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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 12 of 16  ·  301 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DPZ DOMINOS PIZZA INC Consumer Cyclical 62.0 $22K 0.02% +30.0 +93.8% $359.15 -11.9%
222 PEP PEPSICO INC Consumer Defensive 140.0 $22K 0.02% $153.92 -3.3%
223 WAFD WAFD INC Financial Services 670.0 $21K 0.02% $31.83 +11.4%
224 BKNG BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES Consumer Cyclical 5.0 $21K 0.02% $4247.00 -96.2%
225 JOUT JOHNSON OUTDOORS INC CLASS A Consumer Cyclical 425.0 $20K 0.02% $47.50 -9.6%
226 IVV ISHARES CORE S&P 500 ETF 30.0 $20K 0.01% $661.07 +12.9%
227 YUMC YUM CHINA HLDGS INC Consumer Cyclical 400.0 $20K 0.01% $49.53 -8.0%
228 OFF THE HOOK YS INC 8,460.0 $20K 0.01% -15K -64.3% $2.34
229 NUVEEN MO QUALITY MUNI I 1,800.0 $19K 0.01% $10.62
230 STXS STEREOTAXIS INC Healthcare 10,000.0 $19K 0.01% $1.89 -1.9%
231 UNH UNITEDHEALTH GROUP INC Healthcare 68.0 $19K 0.01% $273.66 +40.1%
232 WYNN WYNN RESORTS LTD Consumer Cyclical 180.0 $19K 0.01% $103.10 -4.9%
233 HR HEALTHCARE REALTY TR A CLASS CLASS A Real Estate 1,075.0 $18K 0.01% $17.15 +18.7%
234 PNI PIMCO NY MUNICIPAL INCOM Financial Services 2,588.0 $18K 0.01% NEW $6.90 +0.9%
235 BCI ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF 730.0 $18K 0.01% $24.11 +4.0%
236 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 498.0 $17K 0.01% NEW $34.27 +1.0%
237 FRST PRIMIS FINL CORP Financial Services 1,266.0 $17K 0.01% $13.45 +6.8%
238 PG PROCTER & GAMBLE CO Consumer Defensive 118.0 $17K 0.01% $143.49 -0.7%
239 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 120.0 $16K 0.01% $135.95 +31.4%
240 U HAUL HOLDING NON VOTINCLASS SERIES N 360.0 $16K 0.01% $44.96
Page 12 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%