13F Filings History of MJP ASSOCIATES INC /ADV

Latest 13F filing: Q2 2026 - 11 Aug 2026
Latest reported 13F value: $914,215,669
Largest 13F holdings: VOO VIG JAAA MINT TCHP BINC AAPL BKDV DFIC NVDA IWF VEA
+8 more
VTI HGER VONV AVUV SGVT PYLD VO AVEM
Form 13F summary: MJP ASSOCIATES INC /ADV Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
Form 13F is generally due within 45 days after each calendar quarter ends.
MJP ASSOCIATES INC /ADV reported 232 equity holdings with a total reported market value of $914,215,669 for Q2 2026. Top reported holdings included VOO, VIG, JAAA, MINT, and TCHP.
Manager signature: Lonny Elfenbein - Compliance Consultant
Manager location: Farmington, CT

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter

Q2 2026

Latest value

$914,215,669

Quarter delta

+$90,990,651

Accepted

11 Aug 2026, 12:04

Rows shown

1-23 of 23

Quarter	Holdings	SEC-reported value	Bought	Sold	Net	Top Holdings	Form Type	Accepted by SEC
Q2 2026	232	$914,215,669	+$69,690,416	-$26,118,161	+$43,572,255	VOO, VIG, JAAA, MINT, TCHP	13F-HR	11 Aug 2026, 12:04
Q1 2026	228	$823,225,018	+$194,856,935	-$150,371,383	+$44,485,552	VOO, VIG, JAAA, MINT, BINC	13F-HR	05 May 2026, 11:20
Q4 2025	244	$799,454,424	+$92,009,081	-$61,641,407	+$30,367,674	VOO, MINT, VIG, JAAA, AAPL	13F-HR	06 Feb 2026, 11:39
Q3 2025	250	$758,912,247	+$83,213,530	-$36,808,551	+$46,404,979	VOO, MINT, VIG, JAAA, CLIP	13F-HR	07 Nov 2025, 15:57
Q2 2025	232	$674,305,614	+$172,734,420	-$89,571,209	+$83,163,211	VOO, MINT, VIG, JAAA, CLIP	13F-HR	08 Aug 2025, 15:36
Q1 2025	220	$554,124,280	+$65,506,918	-$44,860,175	+$20,646,743	VOO, VIG, IEF, MINT, AAPL	13F-HR	30 Apr 2025, 15:08
Q4 2024	230	$556,586,821	+$44,749,707	-$22,228,360	+$22,521,347	VOO, VIG, AAPL, IEF, MINT	13F-HR	14 Feb 2025, 10:21
Q3 2024	209	$527,414,815	+$46,886,754	-$23,091,938	+$23,794,816	VOO, VIG, IEF, AAPL, AVUV	13F-HR	12 Nov 2024, 12:50
Q2 2024	231	$480,767,277	+$33,169,545	-$14,574,135	+$18,595,410	VOO, VIG, IEF, AAPL, MINT	13F-HR	12 Jul 2024, 14:05
Q1 2024	224	$459,603,663	+$111,365,939	-$49,439,250	+$61,926,689	VOO, VIG, IEF, AAPL, MINT	13F-HR	11 Apr 2024, 10:06
Q4 2023	178	$375,070,298	+$42,189,384	-$34,890,727	+$7,298,657	VOO, MINT, VIG, IEF, JEPI	13F-HR	18 Jan 2024, 09:36
Q3 2023	165	$341,616,818	+$101,238,337	-$49,967,455	+$51,270,882	MINT, VIG, VOO, IEF, JEPI	13F-HR	10 Oct 2023, 21:12
Q2 2023	157	$302,966,491	+$51,332,682	-$86,657,243	-$35,324,561	VIG, RSP, IEF, VOO, AAPL	13F-HR	11 Jul 2023, 21:02
Q1 2023	133	$324,334,581	+$26,638,548	-$50,964,511	-$24,325,963	RSP, VIG, IEF, RZV, AAPL	13F-HR	17 Apr 2023, 21:30
Q4 2022	136	$337,704,045	+$45,301,651	-$61,816,964	-$16,515,313	RSP, VIG, IEF, RZV, USFR	13F-HR	20 Jan 2023, 16:02
Q3 2022	128	$334,018,000	+$56,429,356	-$61,662,895	-$5,233,539	RSP, VIG, EMNT, IEF, RZV	13F-HR	11 Oct 2022, 19:48
Q2 2022	135	$356,348,000	+$68,672,982	-$57,520,882	+$11,152,100	RSP, VIG, FTSL, USFR, EMNT	13F-HR	08 Jul 2022, 18:05
Q1 2022	157	$393,045,000	+$114,510,305	-$40,803,160	+$73,707,145	RSP, VIG, EMNT, FTSL, RZV	13F-HR	18 Apr 2022, 20:13
Q4 2021	156	$332,064,000	+$24,198,614	-$11,594,718	+$12,603,896	RSP, VOO, FTSL, EMNT, AAPL	13F-HR	14 Jan 2022, 19:52
Q3 2021	142	$295,293,000	+$20,632,595	-$15,907,233	+$4,725,362	RSP, VOO, EMNT, FTSL, VIG	13F-HR	12 Oct 2021, 21:55
Q2 2021	137	$292,578,000	+$42,675,735	-$10,177,262	+$32,498,473	RSP, VOO, EMNT, FTSL, VTI	13F-HR	13 Jul 2021, 20:48
Q1 2021	128	$246,239,000	+$40,877,805	-$29,083,099	+$11,794,706	RSP, VOO, FTSL, VTI, VIG	13F-HR	03 May 2021, 20:53
Q4 2020	119	$226,515,000	$0	$0	$0	RSP, VIG, VOO, AAPL, VTI	13F-HR	27 Jan 2021, 17:26