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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 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ATO ATMOS ENERGY CORP Utilities 6,300.0 $1.2M 0.22% +700.0 +12.5% $184.72 -4.5%
42 KMI KINDER MORGAN INC DEL Energy 33,500.0 $1.1M 0.21% +1K +3.4% $33.53 -0.4%
43 BX BLACKSTONE INC Financial Services 9,700.0 $1.1M 0.21% +200.0 +2.1% $114.99 +2.5%
44 HON HONEYWELL INTL INC Industrials 4,100.0 $927K 0.18% +1K +51.9% $226.03 -3.7%
45 IBM INTERNATIONAL BUSINESS MACHS Technology 3,700.0 $897K 0.17% +2K +76.2% $242.39 -9.9%
46 TMUS T-MOBILE US INC Communication Services 4,092.0 $859K 0.17% +1K +32.3% $210.03 -10.4%
47 PEP PEPSICO INC Consumer Defensive 5,197.0 $807K 0.15% +708.0 +15.8% $155.30 -4.3%
48 QCOM QUALCOMM INC Technology 6,200.0 $798K 0.15% +800.0 +14.8% $128.78 +55.4%
49 PFE PFIZER INC Healthcare 27,646.0 $776K 0.15% +3K +12.2% $28.08 -8.3%
50 CMS CMS ENERGY CORP Utilities 10,000.0 $776K 0.15% +3K +47.1% $77.58 -5.6%
51 GOOGL ALPHABET INC Communication Services 2,147.0 $617K 0.12% +100.0 +4.9% $287.56 +39.5%
52 DUK DUKE ENERGY CORP NEW Utilities 4,500.0 $589K 0.11% +400.0 +9.8% $130.94 -5.1%
53 PG PROCTER & GAMBLE CO Consumer Defensive 3,957.0 $572K 0.11% +800.0 +25.3% $144.44 -1.2%
54 PPG PPG INDS INC Basic Materials 4,200.0 $449K 0.09% +1K +44.8% $106.88 -0.9%
55 META META PLATFORMS INC Communication Services 394.0 $225K 0.04% +45.0 +12.9% $572.13 +8.1%
56 GRNY TIDAL TRUST I 9,202.0 $220K 0.04% +635.0 +7.4% $23.87 +12.2%
Page 3 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%