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Portfolio (Quarterly) Guide ↗

JCSD Capital, LLC

· CIK 0001444055
13F Portfolio $69M AUM 19 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 6 Added 6 Reduced 12 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 30,450.0 $22.8M 33.23% $748.89 +2.7%
2 CCB COASTAL FINL CORP WA Financial Services 145,140.0 $11.2M 16.39% +5K +3.6% $77.51 -40.3%
3 FFB Bancorp 79,413.0 $6.8M 9.92% -40K -33.3% $85.75
4 NTB BANK OF N T BUTTERFIELD & SO Financial Services 77,800.0 $4.6M 6.75% $59.50 -1.5%
5 EGBN EAGLE BANCORPORATION INC Financial Services 157,900.0 $4.5M 6.53% -25K -13.7% $28.39 -0.5%
6 COF CAPITAL ONE FINL CORP Financial Services 18,300.0 $3.7M 5.35% -2K -9.0% $200.62 +8.6%
7 EWBC EAST WEST BANCORP INC Financial Services 21,123.0 $2.7M 3.97% -5K -19.1% $129.09 +0.7%
8 GDOT GREEN DOT CORP Financial Services 185,500.0 $2.5M 3.65% -20K -9.7% $13.51 -0.5%
9 BPOP POPULAR INC Financial Services 14,600.0 $2.4M 3.49% +5K +46.0% $164.18 +3.0%
10 CHYM CHIME FINL INC Financial Services 97,000.0 $2.0M 2.90% +46K +90.2% $20.48 +60.1%
11 OSBC OLD SECOND BANCORP INC DEL Financial Services 74,100.0 $1.7M 2.52% $23.32 +8.6%
12 FIGR CALL FIGURE TECHNOLOGY SOLUTIO Financial Services 33,000.0 $1.0M 1.48% -60K -64.4% $30.71 +27.3%
13 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 27,100.0 $832K 1.21% +4K +17.3% $30.71 +27.3%
14 ANNALY CAPITAL MANAGEMENT IN 35,000.0 $783K 1.14% $22.36
15 GDOT CALL GREEN DOT CORP Financial Services 25,000.0 $338K 0.49% NEW $13.51 -0.5%
16 PFFA ETFIS SER TR I 14,000.0 $288K 0.42% +12K +600.0% $20.57 +1.6%
17 FOUR SHIFT4 PMTS INC Technology 5,509.0 $268K 0.39% +5K +982.3% $48.64 -1.5%
18 UWMC CALL UWM HOLDINGS CORPORATION Financial Services 45,000.0 $103K 0.15% $2.29 -38.9%
19 HOPE HOPE BANCORP INC Financial Services 214.0 $3K 0.00% NEW $13.68 +2.1%

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 99.3%
Technology 0.7%