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Portfolio (Quarterly) Guide ↗

Daytona Street Capital LLC

· CIK 0002101936
13F Portfolio $130M AUM 302 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 31 New 45 Added 37 Reduced 34 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 INTT INTEST CORP Technology 10,000.0 $144K 0.11% -10K -50.0% $14.44 +21.2%
22 AEE AMEREN CORP Utilities 1,266.0 $140K 0.11% -150.0 -10.6% $110.58 -0.7%
23 F FORD MTR CO DEL Consumer Cyclical 10,500.0 $122K 0.09% -2K -18.1% $11.61 +17.8%
24 XOM EXXON MOBIL CORP Energy 658.0 $106K 0.08% -488.0 -42.6% $160.87 -2.9%
25 BABA ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS Consumer Cyclical 567.0 $70K 0.05% -120.0 -17.5% $124.26 +5.8%
26 CVX CHEVRON CORP NEW Energy 222.0 $44K 0.03% -67.0 -23.2% $196.82 -3.0%
27 FFIC FLUSHING FINL CORP Financial Services 2,500.0 $39K 0.03% -27K -91.5% $15.60 +2.2%
28 SLV ISHARES SILVER TRUST Financial Services 500.0 $34K 0.03% -140.0 -21.9% $68.55 +1.3%
29 RIG TRANSOCEAN LTD F Energy 4,000.0 $26K 0.02% -30K -88.4% $6.48 +13.2%
30 OFF THE HOOK YS INC 8,460.0 $20K 0.01% -15K -64.3% $2.34
31 AMAL AMALGAMATED FINL CORP Financial Services 400.0 $16K 0.01% -5K -92.6% $39.87 +3.8%
32 CMG CHIPOTLE MEXICAN GRILL I Consumer Cyclical 350.0 $11K 0.01% -6K -94.1% $32.72 +0.2%
33 POOL POOL CORPORATION Industrials 49.0 $10K 0.01% -210.0 -81.1% $202.33 -10.1%
34 RBLX ROBLOX CORP CLASS A Technology 150.0 $8K 0.01% -2K -92.6% $56.56 -19.0%
35 QID PROSHARES ULTRASHORT S& P500 100.0 $7K 0.01% -100.0 -50.0% $73.45 -79.9%
36 DIREXION DAILY SEMICONDUCTOR BEAR 3X SHARES 122.0 $4K 0.00% -3K -96.1% $34.95
37 GPK GRAPHIC PACKAGING HLDG C Consumer Cyclical 200.0 $2K 0.00% -25K -99.2% $9.73 +3.2%
Page 2 of 2  ·  37 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 41.6%
Communication Services 19.3%
Consumer Cyclical 14.1%
Healthcare 7.6%
Industrials 7.5%
Technology 5.0%
Consumer Defensive 2.1%
Real Estate 1.0%
Utilities 0.7%
Energy 0.7%