Daytona Street Capital LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
DS
Daytona Street Capital LLC
Institutional Filer 0.78%$129.7M301

Current Portfolio Holdings

Showing all 301 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1GOOGAlphabet Inc.Technology16K$4.9M3.74%
2NFLXNetflix, Inc.Communication Services50K$4.7M3.64%
3AMZNAmazon.com, Inc.Consumer Cyclical21K$4.5M3.46%
4CFBKCF Bankshares Inc.Financial Services151K$4.3M3.30%
5SKBLSkyline Builders Group Holding LimitedIndustrials164K$3.6M2.75%
6JPMJPMorgan Chase & Co.Financial Services11K$3.4M2.60%
7BOTJBank of the James Financial Group, Inc.Financial Services157K$3.2M2.48%
8ALLYAlly Financial Inc.Financial Services80K$3.2M2.47%
9CZWICitizens Community Bancorp, Inc.Financial Services151K$3.0M2.35%
10METAMeta Platforms, Inc.Technology5K$3.0M2.32%
11DISThe Walt Disney CompanyCommunication Services30K$2.9M2.26%
12MCDMcDonald's CorporationConsumer Cyclical8K$2.6M2.00%
13PVHPVH Corp.Consumer Cyclical34K$2.6M2.00%
14ALKAlaska Air Group, Inc.Industrials67K$2.6M1.99%
15AAPLApple Inc.Technology10K$2.5M1.96%
Showing 1 to 15 of 301 holdings
Daytona Street Capital LLC 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner