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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 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JMOM JPMORGAN U.S. MOMENTUM FACTOR ETF 2,940.0 $200K 0.01% NEW $68.03 +20.1%
42 ATAIBECKLEY INC COM SHS 47,214.0 $193K 0.01% NEW $4.09
43 FT FRANKLIN UNVL TR SH BEN INT Financial Services 22,029.0 $176K 0.01% NEW $7.99 +0.7%
44 FRANKLIN MUNICIPAL HIGH YIELD ETF 14,178.0 $164K 0.01% NEW $11.57
45 CX CEMEX SAB DE CV SPON ADR NEW Basic Materials 10,775.0 $123K 0.01% NEW $11.42 +13.8%
46 TII TITAN MNG CORP COM SHS NEW Basic Materials 11,905.0 $35K 0.00% NEW $2.94 -21.1%
Page 3 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%