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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 9 of 14  ·  277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 OLP ONE LIBERTY PPTYS INC REIT Real Estate 4,092.0 $100K 0.07% $24.50 -1.3%
162 BCAL CALIFORNIA BANCORP Financial Services 4,800.0 $99K 0.07% $20.63 +3.5%
163 CVNA CARVANA CO Consumer Cyclical 1,460.0 $96K 0.07% NEW $65.82 +6.2%
164 RLJ LODGING TRU 7.8 PFDCONV SER A 3,800.0 $95K 0.07% NEW $25.04
165 MCBS METROCITY BANKSHARES INC Financial Services 2,547.0 $90K 0.07% NEW $35.50 +0.3%
166 JBLU JETBLUE AWYS CORP EQUITYCLASS EQUITY Industrials 15,000.0 $86K 0.06% $5.74 -14.8%
167 FNDC SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 1,590.0 $84K 0.06% NEW $53.13 -4.0%
168 XOM EXXONMOBIL HLDGS CORP Energy 608.0 $84K 0.06% -50.0 -7.6% $138.02 +19.6%
169 LEN LENNAR CORP CLASS A Consumer Cyclical 990.0 $84K 0.06% $84.72 +2.7%
170 GOLD GOLD COM INC Financial Services 2,000.0 $80K 0.06% $40.02 +15.5%
171 IWM ISHARES RUSSELL 2000 ETF 265.0 $78K 0.06% $295.88 +1.4%
172 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 10,700.0 $73K 0.05% $6.84 -12.8%
173 DIGI PWR X INC F 16,400.0 $73K 0.05% NEW $4.46
174 KMDA KAMADA LTD F Healthcare 10,000.0 $71K 0.05% NEW $7.10 +16.1%
175 TMUS T-MOBILE US INC Communication Services 395.0 $66K 0.05% NEW $167.73 +9.1%
176 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 400.0 $66K 0.05% $165.47 +1.5%
177 TGT TARGET CORP EQUITY CLASS EQUITY Consumer Defensive 490.0 $66K 0.05% $134.53 +23.0%
178 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 360.0 $66K 0.05% $182.42 -1.2%
179 GOVI INVESCO S&P 500 EQUAL WEIGHT ETF 300.0 $64K 0.05% NEW $214.33 -87.7%
180 BABA ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS Consumer Cyclical 567.0 $64K 0.05% $112.55 +6.0%
Page 9 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%