Portfolio (Quarterly) Guide ↗

JM2 Capital Inc.

· CIK 0002103359

13F Portfolio $121M AUM 114 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 9 New 45 Added 20 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AKRE	PROFESIONALLY MANAGED PORTFO	—	3,560	$233K	0.19%	SOLD
2	ORCL	ORACLE CORP	Technology	1,118	$218K	0.17%	SOLD
3	ABT	ABBOTT LABS	Healthcare	1,737	$218K	0.17%	SOLD
4	TEL	TE CONNECTIVITY PLC	Technology	907	$206K	0.17%	SOLD
5	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,127	$200K	0.16%	SOLD

Sector Allocation

Technology 38.5%

Financial Services 16.3%

Communication Services 15.7%

Consumer Cyclical 9.1%

Consumer Defensive 6.7%

Healthcare 6.5%

Industrials 4.9%

Energy 2.3%