MJP Associates Inc holds a focused book of 232 stocks worth $914.2M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Marvell Technology Inc and trimmed Pimco Enhanced Short Maturit. Their largest long position is Vanguard S&P 500 ETF at 11% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
24% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as MJP Associates Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Advisor OS, LLC | 80 / 80 | $1.0B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $113.8B |
| LPL Financial LLC | 79 / 80 | $97.6B |
| Integrated Wealth Concepts LLC | 79 / 80 | $4.6B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $187.6B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $20.6B |
| MORGAN STANLEY | 77 / 80 | $651.9B |
| JPMORGAN CHASE & CO | 77 / 80 | $581.5B |
Ranked by how many of MJP Associates Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $98.3M | 143.1K | 10.8% | ▲+4.5% Added · +6K sh | |
| 2 | Vanguard Specialized Funds DIV APP ETF | $64.7M | 273.4K | 7.1% | ▲+1.9% Added · +5K sh | |
| 3 | Janus Detroit STR TR HENDRSON AAA CL | $58.2M | 1.15M | 6.4% | ▲+0.8% Added · +9K sh | |
| 4 | Pimco ETF TR ENHAN SHRT MA AC | $56.6M | 561.9K | 6.2% | ▼−1.0% Reduced · −6K sh | |
| 5 | T Rowe Price Exchange-Traded PRICE BLUE CHIP | $48.6M | 969.4K | 5.3% | ▲+1.6% Added · +15K sh | |
| 6 | BlackRock ETF Trust II ISHA FLEX IN ETF | $47.3M | 903.2K | 5.2% | ▲+1.1% Added · +10K sh | |
| 7 | Apple Inc COM | $40.7M | 140.8K | 4.5% | ▲+0.9% Added · +1K sh | |
| 8 | Bny Mellon ETF Trust II DYNAMIC VALUE | $36.3M | 1.08M | 4.0% | ▼−3.4% Reduced · −38K sh | |
| 9 | Dimensional ETF Trust INTL CORE EQUITY | $31.0M | 832.6K | 3.4% | ▼−12% Reduced · −117K sh | |
| 10 | Nvidia Corporation COM | $23.0M | 115.1K | 2.5% | ▲+5.2% Added · +6K sh | |
| 11 | Ishares TR RUS 1000 GRW ETF | $22.3M | 179.5K | 2.4% | ▲+316% Added · +136K sh | |
| 12 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $19.2M | 268.8K | 2.1% | ▼−10% Reduced · −31K sh | |
| 13 | Vanguard Index FDS TOTAL STK MKT | $18.9M | 51.0K | 2.1% | ▲+0.5% Added · +235 sh | |
| 14 | Harbor ETF Trust COMM ALL WEA ETF | $15.0M | 512.3K | 1.6% | ▲+5.1% Added · +25K sh | |
| 15 | Vanguard Scottsdale FDS VNG RUS1000VAL | $14.6M | 137.6K | 1.6% | ▲+5.6% Added · +7K sh | |
| 16 | American Centy ETF TR US SML CP VALU | $14.2M | 113.8K | 1.6% | ▼−0.4% Reduced · −416 sh | |
| 17 | Schwab Strategic TR GOVT MONE MA ETF | $13.8M | 137.4K | 1.5% | ▼−19% Reduced · −32K sh | |
| 18 | Pimco ETF TR MULTISECTOR BD | $13.0M | 489.3K | 1.4% | ▲+4.2% Added · +20K sh | |
| 19 | Vanguard Index FDS MID CAP ETF | $11.2M | 139.5K | 1.2% | ▲+315% Added · +106K sh | |
| 20 | American Centy ETF TR AVANTIS EMGMKT | $11.2M | 116.4K | 1.2% | ▲+0.2% Added · +205 sh | |
| 21 | Alphabet Inc CAP STK CL A | $10.6M | 29.7K | 1.2% | ▼−0.6% Reduced · −165 sh | |
