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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 7 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SCHE SCHWAB STRATEGIC TR 8,919.0 $323K 0.15% NEW $36.26 +2.3%
122 IDEV ISHARES TR 3,562.0 $317K 0.14% NEW $89.01 +3.0%
123 VWO VANGUARD INTL EQUITY INDEX F 5,297.0 $316K 0.14% NEW $59.69 +1.7%
124 USIG ISHARES TR 6,062.0 $311K 0.14% NEW $51.29 -2.7%
125 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 319.0 $308K 0.14% NEW $965.60 -15.4%
126 MRSH MARSH & MCLENNAN COS INC Financial Services 1,847.0 $308K 0.14% NEW $166.67 +12.5%
127 NVS NOVARTIS AG Healthcare 1,948.0 $305K 0.14% NEW $156.72 +2.9%
128 UNP UNION PAC CORP Industrials 1,097.0 $298K 0.14% NEW $272.08 +6.8%
129 SAP SAP SE Technology 1,925.0 $297K 0.14% NEW $154.11 +37.6%
130 UBS UBS GROUP AG Financial Services 5,979.0 $296K 0.14% NEW $49.56 +9.2%
131 PLD PROLOGIS INC. Real Estate 2,176.0 $295K 0.13% NEW $135.44 +3.2%
132 DIS DISNEY WALT CO Communication Services 3,030.0 $293K 0.13% NEW $96.79 +9.8%
133 EOG EOG RES INC Energy 2,216.0 $287K 0.13% NEW $129.73 +14.4%
134 MEM MATTHEWS ASIA FDS 6,339.0 $287K 0.13% NEW $45.26 -2.4%
135 HWM HOWMET AEROSPACE INC Industrials 1,032.0 $277K 0.13% NEW $268.87 -5.2%
136 ETN EATON CORP PLC Industrials 612.0 $261K 0.12% NEW $426.12 -8.3%
137 SNDK SANDISK CORP Technology 113.0 $257K 0.12% NEW $2273.73 -32.4%
138 MSI MOTOROLA SOLUTIONS INC Technology 614.0 $255K 0.12% NEW $415.94 +18.1%
139 LIN LINDE PLC Basic Materials 479.0 $249K 0.11% NEW $519.05 -6.2%
140 WFC WELLS FARGO & CO Financial Services 2,992.0 $247K 0.11% NEW $82.64 +5.3%
Page 7 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%