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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 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PG PROCTER & GAMBLE CO Consumer Defensive 3,874.0 $568K 0.10% -83.0 -2.1% $146.64 -1.3%
22 HD HOME DEPOT INC Consumer Cyclical 1,600.0 $564K 0.10% -32.0 -2.0% $352.68 -4.8%
23 TXN TEXAS INSTRS INC Technology 1,200.0 $358K 0.06% -300.0 -20.0% $298.07 -11.3%
24 ACN ACCENTURE PLC IRELAND Technology 2,654.0 $330K 0.06% -27.0 -1.0% $124.44 +48.9%
25 MDLZ MONDELEZ INTL INC Consumer Defensive 4,898.0 $283K 0.05% -2K -29.0% $57.84 +11.4%
26 MKC MCCORMICK & CO INC Consumer Defensive 5,100.0 $257K 0.04% -1K -21.5% $50.42 +9.9%
Page 2 of 2  ·  26 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%