StockDriftsStockDriftsTop 50 Mjp Associates INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 10.75% | 143.1K | $98.3M | +4.46%(+6.11K) | $430.07(+65.71%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 7.08% | 273.4K | $64.7M | +1.89%(+5.07K) | $164.66(+48.83%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 6.36% | 1.15M | $58.2M | +0.80%(+9.11K) | $50.64(-0.06%) | 2026-06-30 | |
| MINT | PIMCO ETF TR | 6.2% | 561.9K | $56.6M | -1.04%(-5.90K) | $100.43(+0.23%) | 2026-06-30 | |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | 5.31% | 969.4K | $48.6M | +1.61%(+15.40K) | $43.62(+18.74%) | 2026-06-30 | |
| BINC | BLACKROCK ETF TRUST II | 5.17% | 903.2K | $47.3M | +1.08%(+9.67K) | $52.35(-0.62%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.46% | 140.8K | $40.7M | +0.94%(+1.31K) | $176.56(+72.96%) | 2026-06-30 | |
| BKDV | BNY MELLON ETF TRUST II | 3.97% | 1.08M | $36.3M | -3.35%(-37.58K) | $28.64(+21.46%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 3.39% | 832.6K | $31.0M | -12.31%(-116.90K) | $34.99(+12.36%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.52% | 115.1K | $23.0M | +5.19%(+5.68K) | $66.94(+237.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.20% | +37.49% | +6.26% | +35.48% |
| Top 20 Holdings Unweighted | +14.65% | +50.70% | +8.23% | +48.48% |
Mjp Associates INC reports $914.22M in US-listed equity holdings across 232 positions in its most recent 13F filing. Its largest disclosed positions are VOO (10.8%), VIG (7.1%) and JAAA (6.4%). The top 20 holdings account for 71.98% of reported assets. Its disclosed equity book has returned +37.49% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mjp Associates INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 715113). View Mjp Associates INC’s 13F filings on SEC