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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 9 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ISHARES HIGH YIELD MUNI ACTIVE ETF 10,538.0 $512K 0.03% +205.0 +2.0% $48.59
162 TJX TJX COS INC NEW COM Consumer Cyclical 3,330.0 $511K 0.03% +25.0 +0.8% $153.45 +3.6%
163 VBK VANGUARD SMALL-CAP GROWTH ETF 1,684.0 $508K 0.03% +121.0 +7.7% $301.66 +16.9%
164 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 1,892.0 $507K 0.03% +121.0 +6.8% $267.97 -33.9%
165 XSVM INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF 8,223.0 $469K 0.03% +186.0 +2.3% $57.04 +17.7%
166 SPYI NEOS S&P 500 HIGH INCOME ETF 8,697.0 $456K 0.03% +1K +19.7% $52.43 +2.2%
167 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 2,114.0 $453K 0.03% +49.0 +2.4% $214.29 +7.1%
168 BUFR FT VEST LADDERED BUFFER ETF 13,123.0 $449K 0.03% +2K +14.6% $34.21 +6.3%
169 AVDE AVANTIS INTERNATIONAL EQUITY ETF 5,436.0 $447K 0.03% +1K +31.8% $82.23 +11.9%
170 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 5,577.0 $447K 0.03% +78.0 +1.4% $80.15 +10.2%
171 TXN TEXAS INSTRS INC COM Technology 2,487.0 $431K 0.03% +83.0 +3.5% $173.30 +87.5%
172 VIOO VANGUARD S&P SMALL-CAP 600 ETF 3,836.0 $425K 0.03% +246.0 +6.8% $110.79 +16.5%
173 NVS NOVARTIS AG SPONSORED ADR Healthcare 3,080.0 $424K 0.03% +61.0 +2.0% $137.66 +9.5%
174 T AT&T INC COM Communication Services 16,397.0 $407K 0.02% +2K +10.4% $24.82 +0.8%
175 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST Financial Services 4,756.0 $406K 0.02% +470.0 +11.0% $85.37 +4.5%
176 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 6,011.0 $404K 0.02% +431.0 +7.7% $67.21 +24.4%
177 FLHY FRANKLIN HIGH YIELD CORPORATE ETF 15,768.0 $384K 0.02% +81.0 +0.5% $24.35 -0.0%
178 MO ALTRIA GROUP INC COM Consumer Defensive 6,486.0 $374K 0.02% +38.0 +0.6% $57.66 +25.5%
179 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 3,128.0 $373K 0.02% +2K +105.7% $119.25 +0.2%
180 DG DOLLAR GEN CORP NEW COM Consumer Defensive 2,722.0 $361K 0.02% +385.0 +16.5% $132.62 -21.9%
Page 9 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%