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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 IAK ISHARES TR 35,039 $4.5M 0.86% SOLD
2 XOM EXXON MOBIL CORP Energy 9,517 $1.6M 0.31% SOLD
3 ITB ISHARES TR 12,158 $1.1M 0.21% SOLD
4 HON HONEYWELL INTL INC Industrials 4,100 $927K 0.18% SOLD
5 KIE SPDR SERIES TRUST 10,556 $581K 0.11% SOLD
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%