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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 3 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BBCB J P MORGAN EXCHANGE TRADED F 87,928.0 $4.0M 0.76% +1K +1.3% $45.35 +0.4%
42 IJJ ISHARES TR 22,352.0 $3.0M 0.57% $132.50 +4.1%
43 IYR ISHARES TR 28,475.0 $2.7M 0.52% $94.56 +5.5%
44 JPM JPMORGAN CHASE & CO Financial Services 7,956.0 $2.3M 0.45% +600.0 +8.2% $294.16 +2.0%
45 XOM EXXON MOBIL CORP Energy 9,517.0 $1.6M 0.31% $169.66 -9.9%
46 NVDA NVIDIA CORPORATION Technology 9,094.0 $1.6M 0.30% +100.0 +1.1% $174.40 +35.2%
47 ABBV ABBVIE INC Healthcare 6,567.0 $1.4M 0.27% +600.0 +10.1% $217.49 -3.3%
48 GLD SPDR GOLD TR Financial Services 3,129.0 $1.3M 0.26% -100.0 -3.1% $430.29 -0.7%
49 RSP INVESCO EXCHANGE TRADED FD T 6,779.0 $1.3M 0.25% +406.0 +6.4% $191.92 +5.0%
50 PNC PNC FINL SVCS GROUP INC Financial Services 5,900.0 $1.2M 0.23% -2K -24.4% $208.09 +2.6%
51 UNP UNION PAC CORP Industrials 4,900.0 $1.2M 0.23% +100.0 +2.1% $242.62 +11.0%
52 ATO ATMOS ENERGY CORP Utilities 6,300.0 $1.2M 0.22% +700.0 +12.5% $184.72 -4.5%
53 LMT LOCKHEED MARTIN CORP Industrials 1,872.0 $1.1M 0.22% -1K -34.8% $604.39 -13.9%
54 KMI KINDER MORGAN INC DEL Energy 33,500.0 $1.1M 0.21% +1K +3.4% $33.53 -0.4%
55 NEE NEXTERA ENERGY INC Utilities 12,061.0 $1.1M 0.21% $92.89 +3.0%
56 BX BLACKSTONE INC Financial Services 9,700.0 $1.1M 0.21% +200.0 +2.1% $114.99 +2.5%
57 ITB ISHARES TR 12,158.0 $1.1M 0.21% $90.55 -4.5%
58 BLK BLACKROCK INC Financial Services 1,141.0 $1.1M 0.21% $961.71 +12.5%
59 KO COCA COLA CO Consumer Defensive 14,200.0 $1.1M 0.21% -900.0 -6.0% $76.05 +5.8%
60 MS MORGAN STANLEY Financial Services 6,400.0 $1.1M 0.20% $164.57 +18.2%
Page 3 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%