JMAC ENTERPRISES LLC — 13F Holdings & Portfolio

CIK 1907294 · latest 13F-HR filed 2026-07-28

JMAC ENTERPRISES LLC manages $593.5M in 13F-reported U.S. long-equity assets across 122 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IWD (5.88%), QQQ (5.65%), AMGN (5.54%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions, exited 5, added to 74, and trimmed 21.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
201 SOUTH STATE ST
SUITE 2A
NEWTOWN, PA 18940
Phone
(267) 753-7065
Filing Manager
JMAC ENTERPRISES LLC
NEWTOWN, PA
Signatory
Robert MaCaulay
Director of Operations
Loading holdings…
AUM

$593.5M

Long-equity book

Holdings

122

Distinct positions

Period

2026-06-30

Filed 2026-07-28

Q/Q Activity

+10 / −5 / ↑74 / ↓21

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO QQQ TR$4.9M +17.0%
  • VANGUARD TAX-MANAGED FDS$4.3M +23.3%
  • ISHARES TR$4.1M +13.5%
  • ISHARES TR$3.9M +15.4%
  • ISHARES INC$3.9M +47.1%
Show all 74

Top Trims

  • ISHARES TR-$3.3M -23.9%
  • ISHARES TR-$1.3M -44.4%
  • PIMCO ETF TR-$1.3M -19.5%
  • ISHARES TR-$1.1M -26.8%
  • ISHARES TR-$610.6K -8.2%
Show all 21

New Positions

  • BLACKROCK ETF TRUST$5.8M
  • BROADRIDGE FINL SOLUTIONS IN$657.4K
  • LAM RESEARCH CORP$594.5K
  • HONEYWELL INTL INC$526.2K
  • HONEYWELL AEROSPACE INC$519.5K
Show all 10

Exited Positions

  • ISHARES TR$4.5M
  • EXXON MOBIL CORP$1.6M
  • ISHARES TR$1.1M
  • HONEYWELL INTL INC$926.7K
  • SPDR SERIES TRUST$580.6K
Show all 5
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IWD 464287598 $34.9M 5.88% 143,943 SH
2 INVESCO QQQ TR QQQ 46090E103 $33.6M 5.65% 45,564 SH
3 AMGEN INC AMGN 031162100 $32.9M 5.54% 90,739 SH
4 ISHARES TR IWF 464287614 $29.7M 5.00% 238,795 SH
5 ISHARES TR IEI 464288661 $25.4M 4.28% 216,321 SH
6 VANGUARD TAX-MANAGED FDS VEA 921943858 $23.0M 3.87% 322,686 SH
7 VANGUARD WORLD FD VGT 92204A702 $18.3M 3.08% 152,962 SH
8 BLACKROCK ETF TRUST DYNF 09290C103 $16.7M 2.81% 244,847 SH
9 ISHARES TR ITOT 464287150 $16.1M 2.71% 98,027 SH
10 VANGUARD INDEX FDS VBR 922908611 $14.7M 2.48% 60,571 SH
11 SELECT SECTOR SPDR TR XLI 81369Y704 $14.3M 2.41% 77,293 SH
12 SELECT SECTOR SPDR TR XLF 81369Y605 $12.5M 2.11% 233,655 SH
13 ISHARES TR IGIB 464288638 $12.4M 2.10% 234,126 SH
14 ISHARES TR IJH 464287507 $12.4M 2.09% 161,161 SH
15 VANGUARD INDEX FDS VBK 922908595 $12.4M 2.09% 33,897 SH
16 GOLDMAN SACHS ETF TR GPIX 38149W622 $12.3M 2.06% 220,480 SH
17 ISHARES TR MTUM 46432F396 $12.1M 2.05% 35,430 SH
18 ISHARES INC EEMV 464286533 $12.1M 2.04% 160,573 SH
19 ISHARES TR USMV 46429B697 $11.9M 2.01% 123,482 SH
20 SPDR SERIES TRUST XSD 78464A862 $11.7M 1.98% 18,839 SH
21 SELECT SECTOR SPDR TR XLK 81369Y803 $11.7M 1.97% 61,512 SH
22 GLOBAL X FDS PAVE 37954Y673 $11.3M 1.91% 192,070 SH
23 ISHARES TR LQD 464287242 $10.9M 1.84% 99,907 SH
24 ISHARES TR QUAL 46432F339 $10.5M 1.77% 47,996 SH
25 BLACKROCK ETF TRUST II BINC 092528603 $10.3M 1.74% 197,734 SH
26 ISHARES TR SGOV 46436E718 $9.6M 1.62% 95,745 SH
27 SELECT SECTOR SPDR TR XLB 81369Y100 $9.4M 1.59% 185,558 SH
28 VANGUARD WHITEHALL FDS VYM 921946406 $8.4M 1.42% 53,178 SH
29 ISHARES TR MBB 464288588 $7.7M 1.29% 81,180 SH
30 ISHARES GOLD TR IAU 464285204 $7.5M 1.26% 99,415 SH
31 VANGUARD WORLD FD VHT 92204A504 $7.0M 1.17% 23,257 SH
32 ISHARES TR EMB 464288281 $6.8M 1.14% 70,412 SH
33 PIMCO ETF TR BOND 72201R775 $6.6M 1.10% 71,064 SH
34 SELECT SECTOR SPDR TR XLU 81369Y886 $6.3M 1.06% 138,506 SH
35 SELECT SECTOR SPDR TR XLC 81369Y852 $6.2M 1.04% 57,746 SH
36 BLACKROCK ETF TRUST IDEF 09290C699 $5.8M 0.98% 183,731 SH
37 ISHARES TR IGV 464287515 $5.8M 0.98% 64,310 SH
38 PIMCO ETF TR MINT 72201R833 $5.2M 0.88% 51,851 SH
39 ISHARES TR SHYG 46434V407 $5.0M 0.85% 118,278 SH
40 J P MORGAN EXCHANGE TRADED F BBCB 46641Q449 $4.4M 0.75% 97,770 SH
41 ISHARES TR IYR 464287739 $3.3M 0.55% 32,124 SH
42 ISHARES TR IJK 464287606 $3.1M 0.52% 26,353 SH
43 JPMORGAN CHASE & CO JPM 46625H100 $2.6M 0.44% 7,956 SH
44 NVIDIA CORPORATION NVDA 67066G104 $1.8M 0.31% 9,194 SH
45 ABBVIE INC ABBV 00287Y109 $1.7M 0.28% 6,567 SH
46 ISHARES TR IJJ 464287705 $1.6M 0.28% 11,149 SH
47 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $1.5M 0.25% 7,009 SH
48 PNC FINL SVCS GROUP INC PNC 693475105 $1.5M 0.24% 5,900 SH
49 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $1.4M 0.23% 2,900 SH
50 MORGAN STANLEY MS 617446448 $1.3M 0.23% 6,400 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-28 $593.5M 122 0001907294-26-000003
2026-03-31 2026-05-01 $522.1M 117 0001907294-26-000002
2025-12-31 2026-01-21 $523.2M 123 0001907294-26-000001