EJMK Ventures LLC
Net seller this quarter
$220M
117
-$261K
15.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $6.54M | 2.97% | 0.00% | +0.7% | Q4 2025 |
 NVDA | $4.84M | 2.20% | 0.00% | -1.1% | Q4 2025 |
 MSFT | $4.06M | 1.84% | 0.00% | +14.9% | Q4 2025 |
 QQQ | $3.7M | 1.68% | Not reported | -12.5% | Q4 2025 |
 GOOGL | $3.04M | 1.38% | 0.00% | -6.6% | Q4 2025 |
 AMZN | $2.89M | 1.31% | 0.00% | +7.1% | Q4 2025 |
 AVGO | $2.85M | 1.30% | 0.00% | -3.6% | Q4 2025 |
 SPY | $2.3M | 1.05% | Not reported | +2.0% | Q4 2025 |
 JPM | $2M | 0.91% | 0.00% | -15.7% | Q4 2025 |
 ABBV | $1.9M | 0.86% | 0.00% | +2.3% | Q4 2025 |
| GOOG | $1.83M | 0.83% | Not reported | +37.5% | Q4 2025 |
 TSM | $1.64M | 0.74% | 0.00% | +16.2% | Q4 2025 |
 AMAT | $1.59M | 0.72% | 0.00% | -3.8% | Q4 2025 |
 KLAC | $1.55M | 0.70% | 0.00% | +146.7% | Q1 2026 |
 META | $1.46M | 0.66% | Not reported | +39.7% | Q4 2025 |
 MU | $1.4M | 0.64% | 0.00% | -21.8% | Q4 2025 |
 AMD | $1.29M | 0.59% | 0.00% | -13.1% | Q4 2025 |
 CSCO | $1.2M | 0.54% | 0.00% | -6.0% | Q4 2025 |
 JNJ | $1.18M | 0.54% | 0.00% | -11.9% | Q4 2025 |
 V | $1.16M | 0.53% | 0.00% | -5.7% | Q4 2025 |
 INTC | $1.15M | 0.52% | 0.00% | -6.0% | Q1 2026 |
 BRK.B | $1.13M | 0.51% | Not reported | +9.3% | Q4 2025 |
 XOM | $910K | 0.41% | 0.00% | -2.1% | Q4 2025 |
 LLY | $902K | 0.41% | 0.00% | +16.6% | Q4 2025 |
 MCD | $855K | 0.39% | 0.00% | -10.1% | Q4 2025 |
 TSLA | $845K | 0.38% | 0.00% | +17.6% | Q4 2025 |
 COST | $818K | 0.37% | 0.00% | -21.3% | Q4 2025 |
 LRCX | $802K | 0.36% | 0.00% | -13.6% | Q4 2025 |
 TJX | $790K | 0.36% | 0.00% | -25.9% | Q4 2025 |
 WMT | $778K | 0.35% | 0.00% | -11.1% | Q4 2025 |
 RYAN | $741K | 0.34% | 0.02% | -10.7% | Q4 2025 |
 MRK | $738K | 0.33% | 0.00% | +8.6% | Q4 2025 |
 GS | $704K | 0.32% | 0.00% | -8.1% | Q4 2025 |
 TAXS | $647K | 0.29% | Not reported | +36.3% | Q1 2026 |
 MA | $630K | 0.29% | 0.00% | +5.5% | Q4 2025 |
 BAC | $621K | 0.28% | 0.00% | +6.3% | Q4 2025 |
 CVX | $614K | 0.28% | 0.00% | +8.8% | Q4 2025 |
 MS | $579K | 0.26% | 0.00% | +10.8% | Q4 2025 |
 AMGN | $575K | 0.26% | 0.00% | -6.9% | Q4 2025 |
 ORCL | $571K | 0.26% | 0.00% | -16.4% | Q4 2025 |
 PG | $554K | 0.25% | 0.00% | +6.3% | Q4 2025 |
 TGT | $539K | 0.24% | 0.00% | +0.4% | Q4 2025 |
 CAT | $535K | 0.24% | 0.00% | +9.9% | Q4 2025 |
 APH | $529K | 0.24% | 0.00% | -7.6% | Q4 2025 |
 RTX | $524K | 0.24% | 0.00% | -21.5% | Q4 2025 |
 TXN | $522K | 0.24% | 0.00% | +13.2% | Q1 2026 |
 MO | $521K | 0.24% | 0.00% | +23.2% | Q4 2025 |
 CSX | $518K | 0.24% | 0.00% | -1.3% | Q4 2025 |
 PM | $511K | 0.23% | 0.00% | +38.7% | Q4 2025 |
