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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 4 of 14  ·  277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PFS PROVIDENT FINL SVCS INC Financial Services 22,000.0 $519K 0.38% $23.59 +0.4%
62 UCB UNITED CMNTY BK BLAIRSVI Financial Services 14,270.0 $506K 0.37% $35.45 +0.2%
63 AIG AMERICAN INTL GROUP INC Financial Services 6,000.0 $474K 0.35% +2K +50.0% $79.02 -4.1%
64 SCHA SCHWAB U.S. SMALL-CAP ETF 13,463.0 $470K 0.34% $34.90 -0.7%
65 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,577.0 $467K 0.34% +2K +2443.6% $296.16 +12.9%
66 PLBC PLUMAS BANCORP Financial Services 7,500.0 $438K 0.32% $58.38 +5.6%
67 FIRST CAROLINA FINL SVCS 34,350.0 $434K 0.32% NEW $12.64
68 MNSB MAINSTREET BANCSHARES IN Financial Services 18,000.0 $433K 0.32% $24.05 +5.0%
69 ORRF ORRSTOWN FINL SVCS INC Financial Services 10,627.0 $429K 0.31% $40.39 +4.2%
70 CHAIN BRDG BANCORP INC CLASS A 10,000.0 $422K 0.31% $42.18
71 ELV ELEVANCE HEALTH INC Healthcare 1,000.0 $417K 0.30% $416.92 -4.9%
72 ISRG INTUITIVE SURGICAL INC Healthcare 1,036.0 $412K 0.30% NEW $397.68 -5.8%
73 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 4,933.0 $407K 0.30% $82.55 +0.9%
74 AGM FEDERAL AGRIC MTG CORP CLASS C Financial Services 2,000.0 $405K 0.30% $202.60 +9.0%
75 CPF CENTRAL PAC FINL CORP Financial Services 10,500.0 $403K 0.29% $38.34 -2.2%
76 BUSE FIRST BUSEY CORP Financial Services 13,350.0 $389K 0.28% $29.17 +3.6%
77 SGC SUPERIOR UNIFORM GROUP I Consumer Cyclical 30,000.0 $387K 0.28% $12.91 -2.4%
78 KOP KOPPERS HLDGS INC Basic Materials 8,000.0 $382K 0.28% $47.79 -4.0%
79 DAL DELTA AIR LINES INC DEL Industrials 4,370.0 $382K 0.28% $87.44 -7.3%
80 OBIO ORCHESTRA BIOMED HLDGS I Healthcare 96,398.0 $379K 0.28% +44K +83.3% $3.94 +38.0%
Page 4 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 41.8%
Communication Services 18.5%
Consumer Cyclical 13.8%
Healthcare 10.5%
Industrials 6.9%
Technology 3.9%
Consumer Defensive 2.1%
Utilities 1.0%
Real Estate 0.9%
Energy 0.3%