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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 5 of 14  ·  277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHZ SCHWAB U.S. AGGREGATE BOND ETF 16,473.0 $377K 0.28% +2K +11.7% $22.91 -0.6%
82 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 6,644.0 $366K 0.27% NEW $55.05 +4.3%
83 TSQ TOWNSQUARE MEDIA INC CLASS A Communication Services 53,042.0 $365K 0.27% $6.88 -13.8%
84 AHRT AH REALTY REIT Financial Services 50,666.0 $359K 0.26% NEW $7.08 -5.8%
85 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 6,328.0 $351K 0.26% $55.44 +5.2%
86 CNOB CONNECTONE BANCORP INC N Financial Services 10,600.0 $342K 0.25% $32.26 +0.0%
87 SPDN DIREXION DAILY S&P 500 BEAR 1X SHARES 38,800.0 $334K 0.24% NEW $8.60 -0.8%
88 CXW CORECIVIC INC Real Estate 10,490.0 $333K 0.24% $31.74 +7.2%
89 GOOGL ALPHABET INC CLASS A Communication Services 919.0 $327K 0.24% -52.0 -5.4% $355.46 -3.0%
90 FCCO FIRST CMNTY CORP S C Financial Services 10,000.0 $324K 0.24% $32.39 +4.1%
91 COMMUNITY WEST BANCSHARE 11,850.0 $320K 0.23% $26.98
92 ELDN ELEDON PHARMACEUTICALS I Healthcare 81,166.0 $313K 0.23% $3.86 -10.6%
93 CHTR CHARTER COMMUNICATIONS ICLASS A Communication Services 2,363.0 $310K 0.23% -20.0 -0.8% $131.07 +14.6%
94 FRAF FRANKLIN FINL SVCS CORP Financial Services 5,000.0 $309K 0.23% $61.77 +0.4%
95 PRGO PERRIGO CO PLC F Healthcare 30,000.0 $309K 0.23% -200.0 -0.7% $10.29 +38.5%
96 DFAS DIMENSIONAL U.S. SMALL CAP ETF 3,784.0 $307K 0.22% $81.15 +2.3%
97 AMTB AMERANT BANCORP INC CLASS A Financial Services 11,840.0 $303K 0.22% -14K -54.2% $25.59 +12.1%
98 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 8,226.0 $300K 0.22% +305.0 +3.9% $36.51 +1.3%
99 SIGI SELECTIVE INS GROUP INC Financial Services 3,140.0 $300K 0.22% $95.63 -4.4%
100 SKYW SKYWEST INC Industrials 3,000.0 $298K 0.22% NEW $99.30 +1.8%
Page 5 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%