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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 2 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 178,415.0 $7.9M 0.47% +83K +86.8% $44.50 +3.5%
22 BAC BANK AMERICA CORP COM Financial Services 135,316.0 $7.4M 0.44% +4K +3.3% $55.00 -5.6%
23 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 125,136.0 $7.3M 0.43% +3K +2.1% $58.11 +4.2%
24 XMMO INVESCO S&P MIDCAP MOMENTUM ETF 51,597.0 $7.1M 0.42% +2K +3.5% $138.46 +21.9%
25 AMD ADVANCED MICRO DEVICES INC COM Technology 32,827.0 $7.0M 0.42% +3K +8.8% $214.15 +131.9%
26 XOM EXXON MOBIL CORP COM Energy 57,159.0 $6.9M 0.41% +1K +1.9% $120.33 +25.1%
27 TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 168,040.0 $6.4M 0.38% +2K +1.1% $38.22 +6.1%
28 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 32,573.0 $6.2M 0.37% +3K +8.6% $191.54 +8.4%
29 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 185,185.0 $6.0M 0.36% +8K +4.8% $32.62 +5.7%
30 CGUS CAPITAL GROUP CORE EQUITY ETF 147,632.0 $5.9M 0.35% +7K +5.0% $40.23 +8.9%
31 JNJ JOHNSON & JOHNSON COM Healthcare 24,839.0 $5.1M 0.30% +472.0 +1.9% $206.93 +11.4%
32 CGBL CAPITAL GROUP CORE BALANCED ETF 139,326.0 $4.9M 0.29% +19K +16.2% $35.33 +5.9%
33 PKW INVESCO BUYBACK ACHIEVERS ETF 36,362.0 $4.9M 0.29% +310.0 +0.9% $134.32 +1.8%
34 RTX RTX CORPORATION COM Industrials 26,597.0 $4.9M 0.29% +1K +5.4% $183.40 -2.9%
35 GS GOLDMAN SACHS GROUP INC COM Financial Services 5,372.0 $4.7M 0.28% +246.0 +4.8% $879.00 +12.6%
36 CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES Technology 32,815.0 $4.7M 0.28% +720.0 +2.2% $143.87 +51.2%
37 MPC MARATHON PETE CORP COM Energy 28,549.0 $4.6M 0.28% +247.0 +0.9% $162.60 +56.9%
38 ABBV ABBVIE INC COM Healthcare 19,817.0 $4.5M 0.27% +311.0 +1.6% $228.49 -6.9%
39 SPY STATE STREET SPDR S&P 500 ETF Financial Services 6,581.0 $4.5M 0.27% +43.0 +0.7% $681.81 +9.8%
40 IWL ISHARES RUSSELL TOP 200 ETF 25,529.0 $4.4M 0.26% +1K +4.2% $170.63 +9.1%
Page 2 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%