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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 4 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ORCL ORACLE CORP Technology 3,898.0 $571K 0.26% NEW $146.53 -3.6%
62 PG PROCTER & GAMBLE CO Consumer Defensive 3,778.0 $554K 0.25% NEW $146.62 -0.3%
63 AGGY WISDOMTREE TR 12,592.0 $548K 0.25% NEW $43.48 -2.4%
64 MBB ISHARES TR 5,724.0 $541K 0.25% NEW $94.52 -2.2%
65 IFRA ISHARES TR 8,582.0 $541K 0.25% NEW $63.04 -7.4%
66 TGT TARGET CORP Consumer Defensive 4,128.0 $539K 0.24% NEW $130.61 +25.4%
67 CAT CATERPILLAR INC Industrials 502.0 $535K 0.24% NEW $1065.07 -26.8%
68 APH AMPHENOL CORP Technology 2,995.0 $529K 0.24% NEW $176.50 -7.5%
69 RTX RTX CORPORATION Industrials 2,764.0 $524K 0.24% NEW $189.76 +8.1%
70 IJR ISHARES TR 3,534.0 $524K 0.24% NEW $148.31 -3.6%
71 TXN TEXAS INSTRS INC Technology 1,753.0 $522K 0.24% NEW $297.99 -15.0%
72 MO ALTRIA GROUP INC Consumer Defensive 7,192.0 $521K 0.24% NEW $72.38 -3.8%
73 CSX CSX CORP Industrials 10,896.0 $518K 0.23% NEW $47.53 +2.5%
74 PM PHILIP MORRIS INTL INC Consumer Defensive 2,808.0 $511K 0.23% NEW $182.03 +2.8%
75 ASML ASML HLDG NV Technology 252.0 $501K 0.23% NEW $1989.44 -16.3%
76 SPYM SPDR SERIES TRUST 5,701.0 $501K 0.23% NEW $87.88 +2.0%
77 DELL DELL TECHNOLOGIES INC Technology 1,154.0 $498K 0.23% NEW $431.46 -1.6%
78 GE GE AEROSPACE Industrials 1,324.0 $495K 0.23% NEW $373.77 -11.4%
79 TILT FLEXSHARES TR 1,789.0 $494K 0.22% NEW $276.07 +1.8%
80 NSC NORFOLK SOUTHN CORP Industrials 1,569.0 $494K 0.22% NEW $314.61 +5.8%
Page 4 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%