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Portfolio (Quarterly) Guide ↗

JMAC ENTERPRISES LLC

· CIK 0001907294
13F Portfolio $523M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 123 New
Page 5 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PFE PFIZER INC Healthcare 24,641.0 $614K 0.12% NEW $24.90 +1.5%
82 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 3,450.0 $586K 0.11% NEW $170.00 +35.0%
83 HPE HEWLETT PACKARD ENTERPRISE C Technology 24,200.0 $581K 0.11% NEW $24.02 +37.1%
84 ABT ABBOTT LABS Healthcare 4,608.0 $577K 0.11% NEW $125.29 -30.7%
85 CVX CHEVRON CORP NEW Energy 3,774.0 $575K 0.11% NEW $152.41 +27.7%
86 HD HOME DEPOT INC Consumer Cyclical 1,632.0 $562K 0.11% NEW $344.10 -13.1%
87 BDX BECTON DICKINSON & CO Healthcare 2,800.0 $543K 0.10% NEW $194.07 -26.3%
88 EOG EOG RES INC Energy 5,062.0 $532K 0.10% NEW $105.01 +36.3%
89 HON HONEYWELL INTL INC Industrials 2,700.0 $527K 0.10% NEW $195.09 +11.3%
90 ITDD ISHARES TR 14,033.0 $494K 0.09% NEW $35.20 +6.8%
91 PAYX PAYCHEX INC Industrials 4,300.0 $482K 0.09% NEW $112.18 -16.3%
92 DUK DUKE ENERGY CORP NEW Utilities 4,100.0 $481K 0.09% NEW $117.21 +4.0%
93 CMS CMS ENERGY CORP Utilities 6,800.0 $476K 0.09% NEW $69.93 +3.0%
94 PG PROCTER AND GAMBLE CO Consumer Defensive 3,157.0 $452K 0.09% NEW $143.31 -1.1%
95 CSCO CISCO SYS INC Technology 5,781.0 $445K 0.09% NEW $77.03 +52.5%
96 APD AIR PRODS & CHEMS INC Basic Materials 1,800.0 $445K 0.09% NEW $247.02 +19.3%
97 MKC MCCORMICK & CO INC Consumer Defensive 6,500.0 $443K 0.09% NEW $68.11 -31.3%
98 GILD GILEAD SCIENCES INC Healthcare 3,300.0 $405K 0.08% NEW $122.74 +6.3%
99 AMZN AMAZON COM INC Consumer Cyclical 1,652.0 $381K 0.07% NEW $230.82 +14.6%
100 AVGO BROADCOM INC Technology 1,100.0 $381K 0.07% NEW $346.10 +21.2%
Page 5 of 7  ·  123 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 42.4%
Healthcare 30.5%
Technology 8.4%
Industrials 5.5%
Energy 2.9%
Consumer Defensive 2.8%
Utilities 2.4%
Communication Services 2.2%
Consumer Cyclical 2.2%
Basic Materials 0.6%