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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 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWS ISHARES RUSSELL MID-CAP VALUE ETF 34.0 $5K 0.00% +22.0 +183.3% $147.32 +6.9%
42 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 38.0 $5K 0.00% +22.0 +137.5% $129.84 +6.1%
43 WING Wingstop Inc Consumer Cyclical 31.0 $5K 0.00% +3.0 +10.7% $154.97 -17.3%
44 EEM ISHARES MSCI EMERGING MARKETS ETF 77.0 $4K 0.00% +67.0 +670.0% $57.78 +14.3%
45 SDS PROSHARES ULTRASHORT QQQ 200.0 $4K 0.00% +100.0 +100.0% $21.89 +165.4%
Page 3 of 3  ·  45 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%