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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 8 of 16  ·  304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PKBK PARKE BANCORP INC Financial Services 6,500.0 $163K 0.13% NEW $25.04 +22.5%
142 STRIDE INC 2,500.0 $162K 0.13% NEW $64.93
143 SOUTHPOINT BANCSHARES IN 11,200.0 $162K 0.13% NEW $14.45
144 RH RH Consumer Cyclical 896.0 $161K 0.12% NEW $179.15 -25.7%
145 EON RESOURCES INC CLASS A 415,010.0 $159K 0.12% NEW $0.38
146 SFM SPROUTS FMRS MKT INC Consumer Defensive 2,000.0 $159K 0.12% NEW $79.67 +11.0%
147 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 7,900.0 $159K 0.12% NEW $20.08 -44.3%
148 VTS VITESSE ENERGY INC Energy 8,000.0 $154K 0.12% NEW $19.26 -4.7%
149 EFSC ENTERPRISE FINL SVCS COR Financial Services 2,830.0 $153K 0.12% NEW $54.00 +12.4%
150 KMB KIMBERLY CLARK CORP Consumer Defensive 1,500.0 $151K 0.12% NEW $100.89 -2.1%
151 INTT INTEST CORP Technology 20,000.0 $149K 0.12% NEW $7.47 +134.3%
152 MAN MANPOWERGROUP INC WIS Industrials 5,000.0 $149K 0.12% NEW $29.73 -3.2%
153 CAC CAMDEN NATL CORP Financial Services 3,320.0 $144K 0.11% NEW $43.38 +13.9%
154 OGN ORGANON & CO Healthcare 20,000.0 $143K 0.11% NEW $7.17 +87.2%
155 RIG TRANSOCEAN LTD F Energy 34,500.0 $142K 0.11% NEW $4.13 +77.7%
156 AEE AMEREN CORP Utilities 1,416.0 $141K 0.11% NEW $99.86 +10.0%
157 XOM EXXON MOBIL CORP Energy 1,146.0 $138K 0.11% NEW $120.34 +29.9%
158 KMX CARMAX INC Consumer Cyclical 3,500.0 $135K 0.10% NEW $38.64 +0.7%
159 FISV FISERV INC Technology 2,000.0 $134K 0.10% NEW $67.17 -16.9%
160 TTD THE TRADE DESK INC CLASS CLASS A Technology 3,500.0 $133K 0.10% NEW $37.96 -44.6%
Page 8 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%