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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 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VT VANGUARD TOTAL WORLD STOCK ETF 2,242.0 $316K 0.02% NEW $140.95 +11.4%
22 FEOE FIRST EAGLE OVERSEAS EQUITY ETF 6,435.0 $311K 0.02% NEW $48.33 +12.1%
23 VOT VANGUARD MID-CAP GROWTH ETF 1,082.0 $302K 0.02% NEW $279.11 +5.7%
24 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 849.0 $297K 0.02% NEW $349.82 +10.6%
25 GVAL CAMBRIA GLOBAL VALUE ETF 9,339.0 $293K 0.02% NEW $31.37 +13.8%
26 BLUEROCK PVT REAL ESTATE FD COM 19,491.0 $292K 0.02% NEW $14.98
27 PARR PAR PAC HOLDINGS INC COM NEW Energy 7,821.0 $274K 0.02% NEW $35.03 +67.2%
28 B BARRICK MNG CORP COM SHS Basic Materials 5,822.0 $253K 0.01% NEW $43.46 -3.4%
29 AER AERCAP HOLDINGS NV SHS Industrials 1,698.0 $244K 0.01% NEW $143.70 -2.9%
30 ASTS AST SPACEMOBILE INC COM CL A Technology 3,231.0 $234K 0.01% NEW $72.42 +70.7%
31 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS Healthcare 7,496.0 $233K 0.01% NEW $31.08 +11.6%
32 TARS TARSUS PHARMACEUTICALS INC COM Healthcare 2,725.0 $223K 0.01% NEW $81.83 -24.9%
33 UGL PROSHARES ULTRA GOLD Financial Services 4,000.0 $222K 0.01% NEW $55.50 +0.2%
34 AVAV AEROVIRONMENT INC COM Industrials 902.0 $218K 0.01% NEW $241.69 -23.7%
35 VV VANGUARD LARGE-CAP ETF 665.0 $209K 0.01% NEW $314.29 +9.6%
36 SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 1,902.0 $209K 0.01% NEW $109.88 +0.4%
37 MFC MANULIFE FINL CORP COM Financial Services 5,686.0 $206K 0.01% NEW $36.23 +6.5%
38 CDE COEUR MNG INC COM NEW Basic Materials 11,426.0 $203K 0.01% NEW $17.77 +2.3%
39 STAG STAG INDUSTRIAL INC COM Real Estate 5,463.0 $200K 0.01% NEW $36.61 +5.3%
40 FEGE FIRST EAGLE GLOBAL EQUITY ETF 4,347.0 $200K 0.01% NEW $46.01 +8.8%
Page 2 of 3  ·  46 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%