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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 13 of 14  ·  277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 249.0 $9K 0.01% -249.0 -50.0% $35.77 +5.5%
242 RA BROOKFIELD REAL ASSETS I Financial Services 670.0 $9K 0.01% $12.90 -2.7%
243 IWD ISHARES RUSSELL 1000 VALUE ETF 35.0 $9K 0.01% $246.86 +4.2%
244 WBD WARNER BROS DISCOVERY INCLASS SERIES A Communication Services 322.0 $9K 0.01% $26.59 +7.4%
245 IWF ISHARES RUSSELL 1000 GROWTH ETF 68.0 $8K 0.01% +51.0 +300.0% $123.87 -1.2%
246 NEXTBOAT INC 3,960.0 $8K 0.01% -4K -53.2% $2.11
247 BHM BLUEROCK HOMES TR INC CLASS A Real Estate 768.0 $7K 0.01% $8.90 -2.5%
248 COIN COINBASE GLOBAL INC CLASS CLASS A Financial Services 39.0 $6K 0.01% $159.15 +17.2%
249 IWS ISHARES RUSSELL MID-CAP VALUE ETF 34.0 $6K 0.00% $165.50 +3.9%
250 SDS PROSHARES ULTRASHORT S& P500 100.0 $6K 0.00% -100.0 -50.0% $55.82 -2.2%
251 QID PROSHARES ULTRASHORT QQQ 400.0 $6K 0.00% +300.0 +300.0% $13.94 +2.9%
252 SF STIFEL FINL CORP Financial Services 72.0 $5K 0.00% $75.32 +7.5%
253 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 38.0 $5K 0.00% $142.58 +0.8%
254 DEO DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS Consumer Defensive 66.0 $5K 0.00% $82.05 +15.3%
255 EEM ISHARES MSCI EMERGING MARKETS ETF 77.0 $5K 0.00% $66.90 +0.3%
256 EVOGENE LTD F 9,253.0 $5K 0.00% -333.0 -3.5% $0.50
257 AWF ALLIANCEBERNSTEIN GLB HI Financial Services 400.0 $4K 0.00% $10.20 -0.7%
258 NKX NUVEEN AMT-FREE MUNI CRE Financial Services 308.0 $4K 0.00% NEW $12.74 -4.7%
259 VMD VIEMED HEALTHCARE INC F Healthcare 300.0 $4K 0.00% $12.19 -27.4%
260 TFC TRUIST FINL CORP Financial Services 67.0 $3K 0.00% -67.0 -50.0% $51.90 -2.8%
Page 13 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%