BANTAMAC CAPITAL, LLC

Holdings as of 2026-06-30, filed 2026-08-10

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 41 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
76
Value reported by manager
$195.3M
Sum of our stored positions
$195.3M
should match the line above
Disclosure lag
41 d
quarter end to filing
Top 5 concentration
45.2%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
6
puts and calls

Positions

76 largest shown
IssuerClassValueSharesTypeCUSIP
AMAZON COM INCCOM$19.1M80,200023135106
AMAZON COM INCCOM$17.8M74,600Put023135106
CBOE GLOBAL MKTS INCCOM$17.2M70,89012503M108
GOLDMAN SACHS GROUP INCCOM$17.1M16,900Put38141G104
GOLDMAN SACHS GROUP INCCOM$17.1M16,89638141G104
APPLE INCCOM$16.9M58,472037833100
APPLE INCCOM$12.5M43,300Put037833100
META PLATFORMS INCCL A$6.4M11,40030303M102
META PLATFORMS INCCL A$6.4M11,400Put30303M102
SPDR S&P 500 ETF TRTR UNIT$5.4M7,20178462F103
WEC ENERGY GROUP INCCOM$5M43,00092939U106
BERKSHIRE HATHAWAY INC DELCL B NEW$4.6M9,131084670702
ALPHABET INCCAP STK CL C$3.1M8,90302079K107
ISHARES TRRUSSELL 2000 ETF$2.9M9,775464287655
MICRON TECHNOLOGY INCCOM$2.7M2,365595112103
ELI LILLY & COCOM$2.7M2,213532457108
VANGUARD INDEX FDSTOTAL STK MKT$2.3M6,338922908769
CATERPILLAR INCCOM$2M1,900149123101
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT$1.9M9,02546137V357
BERKSHIRE HATHAWAY INC DELCL A$1.5M2084670108
VANGUARD WHITEHALL FDSHIGH DIV YLD$1.4M8,850921946406
JPMORGAN CHASE & CO.COM$1.3M3,90046625H100
INVESCO QQQ TRUNIT SER 1$1.3M1,70046090E103
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF$1.2M7,347922042742
MICROSOFT CORPCOM$1M2,800594918104
WISDOMTREE TRUS LARGECAP DIVD$1M10,68897717W307
ISHARES TRRUS 1000 VAL ETF$969.7K4,000464287598
ALPS ETF TRBARRONS 400 ETF$956.2K10,00000162Q726
DEERE & COCOM$951.5K1,500244199105
ABBVIE INCCOM$900.9K3,58000287Y109
NVIDIA CORPORATIONCOM$865.4K4,32567066G104
SCHWAB STRATEGIC TRUS BRD MKT ETF$816.7K28,200808524102
INTERNATIONAL BUSINESS MACHSCOM$787.4K2,800459200101
DANAHER CORPORATIONCOM$761.9K4,000235851102
SALESFORCE INCCOM$726.9K4,64079466L302
ISHARES TRCORE S&P TTL STK$692.2K4,214464287150
AMGEN INCCOM$688K1,900031162100
BALL CORPCOM$686.4K11,000058498106
CME GROUP INCCOM$659K2,98412572Q105
GE AEROSPACECOM NEW$635.3K1,700369604301
JOHNSON & JOHNSONCOM$609.5K2,400478160104
VISA INCCOM CL A$586.7K1,71092826C839
COCA COLA COCOM$568.9K7,000191216100
SCHWAB STRATEGIC TRUS MID-CAP ETF$553.1K15,000808524508
ILLINOIS TOOL WKS INCCOM$513.9K1,900452308109
VANGUARD INDEX FDSSM CP VAL ETF$486K2,000922908611
BLACKROCK INCCOM$480.8K50009290D101
PHILIP MORRIS INTL INCCOM$470.4K2,600718172109
AMERICAN ELEC PWR CO INCCOM$426.8K3,120025537101
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT$402.1K7,68933740F665
ISHARES TRCORE S&P MCP ETF$385.6K5,000464287507
SMITH A O CORPCOM$376.3K6,000831865209
SPDR S&P 500 ETF TRTR UNIT$373.4K500Put78462F103
PROCTER AND GAMBLE COCOM$366.6K2,500742718109
GENERAL DYNAMICS CORPCOM$354.2K1,000369550108
GE VERNOVA INCCOM NEW$352.5K30036828A101
VANGUARD INDEX FDSTOTAL INTL STOCK$350.3K4,098921909768
VANGUARD SPECIALIZED FUNDSDIV APP ETF$347.8K1,470921908844
COSTCO WHSL CORP NEWCOM$308.7K33022160K105
ISHARES TRSELECT DIVID ETF$297K1,900464287168
APPLIED MATLS INCCOM$289.2K400038222105
CINCINNATI FINL CORPCOM$277.7K1,500172062101
UNITED AIRLS HLDGS INCCOM$272K2,000910047109
LOWES COS INCCOM$270.1K1,225548661107
VANGUARD INDEX FDSMID CAP ETF$257.8K3,200922908629
PEPSICO INCCOM$244.7K1,807713448108
UNITED PARCEL SERVICE INCCL B$244K2,270911312106
DIREXION SHS ETF TRDRX S&P500BULL$241.4K89225459W862
NASDAQ INCCOM$236.5K3,000631103108
INTERCONTINENTAL EXCHANGE INCOM$233.9K1,90045866F104
WISDOMTREE TRUS MIDCAP FUND$227.4K3,00097717W570
SPDR SER TRS&P DIVD ETF$223.7K1,47078464A763
WISDOMTREE TRUS MIDCAP DIVD$220.4K3,90097717W505
LOCKHEED MARTIN CORPCOM$203.8K400539830109
INVESCO QQQ TRUNIT SER 1$147.3K200Put46090E103
ESPERION THERAPEUTICS INCOM$41.1K13,00029664W105
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-10