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Portfolio (Quarterly) Guide ↗

THOROUGHBRED FINANCIAL SERVICES, LLC

· CIK 0001091370
13F Portfolio $1.7B AUM 574 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 34 New 219 Added 152 Reduced 36 Exited
Page 17 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 UBER UBER TECHNOLOGIES INC COM Technology 10,945.0 $787K 0.05% -152.0 -1.4% $71.90 -2.5%
322 VGT VANGUARD INFORMATION TECHNOLOGY ETF 1,128.0 $787K 0.05% $697.70 -83.1%
323 B BARRICK MNG CORP COM SHS Basic Materials 19,079.0 $778K 0.05% +13K +227.7% $40.78 +3.2%
324 DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 8,696.0 $776K 0.05% $89.24 +7.6%
325 ALAI ALGER AI ENABLERS & ADOPTERS ETF 23,080.0 $762K 0.04% +593.0 +2.6% $33.02 +33.8%
326 FTCS FIRST TRUST CAPITAL STRENGTH ETF 8,133.0 $754K 0.04% -231.0 -2.8% $92.71 +1.5%
327 TIGO MILLICOM INTL CELLULAR S A COM STK Communication Services 9,898.0 $741K 0.04% +4K +57.0% $74.86 +10.9%
328 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 9,036.0 $740K 0.04% $81.89 +2.1%
329 APLD APPLIED DIGITAL CORP COM NEW Technology 31,115.0 $738K 0.04% +3K +11.8% $23.72 +90.3%
330 QTUM DEFIANCE QUANTUM ETF 6,785.0 $728K 0.04% +437.0 +6.9% $107.30 +47.8%
331 SOUN SOUNDHOUND AI INC CLASS A COM Technology 106,070.0 $728K 0.04% $6.86 +18.5%
332 NOC NORTHROP GRUMMAN CORP COM Industrials 1,065.0 $727K 0.04% $682.63 -18.4%
333 PGIM SHORT DURATION MULTI-SECTOR BOND ETF 14,147.0 $721K 0.04% +2K +21.4% $50.96
334 MTB M & T BK CORP COM Financial Services 3,465.0 $716K 0.04% $206.64 +4.2%
335 SYF SYNCHRONY FINANCIAL COM Financial Services 10,485.0 $713K 0.04% -7K -38.6% $68.00 +5.7%
336 POWL POWELL INDS INC COM Industrials 1,309.0 $708K 0.04% $540.87 -46.0%
337 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 9,378.0 $705K 0.04% $75.18 +2.7%
338 RYANAIR HOLDINGS PLC SPONSORED ADR 12,158.0 $702K 0.04% $57.74
339 IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 28,715.0 $696K 0.04% +833.0 +3.0% $24.24 -0.1%
340 CI THE CIGNA GROUP COM Healthcare 2,594.0 $692K 0.04% -463.0 -15.2% $266.77 +5.3%
Page 17 of 29  ·  574 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 45.4%
Financial Services 13.3%
Consumer Cyclical 8.9%
Industrials 7.5%
Communication Services 7.3%
Healthcare 6.5%
Consumer Defensive 4.6%
Energy 4.2%
Basic Materials 1.1%
Utilities 1.0%