 ASML | $501K | 0.23% | 0.00% | +62.6% | Q1 2026 |
| Q1 2026 | |||||
| AAPL | $5.7M | 3.18% | 0.00% | -10.7% | Q4 2025 |
| NVDA | $4.26M | 2.38% | 0.00% | +2.5% | Q4 2025 |
| MSFT | $3.51M | 1.96% | 0.00% | -14.7% | Q4 2025 |
| QQQ | $3.32M | 1.85% | Not reported | -7.2% | Q4 2025 |
| GOOGL | $2.62M | 1.47% | 0.00% | -15.6% | Q4 2025 |
| AVGO | $2.43M | 1.36% | 0.00% | -19.0% | Q4 2025 |
| AMZN | $2.36M | 1.32% | 0.00% | -13.9% | Q4 2025 |
| JPM | $2.14M | 1.19% | 0.00% | -15.4% | Q4 2025 |
| SPY | $1.97M | 1.10% | Not reported | -2.6% | Q4 2025 |
| ABBV | $1.6M | 0.90% | 0.00% | -5.6% | Q4 2025 |
| JNJ | $1.29M | 0.72% | 0.00% | -7.6% | Q4 2025 |
| XOM | $1.15M | 0.64% | 0.00% | +0.9% | Q4 2025 |
| TJX | $1.12M | 0.63% | 0.00% | -13.8% | Q4 2025 |
| COST | $1.11M | 0.62% | 0.00% | -11.1% | Q4 2025 |
| MCD | $1.09M | 0.61% | 0.00% | +2.8% | Q4 2025 |
| V | $1.09M | 0.61% | 0.00% | -27.9% | Q4 2025 |
| GOOG | $1.08M | 0.60% | Not reported | +2.4% | Q4 2025 |
| META | $1.06M | 0.59% | Not reported | -1.9% | Q4 2025 |
| TSM | $995K | 0.56% | 0.00% | -11.5% | Q4 2025 |
| BRK.B | $992K | 0.55% | Not reported | +19.0% | Q4 2025 |
| WMT | $960K | 0.54% | 0.00% | +7.1% | Q4 2025 |
| CSCO | $843K | 0.47% | 0.00% | +32.9% | Q4 2025 |
 NFLX | $812K | 0.45% | 0.00% | +9.0% | Q4 2025 |
| AMAT | $780K | 0.44% | 0.00% | +19.7% | Q4 2025 |
| RYAN | $742K | 0.41% | 0.02% | -0.1% | Q4 2025 |
| CVX | $704K | 0.39% | 0.00% | -4.7% | Q4 2025 |
 ABT | $688K | 0.38% | 0.00% | -28.9% | Q4 2025 |
| ORCL | $686K | 0.38% | 0.00% | -21.9% | Q4 2025 |
| RTX | $679K | 0.38% | 0.00% | +8.2% | Q4 2025 |
 AZN | $650K | 0.36% | Not reported | -28.7% | Q4 2025 |
| GS | $641K | 0.36% | 0.00% | -15.2% | Q4 2025 |
| TSLA | $635K | 0.35% | 0.00% | -45.9% | Q4 2025 |
| MRK | $633K | 0.35% | 0.00% | -7.1% | Q4 2025 |
 AER | $620K | 0.35% | 0.00% | -27.3% | Q4 2025 |
| AMGN | $600K | 0.34% | 0.00% | +6.8% | Q4 2025 |
 PLTR | $600K | 0.34% | 0.00% | +11.8% | Q4 2025 |
| LLY | $593K | 0.33% | 0.00% | -23.2% | Q4 2025 |
| MA | $581K | 0.32% | 0.00% | -20.1% | Q4 2025 |
 WM | $541K | 0.30% | 0.00% | -18.9% | Q4 2025 |
| MU | $523K | 0.29% | 0.00% | +71.2% | Q4 2025 |
| AMD | $522K | 0.29% | 0.00% | -6.3% | Q4 2025 |
 SYK | $516K | 0.29% | 0.00% | -25.9% | Q4 2025 |
| PG | $513K | 0.29% | 0.00% | -4.1% | Q4 2025 |
 NDAQ | $510K | 0.28% | 0.00% | -25.5% | Q4 2025 |
| BAC | $500K | 0.28% | 0.00% | -3.0% | Q4 2025 |
| TGT | $498K | 0.28% | 0.00% | +8.1% | Q4 2025 |
 SPGI | $489K | 0.27% | 0.00% | -32.7% | Q4 2025 |
| TAXS | $473K | 0.26% | Not reported | New | Q1 2026 |
