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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 21 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 MUSA MURPHY USA INC COM Consumer Cyclical 976.0 $482K 0.03% $493.85 +7.2%
402 CALF PACER US SMALL CAP CASH COWS ETF 10,754.0 $482K 0.03% $44.82 +8.9%
403 T AT&T INC COM Communication Services 16,403.0 $475K 0.03% $28.96 -13.2%
404 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 2,460.0 $472K 0.03% NEW $191.87 +12.3%
405 NVS NOVARTIS AG SPONSORED ADR Healthcare 3,094.0 $472K 0.03% $152.55 -1.4%
406 GDX VANECK GOLD MINERS ETF 5,132.0 $470K 0.03% +390.0 +8.2% $91.58 -3.5%
407 AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 5,301.0 $469K 0.03% -207.0 -3.8% $88.47 +10.2%
408 JAVA JPMORGAN ACTIVE VALUE ETF 6,548.0 $469K 0.03% +642.0 +10.9% $71.62 +7.7%
409 FBND FIDELITY TOTAL BOND ETF 10,244.0 $467K 0.03% -1K -12.1% $45.59 -0.2%
410 TXN TEXAS INSTRS INC COM Technology 2,409.0 $467K 0.03% -78.0 -3.1% $193.86 +66.2%
411 ATO ATMOS ENERGY CORP COM Utilities 2,490.0 $459K 0.03% -320.0 -11.4% $184.34 -3.2%
412 NOCT INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER 8,142.0 $458K 0.03% $56.25 +10.5%
413 XSVM INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF 7,601.0 $458K 0.03% -622.0 -7.6% $60.26 +11.0%
414 BUFR FT VEST LADDERED BUFFER ETF 13,555.0 $457K 0.03% +432.0 +3.3% $33.71 +7.7%
415 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 2,081.0 $455K 0.03% -33.0 -1.6% $218.64 +5.0%
416 CSX CSX CORP COM Industrials 11,043.0 $453K 0.03% $41.02 +12.6%
417 BRO BROWN & BROWN INC COM Financial Services 6,871.0 $448K 0.03% $65.20 -12.0%
418 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 1,588.0 $448K 0.03% NEW $282.12 +24.6%
419 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 5,851.0 $447K 0.03% +274.0 +4.9% $76.40 +15.4%
420 BUL PACER US CASH COWS GROWTH ETF 8,227.0 $444K 0.03% +2K +26.9% $53.97 +8.6%
Page 21 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%