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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 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLK SELECT SECTOR SPDR TR 61,512.0 $11.7M 1.98% -7K -10.1% $190.52 -3.8%
22 PAVE GLOBAL X FDS 192,070.0 $11.3M 1.91% -18K -8.8% $58.92 -4.3%
23 LQD ISHARES TR 99,907.0 $10.9M 1.84% +15K +17.7% $109.07 -2.9%
24 QUAL ISHARES TR 47,996.0 $10.5M 1.77% -24K -33.5% $219.43 +1.7%
25 BINC BLACKROCK ETF TRUST II 197,734.0 $10.3M 1.74% +24K +13.8% $52.34 -0.6%
26 SGOV ISHARES TR 95,745.0 $9.6M 1.62% +16K +20.4% $100.67 -0.0%
27 XLB SELECT SECTOR SPDR TR 185,558.0 $9.4M 1.59% +10K +5.9% $50.83 +5.3%
28 VYM VANGUARD WHITEHALL FDS 53,178.0 $8.4M 1.42% -279.0 -0.5% $158.03 +4.4%
29 MBB ISHARES TR 81,180.0 $7.7M 1.29% +24K +42.0% $94.52 -1.5%
30 IAU ISHARES GOLD TR Financial Services 99,415.0 $7.5M 1.26% +8K +9.3% $75.51 +14.9%
31 VHT VANGUARD WORLD FD 23,257.0 $7.0M 1.17% +3K +17.1% $299.02 +9.6%
32 EMB ISHARES TR 70,412.0 $6.8M 1.14% -8K -10.6% $96.44 -1.8%
33 BOND PIMCO ETF TR 71,064.0 $6.6M 1.10% +11K +18.0% $92.21 -1.9%
34 XLU SELECT SECTOR SPDR TR 138,506.0 $6.3M 1.06% +1K +1.0% $45.34 -5.7%
35 XLC SELECT SECTOR SPDR TR 57,746.0 $6.2M 1.04% +860.0 +1.5% $107.13 +4.0%
36 BLACKROCK ETF TRUST 183,731.0 $5.8M 0.98% NEW $31.78
37 IGV ISHARES TR 64,310.0 $5.8M 0.98% +3K +5.2% $90.60 +14.1%
38 MINT PIMCO ETF TR 51,851.0 $5.2M 0.88% -13K -19.7% $100.81 -0.1%
39 SHYG ISHARES TR 118,278.0 $5.0M 0.84% +12K +10.9% $42.41 -0.4%
40 BBCB J P MORGAN EXCHANGE TRADED F 97,770.0 $4.4M 0.75% +10K +11.2% $45.32 -0.5%
Page 2 of 7  ·  122 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%