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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 7 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UNILEVER PLC 3,211.0 $210K 0.04% NEW $65.40
122 DIS DISNEY WALT CO Communication Services 1,747.0 $199K 0.04% NEW $113.82 -9.8%
123 CMCSA COMCAST CORP NEW Communication Services 6,406.0 $191K 0.04% NEW $29.89 -17.1%
Page 7 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%