08%6,436CommonNONE
29287L106VOTETCW ETF TRUST$640,1100.08%7,979CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$639,6460.08%5,457CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$632,0570.08%7,735CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$629,2380.08%2,431CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$625,5610.08%2,921CommonNONE
743315103PGRPROGRESSIVE CORP$624,7550.08%2,744CommonNONE
494368103KMBKIMBERLY-CLARK CORP$618,9130.08%6,135CommonNONE
038222105AMATAPPLIED MATLS INC$617,9130.08%2,404CommonNONE
617446448MSMORGAN STANLEY$612,6570.08%3,451CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$605,2150.08%1,726CommonNONE
G02602103DOXAMDOCS LTD$596,3920.07%7,408CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$594,6470.07%1,024CommonNONE
668771108GENGEN DIGITAL INC$588,0100.07%21,626CommonNONE
872540109TJXTJX COS INC NEW$583,1550.07%3,796CommonNONE
717081103PFEPFIZER INC$576,1110.07%23,137CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$569,4540.07%12,200CommonNONE
46090E103QQQINVESCO QQQ TR$568,1250.07%925CommonNONE
713448108PEPPEPSICO INC$561,5410.07%3,913CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$548,8090.07%606CommonNONE
09290D101BLKBLACKROCK INC$543,6360.07%508CommonNONE
46432F842IEFAISHARES TR$542,1930.07%6,061CommonNONE
882508104TXNTEXAS INSTRS INC$533,9690.07%3,078CommonNONE
37954Y889CATHGLOBAL X FDS$527,2530.07%6,412CommonNONE
74349Y787ITWOPROSHARES TR$527,0050.07%13,275CommonNONE
808524607SCHASCHWAB STRATEGIC TR$521,5430.07%18,313CommonNONE
697435105PANWPALO ALTO NETWORKS INC$514,2860.06%2,792CommonNONE
816851109SRESEMPRA$511,7290.06%5,796CommonNONE
969457100WMBWILLIAMS COS INC$504,9530.06%8,400CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$494,8730.06%1,924CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$492,1430.06%849CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$487,9790.06%1,041CommonNONE
78464A854SPYMSPDR SERIES TRUST$485,4090.06%6,051CommonNONE
278865100ECLECOLAB INC$479,8940.06%1,828CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$478,9740.06%5,636CommonNONE
23804L103DDOGDATADOG INC$474,1970.06%3,487CommonNONE
172908105CTASCINTAS CORP$460,6720.06%2,449CommonNONE
907818108UNPUNION PAC CORP$458,1460.06%1,981CommonNONE
172967424CCITIGROUP INC$457,0030.06%3,916CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$449,5090.06%511CommonNONE
74935Q107RBARB GLOBAL INC$445,6330.06%4,332CommonNONE
701094104PHPARKER-HANNIFIN CORP$435,5860.05%496CommonNONE
14040H105COFCAPITAL ONE FINL CORP$430,6570.05%1,777CommonNONE
82509L107SHOPSHOPIFY INC$427,2140.05%2,654CommonNONE
458140100INTCINTEL CORP$425,7110.05%11,537CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$420,5600.05%7,236CommonNONE
443510607HUBBHUBBELL INC$420,4070.05%947CommonNONE
115236101BROBROWN & BROWN INC$418,3870.05%5,250CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$418,2170.05%2,587CommonNONE
46138G516RSPEINVESCO EXCH TRADED FD TR II$407,5340.05%13,680CommonNONE
512807306LRCXLAM RESEARCH CORP$403,4160.05%2,357CommonNONE
03073E105CORCENCORA INC$401,9410.05%1,190CommonNONE
009066101ABNBAIRBNB INC$396,8450.05%2,924CommonNONE
097023105BABOEING CO$396,2380.05%1,825CommonNONE
02209S103MOALTRIA GROUP INC$394,5520.05%6,843CommonNONE
482480100KLACKLA CORP$393,7820.05%324CommonNONE
784117103SEICSEI INVTS CO$391,5850.05%4,774CommonNONE
464287598IWDISHARES TR$389,9700.05%1,854CommonNONE
574599106MASMASCO CORP$388,0420.05%6,115CommonNONE
134429109CPBTHE CAMPBELLS COMPANY$384,5660.05%13,799CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$381,1350.05%9,358CommonNONE
872590104TMUST-MOBILE US INC$377,2760.05%1,858CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$376,3240.05%1,368CommonNONE
65339F101NEENEXTERA ENERGY INC$376,2400.05%4,687CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$373,1210.05%1,668CommonNONE
949746101WMT2WELLS FARGO CO NEW$371,0880.05%3,982CommonNONE
34354P105FLSFLOWSERVE CORP$371,0670.05%5,348CommonNONE
833445109SNOWSNOWFLAKE INC$365,0150.05%1,664CommonNONE
58155Q103MCKMCKESSON CORP$363,4150.05%443CommonNONE
46432F834IXUSISHARES TR$360,1230.05%4,255CommonNONE
002824100ABTABBOTT LABS$357,2260.04%2,851CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$357,1670.04%1,331CommonNONE
79466L302CRMSALESFORCE INC$355,8020.04%1,343CommonNONE
40412C101HCAHCA HEALTHCARE INC$349,7510.04%749CommonNONE
