MJP ASSOCIATES INC /ADV
All 13F Filings
- Location
- Farmington, CT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 823,651
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/5/2026 | 231 | 823,651 | 13F-HR | MJP ASSOCIATES INC /ADV |
| Q4 2025 | 2/6/2026 | 246 | 799,490 | 13F-HR | MJP ASSOCIATES INC /ADV |
| Q3 2025 | 11/7/2025 | 252 | 759,520 | 13F-HR | MJP ASSOCIATES INC /ADV |
| Q2 2025 | 8/8/2025 | 234 | 674,569 | 13F-HR | MJP ASSOCIATES INC /ADV |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
426
(0.1% of total reported value)
· QoQ Δ:
+390
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 249 K | 30.2% | 0 | 333 K | -333 K |
| ETFs | 574.2 K | 69.8% | 357 K | 0 | 357 K |
| Debt | 10 | 0.0% | 10 | 0 | 10 |
| Other | 0 | 0.0% | 0 | 219 | -219 |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
823,651
Holdings
231
QoQ value change ($000)
24,161
(3.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.