| 22 | First TR Exchange Traded FD BUYWRIT INCM ETF | $10.5M | 438.6K | 1.1% | ▲+7.1% Added · +29K sh | |
| 23 | Microsoft Corp COM | $9.0M | 24.0K | 1.0% | ▼−11% Reduced · −3K sh | |
| 24 | Amazon Com Inc COM | $8.8M | 36.8K | 1.0% | ▼−3.4% Reduced · −1K sh | |
| 25 | Proshares TR S&P 500 HIGH ETF | $8.7M | 179.9K | 0.9% | ▲+5.8% Added · +10K sh | |
| 26 | Goldman Sachs ETF TR NASDA 100 ETF | $7.7M | 130.4K | 0.8% | ▲+4.5% Added · +6K sh | |
| 27 | Alphabet Inc CAP STK CL C | $7.6M | 21.4K | 0.8% | ▲+78% Added · +9K sh | |
| 28 | Ishares TR CORE HIGH DV ETF | $6.9M | 252.5K | 0.8% | ▲+399% Added · +202K sh | |
| 29 | Ishares Inc CORE MSCI EMKT | $6.2M | 74.3K | 0.7% | ▲+8.2% Added · +6K sh | |
| 30 | SPDR Series Trust ST STR SP600 SML | $5.8M | 100.5K | 0.6% | ▲+3.4% Added · +3K sh | |
| 31 | Broadcom Inc COM | $5.4M | 14.2K | 0.6% | ▲+46% Added · +4K sh | |
| 32 | JPMorgan Chase & Co COM | $5.0M | 15.2K | 0.5% | ▼−3.9% Reduced · −612 sh | |
| 33 | Eli Lilly & Co COM | $4.6M | 3.8K | 0.5% | ▲+2.7% Added · +102 sh | |
| 34 | SPDR Series Trust ST STR PR SP1500 | $4.4M | 48.6K | 0.5% | ▼−1.1% Reduced · −530 sh | |
| 35 | Vanguard Index FDS GROWTH ETF | $4.3M | 49.7K | 0.5% | ▲+574% Added · +42K sh | |
| 36 | Meta Platforms Inc CL A | $4.3M | 7.5K | 0.5% | ▼−3.3% Reduced · −257 sh | |
| 37 | Invesco Actively Managed Exc S&P 500 EQUA ETF | $4.2M | 78.7K | 0.5% | ▲+12% Added · +9K sh | |
| 38 | Invesco Actively Managed Exc MSCI EAFE IN ETF | $3.8M | 68.0K | 0.4% | ▲+14% Added · +8K sh | |
| 39 | Vanguard Whitehall FDS HIGH DIV YLD | $3.4M | 21.8K | 0.4% | ▼−1.8% Reduced · −405 sh | |
| 40 | Advisors Inner Circle FD III STRATEGAS MACRO | $3.4M | 71.5K | 0.4% | ▼−14% Reduced · −12K sh | |
| 41 | Micron Technology Inc COM | $3.3M | 2.9K | 0.4% | ▲+20% Added · +476 sh | |
| 42 | Tesla Inc COM | $3.1M | 7.4K | 0.3% | ▲+11% Added · +709 sh | |
| 43 | Caterpillar Inc COM | $3.1M | 2.9K | 0.3% | ▲+116% Added · +2K sh | |
| 44 | Walmart Inc COM | $2.6M | 23.2K | 0.3% | ▲+1.1% Added · +250 sh | |
| 45 | Ishares TR CORE S&P500 ETF | $2.5M | 3.3K | 0.3% | ▼−0.8% Reduced · −28 sh | |
| 46 | Berkshire Hathaway Inc Del CL B NEW | $2.4M | 4.9K | 0.3% | ▼−1.2% Reduced · −59 sh | |
| 47 | Dimensional ETF Trust US COR EQU 2 ETF | $2.3M | 52.3K | 0.3% | ▲~0% Added · +21 sh | |
| 48 | Proshares TR RUS 2000 HIG ETF | $2.3M | 49.2K | 0.3% | ▲+10% Added · +5K sh | |
| 49 | Advanced Micro Devices Inc COM | $2.3M | 3.9K | 0.2% | ▲+34% Added · +1K sh | |
| 50 | Invesco Exchange Traded FD T S&P500 EQL WGT | $2.1M | 10.1K | 0.2% | ▼−2.3% Reduced · −242 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/715113/holdings"
Use Arkolith to show MJP ASSOCIATES INC /ADV's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | EXXONMOBIL HOLDINGS CORPXOM | $0 | 200 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.