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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 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ORCL ORACLE CORP COM Technology 14,736.0 $2.9M 0.17% -194.0 -1.3% $194.90 -0.9%
42 HACK AMPLIFY CYBERSECURITY ETF 34,843.0 $2.8M 0.17% -1K -3.0% $80.36 +18.7%
43 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 4,935.0 $2.8M 0.17% -77.0 -1.5% $566.36 -22.9%
44 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 26,784.0 $2.8M 0.17% -21K -43.8% $104.05 +3.5%
45 BA BOEING CO COM Industrials 12,367.0 $2.7M 0.16% -1K -8.1% $217.11 +0.8%
46 ZS ZSCALER INC COM Technology 11,908.0 $2.7M 0.16% -2K -11.7% $224.89 -18.9%
47 NTRA NATERA INC COM Healthcare 11,129.0 $2.5M 0.15% -234.0 -2.1% $229.04 -12.3%
48 DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 28,287.0 $2.5M 0.15% -852.0 -2.9% $89.41 +7.7%
49 IJR ISHARES CORE S&P SMALL CAP ETF 20,993.0 $2.5M 0.15% -538.0 -2.5% $120.14 +16.2%
50 HSBC HSBC HLDGS PLC SPON ADR NEW Financial Services 31,928.0 $2.5M 0.15% -3K -8.4% $78.65 +19.2%
51 DVY ISHARES SELECT DIVIDEND ETF 17,411.0 $2.5M 0.15% -496.0 -2.8% $141.12 +10.0%
52 CRM SALESFORCE INC COM Technology 9,005.0 $2.4M 0.14% -2K -14.7% $264.85 -32.4%
53 BK BANK NEW YORK MELLON CORP COM Financial Services 20,092.0 $2.3M 0.14% -653.0 -3.1% $116.07 +21.5%
54 KO COCA COLA CO COM Consumer Defensive 33,291.0 $2.3M 0.14% -4K -11.5% $69.90 +15.1%
55 HON HONEYWELL INTL INC COM Industrials 11,883.0 $2.3M 0.14% -656.0 -5.2% $195.07 +18.8%
56 MGC VANGUARD MEGA CAP ETF 9,207.0 $2.3M 0.14% -761.0 -7.6% $251.11 +9.9%
57 AGX ARGAN INC COM Industrials 7,220.0 $2.3M 0.13% -123.0 -1.7% $313.30 +114.1%
58 AMGN AMGEN INC COM Healthcare 6,839.0 $2.2M 0.13% -1K -14.7% $327.24 +2.7%
59 RGTI RIGETTI COMPUTING INC COMMON STOCK Technology 100,795.0 $2.2M 0.13% -18K -15.0% $22.14 +13.2%
60 LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF 59,460.0 $2.2M 0.13% -1K -1.9% $36.81 +12.7%
Page 3 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%