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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 6 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JNJ JOHNSON & JOHNSON Healthcare 1,766.0 $365K 0.07% NEW $206.95 +10.0%
102 GPC GENUINE PARTS CO Consumer Cyclical 2,900.0 $357K 0.07% NEW $122.96 -24.5%
103 CAT CATERPILLAR INC Industrials 604.0 $346K 0.07% NEW $572.87 +50.9%
104 T AT&T INC Communication Services 13,699.0 $340K 0.07% NEW $24.84 -1.5%
105 AMAT APPLIED MATLS INC Technology 1,300.0 $334K 0.06% NEW $256.99 +61.0%
106 GOOG ALPHABET INC Communication Services 1,060.0 $333K 0.06% NEW $313.80 +26.9%
107 TSLA TESLA INC Consumer Cyclical 678.0 $305K 0.06% NEW $449.72 -8.5%
108 PPG PPG INDS INC Basic Materials 2,900.0 $297K 0.06% NEW $102.46 +1.4%
109 KR KROGER CO Consumer Defensive 4,600.0 $287K 0.06% NEW $62.48 +7.7%
110 ORCL ORACLE CORP Technology 1,366.0 $266K 0.05% NEW $194.91 -4.8%
111 TXN TEXAS INSTRS INC Technology 1,500.0 $260K 0.05% NEW $173.49 +73.5%
112 WMB WILLIAMS COS INC Energy 3,951.0 $238K 0.04% NEW $60.12 +29.2%
113 META META PLATFORMS INC Communication Services 349.0 $230K 0.04% NEW $660.09 -7.6%
114 INTC INTEL CORP Technology 6,142.0 $227K 0.04% NEW $36.90 +188.6%
115 VXUS VANGUARD STAR FDS 3,000.0 $226K 0.04% NEW $75.44 +10.4%
116 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,000.0 $223K 0.04% NEW $223.17 -33.1%
117 CL COLGATE PALMOLIVE CO Consumer Defensive 2,800.0 $221K 0.04% NEW $79.02 +13.1%
118 SYY SYSCO CORP Consumer Defensive 3,000.0 $221K 0.04% NEW $73.69 -1.4%
119 PRU PRUDENTIAL FINL INC Financial Services 1,941.0 $219K 0.04% NEW $112.90 -9.1%
120 GRNY TIDAL TRUST I 8,567.0 $212K 0.04% NEW $24.76 +7.3%
Page 6 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%