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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 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GLRE GREENLIGHT CAPITAL RE FCLASS A Financial Services 6,600.0 $109K 0.08% NEW $16.45 -7.0%
22 CVNA CARVANA CO Consumer Cyclical 1,460.0 $96K 0.07% NEW $65.82 +6.2%
23 RLJ LODGING TRU 7.8 PFDCONV SER A 3,800.0 $95K 0.07% NEW $25.04
24 MCBS METROCITY BANKSHARES INC Financial Services 2,547.0 $90K 0.07% NEW $35.50 +0.3%
25 FNDC SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 1,590.0 $84K 0.06% NEW $53.13 -4.0%
26 DIGI PWR X INC F 16,400.0 $73K 0.05% NEW $4.46
27 KMDA KAMADA LTD F Healthcare 10,000.0 $71K 0.05% NEW $7.10 +16.1%
28 TMUS T-MOBILE US INC Communication Services 395.0 $66K 0.05% NEW $167.73 +9.1%
29 GOVI INVESCO S&P 500 EQUAL WEIGHT ETF 300.0 $64K 0.05% NEW $214.33 -87.7%
30 EIPX FT ENERGY INCOME PARTNERS ENHANCED INCOMEETF 2,490.0 $55K 0.04% NEW $22.05 +50.4%
31 ILCV ISHARES MORNINGSTAR SMALL-CAP VALUE ETF 700.0 $55K 0.04% NEW $78.34 +38.0%
32 FNLC FIRST COMM BANCORP INC Financial Services 8,000.0 $55K 0.04% NEW $6.85 +407.2%
33 SHAK SHAKE SHACK INC Consumer Cyclical 860.0 $48K 0.04% NEW $56.02 +35.3%
34 OCFC OCEANFIRST FINL CORP Financial Services 2,125.0 $41K 0.03% NEW $19.12 -0.3%
35 NMZ NUVEEN MUNI HIGH INC OPP Financial Services 1,812.0 $19K 0.01% NEW $10.39 -3.2%
36 TSLA TESLA INC Consumer Cyclical 46.0 $19K 0.01% NEW $408.52 -11.2%
37 TLTW ISHARES 20 YEAR TREASURY BOND ETF 175.0 $15K 0.01% NEW $84.38 -74.9%
38 NKX NUVEEN AMT-FREE MUNI CRE Financial Services 308.0 $4K 0.00% NEW $12.74 -4.7%
39 VSNT VERSANT MEDIA GROUP INC CLASS CLASS A Industrials 72.0 $3K 0.00% NEW $35.29 +9.8%
Page 2 of 2  ·  39 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 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%