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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 8 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SO SOUTHERN CO COM Utilities 6,056.0 $528K 0.03% -299.0 -4.7% $87.19 +7.9%
142 JPME JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF 4,826.0 $524K 0.03% -63.0 -1.3% $108.58 +12.8%
143 SBUX STARBUCKS CORP COM Consumer Cyclical 6,077.0 $511K 0.03% -395.0 -6.1% $84.09 +20.6%
144 POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER 11,410.0 $501K 0.03% -58.0 -0.5% $43.91 +5.0%
145 AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 5,508.0 $493K 0.03% -921.0 -14.3% $89.51 +9.2%
146 MARA MARA HOLDINGS INC COM Financial Services 54,900.0 $493K 0.03% -7K -10.7% $8.98 +59.0%
147 IBHG ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF 21,659.0 $483K 0.03% -7K -23.5% $22.30 -0.7%
148 CALF PACER US SMALL CAP CASH COWS ETF 10,715.0 $475K 0.03% -228.0 -2.1% $44.33 +10.4%
149 TMUS T-MOBILE US INC COM Communication Services 2,327.0 $472K 0.03% -3K -59.7% $202.84 -5.8%
150 ATO ATMOS ENERGY CORP COM Utilities 2,810.0 $471K 0.03% -61.0 -2.1% $167.62 +6.0%
151 CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF 13,198.0 $459K 0.03% -215.0 -1.6% $34.78 +4.9%
152 IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 20,564.0 $453K 0.03% -5K -19.4% $22.03 -1.0%
153 SYLD CAMBRIA SHAREHOLDER YIELD ETF 6,388.0 $444K 0.03% -243.0 -3.7% $69.51 +13.7%
154 FLTR VANECK IG FLOATING RATE ETF 16,715.0 $425K 0.03% -630.0 -3.6% $25.43 +0.6%
155 JAVA JPMORGAN ACTIVE VALUE ETF 5,906.0 $423K 0.03% -1K -17.5% $71.62 +8.0%
156 USB US BANCORP COM NEW Financial Services 7,942.0 $423K 0.03% -86.0 -1.1% $53.26 +3.7%
157 AFL AFLAC INC COM Financial Services 3,753.0 $413K 0.02% -105.0 -2.7% $110.05 +6.2%
158 SNPS SYNOPSYS INC COM Technology 873.0 $410K 0.02% -90.0 -9.3% $469.64 +13.8%
159 GDX VANECK GOLD MINERS ETF 4,742.0 $406K 0.02% -257.0 -5.1% $85.62 +3.3%
160 RBRK RUBRIK INC. CL A Technology 5,244.0 $401K 0.02% -524.0 -9.1% $76.47 -10.7%
Page 8 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%