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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 18 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 GVAL CAMBRIA GLOBAL VALUE ETF 20,883.0 $692K 0.04% +12K +123.6% $33.14 +8.0%
342 LASR NLIGHT INC COM Technology 11,944.0 $681K 0.04% NEW $57.02 +43.1%
343 IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 26,605.0 $673K 0.04% -8K -22.7% $25.30 -0.2%
344 SDY STATE STREET SPDR S&P DIVIDEND ETF 4,603.0 $671K 0.04% -456.0 -9.0% $145.77 +3.0%
345 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 5,052.0 $671K 0.04% $132.82 +39.5%
346 SOFI SOFI TECHNOLOGIES INC COM Financial Services 41,055.0 $651K 0.04% +684.0 +1.7% $15.86 +0.8%
347 IVOO VANGUARD S&P MID-CAP 400 ETF 5,588.0 $638K 0.04% +568.0 +11.3% $114.17 +10.7%
348 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 1,297.0 $637K 0.04% -16.0 -1.2% $491.13 -8.7%
349 DIS DISNEY WALT CO COM Communication Services 6,548.0 $631K 0.04% -72.0 -1.1% $96.37 +7.2%
350 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 2,149.0 $624K 0.04% $290.37 -11.7%
351 VFLO VICTORYSHARES FREE CASH FLOW ETF 15,621.0 $616K 0.04% -82.0 -0.5% $39.43 +12.6%
352 IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 26,369.0 $613K 0.04% -1K -4.1% $23.25 -0.4%
353 CG CARLYLE GROUP INC COM Financial Services 12,601.0 $609K 0.04% $48.33 -5.5%
354 CEG CONSTELLATION ENERGY CORP COM Utilities 2,170.0 $606K 0.04% $279.26 +8.0%
355 FVAL FIDELITY VALUE FACTOR ETF 8,676.0 $602K 0.04% +428.0 +5.2% $69.39 +13.9%
356 KMI KINDER MORGAN INC DEL COM Energy 17,830.0 $597K 0.04% -2K -7.8% $33.48 -1.8%
357 SPVM INVESCO S&P 500 VALUE WITH MOMENTUM ETF 8,585.0 $591K 0.04% NEW $68.84 +5.1%
358 UNILEVER PLC SPON ADR NEW 10,356.0 $589K 0.04% -81.0 -0.8% $56.88
359 CSTM CONSTELLIUM SE CL A SHS Basic Materials 23,853.0 $586K 0.04% NEW $24.57 +43.6%
360 SO SOUTHERN CO COM Utilities 6,052.0 $584K 0.04% $96.50 -2.5%
Page 18 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%