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Portfolio (Quarterly) Guide ↗

Daytona Street Capital LLC

· CIK 0002101936
13F Portfolio $129M AUM 304 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 304 New
Page 14 of 16  ·  304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 XLB STATE STRET MATRL SLCT SCTR SPDR ETF 240.0 $11K 0.01% NEW $45.35 +10.3%
262 EVOGENE LTD F 9,586.0 $11K 0.01% NEW $1.10
263 DIREXION SEMICONDUCTOR BEAR 3X ETF 3,150.0 $10K 0.01% NEW $3.13
264 WBD WARNER BROS DISCOVERY INTENDER OFFER EXP: 01/21/26 Communication Services 322.0 $9K 0.01% NEW $28.82 -4.9%
265 QQQ INVSC QQQ TRUST SRS 1 ETF Financial Services 15.0 $9K 0.01% NEW $614.33 +16.3%
266 RA BROOKFIELD REAL ASSETS I Financial Services 670.0 $9K 0.01% NEW $12.96 -1.1%
267 BHM BLUEROCK HOMES TR INC CLASS A Real Estate 768.0 $8K 0.01% NEW $10.67 -1.1%
268 GTEC GREENLAND TECHNOLOGIES F Industrials 13,040.0 $8K 0.01% NEW $0.61 -7.8%
269 CHWY CHEWY INC CLASS CLASS A Consumer Cyclical 225.0 $7K 0.01% NEW $33.05 -39.7%
270 SDS PROSHARES TR ULTRASHORT S&P 500 ETF 100.0 $7K 0.01% NEW $68.49 -15.2%
271 WING WINGSTOP INC Consumer Cyclical 28.0 $7K 0.01% NEW $238.50 -46.3%
272 IWF ISHARES RUSSELL 1000 GROWTH ETF 14.0 $7K 0.01% NEW $473.29 -73.7%
273 TFC TRUIST FINL CORP Financial Services 134.0 $7K 0.01% NEW $49.21 -2.5%
274 CRMT AMERICAS CAR-MART INC Consumer Cyclical 250.0 $6K 0.01% NEW $25.26 -52.1%
275 VIG VANGUARD DIVIDEND APPRECIATION ETF 28.0 $6K 0.01% NEW $219.79 +5.1%
276 SF STIFEL FINL CORP Financial Services 48.0 $6K 0.01% NEW $125.23 -41.7%
277 GEV GE VERNOVA INC Utilities 9.0 $6K 0.01% NEW $653.56 +59.7%
278 DEO DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS Consumer Defensive 66.0 $6K 0.00% NEW $86.27 -0.3%
279 VTV VANGUARD VALUE ETF 28.0 $5K 0.00% NEW $191.00 +9.4%
280 PNBK PATRIOT NATL BANCORP INC Financial Services 2,855.0 $5K 0.00% NEW $1.82 -37.9%
Page 14 of 16  ·  304 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 38.7%
Communication Services 20.1%
Consumer Cyclical 14.7%
Industrials 8.1%
Healthcare 7.7%
Technology 5.1%
Consumer Defensive 2.6%
Real Estate 1.0%
Energy 0.9%
Utilities 0.7%