MJP Associates Inc

13F filer · CIK 0000715113

Reported Aug 11, 2026

Net buyer this quarter

13F portfolio value$914MU.S. long equity reported on 13F

Positions17020 new · 17 closed

Net flow last quarter+$6.98MBuys minus sells

Top 10 positions weight13.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 2026170 positions
AAPLApple Inc.	$40.7M	4.46%	0.00%	+0.9%	Q4 2020
NVDANvidia Corp	$23M	2.52%	0.00%	+5.2%	Q4 2020
GOOGLAlphabet Inc.	$10.6M	1.16%	0.00%	-0.6%	Q4 2020
MSFTMicrosoft Corp	$8.97M	0.98%	0.00%	-11.0%	Q4 2020
AMZNAmazon Com Inc	$8.76M	0.96%	0.00%	-3.4%	Q4 2020
GOOGAlphabet Inc.	$7.57M	0.83%	Not reported	+78.2%	Q4 2020
AVGOBroadcom Inc.	$5.36M	0.59%	0.00%	+46.2%	Q2 2023
JPMJPMorgan Chase & Co	$4.98M	0.54%	0.00%	-3.9%	Q4 2020
LLYELI LILLY & Co	$4.6M	0.50%	0.00%	+2.7%	Q2 2021
METAMeta Platforms, Inc.	$4.25M	0.47%	Not reported	-3.3%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.44M	0.38%	Not reported	-1.8%	Q4 2020
MUMicron Technology Inc	$3.33M	0.36%	0.00%	+19.7%	Q2 2025
TSLATesla, Inc.	$3.13M	0.34%	0.00%	+10.5%	Q4 2020
CATCaterpillar Inc	$3.07M	0.34%	0.00%	+115.7%	Q4 2023
WMTWalmart Inc.	$2.63M	0.29%	0.00%	+1.1%	Q4 2020
BRK.BBerkshire Hathaway Inc	$2.43M	0.27%	Not reported	-1.2%	Q4 2020
ITWOI2 Technologies Inc	$2.31M	0.25%	Not reported	+10.1%	Q4 2024
AMDAdvanced Micro Devices Inc	$2.27M	0.25%	0.00%	+34.4%	Q2 2021
MRKMerck & Co., Inc.	$2.07M	0.23%	0.00%	-3.1%	Q4 2020
ABBVAbbVie Inc.	$2.05M	0.22%	0.00%	+2.0%	Q4 2020
JNJJohnson & Johnson	$1.99M	0.22%	0.00%	+6.3%	Q4 2020
RTXRTX Corp	$1.96M	0.21%	0.00%	-13.3%	Q1 2022
