Jcsd Capital, Llc Portfolio Stock Holdings

Jcsd Capital, Llc disclosed 16 stock positions valued at approximately $67.2 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, COASTAL FINL CORP WA, and EAGLE BANCORPORATION INC. The filing reflects positions held as of June 30, 2026 and was filed on July 22, 2026.

Report Period
June 30, 2026
No. of Stocks
16
Portfolio Value
$67.2M
Holdings by Sector
Jcsd Capital, Llc Portfolio Holdings in Q2 2026

13 holdings in the latest reporting period.

Page 1 of 1
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
Jcsd Capital, Llc Options Holdings in Q2 2026

2 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026GDOTGreen Dot CorporationCALL25,000$337,750
Q2 2026UWMCUWM Holdings CorporationCALL45,000$103,050

Notional value represents the total exposure of the options position.