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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 5 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TLTD FLEXSHARES TR 4,859.0 $477K 0.22% NEW $98.08 +5.6%
82 GEV GE VERNOVA INC Utilities 401.0 $471K 0.21% NEW $1175.21 -24.0%
83 HPE HEWLETT PACKARD ENTERPRISE C Technology 10,391.0 $470K 0.21% NEW $45.19 +14.5%
84 NFLX NETFLIX INC. Communication Services 6,276.0 $448K 0.20% NEW $71.40 +14.6%
85 WM WASTE MGMT INC DEL Industrials 1,974.0 $440K 0.20% NEW $222.91 -2.3%
86 HD HOME DEPOT INC Consumer Cyclical 1,241.0 $438K 0.20% NEW $352.68 -9.3%
87 BND VANGUARD BD INDEX FDS 5,955.0 $437K 0.20% NEW $73.41 -2.2%
88 ABT ABBOTT LABORATORIES Healthcare 4,786.0 $434K 0.20% NEW $90.74 +22.1%
89 AER AERCAP HOLDINGS NV Industrials 2,978.0 $434K 0.20% NEW $145.78 -0.4%
90 ISRG INTUITIVE SURGICAL INC Healthcare 1,074.0 $427K 0.19% NEW $397.68 -5.7%
91 SPYG SPDR SERIES TRUST 3,582.0 $426K 0.19% NEW $118.99 +0.7%
92 DE DEERE & CO Industrials 661.0 $420K 0.19% NEW $635.25 +7.6%
93 AZN ASTRAZENECA PLC Healthcare 2,167.0 $411K 0.19% NEW $189.62 -13.4%
94 IGSB ISHARES TR 7,675.0 $402K 0.18% NEW $52.41 -1.2%
95 SCHO SCHWAB STRATEGIC TR 16,614.0 $401K 0.18% NEW $24.14 -0.6%
96 KO COCA COLA CO Consumer Defensive 4,901.0 $400K 0.18% NEW $81.53 +7.8%
97 MTGP WISDOMTREE TR 9,027.0 $399K 0.18% NEW $44.16 -1.4%
98 QCOM QUALCOMM INC Technology 2,146.0 $397K 0.18% NEW $184.82 -9.9%
99 NEE NEXTERA ENERGY INC Utilities 4,476.0 $393K 0.18% NEW $87.77 -6.1%
100 SYK STRYKER CORPORATION Healthcare 1,235.0 $389K 0.18% NEW $315.38 +0.4%
Page 5 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%