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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 10 of 14  ·  277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 XAIR BEYOND AIR INC Healthcare 151,550.0 $61K 0.04% -5K -3.4% $0.41 +1142.9%
182 CBNK CAPITAL BANCORP INC MD Financial Services 1,709.0 $60K 0.04% -855.0 -33.4% $35.24 +3.7%
183 SCHB SCHWAB U.S. BROAD MARKETETF 2,000.0 $58K 0.04% $29.18 +1.5%
184 NLOP NET LEASE OFFICE PPTYS Real Estate 5,000.0 $56K 0.04% $11.13 +4.3%
185 EIPX FT ENERGY INCOME PARTNERS ENHANCED INCOMEETF 2,490.0 $55K 0.04% NEW $22.05 +50.4%
186 ILCV ISHARES MORNINGSTAR SMALL-CAP VALUE ETF 700.0 $55K 0.04% NEW $78.34 +38.0%
187 FNLC FIRST COMM BANCORP INC Financial Services 8,000.0 $55K 0.04% NEW $6.85 +407.2%
188 MSFT MICROSOFT CORP Technology 139.0 $54K 0.04% $385.45 +25.4%
189 VEA VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES 725.0 $52K 0.04% $71.05 +3.3%
190 EFA ISHARES MSCI EAFE ETF 553.0 $50K 0.04% +393.0 +245.6% $89.52 +20.9%
191 EPD ENTERPRISE PRODS PART LP 1,300.0 $48K 0.04% $37.28
192 SHAK SHAKE SHACK INC Consumer Cyclical 860.0 $48K 0.04% NEW $56.02 +35.3%
193 MTRX MATRIX SVC CO Industrials 3,550.0 $44K 0.03% -3K -47.0% $12.43 -10.9%
194 CAG CONAGRA BRANDS INC Consumer Defensive 3,110.0 $43K 0.03% -775.0 -19.9% $13.77 +19.4%
195 OCFC OCEANFIRST FINL CORP Financial Services 2,125.0 $41K 0.03% NEW $19.12 -0.3%
196 BP BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS Energy 1,000.0 $39K 0.03% $38.93 +15.0%
197 CVX CHEVRON CORP NEW Energy 222.0 $39K 0.03% $174.92 +17.3%
198 CMCSA COMCAST CORP NEW CLASS A Communication Services 1,620.0 $38K 0.03% -820.0 -33.6% $23.55 +14.0%
199 WHEELER REAL ESTA 9 PFDCONV SER B 3,624.0 $38K 0.03% $10.51
200 VZ VERIZON COMMUNICATIONS I Communication Services 810.0 $34K 0.03% $42.40 +16.6%
Page 10 of 14  ·  277 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%