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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 6 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UNH UNITEDHEALTH GROUP INC Healthcare 928.0 $386K 0.17% NEW $415.82 -4.1%
102 NDAQ NASDAQ INC Financial Services 4,865.0 $383K 0.17% NEW $78.83 +22.6%
103 FFBC 1ST FINL BANCORP Financial Services 11,331.0 $383K 0.17% NEW $33.83 -4.8%
104 IEF ISHARES TR 4,043.0 $382K 0.17% NEW $94.57 -2.5%
105 C CITIGROUP INC Financial Services 2,722.0 $381K 0.17% NEW $139.97 -4.8%
106 SPSM SPDR SERIES TRUST 6,480.0 $374K 0.17% NEW $57.67 -3.2%
107 PHO INVESCO EXCHANGE TRADED FD T 5,386.0 $372K 0.17% NEW $69.08 +1.6%
108 NUE NUCOR CORP Basic Materials 1,653.0 $369K 0.17% NEW $222.97 +16.3%
109 FPF FIRST TR INTER DURATN PFD & Financial Services 20,245.0 $368K 0.17% NEW $18.17 -2.5%
110 ADI ANALOG DEVICES INC Technology 915.0 $364K 0.17% NEW $397.27 -10.8%
111 PANW PALO ALTO NETWORKS INC Technology 1,035.0 $353K 0.16% NEW $341.02 -3.6%
112 AXP AMERICAN EXPRESS CO Financial Services 1,039.0 $351K 0.16% NEW $338.28 -3.2%
113 PNC PNC FINL SVCS GROUP INC Financial Services 1,426.0 $351K 0.16% NEW $246.26 -2.7%
114 MDLZ MONDELEZ INTL INC Consumer Defensive 6,040.0 $351K 0.16% NEW $58.13 +5.8%
115 GD GENERAL DYNAMICS CORP Industrials 978.0 $346K 0.16% NEW $354.28 +3.0%
116 PLTR PALANTIR TECHNOLOGIES INC Technology 2,899.0 $338K 0.15% NEW $116.67 +50.3%
117 IBM INTERNATIONAL BUSINESS MACHS Technology 1,188.0 $334K 0.15% NEW $281.32 -18.3%
118 CB CHUBB LIMITED Financial Services 973.0 $332K 0.15% NEW $341.35 -0.6%
119 S&P GLOBAL INC 814.0 $332K 0.15% NEW $407.30
120 WDC WESTERN DIGITAL CORP Technology 510.0 $326K 0.15% NEW $638.76 -28.8%
Page 6 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%