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Portfolio (Quarterly) Guide ↗

JMAC ENTERPRISES LLC

· CIK 0001907294
13F Portfolio $522.1B AUM 117 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 56 Added 16 Reduced 9 Exited
Page 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLB SELECT SECTOR SPDR TR 175,228.0 $8.8M 1.68% +4K +2.1% $49.97 +0.7%
22 EEMV ISHARES INC 126,945.0 $8.2M 1.57% +3K +2.8% $64.73 +10.3%
23 IAU ISHARES GOLD TR Financial Services 90,967.0 $8.0M 1.54% +771.0 +0.8% $88.16 -3.0%
24 XSD SPDR SERIES TRUST 24,482.0 $8.0M 1.53% +152.0 +0.6% $326.12 +68.5%
25 VYM VANGUARD WHITEHALL FDS 53,457.0 $7.9M 1.52% +856.0 +1.6% $148.10 +5.2%
26 EMB ISHARES TR 78,794.0 $7.4M 1.42% +1K +1.7% $93.93 +0.8%
27 XLC SELECT SECTOR SPDR TR 56,886.0 $6.3M 1.21% +777.0 +1.4% $110.86 +4.7%
28 XLU SELECT SECTOR SPDR TR 137,116.0 $6.3M 1.21% +4K +3.0% $45.89 -4.4%
29 BOND PIMCO ETF TR 60,205.0 $5.6M 1.06% +1K +1.8% $92.28 -1.3%
30 MBB ISHARES TR 57,168.0 $5.4M 1.04% +976.0 +1.7% $94.95 -1.5%
31 VHT VANGUARD WORLD FD 19,868.0 $5.4M 1.04% +375.0 +1.9% $272.34 -0.6%
32 IGV ISHARES TR 61,156.0 $4.9M 0.94% +1K +2.4% $80.05 +14.7%
33 SHYG ISHARES TR 106,693.0 $4.5M 0.86% +1K +1.3% $42.31 -0.1%
34 IAK ISHARES TR 35,039.0 $4.5M 0.86% +1K +3.1% $128.29 +2.9%
35 BBCB J P MORGAN EXCHANGE TRADED F 87,928.0 $4.0M 0.76% +1K +1.3% $45.35 +0.4%
36 JPM JPMORGAN CHASE & CO Financial Services 7,956.0 $2.3M 0.45% +600.0 +8.2% $294.16 +2.0%
37 NVDA NVIDIA CORPORATION Technology 9,094.0 $1.6M 0.30% +100.0 +1.1% $174.40 +35.2%
38 ABBV ABBVIE INC Healthcare 6,567.0 $1.4M 0.27% +600.0 +10.1% $217.49 -3.3%
39 RSP INVESCO EXCHANGE TRADED FD T 6,779.0 $1.3M 0.25% +406.0 +6.4% $191.92 +5.0%
40 UNP UNION PAC CORP Industrials 4,900.0 $1.2M 0.23% +100.0 +2.1% $242.62 +11.0%
Page 2 of 3  ·  56 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 40.0%
Healthcare 32.1%
Technology 7.5%
Industrials 5.1%
Energy 3.7%
Consumer Defensive 3.2%
Utilities 3.1%
Consumer Cyclical 2.5%
Communication Services 2.0%
Basic Materials 0.8%