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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
Page 4 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DVY ISHARES TR 1,900.0 $288K 0.15% -60.0 -3.1% $151.41 +2.6%
62 SPXL DIREXION SHS ETF TR 1,537.0 $284K 0.15% +547.0 +55.2% $184.89 +50.5%
63 PEP PEPSICO INC Consumer Defensive 1,807.0 $281K 0.15% $155.29 -4.9%
64 GEV GE VERNOVA INC Utilities 300.0 $262K 0.14% NEW $872.90 +18.2%
65 NDAQ NASDAQ INC Financial Services 3,000.0 $255K 0.14% $84.89 +6.6%
66 LMT LOCKHEED MARTIN CORP Industrials 400.0 $242K 0.13% NEW $604.39 -12.1%
67 CINF CINCINNATI FINL CORP Financial Services 1,500.0 $236K 0.13% $157.35 +3.6%
68 VO VANGUARD INDEX FDS 800.0 $230K 0.12% $287.18 -72.7%
69 UPS UNITED PARCEL SERVICE INC Industrials 2,235.0 $220K 0.12% $98.38 +6.2%
70 SDY SPDR SER TR 1,470.0 $215K 0.12% $145.94 +2.8%
71 DON WISDOMTREE TR 3,900.0 $205K 0.11% $52.54 +5.4%
72 EZM WISDOMTREE TR 3,000.0 $202K 0.11% $67.22 +9.1%
73 IZEA IZEA WORLDWIDE INC EQUIT Communication Services 14,647.0 $51K 0.03% NEW $3.51 +5.7%
74 ESPR ESPERION THERAPEUTICS IN Healthcare 13,000.0 $36K 0.02% NEW $2.74 +14.2%
Page 4 of 4  ·  74 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 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%