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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 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PPG PPG INDS INC Basic Materials 5,500.0 $667K 0.11% +1K +30.9% $121.29 -6.3%
42 CAT CATERPILLAR INC Industrials 624.0 $664K 0.11% +20.0 +3.3% $1064.90 -22.3%
43 GILD GILEAD SCIENCES INC Healthcare 5,200.0 $657K 0.11% +2K +85.7% $126.34 +15.7%
44 DUK DUKE ENERGY CORP NEW Utilities 5,000.0 $633K 0.11% +500.0 +11.1% $126.58 -5.3%
45 ABT ABBOTT LABORATORIES Healthcare 5,308.0 $482K 0.08% +700.0 +15.2% $90.74 +28.5%
46 T AT&T INC Communication Services 14,660.0 $303K 0.05% +957.0 +7.0% $20.70 +22.3%
Page 3 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%