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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 8 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VGLT VANGUARD SCOTTSDALE FDS 4,469.0 $247K 0.11% NEW $55.18 -4.7%
142 LOW LOWES COS INC Consumer Cyclical 1,091.0 $241K 0.11% NEW $220.56 -9.3%
143 TLTE FLEXSHARES TR 3,067.0 $237K 0.11% NEW $77.39 -0.3%
144 SPG SIMON PPTY GROUP INC NEW Real Estate 1,040.0 $233K 0.11% NEW $223.63 -5.3%
145 LMT LOCKHEED MARTIN CORP Industrials 446.0 $227K 0.10% NEW $509.46 +6.9%
146 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 2,221.0 $222K 0.10% NEW $100.08 +7.5%
147 PEP PEPSICO INC Consumer Defensive 1,638.0 $222K 0.10% NEW $135.39 +3.2%
148 SCHG SCHWAB STRATEGIC TR 6,467.0 $219K 0.10% NEW $33.84 +4.2%
149 KMI KINDER MORGAN INC DEL Energy 6,805.0 $218K 0.10% NEW $31.97 +0.4%
150 FDX FEDEX CORP Industrials 692.0 $217K 0.10% NEW $313.94 +3.5%
151 ESS ESSEX PPTY TR INC Real Estate 741.0 $217K 0.10% NEW $293.17 -4.8%
152 CL COLGATE PALMOLIVE CO Consumer Defensive 2,366.0 $217K 0.10% NEW $91.67 -2.2%
153 XAR SPDR SERIES TRUST 760.0 $216K 0.10% NEW $283.79 -11.2%
154 BNDC FLEXSHARES TR 9,527.0 $210K 0.10% NEW $22.09 -1.8%
155 KRYS KRYSTAL BIOTECH INC Healthcare 561.0 $209K 0.10% NEW $371.67 -2.1%
156 VZ VERIZON COMMUNICATIONS INC Communication Services 4,895.0 $207K 0.09% NEW $42.34 +18.8%
157 GLW CORNING INC Technology 810.0 $207K 0.09% NEW $255.57 -43.1%
158 TMO THERMO FISHER SCIENTIFIC INC Healthcare 407.0 $204K 0.09% NEW $501.71 +19.7%
159 SBUX STARBUCKS CORP Consumer Cyclical 1,998.0 $204K 0.09% NEW $102.17 +3.9%
160 PFE PFIZER INC Healthcare 8,468.0 $204K 0.09% NEW $24.08 +18.6%
Page 8 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%