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Portfolio (Quarterly) Guide ↗

JMAC ENTERPRISES LLC

· CIK 0001907294
13F Portfolio $593M AUM 122 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 46 Added 26 Reduced 5 Exited
Page 1 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWF ISHARES TR 238,795.0 $29.7M 5.00% +179K +296.2% $124.17 -1.4%
2 IEI ISHARES TR 216,321.0 $25.4M 4.28% +30K +15.9% $117.45 -0.9%
3 VEA VANGUARD TAX-MANAGED FDS 322,686.0 $23.0M 3.87% +32K +10.9% $71.25 +3.0%
4 VGT VANGUARD WORLD FD 152,962.0 $18.3M 3.08% +132K +630.1% $119.52 -0.9%
5 DYNF BLACKROCK ETF TRUST 244,847.0 $16.7M 2.81% +3K +1.1% $68.01 +1.6%
6 XLI SELECT SECTOR SPDR TR 77,293.0 $14.3M 2.41% +5K +6.9% $185.23 -2.7%
7 XLF SELECT SECTOR SPDR TR 233,655.0 $12.5M 2.11% +47K +25.4% $53.61 +7.2%
8 IGIB ISHARES TR 234,126.0 $12.4M 2.10% +29K +14.2% $53.17 -1.9%
9 IJH ISHARES TR 161,161.0 $12.4M 2.09% +15K +9.9% $77.11 -0.4%
10 GPIX GOLDMAN SACHS ETF TR 220,480.0 $12.3M 2.06% +12K +5.6% $55.57 +0.9%
11 EEMV ISHARES INC 160,573.0 $12.1M 2.04% +34K +26.5% $75.28 -0.8%
12 USMV ISHARES TR 123,482.0 $11.9M 2.01% +12K +11.0% $96.46 +4.9%
13 LQD ISHARES TR 99,907.0 $10.9M 1.84% +15K +17.7% $109.07 -2.9%
14 BINC BLACKROCK ETF TRUST II 197,734.0 $10.3M 1.74% +24K +13.8% $52.34 -0.6%
15 SGOV ISHARES TR 95,745.0 $9.6M 1.62% +16K +20.4% $100.67 -0.0%
16 XLB SELECT SECTOR SPDR TR 185,558.0 $9.4M 1.59% +10K +5.9% $50.83 +5.3%
17 MBB ISHARES TR 81,180.0 $7.7M 1.29% +24K +42.0% $94.52 -1.5%
18 IAU ISHARES GOLD TR Financial Services 99,415.0 $7.5M 1.26% +8K +9.3% $75.51 +14.9%
19 VHT VANGUARD WORLD FD 23,257.0 $7.0M 1.17% +3K +17.1% $299.02 +9.6%
20 BOND PIMCO ETF TR 71,064.0 $6.6M 1.10% +11K +18.0% $92.21 -1.9%
Page 1 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 41.0%
Healthcare 31.8%
Technology 10.0%
Industrials 4.1%
Consumer Cyclical 3.1%
Utilities 2.8%
Consumer Defensive 2.5%
Energy 1.9%
Communication Services 1.6%
Basic Materials 1.3%