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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 19 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 APH AMPHENOL CORP CL A Technology 4,583.0 $579K 0.04% +68.0 +1.5% $126.34 +10.5%
362 QSPT FT VEST NASDAQ-100 BUFFER ETF - SEPTEMBER 18,846.0 $576K 0.03% -14K -43.1% $30.56 +13.1%
363 RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 12,485.0 $565K 0.03% $45.25 +37.9%
364 ATRO ASTRONICS CORP COM Industrials 8,422.0 $562K 0.03% NEW $66.73 +26.5%
365 DDOG DATADOG INC CL A COM Technology 4,725.0 $557K 0.03% -1K -19.3% $117.88 +89.7%
366 USB US BANCORP COM NEW Financial Services 10,696.0 $556K 0.03% +3K +34.7% $51.98 +6.2%
367 SBUX STARBUCKS CORP COM Consumer Cyclical 6,177.0 $553K 0.03% +100.0 +1.6% $89.53 +13.3%
368 KGC KINROSS GOLD CORP COM Basic Materials 18,107.0 $552K 0.03% -1K -5.3% $30.49 -3.3%
369 VSAT VIASAT INC COM Technology 12,012.0 $550K 0.03% +2K +25.5% $45.79 +77.8%
370 ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 6,419.0 $545K 0.03% $84.90 +23.6%
371 BLK BLACKROCK INC COM Financial Services 563.0 $542K 0.03% -30.0 -5.1% $962.70 +11.9%
372 NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS Consumer Cyclical 28,800.0 $538K 0.03% -600.0 -2.0% $18.68 -8.5%
373 IUS INVESCO RAFI STRATEGIC US ETF 9,220.0 $534K 0.03% $57.92 +12.8%
374 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 10,885.0 $532K 0.03% +189.0 +1.8% $48.87 +11.1%
375 TJX TJX COS INC NEW COM Consumer Cyclical 3,330.0 $531K 0.03% $159.46 -0.3%
376 NSC NORFOLK SOUTHN CORP COM Industrials 1,839.0 $527K 0.03% $286.57 +11.7%
377 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 27,290.0 $526K 0.03% +4K +16.1% $19.27 +1.7%
378 VIOO VANGUARD S&P SMALL-CAP 600 ETF 4,586.0 $526K 0.03% +750.0 +19.6% $114.70 +12.5%
379 RF REGIONS FINANCIAL CORP NEW COM Financial Services 19,912.0 $520K 0.03% $26.11 +8.2%
380 EPD ENTERPRISE PRODS PARTNERS L P COM Energy 13,557.0 $513K 0.03% +2K +16.4% $37.84 +1.5%
Page 19 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%