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Portfolio (Quarterly) Guide ↗

THOROUGHBRED FINANCIAL SERVICES, LLC

· CIK 0001091370
13F Portfolio $1.7B AUM 576 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 46 New 200 Added 207 Reduced
Page 10 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 UTES VIRTUS REAVES UTILITIES ETF 4,543.0 $358K 0.02% +552.0 +13.8% $78.80 +5.0%
182 MSTR STRATEGY INC CL A NEW Technology 2,314.0 $351K 0.02% +2K +223.6% $151.69 +5.5%
183 FHN FIRST HORIZON CORPORATION COM Financial Services 14,055.0 $335K 0.02% +457.0 +3.4% $23.83 +1.9%
184 EIX EDISON INTL COM Utilities 5,536.0 $332K 0.02% +1K +29.6% $59.97 +19.0%
185 EDIV STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF 8,141.0 $318K 0.02% +434.0 +5.6% $39.06 +6.6%
186 BDX BECTON DICKINSON & CO COM Healthcare 1,592.0 $309K 0.02% +129.0 +8.8% $194.10 -23.3%
187 GEV GE VERNOVA INC COM Utilities 471.0 $307K 0.02% +33.0 +7.5% $651.80 +64.6%
188 CNEQ ALGER CONCENTRATED EQUITY ETF 8,879.0 $305K 0.02% +110.0 +1.2% $34.35 +16.7%
189 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,933.0 $294K 0.02% +610.0 +11.5% $49.55 -13.3%
190 PIZ INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF 5,864.0 $287K 0.02% +2K +36.1% $48.94 +19.9%
191 IPKW INVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF 5,151.0 $286K 0.02% +157.0 +3.1% $55.52 +6.4%
192 STT STATE STR CORP COM Financial Services 2,104.0 $271K 0.02% +15.0 +0.7% $128.80 +23.2%
193 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 4,453.0 $266K 0.02% +350.0 +8.5% $59.74 -1.4%
194 HDV ISHARES CORE HIGH DIVIDEND ETF 2,148.0 $261K 0.01% +13.0 +0.6% $121.51 -77.2%
195 IBTP ISHARES IBONDS DEC 2034 TERM TREASURY ETF 9,137.0 $235K 0.01% +120.0 +1.3% $25.72 -1.6%
196 DUK DUKE ENERGY CORP NEW COM NEW Utilities 1,979.0 $232K 0.01% +41.0 +2.1% $117.23 +7.0%
197 F FORD MTR CO COM Consumer Cyclical 17,652.0 $231K 0.01% +163.0 +0.9% $13.09 +17.7%
198 USMF WISDOMTREE U.S. MULTIFACTOR FUND 4,457.0 $228K 0.01% +29.0 +0.7% $51.16 +3.8%
199 IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 9,764.0 $206K 0.01% +152.0 +1.6% $21.10 -1.2%
200 FLXR TCW FLEXIBLE INCOME ETF 5,138.0 $203K 0.01% +38.0 +0.8% $39.51 -0.7%
Page 10 of 10  ·  200 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
Technology 47.2%
Financial Services 14.1%
Consumer Cyclical 9.2%
Communication Services 7.7%
Industrials 6.6%
Healthcare 6.5%
Consumer Defensive 4.1%
Energy 2.8%
Utilities 1.0%
Basic Materials 0.7%