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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 4 of 16  ·  301 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CHTR CHARTER COMMUNICATIONS ICLASS A Communication Services 2,383.0 $503K 0.39% -685.0 -22.3% $211.07 -29.5%
62 MVBF MVB FINL CORP Financial Services 19,620.0 $499K 0.39% $25.43 +1.6%
63 ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 9,683.0 $489K 0.38% +498.0 +5.4% $50.47 +0.2%
64 BERKSHIRE HATHAWAY CLASS B 1,005.0 $482K 0.37% $479.78
65 PFS PROVIDENT FINL SVCS INC Financial Services 22,000.0 $473K 0.36% $21.50 +3.0%
66 UCB UNITED CMNTY BK BLAIRSVI Financial Services 14,270.0 $460K 0.35% -492.0 -3.3% $32.24 +3.3%
67 CBK COMMERCIAL BANCGROUP INC Financial Services 15,500.0 $420K 0.32% $27.13 +7.2%
68 DASH DOORDASH INC CLASS A Communication Services 2,741.0 $412K 0.32% +2K +257.4% $150.18 +6.1%
69 MNSB MAINSTREET BANCSHARES IN Financial Services 18,000.0 $405K 0.31% $22.50 +3.0%
70 SCHA SCHWAB U.S. SMALL-CAP ETF 13,463.0 $399K 0.31% +2K +13.5% $29.64 +11.9%
71 ORRF ORRSTOWN FINL SVCS INC Financial Services 10,625.0 $390K 0.30% $36.72 +0.1%
72 CRGY CRESCENT ENERGY CO CLASS A Energy 30,000.0 $383K 0.29% $12.77 +2.6%
73 SPXS DIREXION DAILY S&P 500 BEAR 1X SHARES 38,800.0 $381K 0.29% $9.82 +177.8%
74 PLBC PLUMAS BANCORP Financial Services 7,500.0 $373K 0.29% -5K -38.7% $49.75 +6.5%
75 CHAIN BRDG BANCORP INC CLASS A 10,000.0 $355K 0.27% $35.48
76 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 4,933.0 $354K 0.27% $71.81 +12.5%
77 BUSE FIRST BUSEY CORP Financial Services 13,350.0 $345K 0.27% $25.82 +4.0%
78 CPF CENTRAL PAC FINL CORP Financial Services 10,500.0 $342K 0.26% $32.60 +6.8%
79 SCHZ SCHWAB U.S. AGGREGATE BOND ETF 14,746.0 $342K 0.26% +2K +16.2% $23.18 -0.8%
80 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 6,328.0 $339K 0.26% $53.56 +4.2%
Page 4 of 16  ·  301 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%