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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 9 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IJK ISHARES S&P MID-CAP 400 GROWTH ETF 4,068.0 $394K 0.02% -585.0 -12.6% $96.85 +17.8%
162 HSCZ ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF 10,106.0 $393K 0.02% -127.0 -1.2% $38.89 +11.6%
163 MUSA MURPHY USA INC COM Consumer Cyclical 976.0 $393K 0.02% -72.0 -6.9% $402.66 +31.9%
164 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 23,513.0 $387K 0.02% -8K -25.5% $16.46 +19.1%
165 DXPE DXP ENTERPRISES INC COM NEW Industrials 3,465.0 $380K 0.02% -4K -51.4% $109.67 +34.7%
166 EPD ENTERPRISE PRODS PARTNERS L P COM Energy 11,647.0 $373K 0.02% -786.0 -6.3% $32.03 +19.9%
167 ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 3,030.0 $359K 0.02% -150.0 -4.7% $118.48 +3.1%
168 DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 6,132.0 $351K 0.02% -114.0 -1.8% $57.24 +15.8%
169 EPRT ESSENTIAL PPTYS RLTY TR INC COM Real Estate 11,715.0 $347K 0.02% -250.0 -2.1% $29.62 +6.0%
170 RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 11,970.0 $347K 0.02% -5K -28.5% $28.99 +2.3%
171 ONEY STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF 2,974.0 $337K 0.02% -84.0 -2.8% $113.32 +12.7%
172 MGK VANGUARD MEGA CAP GROWTH ETF 804.0 $331K 0.02% -33.0 -3.9% $411.69 -78.2%
173 FDX FEDEX CORP COM Industrials 1,117.0 $322K 0.02% -46.0 -4.0% $288.27 +38.8%
174 UTEN US TREASURY 10 YEAR NOTE ETF 7,309.0 $322K 0.02% -4K -35.0% $44.06 -2.1%
175 QGRO AMERICAN CENTURY U.S. QUALITY GROWTH ETF 2,798.0 $320K 0.02% -2K -36.1% $114.37 +1.5%
176 VFQY VANGUARD U.S. QUALITY FACTOR ETF 2,080.0 $319K 0.02% -17.0 -0.8% $153.37 +6.7%
177 IYK ISHARES U.S. CONSUMER STAPLES ETF 4,733.0 $316K 0.02% -707.0 -13.0% $66.77 +7.4%
178 EATON VANCE MORTGAGE OPPORTUNITIES ETF 6,163.0 $312K 0.02% -6K -50.3% $50.62
179 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 1,959.0 $303K 0.02% -25.0 -1.3% $154.67 -4.0%
180 IJJ ISHARES S&P MID-CAP 400 VALUE ETF 2,272.0 $299K 0.02% -488.0 -17.7% $131.60 +8.2%
Page 9 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%