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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 7 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 META META PLATFORMS INC Communication Services 394.0 $222K 0.04% $563.29 -2.4%
122 PRU PRUDENTIAL FINL INC Financial Services 1,957.0 $211K 0.04% NEW $107.98 +12.2%
Page 7 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%