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Jmac Enterprises LLC

SEC CIK
0001907294
Latest filing
Jul 28, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Jul 20, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
171
−5 vs. Q1 2023
Portfolio value
$404.4M
+$10.7M (+2.7%) vs. Q1 2023
Filed
Jul 20, 2023
SEC
Holdings of Jmac Enterprises LLC in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
Invesco QQQ Trust Series I46090E103ETF66,650$24.6M6.1%−4,796−6.7%Reduced–
iShares Russell 1000 Value ETF464287598ETF154,661$24.4M6.0%+3,602+2.4%Added–
iShares Russell 1000 Growth ETF464287614ETF84,375$23.2M5.7%+2,300+2.8%Added–
AMGNAmgen IncStock93,798$20.8M5.1%+225+0.2%AddedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF197,038$14.8M3.7%+3,113+1.6%Added–
iShares S&P Mid-Cap 400 Value ETF464287705ETF131,497$14.1M3.5%+1,601+1.2%Added–
Vanguard Information Technology ETF92204A702ETF23,968$10.6M2.6%+1,014+4.4%Added–
AAPLApple Inc.Stock48,320$9.37M2.3%+479+1.0%AddedHistory
iShares Tr4642874571 3 YR TREAS BD100,684$8.16M2.0%−2,985−2.9%Reduced–
iShares MSCI USA Momentum Factor ETF46432F396ETF54,090$7.80M1.9%+477+0.9%Added–
State Street Industrial Select Sector SPDR ETF81369Y704ETF59,531$6.39M1.6%+1,418+2.4%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF34,908$5.77M1.4%+870+2.6%Added–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF24,012$5.52M1.4%+493+2.1%Added–
iShares S&P Small-Cap 600 Growth ETF464287887ETF46,827$5.38M1.3%+28+0.1%Added–
State Street Materials Select Sector SPDR ETF81369Y100ETF64,356$5.33M1.3%+2,006+3.2%Added–
MSFTMicrosoft CorpStock15,383$5.24M1.3%−1,678−9.8%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF110,868$5.12M1.3%−35,210−24.1%Reduced–
iShares Tr464287150CORE S&P TTL STK51,916$5.08M1.3%+1,250+2.5%Added–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD361,286$4.92M1.2%+13,292+3.8%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF63,182$4.70M1.2%+1,527+2.5%Added–
Vanguard Dividend Appreciation ETF921908844ETF27,769$4.51M1.1%+86+0.3%Added–
Global X FDS37954Y673US INFR DEV ETF141,031$4.43M1.1%+3,160+2.3%Added–
State Street Financial Select Sector SPDR ETF81369Y605ETF120,437$4.06M1.0%+3,037+2.6%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF18,860$3.75M0.9%−4,591−19.6%Reduced–
Vanguard High Dividend Yield Index ETF921946406ETF35,153$3.73M0.9%+815+2.4%Added–
iShares Tr464288638ISHS 5-10YR INVT73,254$3.70M0.9%+8,828+13.7%Added–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF36,970$3.69M0.9%+1,729+4.9%Added–
iShares Inc464286533MSCI EMERG MRKT65,950$3.63M0.9%+1,452+2.3%Added–
iShares U.S. Medical Devices ETF464288810ETF63,151$3.57M0.9%+1,436+2.3%Added–
AVGOBroadcom Inc.Stock4,024$3.49M0.9%+10+0.2%AddedHistory
SPDR Series Trust78464A789ST STR SP INS82,888$3.39M0.8%+2,163+2.7%Added–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF50,978$3.32M0.8%+951+1.9%Added–
