Jcsd Capital, Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 22, 2026, Jcsd Capital, Llc disclosed 13 stock positions valued at approximately $67.16M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, COASTAL FINL CORP WA, and EAGLE BANCORPORATION INC.

Report Period
June 30, 2026
No. of Stocks
13
Portfolio Value
$67.16M
Holdings by Sector
Jcsd Capital, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRIVVOther33.95%30,450--$22,803,701
COASTAL FINL CORP WACCBFinancial Services16.75%145,140+5,000+3.57%$11,249,801
EAGLE BANCORPORATION INCEGBNFinancial Services6.67%157,900-25,000-13.67%$4,482,781
CAPITAL ONE FINL CORPCOFFinancial Services5.47%18,300-1,800-8.96%$3,671,346
EAST WEST BANCORP INCEWBCFinancial Services4.06%21,123-5,000-19.14%$2,726,768
GREEN DOT CORPGDOTFinancial Services3.73%185,500-20,000-9.73%$2,506,106
POPULAR INCBPOPFinancial Services3.57%14,600+4,600+46.00%$2,397,028
CHIME FINL INCCHYMOther2.96%97,000+46,000+90.20%$1,986,560
OLD SECOND BANCORP INC DELOSBCFinancial Services2.57%74,100--$1,728,012
ANNALY CAPITAL MANAGEMENT INNLYReal Estate1.17%35,000--$782,600
ETFIS SER TR IPFFAOther0.43%14,000+12,000+600.00%$287,980
SHIFT4 PMTS INCFOURTechnology0.40%5,509+5,000+982.32%$267,958
HOPE BANCORP INCHOPEFinancial Services0.00%214+214+100.00%$2,928
Showing 13 of 13 holdings in the latest reporting period.
Jcsd Capital, Llc Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026GDOTGreen Dot CorporationCALL25,000$337,750
Q2 2026UWMCUWM Holdings CorporationCALL45,000$103,050
Showing 2 of 2 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.