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Portfolio (Quarterly) Guide ↗

Daytona Street Capital LLC

· CIK 0002101936
13F Portfolio $137M AUM 279 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 39 New 35 Added 45 Reduced 63 Exited
Page 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 SCZ ISHARES MSCI EAFE SMALL-CAP ETF 393 $32K 0.02% SOLD
42 RIG TRANSOCEAN LTD F Energy 4,000 $26K 0.02% SOLD
43 EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 1,245 $26K 0.02% SOLD
44 IVV ISHARES CORE S&P 500 ETF 30 $20K 0.01% SOLD
45 NUVEEN MO QUALITY MUNI I 1,800 $19K 0.01% SOLD
46 STXS STEREOTAXIS INC Healthcare 10,000 $19K 0.01% SOLD
47 WYNN WYNN RESORTS LTD Consumer Cyclical 180 $19K 0.01% SOLD
48 TLT ISHARES 20 YEAR TREASURY BOND ETF 175 $15K 0.01% SOLD
49 VUG VANGUARD GROWTH INDEX FUND ETF SHARES 23 $10K 0.01% SOLD
50 POOL POOL CORPORATION Industrials 49 $10K 0.01% SOLD
51 SNAP SNAP INC CLASS A Communication Services 2,060 $9K 0.01% SOLD
52 RBLX ROBLOX CORP CLASS A Technology 150 $8K 0.01% SOLD
53 VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES 28 $6K 0.01% SOLD
54 CHWY CHEWY INC CLASS CLASS A Consumer Cyclical 225 $6K 0.01% SOLD
55 VTV VANGUARD VALUE INDEX FUND ETF SHARES 28 $6K 0.00% SOLD
56 WING Wingstop Inc Consumer Cyclical 31 $5K 0.00% SOLD
57 INCY INCYTE CORP Healthcare 45 $4K 0.00% SOLD
58 DIREXION DAILY SEMICONDUCTOR BEAR 3X SHARES 122 $4K 0.00% SOLD
59 NVG NUVEEN AMT-FREE MUNI CRE Financial Services 308 $4K 0.00% SOLD
60 CHKP CHECK POINT SOFTWARE T F Technology 26 $4K 0.00% SOLD
Page 3 of 4  ·  63 positions
Sector Allocation
Financial Services 43.8%
Communication Services 14.6%
Consumer Cyclical 14.5%
Healthcare 11.0%
Industrials 7.2%
Technology 4.1%
Consumer Defensive 2.2%
Utilities 1.0%
Real Estate 1.0%
Basic Materials 0.4%