Investor
JMAC ENTERPRISES LLC
CIK 0001907294 · filed 2026-05-01 · SEC filing
13F book
$522.1M
Positions
117
3 new · 9 sold
Largest name
6.1%
Amgen Inc · AMGN
Est. mark
−$6.25M
Price effect on 114 names still held. Flow $5.13M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Amgen Inc | AMGN | 90.7K | $31.9M | 6.1% | $2.22M | Added$2.29M |
| Ishares Tr | — | 143.9K | $30.8M | 5.9% | $472.6K | Added$904.4K |
| Invesco Qqq Tr | — | 49.7K | $28.7M | 5.5% | −$1.84M | Added−$1.74M |
| Ishares Tr | — | 60.3K | $25.7M | 4.9% | −$2.78M | Added−$2.35M |
| Ishares Tr | — | 186.6K | $22.1M | 4.2% | −$136.9K | Added$341.3K |
| Vanguard Tax-Managed Fds | — | 291K | $18.6M | 3.6% | $460.5K | Added$778.2K |
| Vanguard World Fd | — | 21K | $14.6M | 2.8% | −$1.16M | Added−$1M |
| Ishares Tr | — | 99.8K | $14.2M | 2.7% | −$614K | Added−$373.8K |
| Blackrock Etf Trust | — | 242.2K | $14.1M | 2.7% | −$625.4K | Added−$368.4K |
| Ishares Tr | — | 72.1K | $13.8M | 2.6% | −$481.7K | Added−$211.8K |
| Vanguard Index Fds | — | 60.7K | $13.2M | 2.5% | $328.1K | Added$470.4K |
| Select Sector Spdr Tr | — | 72.3K | $11.7M | 2.2% | $476K | Added$521.6K |
| Vanguard Index Fds | — | 36.2K | $10.9M | 2.1% | $5.03K | Added$95.7K |
| Ishares Tr | — | 205K | $10.9M | 2.1% | −$132.3K | Added$111.2K |
| Global X Fds | — | 210.5K | $10.7M | 2.0% | $631.1K | Added$708.2K |
| Goldman Sachs Etf Tr | — | 208.8K | $10.4M | 2.0% | −$563K | Added−$320.7K |
| Ishares Tr | — | 111.2K | $10.3M | 2.0% | −$154.3K | Added$80.5K |
| Ishares Tr | — | 146.6K | $9.9M | 1.9% | $217.9K | Added$501.2K |
| Ishares Tr | — | 38.6K | $9.25M | 1.8% | −$389.5K | Added−$192.2K |
| Ishares Tr | — | 84.9K | $9.25M | 1.8% | −$99.7K | Added$94.3K |
| Select Sector Spdr Tr | — | 186.4K | $9.2M | 1.8% | −$982.8K | Added−$767.5K |
| Select Sector Spdr Tr | — | 68.4K | $9.09M | 1.7% | −$741.3K | Added−$552K |
| Blackrock Etf Trust Ii | — | 173.7K | $9.02M | 1.7% | −$143K | Added$39.8K |
| Select Sector Spdr Tr | — | 175.2K | $8.76M | 1.7% | $792.9K | Added$972.7K |
| Ishares Inc | — | 126.9K | $8.22M | 1.6% | $85.2K | Added$306.3K |
| Ishares Gold Tr | — | 91K | $8.02M | 1.5% | $630.5K | Added$698.4K |
| Ishares 0-3 Month | — | 79.5K | $8M | 1.5% | $22.3K | Cut−$362.6K |
| Spdr Series Trust | — | 24.5K | $7.98M | 1.5% | $110K | Added$159.5K |
| Vanguard Whitehall Fds | — | 53.5K | $7.92M | 1.5% | $240.9K | Added$367.7K |
| Ishares Tr | — | 78.8K | $7.4M | 1.4% | −$182K | Added−$56.3K |
| Pimco Etf Tr | — | 64.6K | $6.5M | 1.2% | $14.9K | Cut−$295K |
| Select Sector Spdr Tr | — | 56.9K | $6.31M | 1.2% | −$384.9K | Added−$298.8K |
| Select Sector Spdr Tr | — | 137.1K | $6.29M | 1.2% | $426.1K | Added$608.4K |
| Pimco Etf Tr | — | 60.2K | $5.56M | 1.1% | −$47.3K | Added$51.4K |
| Ishares Tr | — | 57.2K | $5.43M | 1.0% | −$15.2K | Added$77.5K |
| Vanguard World Fd | — | 19.9K | $5.41M | 1.0% | −$302.5K | Added−$200.4K |