| LRCX | $458K | 0.26% | 0.00% | +32.1% | Q4 2025 |
 NEE | $457K | 0.26% | 0.00% | +3.7% | Q4 2025 |
| Q4 2025 | |||||
| AAPL | $6.84M | 4.21% | 0.00% | New | Q4 2025 |
| MSFT | $5.37M | 3.30% | 0.00% | New | Q4 2025 |
| NVDA | $4.45M | 2.74% | 0.00% | New | Q4 2025 |
| QQQ | $3.81M | 2.34% | Not reported | New | Q4 2025 |
| GOOGL | $3.38M | 2.08% | 0.00% | New | Q4 2025 |
| AVGO | $3.35M | 2.06% | 0.00% | New | Q4 2025 |
| AMZN | $3.04M | 1.87% | 0.00% | New | Q4 2025 |
| JPM | $2.76M | 1.70% | 0.00% | New | Q4 2025 |
| SPY | $2.12M | 1.30% | Not reported | New | Q4 2025 |
| ABBV | $1.78M | 1.10% | 0.00% | New | Q4 2025 |
| V | $1.75M | 1.08% | 0.00% | New | Q4 2025 |
| TSLA | $1.42M | 0.87% | 0.00% | New | Q4 2025 |
| TJX | $1.25M | 0.77% | 0.00% | New | Q4 2025 |
| META | $1.25M | 0.77% | Not reported | New | Q4 2025 |
| JNJ | $1.19M | 0.73% | 0.00% | New | Q4 2025 |
| ABT | $1.18M | 0.73% | 0.00% | New | Q4 2025 |
| ORCL | $1.16M | 0.72% | 0.00% | New | Q4 2025 |
| GOOG | $1.16M | 0.71% | Not reported | New | Q4 2025 |
| RYAN | $1.14M | 0.70% | 0.02% | New | Q4 2025 |
| COST | $1.08M | 0.66% | 0.00% | New | Q4 2025 |
| MCD | $1.05M | 0.64% | 0.00% | New | Q4 2025 |
| TSM | $1.01M | 0.62% | 0.00% | New | Q4 2025 |
| LLY | $903K | 0.56% | 0.00% | New | Q4 2025 |
| AER | $893K | 0.55% | 0.00% | New | Q4 2025 |
| SPGI | $892K | 0.55% | 0.00% | New | Q4 2025 |
| BRK.B | $875K | 0.54% | Not reported | New | Q4 2025 |
| AZN | $850K | 0.52% | Not reported | New | Q4 2025 |
 SAP | $846K | 0.52% | 0.00% | New | Q4 2025 |
| MA | $831K | 0.51% | 0.00% | New | Q4 2025 |
| XOM | $810K | 0.50% | 0.00% | New | Q4 2025 |
| WMT | $804K | 0.49% | 0.00% | New | Q4 2025 |
| GS | $785K | 0.48% | 0.00% | New | Q4 2025 |
| NDAQ | $783K | 0.48% | 0.00% | New | Q4 2025 |
| SYK | $745K | 0.46% | 0.00% | New | Q4 2025 |
| NFLX | $727K | 0.45% | 0.00% | New | Q4 2025 |
| PLTR | $652K | 0.40% | 0.00% | New | Q4 2025 |
| WM | $638K | 0.39% | 0.00% | New | Q4 2025 |
| CSCO | $630K | 0.39% | 0.00% | New | Q4 2025 |
 HD | $606K | 0.37% | 0.00% | New | Q4 2025 |
| RTX | $597K | 0.37% | 0.00% | New | Q4 2025 |
| MRK | $596K | 0.37% | 0.00% | New | Q4 2025 |
| AMD | $586K | 0.36% | 0.00% | New | Q4 2025 |
| BAC | $582K | 0.36% | 0.00% | New | Q4 2025 |
| CVX | $544K | 0.33% | 0.00% | New | Q4 2025 |
| PG | $531K | 0.33% | 0.00% | New | Q4 2025 |
 UBS | $528K | 0.32% | 0.00% | New | Q4 2025 |
| AMGN | $523K | 0.32% | 0.00% | New | Q4 2025 |
 IDEV | $518K | 0.32% | Not reported | New | Q4 2025 |
 CCEP | $497K | 0.31% | 0.00% | New | Q4 2025 |
| AMAT | $490K | 0.30% | 0.00% | New | Q4 2025 |