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Portfolio (Quarterly) Guide ↗

EJMK Ventures LLC

· CIK 0002113915
13F Portfolio $220M AUM 162 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 162 New
Page 2 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HYGV FLEXSHARES TR 49,757.0 $2.0M 0.91% NEW $40.26 -1.0%
22 JPM JPMORGAN CHASE & CO Financial Services 6,119.0 $2.0M 0.91% NEW $327.34 +8.4%
23 ABBV ABBVIE INC Healthcare 7,547.0 $1.9M 0.86% NEW $251.64 +3.3%
24 GOOG ALPHABET INC 5,183.0 $1.8M 0.83% NEW $353.34
25 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,422.0 $1.6M 0.74% NEW $478.28 -13.4%
26 AMAT APPLIED MATLS INC Technology 2,196.0 $1.6M 0.72% NEW $723.02 -38.9%
27 KLAC KLA CORP Technology 5,131.0 $1.5M 0.70% NEW $301.71 -43.4%
28 META META PLATFORMS INC Communication Services 2,594.0 $1.5M 0.66% NEW $563.32 +2.7%
29 SMIZ ZACKS TRUST 32,623.0 $1.5M 0.66% NEW $44.62 -7.0%
30 MU MICRON TECHNOLOGY INC Technology 1,212.0 $1.4M 0.64% NEW $1154.32 -19.1%
31 AMD ADVANCED MICRO DEVICES INC Technology 2,228.0 $1.3M 0.59% NEW $580.91 -20.9%
32 XSD SPDR SERIES TRUST 1,971.0 $1.2M 0.56% NEW $623.70 -24.2%
33 CSCO CISCO SYS INC Technology 10,220.0 $1.2M 0.55% NEW $117.46 -6.6%
34 JNJ JOHNSON & JOHNSON Healthcare 4,664.0 $1.2M 0.54% NEW $253.98 +6.8%
35 V VISA INC Financial Services 3,391.0 $1.2M 0.53% NEW $343.13 +8.6%
36 INTC INTEL CORP Technology 8,221.0 $1.1M 0.52% NEW $139.63 -36.3%
37 BERKSHIRE HATHAWAY INC DEL 2,263.0 $1.1M 0.51% NEW $500.39
38 ITOT ISHARES TR 6,604.0 $1.1M 0.49% NEW $164.27 +1.4%
39 QUIZ ZACKS TRUST 35,701.0 $1.0M 0.47% NEW $29.22 +0.3%
40 XOM EXXON MOBIL CORP Energy 6,653.0 $910K 0.41% NEW $136.73 +20.4%
Page 2 of 9  ·  162 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
Technology 41.0%
Financial Services 18.5%
Healthcare 9.6%
Consumer Cyclical 7.2%
Industrials 6.6%
Communication Services 6.3%
Consumer Defensive 5.9%
Energy 2.3%
Utilities 1.0%
Real Estate 0.9%