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Portfolio (Quarterly) Guide ↗

BANTAMAC CAPITAL, LLC

· CIK 0001794972
13F Portfolio $186M AUM 74 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 8 Added 7 Reduced 10 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FIRST TR EXCHNG TRADED FD VI 7,689.0 $367K 0.20% NEW $47.68
2 GEV GE VERNOVA INC Utilities 300.0 $262K 0.14% NEW $872.90 +18.2%
3 LMT LOCKHEED MARTIN CORP Industrials 400.0 $242K 0.13% NEW $604.39 -12.1%
4 IZEA IZEA WORLDWIDE INC EQUIT Communication Services 14,647.0 $51K 0.03% NEW $3.51 +5.7%
5 ESPR ESPERION THERAPEUTICS IN Healthcare 13,000.0 $36K 0.02% NEW $2.74 +14.2%

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 37.6%
Consumer Cyclical 20.4%
Technology 20.0%
Communication Services 7.7%
Utilities 4.7%
Healthcare 4.3%
Industrials 3.7%
Consumer Defensive 1.6%