294429105EFXEQUIFAX INC$349,5550.04%1,611CommonNONE
670100205NVONOVO-NORDISK A S$344,1750.04%6,764CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$341,6340.04%2,963CommonNONE
842587107SOSOUTHERN CO$339,3710.04%3,892CommonNONE
78464A847SPMDSPDR SERIES TRUST$338,9080.04%5,852CommonNONE
464287150ITOTISHARES TR$333,4720.04%2,243CommonNONE
92338C103VLTOVERALTO CORP$331,9310.04%3,327CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$329,9010.04%10,079CommonNONE
375558103GILDGILEAD SCIENCES INC$326,6720.04%2,661CommonNONE
09260D107BXBLACKSTONE INC$325,1540.04%2,109CommonNONE
30040W108ESEVERSOURCE ENERGY$322,0230.04%4,783CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$318,2770.04%4,327CommonNONE
14316J108CGCARLYLE GROUP INC$315,8110.04%5,343CommonNONE
00326A104SGOLETFS GOLD TR$312,1260.04%7,598CommonNONE
655844108NSCNORFOLK SOUTHN CORP$309,8010.04%1,073CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$306,6830.04%2,226CommonNONE
464287804IJRISHARES TR$305,5220.04%2,542CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$302,4890.04%2,325CommonNONE
37954Y632AIQGLOBAL X FDS$299,3450.04%5,886CommonNONE
78409V104SPGIS&P GLOBAL INC$295,0420.04%565CommonNONE
00724F101ADBEADOBE INC$293,2920.04%838CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$292,1180.04%827CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$282,6930.04%3,811CommonNONE
548661107LOWLOWES COS INC$282,1270.04%1,170CommonNONE
018581108BFHBREAD FINANCIAL HOLDINGS INC$279,1670.03%3,771CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$278,4770.03%52CommonNONE
79589L106IOTSAMSARA INC$271,6180.03%7,662CommonNONE
032654105ADIANALOG DEVICES INC$271,5900.03%1,001CommonNONE
46434V407SHYGISHARES TR$270,8960.03%6,319CommonNONE
268150109DTDYNATRACE INC$270,5070.03%6,242CommonNONE
33740F540CRPTFIRST TR EXCHNG TRADED FD VI$269,8040.03%17,975CommonNONE
464285204IAUISHARES GOLD TR$268,4290.03%3,307CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$267,3550.03%10,193CommonNONE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$267,1850.03%1,746CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$266,8510.03%4,947CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$265,5470.03%9,214CommonNONE
40415F101HDBHDFC BANK LTD$263,7520.03%7,218CommonNONE
902973304USBUS BANCORP DEL$262,4370.03%4,918CommonNONE
03831W108APPAPPLOVIN CORP$260,7680.03%387CommonNONE
244199105DEDEERE & CO$259,8450.03%558CommonNONE
12811T837CPRJCALAMOS ETF TR$258,2350.03%9,645CommonNONE
412822108HOGHARLEY DAVIDSON INC$257,1520.03%12,550CommonNONE
369550108GDGENERAL DYNAMICS CORP$250,7530.03%745CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$249,8330.03%4,407CommonNONE
12504L109CBRECBRE GROUP INC$247,4560.03%1,539CommonNONE
594972408MSTRSTRATEGY INC$246,4630.03%1,622CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$242,5380.03%623CommonNONE
539830109LMTLOCKHEED MARTIN CORP$238,1640.03%492CommonNONE
464288802SUSAISHARES TR$235,2610.03%1,688CommonNONE
G54950103LINLINDE PLC$234,2040.03%549CommonNONE
G29183103ETNEATON CORP PLC$232,4620.03%730CommonNONE
219350105GLWCORNING INC$231,5040.03%2,644CommonNONE
91529Y106UNMUNUM GROUP$226,8580.03%2,927CommonNONE
040413205ANETARISTA NETWORKS INC$223,4060.03%1,705CommonNONE
G40705108GDLCGRAYSCALE COINDESK CRYPTO$219,0130.03%5,300CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$218,8170.03%384CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$216,4870.03%3,766CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$216,0210.03%4,778CommonNONE
443201108HWMHOWMET AEROSPACE INC$214,2890.03%1,045CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$208,6920.03%2,448CommonNONE
891160509TDTORONTO DOMINION BK ONT$206,4840.03%2,192CommonNONE
438516106HONHONEYWELL INTL INC$206,4010.03%1,058CommonNONE
824348106SHWSHERWIN WILLIAMS CO$204,1930.03%630CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$203,8220.03%4,375CommonNONE
464287507IJHISHARES TR$200,8000.03%3,042CommonNONE
00187Y100APGAPI GROUP CORP$200,3680.03%5,237CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$200,1680.03%727CommonNONE
654902204NOKNOKIA CORP$194,2490.02%30,023CommonNONE
37954Y483QYLDGLOBAL X FDS$182,2130.02%10,312CommonNONE
75574U101RCREADY CAPITAL CORP$51,0450.01%23,415CommonNONE
037833100AAPLAPPLE INC$34,7590.00%11,300CALLNONE
037833100AAPLAPPLE INC$1,1590.00%23,800PUTNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.