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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 21 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BUFR FT VEST LADDERED BUFFER ETF 13,123.0 $449K 0.03% +2K +14.6% $34.21 +6.3%
402 AVDE AVANTIS INTERNATIONAL EQUITY ETF 5,436.0 $447K 0.03% +1K +31.8% $82.23 +11.9%
403 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 5,577.0 $447K 0.03% +78.0 +1.4% $80.15 +10.2%
404 CADENCE BANK COM 10,396.0 $445K 0.03% $42.80
405 SYLD CAMBRIA SHAREHOLDER YIELD ETF 6,388.0 $444K 0.03% -243.0 -3.7% $69.51 +13.7%
406 SIVR ABRDN PHYSICAL SILVER SHARES ETF Financial Services 6,545.0 $442K 0.03% NEW $67.53 +8.4%
407 EW EDWARDS LIFESCIENCES CORP COM Healthcare 5,130.0 $437K 0.03% $85.19 +2.8%
408 KR KROGER CO COM Consumer Defensive 6,914.0 $431K 0.03% $62.34 +3.5%
409 TXN TEXAS INSTRS INC COM Technology 2,487.0 $431K 0.03% +83.0 +3.5% $173.30 +87.5%
410 FLTR VANECK IG FLOATING RATE ETF 16,715.0 $425K 0.03% -630.0 -3.6% $25.43 +0.6%
411 VIOO VANGUARD S&P SMALL-CAP 600 ETF 3,836.0 $425K 0.03% +246.0 +6.8% $110.79 +16.5%
412 NVS NOVARTIS AG SPONSORED ADR Healthcare 3,080.0 $424K 0.03% +61.0 +2.0% $137.66 +9.5%
413 JAVA JPMORGAN ACTIVE VALUE ETF 5,906.0 $423K 0.03% -1K -17.5% $71.62 +8.0%
414 USB US BANCORP COM NEW Financial Services 7,942.0 $423K 0.03% -86.0 -1.1% $53.26 +3.7%
415 POWL POWELL INDS INC COM Industrials 1,309.0 $417K 0.03% $318.56 -8.3%
416 AFL AFLAC INC COM Financial Services 3,753.0 $413K 0.02% -105.0 -2.7% $110.05 +6.2%
417 CCL CARNIVAL CORP COMMON STOCK Consumer Cyclical 13,435.0 $410K 0.02% $30.52 -12.5%
418 SNPS SYNOPSYS INC COM Technology 873.0 $410K 0.02% -90.0 -9.3% $469.64 +13.8%
419 T AT&T INC COM Communication Services 16,397.0 $407K 0.02% +2K +10.4% $24.82 +0.8%
420 PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY 10,000.0 $407K 0.02% $40.70 +5.4%
Page 21 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%