DAYTONA STREET CAPITAL LLC

PrivateCIK: 2101936
Location

SAINT LOUIS, MO

301
Positions
$129.72M
Total AUM (reported)
6.44M
Total Shares

Allocation by class

TOTAL AUM$129.72M301 positions
EQUITY$117.86M90.9%
ETF$11.86M9.1%

Portfolio Concentration

Top 310.8%4–1018.3%11–2524.9%Rest45.9%TOP 1029.1%0%100%
Top 3$14.06M10.8%
4–10$23.71M18.3%
11–25$32.36M24.9%
Rest$59.59M45.9%

Top 3 weight

10.8%

Top 10 weight

29.1%

Voting Authority Distribution

Total shares with voting rights: 6.44M

Sole

Full voting authority

6.44M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole301
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings301
Rows:

ALPHABET INC CLASS CLASS C

SOLE
Equity
Shares16.45K
TypeSH
Market value$4.85M
3.74%
Sole
16.45K
Shared
0.00
None
0.00

NETFLIX INC

SOLE
Equity
Shares49.53K
TypeSH
Market value$4.73M
3.64%
Sole
49.53K
Shared
0.00
None
0.00

AMAZON.COM INC

SOLE
Equity
Shares21.16K
TypeSH
Market value$4.48M
3.46%
Sole
21.16K
Shared
0.00
None
0.00

CF BANKSHARES INC

SOLE
Equity
Shares151.39K
TypeSH
Market value$4.28M
3.30%
Sole
151.39K
Shared
0.00
None
0.00

SKYLINE BANKSHARES INC

SOLE
Equity
Shares164.28K
TypeSH
Market value$3.57M
2.75%
Sole
164.28K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
Equity
Shares11.35K
TypeSH
Market value$3.38M
2.60%
Sole
11.35K
Shared
0.00
None
0.00

JAMES FINL GRP

SOLE
Equity
Shares157.12K
TypeSH
Market value$3.22M
2.48%
Sole
157.12K
Shared
0.00
None
0.00

ALLY FINL INC

SOLE
Equity
Shares80.16K
TypeSH
Market value$3.20M
2.47%
Sole
80.16K
Shared
0.00
None
0.00

CITIZENS CMNTY BANCORP I

SOLE
Equity
Shares151.24K
TypeSH
Market value$3.05M
2.35%
Sole
151.24K
Shared
0.00
None
0.00

META PLATFORMS INC CLASS CLASS A

SOLE
Equity
Shares5.15K
TypeSH
Market value$3.02M
2.32%
Sole
5.15K
Shared
0.00
None
0.00

DISNEY WALT CO

SOLE
Equity
Shares30.20K
TypeSH
Market value$2.93M
2.26%
Sole
30.20K
Shared
0.00
None
0.00

MCDONALDS CORP

SOLE
Equity
Shares8.43K
TypeSH
Market value$2.59M
2.00%
Sole
8.43K
Shared
0.00
None
0.00

PVH CORP

SOLE
Equity
Shares33.79K
TypeSH
Market value$2.59M
2.00%
Sole
33.79K
Shared
0.00
None
0.00

ALASKA AIR GROUP INC

SOLE
Equity
Shares67.07K
TypeSH
Market value$2.58M
1.99%
Sole
67.07K
Shared
0.00
None
0.00

APPLE INC

SOLE
Equity
Shares9.99K
TypeSH
Market value$2.55M
1.96%
Sole
9.99K
Shared
0.00
None
0.00

CVS HEALTH CORP

SOLE
Equity
Shares33.44K
TypeSH
Market value$2.43M
1.87%
Sole
33.44K
Shared
0.00
None
0.00

SPOTIFY TECHNOLOGY S A F

SOLE
Equity
Shares4.44K
TypeSH
Market value$2.12M
1.63%
Sole
4.44K
Shared
0.00
None
0.00

STARBUCKS CORP

SOLE
Equity
Shares22.69K
TypeSH
Market value$2.06M
1.59%
Sole
22.69K
Shared
0.00
None
0.00

CENTENE CORP DEL

SOLE
Equity
Shares60.77K
TypeSH
Market value$2.05M
1.58%
Sole
60.77K
Shared
0.00
None
0.00

POST HLDGS INC

SOLE
Equity
Shares20.30K
TypeSH
Market value$1.99M
1.53%
Sole
20.30K
Shared
0.00
None
0.00

SPDR GOLD SHARES

SOLE
ETF
Shares4.02K
TypeSH
Market value$1.77M
1.36%
Sole
4.02K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
Equity
Shares15.12K
TypeSH
Market value$1.75M
1.35%
Sole
15.12K
Shared
0.00
None
0.00

FIRST BUSINESS FINL SVCS

SOLE
Equity
Shares30.79K
TypeSH
Market value$1.71M
1.32%
Sole
30.79K
Shared
0.00
None
0.00

CHARLES SCHWAB CORP

SOLE
Equity
Shares17.19K
TypeSH
Market value$1.63M
1.25%
Sole
17.19K
Shared
0.00
None
0.00

WARNER MUSIC GROUP CORP CLASS A

SOLE
Equity
Shares62.41K
TypeSH
Market value$1.62M
1.25%
Sole
62.41K
Shared
0.00
None
0.00
Page 1 of 13