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)

StockValue
IOTSAMSARA INC
$271.0M
ADIANALOG DEVICES INC
$271.0M
SHYGISHARES TR
$270.0M
DTDYNATRACE INC
$270.0M
CRPTFIRST TR EXCHNG TRADED FD VI
$269.0M
IAU*ISHARES GOLD TR
$268.0M
SCHBSCHWAB STRATEGIC TR
$267.0M
GRIDFIRST TR EXCHANGE TRADED FD
$267.0M
BMYBRISTOL-MYERS SQUIBB CO
$266.0M
WBDWARNER BROS DISCOVERY INC
$265.0M
HDBHDFC BANK LTD
$263.0M
USBUS BANCORP DEL
$262.0M
APPAPPLOVIN CORP
$260.0M
DEDEERE & CO
$259.0M
CPRJCALAMOS ETF TR
$258.0M
HOGHARLEY DAVIDSON INC
$257.0M
GDGENERAL DYNAMICS CORP
$250.0M
FDVVFIDELITY COVINGTON TRUST
$249.0M
CBRECBRE GROUP INC
$247.0M
MIGASTRATEGY INC
$246.0M
TTTRANE TECHNOLOGIES PLC
$242.0M
LMTLOCKHEED MARTIN CORP
$238.0M
SUSAISHARES TR
$235.0M
LINLINDE PLC
$234.0M
ETNEATON CORP PLC
$232.0M
GLWCORNING INC
$231.0M
UNMUNUM GROUP
$226.0M
ANETARISTA NETWORKS INC
$223.0M
GDLCGRAYSCALE COINDESK CRYPTO
$219.0M
NOCNORTHROP GRUMMAN CORP
$218.0M
ADMARCHER DANIELS MIDLAND CO
$216.0M
FNDFSCHWAB STRATEGIC TR
$216.0M
HWMHOWMET AEROSPACE INC
$214.0M
EWEDWARDS LIFESCIENCES CORP
$208.0M
TDTORONTO DOMINION BK ONT
$206.0M
HONHONEYWELL INTL INC
$206.0M
SHWSHERWIN WILLIAMS CO
$204.0M
DFUVDIMENSIONAL ETF TRUST
$203.0M
IJHISHARES TR
$200.0M
APGAPI GROUP CORP
$200.0M
STXSEAGATE TECHNOLOGY HLDNGS PL
$200.0M
NOKNOKIA CORP
$194.0M
QYLDGLOBAL X FDS
$182.0M
RCREADY CAPITAL CORP
$51.0M
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