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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 20 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER 11,410.0 $501K 0.03% -58.0 -0.5% $43.91 +5.0%
382 JIVE JPMORGAN INTERNATIONAL VALUE ETF 6,232.0 $500K 0.03% NEW $80.23 +16.2%
383 AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 5,508.0 $493K 0.03% -921.0 -14.3% $89.51 +9.2%
384 MARA MARA HOLDINGS INC COM Financial Services 54,900.0 $493K 0.03% -7K -10.7% $8.98 +59.0%
385 IBHG ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF 21,659.0 $483K 0.03% -7K -23.5% $22.30 -0.7%
386 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 10,696.0 $483K 0.03% $45.16 +20.3%
387 MTZ MASTEC INC COM Industrials 2,205.0 $479K 0.03% NEW $217.23 +79.9%
388 CIEN CIENA CORP COM NEW Technology 2,042.0 $477K 0.03% NEW $233.59 +157.9%
389 CALF PACER US SMALL CAP CASH COWS ETF 10,715.0 $475K 0.03% -228.0 -2.1% $44.33 +10.4%
390 TEL TE CONNECTIVITY PLC ORD SHS Technology 2,090.0 $475K 0.03% $227.27 -8.2%
391 CLSK CLEANSPARK INC COM NEW Technology 46,642.0 $472K 0.03% $10.12 +69.3%
392 TMUS T-MOBILE US INC COM Communication Services 2,327.0 $472K 0.03% -3K -59.7% $202.84 -5.8%
393 ATO ATMOS ENERGY CORP COM Utilities 2,810.0 $471K 0.03% -61.0 -2.1% $167.62 +6.0%
394 NOCT INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER 8,142.0 $471K 0.03% $57.85 +7.4%
395 XSVM INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF 8,223.0 $469K 0.03% +186.0 +2.3% $57.04 +17.7%
396 IYW ISHARES U.S. TECHNOLOGY ETF 2,341.0 $467K 0.03% $199.49 +24.0%
397 CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF 13,198.0 $459K 0.03% -215.0 -1.6% $34.78 +4.9%
398 SPYI NEOS S&P 500 HIGH INCOME ETF 8,697.0 $456K 0.03% +1K +19.7% $52.43 +2.2%
399 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 2,114.0 $453K 0.03% +49.0 +2.4% $214.29 +7.1%
400 IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 20,564.0 $453K 0.03% -5K -19.4% $22.03 -1.0%
Page 20 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%