COSTCostco Wholesale Corp	$1.92M	0.21%	0.00%	-6.8%	Q4 2020
VVisa Inc.	$1.92M	0.21%	0.00%	+15.9%	Q4 2020
IBMInternational Business Machines Corp	$1.78M	0.19%	0.00%	-15.6%	Q4 2020
GEGeneral Electric Co	$1.74M	0.19%	0.00%	-19.7%	Q4 2023
INTCIntel Corp	$1.72M	0.19%	0.00%	+3.7%	Q4 2020
UNHUnitedhealth Group Inc	$1.66M	0.18%	0.00%	+6.5%	Q4 2020
MAMastercard Inc	$1.51M	0.16%	0.00%	-5.8%	Q4 2020
RDDTReddit, Inc.	$1.49M	0.16%	Not reported	-0.8%	Q3 2024
BACBank of America Corp	$1.48M	0.16%	0.00%	-5.6%	Q4 2020
XOMExxonMobil Holdings Corp	$1.47M	0.16%	0.00%	-34.5%	Q1 2021
APHAmphenol Corp	$1.45M	0.16%	0.00%	-12.7%	Q1 2024
LRCXLam Research Corp	$1.42M	0.16%	0.00%	+36.2%	Q3 2025
ASMLAsml Holding NV	$1.42M	0.16%	0.00%	-2.6%	Q1 2021
GEVGE Vernova Inc.	$1.4M	0.15%	0.00%	-9.0%	Q2 2024
CSCOCisco Systems, Inc.	$1.37M	0.15%	0.00%	-5.6%	Q4 2020
AMATApplied Materials Inc	$1.33M	0.15%	0.00%	+41.2%	Q2 2021
PANWPalo Alto Networks Inc	$1.29M	0.14%	0.00%	+14.1%	Q2 2023
PGPROCTER & GAMBLE Co	$1.21M	0.13%	0.00%	-8.0%	Q4 2020
KOCoca Cola Co	$1.2M	0.13%	0.00%	-6.1%	Q4 2020
SMHMarket Vectors ETF Trust	$1.17M	0.13%	Not reported	-12.3%	Q1 2024
HDHome Depot, Inc.	$1.17M	0.13%	0.00%	-9.1%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$1.14M	0.12%	Not reported	+66.3%	Q2 2024
TXNTexas Instruments Inc	$1.03M	0.11%	0.00%	+6.4%	Q3 2021
KLACKla Corp	$981K	0.11%	0.00%	-0.9%	Q1 2024
PMPhilip Morris International Inc.	$926K	0.10%	0.00%	-7.0%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$905K	0.10%	Not reported	+24.1%	Q1 2022
CVXChevron Corp	$835K	0.09%	0.00%	-10.3%	Q1 2021
AMGNAmgen Inc	$828K	0.09%	0.00%	-12.1%	Q4 2020

