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Portfolio (Quarterly) Guide ↗

JMAC ENTERPRISES LLC

· CIK 0001907294
13F Portfolio $522.1B AUM 117 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 56 Added 16 Reduced 9 Exited
Page 2 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLF SELECT SECTOR SPDR TR 186,371.0 $9.2M 1.76% +4K +2.4% $49.37 +3.6%
22 XLK SELECT SECTOR SPDR TR 68,385.0 $9.1M 1.74% +1K +2.1% $132.90 +32.7%
23 BINC BLACKROCK ETF TRUST II 173,701.0 $9.0M 1.73% +4K +2.1% $51.93 +0.3%
24 XLB SELECT SECTOR SPDR TR 175,228.0 $8.8M 1.68% +4K +2.1% $49.97 +0.7%
25 EEMV ISHARES INC 126,945.0 $8.2M 1.57% +3K +2.8% $64.73 +10.3%
26 IAU ISHARES GOLD TR Financial Services 90,967.0 $8.0M 1.54% +771.0 +0.8% $88.16 -3.0%
27 SGOV ISHARES TR 79,502.0 $8.0M 1.53% -4K -4.6% $100.66 -0.1%
28 XSD SPDR SERIES TRUST 24,482.0 $8.0M 1.53% +152.0 +0.6% $326.12 +68.5%
29 VYM VANGUARD WHITEHALL FDS 53,457.0 $7.9M 1.52% +856.0 +1.6% $148.10 +5.2%
30 EMB ISHARES TR 78,794.0 $7.4M 1.42% +1K +1.7% $93.93 +0.8%
31 MINT PIMCO ETF TR 64,591.0 $6.5M 1.24% -3K -4.6% $100.57 +0.0%
32 XLC SELECT SECTOR SPDR TR 56,886.0 $6.3M 1.21% +777.0 +1.4% $110.86 +4.7%
33 XLU SELECT SECTOR SPDR TR 137,116.0 $6.3M 1.21% +4K +3.0% $45.89 -4.4%
34 BOND PIMCO ETF TR 60,205.0 $5.6M 1.06% +1K +1.8% $92.28 -1.3%
35 MBB ISHARES TR 57,168.0 $5.4M 1.04% +976.0 +1.7% $94.95 -1.5%
36 VHT VANGUARD WORLD FD 19,868.0 $5.4M 1.04% +375.0 +1.9% $272.34 -0.6%
37 IGV ISHARES TR 61,156.0 $4.9M 0.94% +1K +2.4% $80.05 +14.7%
38 SHYG ISHARES TR 106,693.0 $4.5M 0.86% +1K +1.3% $42.31 -0.1%
39 IAK ISHARES TR 35,039.0 $4.5M 0.86% +1K +3.1% $128.29 +2.9%
40 IJK ISHARES TR 42,054.0 $4.2M 0.81% $100.62 +9.7%
Page 2 of 6  ·  117 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 40.0%
Healthcare 32.1%
Technology 7.5%
Industrials 5.1%
Energy 3.7%
Consumer Defensive 3.2%
Utilities 3.1%
Consumer Cyclical 2.5%
Communication Services 2.0%
Basic Materials 0.8%