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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 11 of 16  ·  301 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CMCSA COMCAST CORP NEW CLASS A Communication Services 2,440.0 $45K 0.04% +600.0 +32.6% $18.50 +35.6%
202 CVX CHEVRON CORP NEW Energy 222.0 $44K 0.03% -67.0 -23.2% $196.82 -3.0%
203 VZ VERIZON COMMUNICATIONS I Communication Services 810.0 $40K 0.03% $49.33 -3.1%
204 PFE PFIZER INC Healthcare 1,390.0 $39K 0.03% $28.31 -8.3%
205 FFIC FLUSHING FINL CORP Financial Services 2,500.0 $39K 0.03% -27K -91.5% $15.60 +2.2%
206 SLV ISHARES SILVER TRUST Financial Services 500.0 $34K 0.03% -140.0 -21.9% $68.55 +1.3%
207 RVSB RIVERVIEW BANCORP INC Financial Services 6,000.0 $33K 0.03% $5.57 -1.4%
208 SCZ ISHARES MSCI EAFE SMALL-CAP ETF 393.0 $32K 0.02% $80.23 +6.1%
209 KO THE COCA-COLA CO Consumer Defensive 410.0 $31K 0.02% $75.73 +7.2%
210 EFC ELLINGTON FINL INC REIT Real Estate 2,489.0 $30K 0.02% $11.91 +14.0%
211 MERC MERCER INTL INC Basic Materials 20,000.0 $28K 0.02% $1.42 -31.4%
212 AYTU BIOPHARMA INC 10,000.0 $27K 0.02% $2.68
213 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 260.0 $27K 0.02% $102.47 +5.8%
214 WMT WALMART INC Consumer Defensive 214.0 $27K 0.02% $123.95 +5.6%
215 RMT ROYCE MICRO-CAP TRUST Financial Services 2,281.0 $27K 0.02% $11.62 +14.7%
216 UTF COHEN AND STEERS INFRAST Financial Services 1,000.0 $26K 0.02% $26.16 +2.8%
217 RIG TRANSOCEAN LTD F Energy 4,000.0 $26K 0.02% -30K -88.4% $6.48 +13.2%
218 EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 1,245.0 $26K 0.02% $20.67 +0.6%
219 WHEELER REAL ESTA 9 PFDCONV SER B 3,624.0 $25K 0.02% $6.95
220 SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 1,050.0 $24K 0.02% NEW $22.64 -0.6%
Page 11 of 16  ·  301 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%