Q1 2026Reported May 5, 2026167 positions
AAPLApple Inc.	$35.4M	4.30%	0.00%	-5.3%	Q4 2020
NVDANvidia Corp	$19.1M	2.32%	0.00%	+5.6%	Q4 2020
MSFTMicrosoft Corp	$10M	1.21%	0.00%	-1.4%	Q4 2020
GOOGLAlphabet Inc.	$8.6M	1.04%	0.00%	-2.2%	Q4 2020
AMZNAmazon Com Inc	$7.93M	0.96%	0.00%	-4.6%	Q4 2020
JPMJPMorgan Chase & Co	$4.65M	0.56%	0.00%	-0.4%	Q4 2020
METAMeta Platforms, Inc.	$4.47M	0.54%	Not reported	+16.7%	Q4 2020
GOOGAlphabet Inc.	$3.45M	0.42%	Not reported	+30.4%	Q4 2020
LLYELI LILLY & Co	$3.43M	0.42%	0.00%	+11.4%	Q2 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.28M	0.40%	Not reported	-12.4%	Q4 2020
AVGOBroadcom Inc.	$3M	0.36%	0.00%	+4.1%	Q2 2023
WMTWalmart Inc.	$2.85M	0.35%	0.00%	+2.2%	Q4 2020
XOMExxonMobil Holdings Corp	$2.79M	0.34%	0.00%	-0.1%	Q1 2021
TSLATesla, Inc.	$2.51M	0.30%	0.00%	-4.0%	Q4 2020
BRK.BBerkshire Hathaway Inc	$2.36M	0.29%	Not reported	-3.8%	Q4 2020
RTXRTX Corp	$2.3M	0.28%	0.00%	-1.5%	Q1 2022
COSTCostco Wholesale Corp	$2.2M	0.27%	0.00%	+8.3%	Q4 2020
MRKMerck & Co., Inc.	$2M	0.24%	0.00%	-28.7%	Q4 2020
IBMInternational Business Machines Corp	$1.81M	0.22%	0.00%	-7.3%	Q4 2020
JNJJohnson & Johnson	$1.8M	0.22%	0.00%	+2.9%	Q4 2020
ITWOI2 Technologies Inc	$1.78M	0.22%	Not reported	+236.7%	Q4 2024
ABBVAbbVie Inc.	$1.74M	0.21%	0.00%	+2.2%	Q4 2020
GEGeneral Electric Co	$1.64M	0.20%	0.00%	-6.4%	Q4 2023
MAMastercard Inc	$1.55M	0.19%	0.00%	+20.6%	Q4 2020
VVisa Inc.	$1.46M	0.18%	0.00%	-6.7%	Q4 2020
BACBank of America Corp	$1.35M	0.16%	0.00%	-3.0%	Q4 2020
PGPROCTER & GAMBLE Co	$1.3M	0.16%	0.00%	-7.0%	Q4 2020
KOCoca Cola Co	$1.2M	0.15%	0.00%	+2.8%	Q4 2020
HDHome Depot, Inc.	$1.2M	0.15%	0.00%	+3.2%	Q4 2020
APHAmphenol Corp	$1.19M	0.14%	0.00%	+6.1%	Q1 2024
NFLXNetflix Inc	$1.19M	0.14%	0.00%	+51.2%	Q1 2024
RDDTReddit, Inc.	$1.17M	0.14%	Not reported	-12.5%	Q3 2024
CVXChevron Corp	$1.16M	0.14%	0.00%	+6.1%	Q1 2021
GEVGE Vernova Inc.	$1.14M	0.14%	0.00%	+5.0%	Q2 2024
UNHUnitedhealth Group Inc	$1.02M	0.12%	0.00%	+37.9%	Q4 2020
ASMLAsml Holding NV	$969K	0.12%	0.00%	-33.8%	Q1 2021
CSCOCisco Systems, Inc.	$957K	0.12%	0.00%	-1.0%	Q4 2020
CATCaterpillar Inc	$948K	0.12%	0.00%	+2.5%	Q4 2023
AMGNAmgen Inc	$915K	0.11%	0.00%	-41.9%	Q4 2020
TAt&T Inc.	$913K	0.11%	0.00%	+3.5%	Q4 2020
PMPhilip Morris International Inc.	$909K	0.11%	0.00%	+4.7%	Q4 2020
MUMicron Technology Inc	$814K	0.10%	0.00%	+4.0%	Q2 2025
SMHMarket Vectors ETF Trust	$778K	0.09%	Not reported	-8.1%	Q1 2024
MCDMcdonalds Corp	$768K	0.09%	0.00%	-15.4%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$765K	0.09%	0.00%	-60.0%	Q4 2023
ORCLOracle Corp	$699K	0.08%	0.00%	+26.4%	Q3 2024
PFEPfizer Inc	$665K	0.08%	0.00%	+2.4%	Q4 2020
WMBWilliams Companies, Inc.	$662K	0.08%	0.00%	+8.2%	Q4 2021
MSMorgan Stanley	$648K	0.08%	0.00%	+14.1%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$635K	0.08%	Not reported	+0.1%	Q1 2022

