Mjp Associates Inc

Mjp Associates Inc reported 233 holdings worth US$914M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 11, 2026

Mjp Associates Inc reported 233 holdings worth US$914M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Aug 11, 2026 (Form 13F).

Holdings
233
Value as reported
US$914M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc141KUS$40.7M4.5%
Nvidia Corporation115KUS$23M2.5%
Alphabet Inc (google) Class C50,919US$18.2M2.0%
Microsoft Corp.24,038US$8.97M0.98%
Amazon.com, Inc.36,753US$8.76M0.96%
Broadcom Inc.14,178US$5.36M0.59%
Jp Morgan Chase & Co.15,204US$4.98M0.54%
Eli Lilly And Company3,834US$4.6M0.50%
Meta Platforms, Inc.7,549US$4.25M0.47%
Micron Technology, Inc.2,887US$3.33M0.36%
Tesla, Inc.7,448US$3.13M0.34%
Caterpillar, Inc.2,886US$3.07M0.34%
Walmart Inc.23,202US$2.63M0.29%
Berkshire Hathaway Inc.4,857US$2.43M0.27%
Advanced Micro Devices Inc3,915US$2.27M0.25%
Merck & Company, Inc.16,086US$2.07M0.23%
Abbvie Inc.8,151US$2.05M0.22%
Johnson & Johnson7,837US$1.99M0.22%
Rtx Corporation10,318US$1.96M0.21%
Costco Wholesale Corporation2,056US$1.92M0.21%
Visa Inc.5,585US$1.92M0.21%
International Business Machines Corporation6,314US$1.78M0.19%
Ge Aerospace4,655US$1.74M0.19%
Intel Corporation12,299US$1.72M0.19%
Unitedhealth Group Incorporated4,005US$1.66M0.18%
Mastercard Incorporated2,931US$1.51M0.16%
Reddit, Inc.8,589US$1.49M0.16%
Bank Of America Corporation26,056US$1.48M0.16%
Exxon Mobil Corporation10,782US$1.47M0.16%
Amphenol Corporation8,237US$1.45M0.16%
Lam Research Corporation3,287US$1.42M0.16%
Asml Holding Nv714US$1.42M0.16%
Ge Vernova Inc.1,187US$1.4M0.15%
Cisco Systems, Inc.11,640US$1.37M0.15%
Applied Materials, Inc.1,844US$1.33M0.15%
Palo Alto Networks, Inc.3,779US$1.29M0.14%
Procter & Gamble Company (the)8,261US$1.21M0.13%
Coca-cola Company (the)14,806US$1.2M0.13%
Home Depot, Inc. (the)3,310US$1.17M0.13%
Texas Instruments Incorporated3,462US$1.03M0.11%
Kla Corporation3,252US$981K0.11%
Philip Morris International Inc5,118US$926K0.10%
Chevron Corporation5,040US$835K0.09%
Amgen Inc.2,286US$828K0.09%
Taiwan Semiconductor Manufacturing Co., Ltd.1,703US$813K0.09%
Netflix, Inc.11,143US$796K0.09%
Oracle Corporation5,303US$777K0.09%
Morgan Stanley3,590US$750K0.08%
Corning Incorporated2,829US$723K0.08%
Williams Companies, Inc. (the)9,054US$673K0.07%
Western Digital Corporation1,045US$667K0.07%
Marvell Technology, Inc.2,207US$657K0.07%
Crowdstrike Holdings, Inc.860US$656K0.07%
Goldman Sachs Group, Inc. (the)636US$643K0.07%
Citigroup, Inc.4,427US$620K0.07%
Walt Disney Company (the)6,409US$617K0.07%
At&t Inc.29,318US$607K0.07%
Carvana Co.9,031US$594K0.07%
Tjx Companies, Inc. (the)3,875US$587K0.06%
Cummins Inc.812US$579K0.06%
Union Pacific Corporation2,020US$550K0.06%
Automatic Data Processing, Inc.2,440US$546K0.06%
Palantir Technologies Inc.4,650US$543K0.06%
The Hartford Insurance Group, Inc.4,085US$541K0.06%
Duke Energy Corporation (holding Company)4,252US$538K0.06%
American Express Company1,569US$531K0.06%
Mcdonald's Corporation1,944US$525K0.06%
Pfizer, Inc.21,634US$521K0.06%
Carrier Global Corporation7,001US$513K0.06%
Thermo Fisher Scientific Inc1,008US$506K0.06%
Dba Sempra5,414US$502K0.05%
Qualcomm Incorporated2,663US$492K0.05%
Pepsico, Inc.3,585US$485K0.05%
Deere & Company762US$483K0.05%
Hubbell Inc882US$462K0.05%
Analog Devices, Inc.1,099US$437K0.05%
American Electric Power Company, Inc.3,111US$426K0.05%
Parker-hannifin Corporation435US$425K0.05%
Nextera Energy, Inc.4,800US$421K0.05%
Boeing Company (the)1,945US$421K0.05%
Brown & Brown, Inc.6,550US$420K0.05%
Monolithic Power Systems, Inc.298US$412K0.05%
T-mobile Us, Inc.2,445US$410K0.04%
Sandisk Corporation169US$384K0.04%
Wells Fargo & Company4,595US$380K0.04%
Quanta Services, Inc.516US$372K0.04%
Gilead Sciences, Inc.2,940US$371K0.04%
Dell Technologies Inc.859US$371K0.04%
Cintas Corporation2,178US$371K0.04%
Eversource Energy (d/b/a)4,771US$345K0.04%
Arista Networks, Inc.2,024US$344K0.04%
Verizon Communications Inc.8,118US$344K0.04%
Norfolk Southern Corporation1,036US$326K0.04%
Bristol-myers Squibb Company5,583US$322K0.04%
Abbott Laboratories3,533US$321K0.04%
Intuitive Surgical, Inc.803US$319K0.03%
U.s. Bancorp5,280US$319K0.03%
Servicenow, Inc.3,120US$310K0.03%
Southern Company (the)3,184US$305K0.03%
Danaher Corporation1,588US$302K0.03%

Every holding of Mjp Associates Inc

Source

View original at SEC

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