Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

JCSD Capital, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

JCSD Capital, LLC (CIK 1444055) reported $94.5M across 18 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: XLF ($24.7M, 26.12%), IVV ($19.9M, 21.05%), CCB ($10.7M, 11.28%), FFBB ($10.2M, 10.78%), COF ($4.6M, 4.85%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1XLFSELECT SECTOR SPDR TR$24.7M26.12%500,000New
2IVVISHARES TR$19.9M21.05%30,450Hold
3CCBCOASTAL FINL CORP WA$10.7M11.28%140,140Added
4FFBBFFB Bancorp$10.2M10.78%119,002Trimmed
5COFCAPITAL ONE FINL CORP$4.6M4.85%25,100New
6EGBNEAGLE BANCORPORATION INC$4.5M4.81%182,900Trimmed
7NTBBANK OF N T BUTTERFIELD & SO$4.1M4.32%77,800Trimmed
8FIGURE TECHNOLOGY SOLUTIO$3.9M4.16%115,700New
9EWBCEAST WEST BANCORP INC$2.8M2.95%26,123Trimmed
10GDOTGREEN DOT CORP$2.3M2.44%205,500Added
11OSBCOLD SECOND BANCORP INC DEL$1.5M1.58%74,100Hold
12BPOPPOPULAR INC$1.3M1.42%10,000Trimmed
13CHYMCHIME FINL INC$1.3M1.41%71,000Added
14NLYANNALY CAPITAL MANAGEMENT IN$740,2500.78%35,000Hold
15NYCBFLAGSTAR BANK NATIONAL ASSOC$539,9700.57%41,000Trimmed
16BCBPBCB BANCORP INC$538,8000.57%60,000Trimmed
17FNBF N B CORP$501,6000.53%30,000New
18UWMCUWM HOLDINGS CORPORATION$169,4120.18%46,799Trimmed
19HYZDWISDOMTREE TR$70,8720.07%3,220New
20PFFAETFIS SER TR I$40,7200.04%2,000New
21KRESPDR SERIES TRUST$39,0900.04%600Trimmed
22FOURSHIFT4 PMTS INC$22,2590.02%509Trimmed
23VLYVALLEY NATL BANCORP$6,1400.01%500Trimmed
24TCBXTHIRD COAST BANCSHARES INC$5,8260.01%154New
25GBFHGBANK FINL HLDGS INC$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-03-31