Q4 2025Reported Feb 6, 2026190 positions
AAPLApple Inc.	$40.1M	5.01%	0.00%	+2.1%	Q4 2020
NVDANvidia Corp	$19.3M	2.42%	0.00%	-1.4%	Q4 2020
MSFTMicrosoft Corp	$13.2M	1.66%	0.00%	+2.8%	Q4 2020
GOOGLAlphabet Inc.	$9.57M	1.20%	0.00%	+9.1%	Q4 2020
AMZNAmazon Com Inc	$9.21M	1.15%	0.00%	+2.2%	Q4 2020
JPMJPMorgan Chase & Co	$5.11M	0.64%	0.00%	+1.8%	Q4 2020
METAMeta Platforms, Inc.	$4.41M	0.55%	Not reported	-3.4%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.63M	0.45%	Not reported	-14.6%	Q4 2020
LLYELI LILLY & Co	$3.6M	0.45%	0.00%	+8.4%	Q2 2021
AVGOBroadcom Inc.	$3.22M	0.40%	0.00%	+27.4%	Q2 2023
TSLATesla, Inc.	$3.16M	0.39%	0.00%	+4.8%	Q4 2020
GOOGAlphabet Inc.	$2.89M	0.36%	Not reported	+1.2%	Q4 2020
BPREBluerock Private Real Estate Fund	$2.76M	0.35%	Not reported	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$2.57M	0.32%	Not reported	+2.3%	Q4 2020
WMTWalmart Inc.	$2.5M	0.31%	0.00%	+3.6%	Q4 2020
MRKMerck & Co., Inc.	$2.45M	0.31%	0.00%	+1.9%	Q4 2020
IBMInternational Business Machines Corp	$2.39M	0.30%	0.00%	+3.2%	Q4 2020
RDDTReddit, Inc.	$2.27M	0.28%	Not reported	-17.4%	Q3 2024
RTXRTX Corp	$2.22M	0.28%	0.00%	+3.8%	Q1 2022
XOMExxonMobil Holdings Corp	$1.98M	0.25%	0.00%	+9.7%	Q1 2021
GEGeneral Electric Co	$1.91M	0.24%	0.00%	-1.5%	Q4 2023
VVisa Inc.	$1.81M	0.23%	0.00%	-1.2%	Q4 2020
ABBVAbbVie Inc.	$1.79M	0.22%	0.00%	+1.7%	Q4 2020
COSTCostco Wholesale Corp	$1.76M	0.22%	0.00%	-2.0%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.72M	0.22%	0.00%	+5.2%	Q4 2023
BACBank of America Corp	$1.57M	0.20%	0.00%	+4.7%	Q4 2020
JNJJohnson & Johnson	$1.48M	0.19%	0.00%	+15.0%	Q4 2020
MAMastercard Inc	$1.47M	0.18%	0.00%	+0.3%	Q4 2020
AMGNAmgen Inc	$1.46M	0.18%	0.00%	-7.9%	Q4 2020
PGPROCTER & GAMBLE Co	$1.38M	0.17%	0.00%	+7.5%	Q4 2020
HDHome Depot, Inc.	$1.21M	0.15%	0.00%	-2.0%	Q4 2020
APHAmphenol Corp	$1.2M	0.15%	0.00%	+8.1%	Q1 2024
ASMLAsml Holding NV	$1.18M	0.15%	0.00%	-0.4%	Q1 2021
CBChubb Ltd	$1.09M	0.14%	0.00%	+1.5%	Q4 2024
QCOMQualcomm Inc	$1.09M	0.14%	0.00%	-22.9%	Q4 2020
KOCoca Cola Co	$1.07M	0.13%	0.00%	+6.5%	Q4 2020
INTUIntuit Inc.	$1.07M	0.13%	0.00%	-3.4%	Q4 2020
AXPAmerican Express Co	$1.07M	0.13%	0.00%	-20.9%	Q1 2022
MDTMedtronic plc	$975K	0.12%	0.00%	-4.5%	Q4 2024
PLTRPalantir Technologies Inc.	$973K	0.12%	0.00%	-6.8%	Q4 2024
CSCOCisco Systems, Inc.	$959K	0.12%	0.00%	+2.7%	Q4 2020
OMCOmnicom Group Inc.	$930K	0.12%	0.00%	+74.2%	Q1 2022
UNHUnitedhealth Group Inc	$901K	0.11%	0.00%	+23.6%	Q4 2020
MCDMcdonalds Corp	$893K	0.11%	0.00%	-9.2%	Q4 2020
PMPhilip Morris International Inc.	$842K	0.11%	0.00%	-1.4%	Q4 2020
WABWestinghouse Air Brake Technologies Corp	$827K	0.10%	0.00%	+0.2%	Q3 2023
GEVGE Vernova Inc.	$812K	0.10%	0.00%	+2.6%	Q2 2024
CARRCARRIER GLOBAL Corp	$811K	0.10%	0.00%	-0.6%	Q4 2023
CVXChevron Corp	$808K	0.10%	0.00%	-2.3%	Q1 2021
SMHMarket Vectors ETF Trust	$796K	0.10%	Not reported	+2.3%	Q1 2024