| Ishares Tr | — | 61.2K | $4.9M | 0.9% | −$1.53M | Added−$1.42M |
| Ishares Tr | — | 106.7K | $4.51M | 0.9% | −$59K | Added$270 |
| Ishares Tr | — | 35K | $4.5M | 0.9% | −$267K | Added−$129.7K |
| Ishares Tr | — | 42.1K | $4.23M | 0.8% | $157.3K | Held |
| J P Morgan Exchange Traded F | — | 87.9K | $3.99M | 0.8% | −$40.1K | Added$12.5K |
| Ishares Tr | — | 22.4K | $2.96M | 0.6% | $20.3K | Held |
| Ishares Tr | — | 28.5K | $2.69M | 0.5% | $19K | Added$29.7K |
| Jpmorgan Chase & Co. | — | 7.96K | $2.34M | 0.4% | −$206.4K | Added−$29.9K |
| Exxon Mobil Corp | — | 9.52K | $1.61M | 0.3% | $469.4K | Held |
| Nvidia Corp | NVDA | 9.09K | $1.59M | 0.3% | −$108.8K | Added−$91.4K |
| AbbVie Inc. | ABBV | 6.57K | $1.43M | 0.3% | −$65.6K | Added$64.9K |
| Spdr Gold Tr | — | 3.13K | $1.35M | 0.3% | $106.3K | Cut$66.7K |
| Invesco Exchange Traded Fd T | — | 6.78K | $1.3M | 0.2% | $2.29K | Added$80.2K |
| Pnc Finl Svcs Group Inc | — | 5.9K | $1.23M | 0.2% | −$3.78K | Cut−$400.4K |
| Union Pac Corp | — | 4.9K | $1.19M | 0.2% | $54.2K | Added$78.5K |
| Atmos Energy Corp | ATO | 6.3K | $1.16M | 0.2% | $95.7K | Added$225K |
| Lockheed Martin Corp | LMT | 1.87K | $1.13M | 0.2% | $226K | Cut−$257.7K |
| Kinder Morgan Inc Del | — | 33.5K | $1.12M | 0.2% | $195.7K | Added$232.6K |
| Nextera Energy Inc | — | 12.1K | $1.12M | 0.2% | $152K | Added$152.3K |
| Blackstone Inc. | BX | 9.7K | $1.12M | 0.2% | −$371.9K | Added−$348.9K |
| Ishares Tr | — | 12.2K | $1.1M | 0.2% | −$69.9K | Cut−$75.6K |
| BlackRock, Inc. | BLK | 1.14K | $1.1M | 0.2% | −$123.9K | Held |
| Coca Cola Co | KO | 14.2K | $1.08M | 0.2% | $87.2K | Cut$24.3K |
| Morgan Stanley | — | 6.4K | $1.05M | 0.2% | −$82.9K | Held |
| Microsoft Corp | MSFT | 2.79K | $1.03M | 0.2% | −$316.1K | Held |
| Mcdonalds Corp | MCD | 3.2K | $994.5K | 0.2% | $16.5K | Held |
| Taiwan Semiconductor Mfg Ltd | — | 2.9K | $980.1K | 0.2% | $98.8K | Held |
| Bank America Corp | — | 19.7K | $962.8K | 0.2% | −$123.4K | Added−$123.3K |
| Medtronic Plc | MDT | 11K | $953.1K | 0.2% | −$103.5K | Held |
| General Dynamics Corp | GD | 2.74K | $939.4K | 0.2% | $18K | Held |
| Honeywell Intl Inc | — | 4.1K | $926.7K | 0.2% | $83.5K | Added$400K |
| International Business Machs | — | 3.7K | $896.8K | 0.2% | −$113K | Added$274.8K |
| Citigroup Inc | — | 7.7K | $873.7K | 0.2% | −$25.3K | Held |
| T-Mobile Us Inc | — | 4.09K | $859.4K | 0.2% | $21.6K | Added$231.6K |
| Entergy Corp New | — | 7.5K | $842.7K | 0.2% | $149.5K | Held |
| Apple Inc. | AAPL | 3.31K | $841.3K | 0.2% | −$59.9K | Held |
| Pepsico Inc | PEP | 5.2K | $807.1K | 0.2% | $52.8K | Added$162.7K |
| Qualcomm Inc | — | 6.2K | $798.4K | 0.2% | −$228.3K | Added−$125.2K |
| Pfizer Inc | PFE | 27.6K | $776.3K | 0.1% | $78.4K | Added$162.8K |
| Cms Energy Corp | — | 10K | $775.8K | 0.1% | $52K | Added$300.3K |