State Street SPDR S&P Semiconductor ETF78464A862ETF14,784$3.27M0.8%+372+2.6%Added–
Vanguard Health Care ETF92204A504ETF12,832$3.14M0.8%+299+2.4%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF17,921$3.12M0.8%+336+1.9%Added–
iShares Tr464287515EXPANDED TECH8,913$3.08M0.8%+177+2.0%Added–
MRKMerck & Co., Inc.Stock26,601$3.07M0.8%+1,489+5.9%AddedHistory
JPMJPMorgan Chase & CoStock20,247$2.94M0.7%+1,483+7.9%AddedHistory
iShares Tr46434V4070-5YR HI YL CP70,471$2.92M0.7%+3,375+5.0%Added–
iShares Tr464287192US TRSPRTION10,880$2.72M0.7%+233+2.2%Added–
JNJJohnson & JohnsonStock16,316$2.70M0.7%+156+1.0%AddedHistory
iShares MSCI Eafe ETF464287465ETF36,727$2.66M0.7%−11,272−23.5%Reduced–
iShares Tr464288760US AER DEF ETF22,766$2.66M0.7%−756−3.2%Reduced–
Vanguard Scottsdale FDS92206C649VNG RUS2000VAL21,389$2.64M0.7%+1,158+5.7%Added–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF24,348$2.63M0.7%+3,654+17.7%Added–
MCDMcDonalds CorpStock8,708$2.60M0.6%−113−1.3%ReducedHistory
LMTLockheed Martin CorpStock5,611$2.58M0.6%+33+0.6%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF30,577$2.48M0.6%+861+2.9%Added–
PGProcter & Gamble CoStock15,803$2.40M0.6%+260+1.7%AddedHistory
PFEPfizer IncStock64,155$2.35M0.6%+3,714+6.1%AddedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF42,529$2.31M0.6%+4,722+12.5%Added–
SPDR Series Trust78464A664ST LON TREAS ETF77,258$2.31M0.6%+3,706+5.0%Added–
iShares Tr464288281JPMORGAN USD EMG25,939$2.24M0.6%+1,276+5.2%Added–
GOOGAlphabet Inc.Stock18,373$2.22M0.5%+666+3.8%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF44,865$2.21M0.5%+8,849+24.6%Added–
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF7,517$2.21M0.5%+112+1.5%Added–
J P Morgan Exchange Traded F46641Q449BETA US GRAD ETF46,899$2.12M0.5%+2,302+5.2%Added–
NVDANVIDIA CorpStock4,888$2.07M0.5%+463+10.5%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD26,965$2.04M0.5%−1,745−6.1%Reduced–
KOCoca Cola CoStock33,255$2.00M0.5%+4,008+13.7%AddedHistory
PEPPepsiCo IncStock10,584$1.96M0.5%−767−6.8%ReducedHistory
APDAir Products & Chemicals, Inc.Stock6,406$1.92M0.5%+788+14.0%AddedHistory
CSCOCisco Systems, Inc.Stock36,626$1.90M0.5%+4,378+13.6%AddedHistory
Vanguard Short-Term Bond ETF921937827ETF24,864$1.88M0.5%−1,966−7.3%Reduced–
iShares Select Dividend ETF464287168ETF16,106$1.82M0.5%+158+1.0%Added–
Vanguard Consumer Discretionary ETF92204A108ETF6,395$1.81M0.4%+386+6.4%Added–
BACBank of America CorpStock61,472$1.76M0.4%+12,837+26.4%AddedHistory
iShares Tr464288588MBS ETF18,583$1.73M0.4%+875+4.9%Added–
iShares Select U.S. REIT ETF464287564ETF30,920$1.72M0.4%+1,226+4.1%Added–
HDHome Depot, Inc.Stock5,242$1.63M0.4%+39+0.7%AddedHistory
iShares Tr4642886613 7 YR TREAS BD13,841$1.60M0.4%+1,747+14.4%Added–
AMZNAmazon Com IncStock12,137$1.58M0.4%+921+8.2%AddedHistory