Q3 2025Reported Nov 7, 2025197 positions
AAPLApple Inc.	$36.8M	4.84%	0.00%	+3.7%	Q4 2020
NVDANvidia Corp	$19.6M	2.58%	0.00%	-0.8%	Q4 2020
MSFTMicrosoft Corp	$13.8M	1.82%	0.00%	+4.1%	Q4 2020
AMZNAmazon Com Inc	$8.57M	1.13%	0.00%	+9.6%	Q4 2020
GOOGLAlphabet Inc.	$6.82M	0.90%	0.00%	+4.6%	Q4 2020
SPMDSupermedia Inc.	$6.3M	0.83%	Not reported	+7.7%	Q4 2020
METAMeta Platforms, Inc.	$5.08M	0.67%	Not reported	+6.4%	Q4 2020
JPMJPMorgan Chase & Co	$4.92M	0.65%	0.00%	+1.4%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$4.18M	0.55%	Not reported	+1.8%	Q4 2020
TSLATesla, Inc.	$2.98M	0.39%	0.00%	+5.0%	Q4 2020
RDDTReddit, Inc.	$2.75M	0.36%	Not reported	+0.4%	Q3 2024
BRK.BBerkshire Hathaway Inc	$2.51M	0.33%	Not reported	+0.7%	Q4 2020
AVGOBroadcom Inc.	$2.41M	0.32%	0.00%	+6.8%	Q2 2023
LLYELI LILLY & Co	$2.36M	0.31%	0.00%	-11.2%	Q2 2021
WMTWalmart Inc.	$2.23M	0.29%	0.00%	+5.5%	Q4 2020
GOOGAlphabet Inc.	$2.22M	0.29%	Not reported	-0.2%	Q4 2020
IBMInternational Business Machines Corp	$2.21M	0.29%	0.00%	+5.6%	Q4 2020
RTXRTX Corp	$1.95M	0.26%	0.00%	+4.7%	Q1 2022
COSTCostco Wholesale Corp	$1.93M	0.25%	0.00%	-2.3%	Q4 2020
MRKMerck & Co., Inc.	$1.92M	0.25%	0.00%	+5.6%	Q4 2020
GEGeneral Electric Co	$1.89M	0.25%	0.00%	+11.4%	Q4 2023
VVisa Inc.	$1.78M	0.23%	0.00%	-20.5%	Q4 2020
ABBVAbbVie Inc.	$1.78M	0.23%	0.00%	+9.0%	Q4 2020
XOMExxonMobil Holdings Corp	$1.69M	0.22%	0.00%	+47.5%	Q1 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.5M	0.20%	0.00%	+0.8%	Q4 2023
MAMastercard Inc	$1.46M	0.19%	0.00%	+5.6%	Q4 2020
HDHome Depot, Inc.	$1.46M	0.19%	0.00%	+4.3%	Q4 2020
BACBank of America Corp	$1.4M	0.18%	0.00%	+14.7%	Q4 2020
PGPROCTER & GAMBLE Co	$1.38M	0.18%	0.00%	-2.7%	Q4 2020
AMGNAmgen Inc	$1.37M	0.18%	0.00%	+1.7%	Q4 2020
QCOMQualcomm Inc	$1.37M	0.18%	0.00%	+19.9%	Q4 2020
AXPAmerican Express Co	$1.21M	0.16%	0.00%	-1.4%	Q1 2022
JNJJohnson & Johnson	$1.15M	0.15%	0.00%	+11.5%	Q4 2020
NFLXNetflix Inc	$1.15M	0.15%	0.00%	+12.1%	Q1 2024
INTUIntuit Inc.	$1.14M	0.15%	0.00%	-3.1%	Q4 2020
ASMLAsml Holding NV	$1.08M	0.14%	0.00%	+103.1%	Q1 2021
PLTRPalantir Technologies Inc.	$1.07M	0.14%	0.00%	+10.7%	Q4 2024
APHAmphenol Corp	$1.02M	0.13%	0.00%	+1.5%	Q1 2024
MDTMedtronic plc	$1.01M	0.13%	0.00%	+8.0%	Q4 2024
MCDMcdonalds Corp	$978K	0.13%	0.00%	+0.8%	Q4 2020
CBChubb Ltd	$970K	0.13%	0.00%	+21.0%	Q4 2024
KOCoca Cola Co	$955K	0.13%	0.00%	+5.0%	Q4 2020
ORCLOracle Corp	$951K	0.13%	0.00%	+21.9%	Q3 2024
TAt&T Inc.	$949K	0.12%	0.00%	-6.3%	Q4 2020
NOWServiceNow, Inc.	$941K	0.12%	0.00%	-3.4%	Q4 2020
CARRCARRIER GLOBAL Corp	$922K	0.12%	0.00%	-2.7%	Q4 2023
PMPhilip Morris International Inc.	$864K	0.11%	0.00%	+3.8%	Q4 2020
AJGArthur J. Gallagher & Co.	$860K	0.11%	0.00%	0.0%	Q1 2024
CVXChevron Corp	$842K	0.11%	0.00%	+44.0%	Q1 2021
CSCOCisco Systems, Inc.	$830K	0.11%	0.00%	+14.7%	Q4 2020

Premium opens every quarter this fund has filed