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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 12 of 14  ·  277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 JOUT JOHNSON OUTDOORS INC CLASS A Consumer Cyclical 425.0 $19K 0.01% $44.72 +7.3%
222 NMZ NUVEEN MUNI HIGH INC OPP Financial Services 1,812.0 $19K 0.01% NEW $10.39 -3.1%
223 TSLA TESLA INC Consumer Cyclical 46.0 $19K 0.01% NEW $408.52 -10.9%
224 AMAL AMALGAMATED FINL CORP Financial Services 400.0 $19K 0.01% $46.57 +4.5%
225 PNI PIMCO NY MUNICIPAL INCOM Financial Services 2,588.0 $18K 0.01% $7.04 -3.1%
226 PG PROCTER & GAMBLE CO Consumer Defensive 118.0 $17K 0.01% $147.68 -1.9%
227 YUMC YUM CHINA HLDGS INC Consumer Cyclical 400.0 $17K 0.01% $43.17 +14.8%
228 BCI ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF 730.0 $17K 0.01% $22.98 +11.0%
229 USB US BANCORP DEL Financial Services 265.0 $17K 0.01% $62.55 -0.8%
230 TLTW ISHARES 20 YEAR TREASURY BOND ETF 175.0 $15K 0.01% NEW $84.38 -74.9%
231 FOF COHEN & STEERS CLOSED-EN Financial Services 1,000.0 $14K 0.01% $13.83 -2.7%
232 GE GE AEROSPACE Industrials 37.0 $13K 0.01% $360.27 -2.5%
233 MERC MERCER INTL INC Basic Materials 20,000.0 $13K 0.01% $0.63 -32.8%
234 CMG CHIPOTLE MEXICAN GRILL I Consumer Cyclical 350.0 $12K 0.01% $35.43 +2.9%
235 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 240.0 $12K 0.01% $51.00 +5.0%
236 QQQ INVESCO QQQ TR Financial Services 15.0 $11K 0.01% $725.60 -1.7%
237 MAIA MAIA BIOTECHNOLOGY INC Healthcare 7,500.0 $11K 0.01% $1.44 -3.5%
238 BCP INVT CORP 1,372.0 $10K 0.01% $7.34
239 GEV GE VERNOVA INC Utilities 9.0 $10K 0.01% $1099.56 -12.5%
240 PSTL POSTAL RLTY TR INC CLASS A Real Estate 400.0 $10K 0.01% -10K -96.2% $23.99 -5.0%
Page 12 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%