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Portfolio (Quarterly) Guide ↗

JCSD Capital, LLC

· CIK 0001444055
13F Portfolio $95M AUM 29 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 4 Added 9 Reduced 13 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UWMC CALL UWM HOLDINGS CORPORATION Financial Services 45,000.0 $163K 0.17% -20K -30.8% $3.62 -38.7%
22 HYZD WISDOMTREE TR 3,220.0 $71K 0.07% NEW $22.01 +2.8%
23 PFFA ETFIS SER TR I 2,000.0 $41K 0.04% NEW $20.36 +4.8%
24 KRE SPDR SERIES TRUST 600.0 $39K 0.04% NEW $65.15 +10.1%
25 FOUR SHIFT4 PMTS INC Technology 509.0 $22K 0.02% -8K -94.2% $43.73 -9.9%
26 UWMC UWM HOLDINGS CORPORATION Financial Services 1,799.0 $7K 0.01% -214K -99.2% $3.62 -38.7%
27 VLYPN VALLEY NATL BANCORP Financial Services 500.0 $6K 0.01% NEW $12.28 +109.9%
28 TCBX THIRD COAST BANCSHARES INC Financial Services 154.0 $6K 0.01% NEW $37.83 +3.1%
29 WSFS WSFS FINL CORP Financial Services 35.0 $2K 0.00% NEW $65.46 +13.3%
Page 2 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 99.9%
Technology 0.1%