WMTWalmart Inc.Stock9,506$1.49M0.4%+318+3.5%AddedHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF15,498$1.42M0.4%+746+5.1%Added–
CVXChevron CorpStock8,773$1.38M0.3%+2,331+36.2%AddedHistory
VanEck Semiconductor ETF92189F676ETF8,854$1.35M0.3%+1,166+15.2%AddedConverted for a 2-for-1 split–
Vanguard Morningstar Growth ETF922908736ETF4,730$1.34M0.3%+762+19.2%Added–
BABoeing CoStock6,098$1.29M0.3%+173+2.9%AddedHistory
DISWalt Disney CoStock13,822$1.23M0.3%+216+1.6%AddedHistory
WTRGEssential Utilities, Inc.COM28,601$1.14M0.3%+316+1.1%AddedHistory
iShares Tr464288646ISHS 1-5YR INVS22,260$1.12M0.3%−4,080−15.5%Reduced–
BLKBlackRock, Inc.COM1,579$1.09M0.3%+412+35.3%AddedHistory
TSLATesla, Inc.Stock4,143$1.08M0.3%+10+0.2%AddedHistory
SBUXStarbucks CorpStock10,571$1.05M0.3%+176+1.7%AddedHistory
GISGeneral Mills IncStock13,502$1.04M0.3%−30−0.2%ReducedHistory
XOMExxonMobil Holdings CorpCOM9,495$1.02M0.3%−398−4.0%ReducedHistory
VZVerizon Communications IncStock23,477$873.1K0.2%+286+1.2%AddedHistory
CRMSalesforce, Inc.Stock4,083$862.6K0.2%−25−0.6%ReducedHistory
iShares Tr464287739U.S. REAL ES ETF9,752$844.0K0.2%+361+3.8%Added–
SPYSPDR S&P 500 ETF TrustETF1,841$816.2K0.2%−6,070−76.7%ReducedHistory
KMBKimberly Clark CorpStock5,841$806.4K0.2%+50+0.9%AddedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF12,112$792.6K0.2%+217+1.8%Added–
iShares Core S&P 500 ETF464287200ETF1,762$785.3K0.2%−327−15.7%Reduced–
ABBVAbbVie Inc.Stock5,785$779.4K0.2%+62+1.1%AddedHistory
HONHoneywell International IncCOM3,656$758.5K0.2%+307+9.2%AddedHistory
PLDPrologis, Inc.REIT6,145$753.5K0.2%+2,406+64.3%AddedHistory
CMCSAComcast CorpStock18,028$749.1K0.2%+2,807+18.4%AddedHistory
LLYEli Lilly & CoStock1,580$741.0K0.2%00.0%UnchangedHistory
DDDuPont de Nemours, Inc.COM10,002$714.5K0.2%+6,806+213.0%AddedHistory
MDTMedtronic plcStock7,993$704.2K0.2%+1,300+19.4%AddedHistory

Sold out since Q1 2023 (18)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Jmac Enterprises LLC sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW53,824$3.38M0.9%–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF14,637$2.85M0.7%–
Vanguard Morningstar Mid-Cap ETF922908629ETF9,534$2.01M0.5%–
Vanguard Scottsdale FDS92206C623VNG RUS2000GRW10,196$1.68M0.4%–
AONAon plcCL A1,432$451.5K0.1%History
CPCanadian Pacific Kansas City LtdCOM5,036$387.5K0.1%History
NVONovo Nordisk A SADR2,328$370.5K0.1%History
LINLinde PLCStock951$338.0K0.1%History
AZNAstraZeneca PLCSPONSORED ADR4,757$330.2K0.1%History
RACEFerrari N.V.COM1,097$297.2K0.1%History
ASMLASML Holding NVADR415$282.5K0.1%History
SOSouthern CoStock3,816$265.5K0.1%History
USBUS Bancorp DECOM NEW7,189$259.2K0.1%History
TEAMAtlassian CorpCL A1,434$245.5K0.1%History
iShares Tr464287556ISHARES BIOTECH1,715$221.5K0.1%–
ICLRIcon PLCCOM1,020$217.9K0.1%History
FDXFedEx CorpStock900$205.6K0.1%History
CATCaterpillar IncStock875$200.2K0.1%History