| RTX Corp | RTX | 4K | $771.6K | 0.1% | $38K | Cut−$35.4K |
| Spdr S&P 500 Etf Tr | — | 1.03K | $668.5K | 0.1% | −$32.4K | Added−$31.8K |
| Eog Res Inc | — | 4.56K | $659.5K | 0.1% | $180.5K | Cut$128K |
| Jazz Pharmaceuticals Plc | JAZZ | 3.45K | $652.2K | 0.1% | $65.7K | Held |
| Alphabet Inc | — | 2.15K | $617.4K | 0.1% | −$52.1K | Added−$23.3K |
| Chevron Corp New | CVX | 2.97K | $615.3K | 0.1% | $162.1K | Cut$40.1K |
| Duke Energy Corp New | — | 4.5K | $589.2K | 0.1% | $56.3K | Added$108.7K |
| Spdr Series Trust | — | 10.6K | $580.6K | 0.1% | −$54.4K | Cut−$57.7K |
| Merck & Co., Inc. | MRK | 4.82K | $579.7K | 0.1% | $72.4K | Cut−$116.8K |
| Hewlett Packard Enterprise C | — | 24.2K | $576.2K | 0.1% | −$5.08K | Held |
| Procter And Gamble Co | PG | 3.96K | $571.5K | 0.1% | $3.57K | Added$119.1K |
| Home Depot, Inc. | HD | 1.63K | $536.7K | 0.1% | −$24.8K | Held |
| Accenture Plc Ireland | — | 2.68K | $531.6K | 0.1% | −$187.7K | Cut−$295K |
| Air Prods & Chems Inc | — | 1.8K | $522.9K | 0.1% | $78.2K | Held |
| Abbott Labs | ABT | 4.61K | $473.1K | 0.1% | −$104.2K | Held |
| Lear Corp | LEA | 3.9K | $472.2K | 0.1% | — | New |
| Ppg Inds Inc | — | 4.2K | $448.9K | 0.1% | $12.8K | Added$151.8K |
| Becton Dickinson & Co | BDX | 2.8K | $440.2K | 0.1% | −$103.2K | Held |
| Johnson & Johnson | JNJ | 1.77K | $431.7K | 0.1% | $66.2K | Held |
| Caterpillar Inc | CAT | 604 | $427.9K | 0.1% | $81.9K | Held |
| Cisco Sys Inc | — | 5.28K | $409.8K | 0.1% | $2.96K | Cut−$35.6K |
| Mondelez Intl Inc | — | 6.9K | $397.5K | 0.1% | — | New |
| At&T Inc | — | 13.7K | $397.3K | 0.1% | $56.9K | Added$57K |
| Paychex Inc | PAYX | 4.3K | $396.1K | 0.1% | −$86.3K | Held |
| Gilead Sciences, Inc. | GILD | 2.8K | $390.2K | 0.1% | $46.6K | Cut−$14.8K |
| Amazon Com Inc | AMZN | 1.65K | $344.1K | 0.1% | −$37.3K | Held |
| Applied Matls Inc | — | 1K | $341.8K | 0.1% | $84.8K | Cut$7.7K |
| Broadcom Inc. | AVGO | 1.1K | $340.5K | 0.1% | −$40.2K | Held |
| Kroger Co | KR | 4.6K | $332.9K | 0.1% | $45.4K | Held |
| Phillips 66 | PSX | 1.8K | $328.8K | 0.1% | — | New |
| Mccormick & Co Inc | — | 6.5K | $327.9K | 0.1% | −$114.9K | Held |
| Genuine Parts Co | GPC | 2.9K | $306.7K | 0.1% | −$49.9K | Held |
| Alphabet Inc | — | 1.06K | $304.1K | 0.1% | −$28.6K | Held |
| Texas Instrs Inc | — | 1.5K | $291.2K | 0.1% | $31K | Held |
| Intel Corp | INTC | 6.14K | $271K | 0.1% | $44.4K | Held |
| Tesla, Inc. | TSLA | 678 | $252K | 0.0% | −$52.9K | Held |
| Colgate Palmolive Co | CL | 2.8K | $238.6K | 0.0% | $17.4K | Held |
| Vanguard Star Fds | — | 3K | $231.3K | 0.0% | $5.01K | Held |
| Meta Platforms, Inc. | META | 394 | $225.4K | 0.0% | −$30.7K | Added−$4.95K |
| Emerson Elec Co | — | 1.7K | $222.7K | 0.0% | −$2.89K | Cut−$653.2K |
| Tidal Trust I | — | 9.2K | $219.7K | 0.0% | −$7.62K | Added$7.53K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.