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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 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AXP AMERICAN EXPRESS CO COM Financial Services 4,236.0 $1.6M 0.09% $369.92 -15.1%
202 PEP PEPSICO INC COM Consumer Defensive 10,896.0 $1.6M 0.09% -316.0 -2.8% $143.45 +3.6%
203 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 16,532.0 $1.6M 0.09% +2K +14.6% $94.12 +2.4%
204 WULF TERAWULF INC COM Financial Services 134,600.0 $1.5M 0.09% +2K +1.6% $11.49 +123.5%
205 MRVL MARVELL TECHNOLOGY INC COM Technology 18,198.0 $1.5M 0.09% +4K +26.1% $84.95 +133.1%
206 CGHM CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF 60,351.0 $1.5M 0.09% +26K +73.7% $25.47 +0.5%
207 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 10,485.0 $1.5M 0.09% $146.49 -12.6%
208 PWB INVESCO LARGE CAP GROWTH ETF 12,081.0 $1.5M 0.09% $127.06 +24.7%
209 WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST 16,393.0 $1.5M 0.09% +3K +23.8% $93.27 +9.7%
210 CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 55,193.0 $1.5M 0.09% +8K +16.1% $27.61 -0.3%
211 XPO XPO INC COM Industrials 11,165.0 $1.5M 0.09% $135.87 +56.4%
212 VISN VISTANCE NETWORKS INC COM Technology 83,270.0 $1.5M 0.09% +25K +44.0% $18.12 -31.0%
213 INTU INTUIT COM Technology 2,249.0 $1.5M 0.09% -183.0 -7.5% $662.07 -52.8%
214 VST VISTRA CORP COM Utilities 9,198.0 $1.5M 0.09% +123.0 +1.4% $161.23 -1.6%
215 HALO HALOZYME THERAPEUTICS INC COM Healthcare 21,707.0 $1.5M 0.09% +717.0 +3.4% $67.26 +3.5%
216 SLV ISHARES SILVER TRUST Financial Services 22,513.0 $1.4M 0.09% +10K +77.2% $64.41 +4.7%
217 TWLO TWILIO INC CL A Communication Services 10,180.0 $1.4M 0.09% -532.0 -5.0% $142.24 +30.5%
218 RECS COLUMBIA RESEARCH ENHANCED CORE ETF 35,217.0 $1.4M 0.09% +3K +10.8% $40.83 +6.3%
219 SE SEA LTD SPONSORD ADS Consumer Cyclical 11,188.0 $1.4M 0.09% -472.0 -4.0% $127.55 -27.0%
220 IONQ IONQ INC COM Technology 31,772.0 $1.4M 0.08% -838.0 -2.6% $44.85 +42.9%
Page 11 of 29  ·  576 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%