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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 9 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PH PARKER-HANNIFIN CORP Industrials 206.0 $202K 0.09% NEW $978.27 -2.7%
162 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 27,153.0 $135K 0.06% NEW $4.99 +4.0%
Page 9 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%