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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 11 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 2,503.0 $210K 0.01% -37.0 -1.5% $83.90 +6.5%
202 BCO BRINKS CO COM Industrials 1,796.0 $209K 0.01% -84.0 -4.5% $116.37 -7.8%
203 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 3,811.0 $205K 0.01% -9K -69.6% $53.79 +8.3%
204 VZ VERIZON COMMUNICATIONS INC COM Communication Services 4,981.0 $202K 0.01% -703.0 -12.4% $40.55 +19.7%
205 IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 2,423.0 $200K 0.01% -611.0 -20.1% $82.54 +7.5%
206 RCAT RED CAT HLDGS INC COM Technology 24,012.0 $190K 0.01% -287.0 -1.2% $7.91 +21.5%
207 PBI PITNEY BOWES INC COM Industrials 13,335.0 $140K 0.01% -12K -47.6% $10.50 +47.2%
Page 11 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%