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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 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ADBE ADOBE INC COM Technology 829.0 $290K 0.02% -10.0 -1.2% $349.82 -31.3%
182 VOOG VANGUARD S&P 500 GROWTH ETF 649.0 $288K 0.02% -27.0 -4.0% $443.76 -81.3%
183 FSMD FIDELITY SMALL-MID MULTIFACTOR ETF 6,443.0 $284K 0.02% -6K -50.1% $44.08 +14.3%
184 PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER Financial Services 11,827.0 $279K 0.02% -4K -25.3% $23.59 +4.9%
185 GIS GENERAL MILLS INC COM Consumer Defensive 5,925.0 $275K 0.02% -299.0 -4.8% $46.41 -28.5%
186 GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF 5,157.0 $272K 0.02% -3K -33.5% $52.74 +11.7%
187 IBHF ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF 11,758.0 $271K 0.02% -8K -39.7% $23.05 -1.2%
188 OSCR OSCAR HEALTH INC CL A Healthcare 17,279.0 $248K 0.01% -143.0 -0.8% $14.35 +52.4%
189 UTWO US TREASURY 2 YEAR NOTE ETF 4,881.0 $237K 0.01% -858.0 -14.9% $48.56 -0.8%
190 BEONE MEDICINES LTD SPONSORED ADS 773.0 $234K 0.01% -13.0 -1.6% $302.72
191 ISHARES MSCI INTL QUALITY FACTOR ETF 5,119.0 $232K 0.01% -2K -25.7% $45.32
192 CL COLGATE PALMOLIVE CO COM Consumer Defensive 2,875.0 $227K 0.01% -16.0 -0.6% $78.96 +13.8%
193 CGSM CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF 8,501.0 $223K 0.01% -4K -31.1% $26.23 +0.3%
194 GNTX GENTEX CORP COM Consumer Cyclical 9,462.0 $220K 0.01% -743.0 -7.3% $23.25 +2.9%
195 SHW SHERWIN WILLIAMS CO COM Basic Materials 678.0 $219K 0.01% -18.0 -2.6% $323.01 -3.7%
196 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 14,565.0 $217K 0.01% -3K -19.3% $14.90 -32.2%
197 GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF 4,125.0 $217K 0.01% -8K -65.8% $52.61 +5.9%
198 AEP AMERICAN ELEC PWR CO INC COM Utilities 1,879.0 $216K 0.01% -404.0 -17.7% $114.95 +13.9%
199 EXC EXELON CORP COM Utilities 4,849.0 $211K 0.01% -52.0 -1.1% $43.51 +5.8%
200 PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR Financial Services 6,420.0 $211K 0.01% -336.0 -5.0% $32.87 +3.8%
Page 10 of 11  ·  207 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%