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CIK: 0000715113
Total reported value
$914.2M
$914.2M
250 檔
35.7%
At the close of Q3 2025, Mjp Associates Inc /adv disclosed equity holdings valued at approximately $914.2M, spread across 250 reported holdings.
In Q3 2025, Mjp Associates Inc /adv displayed an active expansion posture, initiating 8 new positions and adding to 23 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 250 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.93% | +0.81% | -0.56% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 10.42% | -0.73% | +16.04% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.88% | +0.07% | +0.95% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 7.48% | -0.63% | +14.63% | |
| 5 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 5.29% | -0.01% | +13.04% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.92% | +0.16% | +0.25% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.72% | -0.04% | EXIT | |
| 8 | BASG | Brown Adviso Sustain Gro ETF | ETF-Other | 4.51% | — | — | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.63% | -0.23% | +8.25% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.58% | +0.20% | -0.82% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.22% | +0.08% | -2.52% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.17% | +0.20% | +5.60% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.82% | -0.23% | +4.07% | |
| 14 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 1.22% | +0.19% | +3.31% | |
| 15 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 1.17% | — | -3.16% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | — | +9.64% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.05% | +0.02% | -8.22% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.12% | +4.64% | |
| 19 | ISPY | Proshares S&p High Incom ETF | ETF-Other | 0.89% | +0.06% | -18.79% | |
| 20 | HDV | Ishares Core High Dividend E | ETF-Other | 0.88% | -0.07% | +1.19% | |
| 21 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.83% | — | +7.66% | |
| 22 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-Tech | 0.68% | +0.10% | -0.57% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.07% | +6.41% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | -0.02% | +1.37% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.55% | -0.02% | +1.79% | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.52% | +0.01% | +7.69% | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.48% | +0.06% | +4.85% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.47% | +0.08% | +0.24% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | +0.04% | +5.02% | |
| 30 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.36% | +0.02% | +0.40% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.34% | -0.01% | -1.16% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | -0.02% | +0.71% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.32% | +0.23% | +6.84% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.31% | +0.08% | -11.23% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | +0.01% | +9.74% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.29% | -0.06% | +5.50% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | +0.41% | -0.15% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.29% | -0.03% | +5.61% | |
| 39 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.26% | — | +10.26% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.26% | -0.07% | +4.71% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.25% | -0.09% | -2.26% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.25% | -0.01% | +5.63% | |
| 43 | GE | General Electric | Stock-Industrials | 0.25% | -0.01% | +11.41% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.23% | +0.03% | -20.53% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.23% | +0.01% | +9.02% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | -0.18% | +47.54% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.21% | +0.06% | +2.28% | |
| 48 | RSPA | Invesco S&p 500 Ew Income Ad | ETF-Large Cap & Growth | 0.21% | +0.03% | — | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.20% | — | +0.81% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.19% | -0.03% | +5.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CLIP | Global X 1-3 Month T-bill | +5.3% | +13.04% | Add |
| 2 | MINT | Pimco Enhanced Short Maturit | +3.9% | +16.04% | Add |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | +3.7% | +14.63% | Add |
| 4 | VEA | Vanguard Ftse Developed ETF | +1.1% | +8.25% | Add |
| 5 | NVDA | Nvidia CORP | +0.7% | -0.82% | Add |
| 6 | MSFT | Microsoft CORP | +0.3% | +4.07% | Add |
| 7 | TSLA | Tesla Inc | +0.2% | +5.02% | Add |
| 8 | RDDT | Reddit Inc-cl A | +0.1% | +0.40% | Trim |
| 9 | AVGO | Broadcom Inc | +0.1% | +6.84% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.64% | Add |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.81% | Add |
| 12 | ORCL | Oracle CORP | +0.1% | +21.93% | Add |
| 13 | ASML | ASML Holding N.V. | +0.1% | +103.11% | Add |
| 14 | GE | General Electric | +0.1% | +11.41% | Add |
| 15 | PLTR | Palantir Technologies Inc-a | +0.1% | +10.68% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +6.41% | Add |
| 17 | IVV | Ishares Core S&p 500 ETF | 0% | +9.74% | Add |
| 18 | GOOG | Alphabet Inc-cl C | 0% | -0.15% | Trim |
| 19 | RTX | Rtx CORP | — | +4.71% | Add |
| 20 | JPM | Jpmorgan Chase & Co | 0% | +1.37% | Add |
| 21 | AMZN | Amazon.com Inc | 0% | +9.64% | Add |
| 22 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | +7.69% | Add |
| 23 | VUG | Vanguard Growth ETF | 0% | +0.24% | Trim |
| 24 | FTHI | Fthi/first Trust Exchange-tr | -0.1% | -3.16% | Add |
| 25 | V | Visa Inc-class A Shares | -0.2% | -20.53% | Trim |
| 26 | LLY | Eli Lilly & Co | -0.2% | -11.23% | Trim |
| 27 | HDV | Ishares Core High Dividend E | -0.2% | +1.19% | Add |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.3% | +4.85% | Trim |
| 29 | TCHP | T Rowe Price Blue Chip Growt | -0.3% | +3.31% | Trim |
| 30 | VTI | Vanguard Total Stock Mkt ETF | -0.4% | -2.52% | Trim |
| 31 | AAPL | Apple Inc | -0.5% | +0.25% | Trim |
| 32 | QYLD | Global X Nasd 100 Cov Call | -0.6% | — | Trim |
| 33 | IWF | Ishares Russell 1000 Growth | -0.6% | +5.60% | Trim |
| 34 | VIG | Vanguard Dividend Apprec ETF | -1.4% | +0.95% | Add |
| 35 | AVUV | Avantis US Small Cap Value | -1.5% | -8.22% | Trim |
| 36 | VOO | Vanguard S&p 500 ETF | -2% | -0.56% | Trim |
| 37 | IEF | Ishares 7-10 Year Treasury B | — | EXIT | Sold out |
| 38 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 39 | BASG | Brown Adviso Sustain Gro ETF | — | NEW | New buy |
| 40 | JMST | JPM Ultra-short Muni Income | — | EXIT | Sold out |
| 41 | GDX | Vaneck Gold Miners ETF | — | EXIT | Sold out |
| 42 | FBND | Fidelity Total Bond ETF | — | EXIT | Sold out |
| 43 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | — | NEW | New buy |
| 44 | RSPA | Invesco S&p 500 Ew Income Ad | — | NEW | New buy |
| 45 | EFAA | Invesco Msci Eafe Income Adv | — | NEW | New buy |
| 46 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 47 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 48 | DJIA | Global X Dow 30 Cov Call ETF | — | EXIT | Sold out |
| 49 | VRSK | Verisk Analytics, Inc. | — | NEW | New buy |
| 50 | VFMV | Vanguard US Minimum Volatili | — | EXIT | Sold out |
According to official SEC Form 13F filings, Mjp Associates Inc /adv reported a total U.S. public equity portfolio value of $914.2M across 250 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, MINT, VIG) accounted for 35.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
IWD
市值: $35.9M
Top Position Liquidated / Trimmed
IEF
前期市值: $37.1M
During Q3 2025, Mjp Associates Inc /adv's top holdings by market value included VOO (11.9%)、MINT (10.4%)、VIG (7.9%). The largest single position, VOO, represented 11.9% of total portfolio value.
In Q3 2025, Mjp Associates Inc /adv made 50 total portfolio adjustments, initiating 8 new buys, adding to 23 positions, trimming 13 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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