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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 3 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IYR ISHARES TR 32,124.0 $3.3M 0.55% +4K +12.8% $102.25 +2.4%
42 IJK ISHARES TR 26,353.0 $3.1M 0.52% -16K -37.3% $117.50 -1.7%
43 JPM JPMORGAN CHASE & CO Financial Services 7,956.0 $2.6M 0.44% $327.33 +7.4%
44 NVDA NVIDIA CORPORATION Technology 9,194.0 $1.8M 0.31% +100.0 +1.1% $200.09 +7.3%
45 ABBV ABBVIE INC Healthcare 6,567.0 $1.7M 0.28% $251.64 +5.3%
46 IJJ ISHARES TR 11,149.0 $1.6M 0.28% -11K -50.1% $147.73 +0.9%
47 RSP INVESCO EXCHANGE TRADED FD T 7,009.0 $1.5M 0.25% +230.0 +3.4% $212.77 +4.2%
48 PNC PNC FINL SVCS GROUP INC Financial Services 5,900.0 $1.5M 0.24% $246.22 -1.3%
49 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,900.0 $1.4M 0.23% $477.57 -12.3%
50 MS MORGAN STANLEY Financial Services 6,400.0 $1.3M 0.23% $209.04 +2.5%
51 UNP UNION PAC CORP Industrials 4,700.0 $1.3M 0.21% -200.0 -4.1% $272.00 +13.3%
52 MRK MERCK & CO INC Healthcare 9,621.0 $1.2M 0.21% +5K +99.7% $128.51 +18.7%
53 ATO ATMOS ENERGY CORP Utilities 6,700.0 $1.2M 0.19% +400.0 +6.3% $172.27 -3.1%
54 BX BLACKSTONE INC Financial Services 9,750.0 $1.1M 0.19% +50.0 +0.5% $117.67 +21.8%
55 QCOM QUALCOMM INC Technology 6,200.0 $1.1M 0.19% $184.79 -13.0%
56 BAC BANK OF AMER CORP Financial Services 19,752.0 $1.1M 0.19% $56.98 +8.3%
57 IBM INTERNATIONAL BUSINESS MACHS Technology 4,000.0 $1.1M 0.19% +300.0 +8.1% $281.21 -16.2%
58 GLD SPDR GOLD TR Financial Services 3,025.0 $1.1M 0.19% -104.0 -3.3% $368.38 +14.9%
59 BLK BLACKROCK INC Financial Services 1,141.0 $1.1M 0.18% $961.56 +20.3%
60 C CITIGROUP INC Financial Services 7,704.0 $1.1M 0.18% $139.96 -5.9%
Page 3 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%