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Lonny Elfenbein

Mjp Associates Inc Adv

Assets Managed
$823.651M
Holdings
228
Last Quarter
2026 - Q1
Filed Date
4d ago
Growth Rate
3.03%(2Q avg: 4.15%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Mjp Associates Inc Adv's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 228 positions.

Assets under management

The assets under management (AUM) of Mjp Associates Inc Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 823.651M in assets, with a quarterly growth rate of 3.03% and a 2-quarter average growth rate of 4.15%. The portfolio is managed by Lonny Elfenbein, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -8.88%
9.94%
$81.862M
136,997 shares@ $597.55 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -8.75%
7.01%
$57.716M
268,372 shares@ $215.06 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 3.02%
6.99%
$57.569M
1.143M shares@ $50.38 avg price
MINT
Pimco Enhanced Short Maturit
Recent Activity
Decreased -30.71%
6.94%
$57.1M
567,769 shares@ $100.57 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
New Position
5.64%
$46.399M
893,495 shares@ $51.94 avg price
TCHP
T Rowe Price Blue Chip Growt
Recent Activity
Increased 402.86%
5.12%
$42.147M
953,977 shares@ $44.18 avg price
AAPL
Apple Inc
Recent Activity
Decreased -23.48%
4.31%
$35.433M
139,614 shares@ $253.8 avg price
DFIC
Dimensional International Co
Recent Activity
New Position
4.1%
$33.735M
949,470 shares@ $35.54 avg price
BKDV
Bny Mellon Dynamic Value
Recent Activity
Increased 33.61%
4.04%
$33.24M
1.121M shares@ $29.67 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -20.33%
2.34%
$19.198M
299,599 shares@ $64.08 avg price

1-10 of 228