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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 23 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 DG DOLLAR GEN CORP NEW COM Consumer Defensive 2,722.0 $361K 0.02% +385.0 +16.5% $132.62 -21.9%
442 SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 8,312.0 $360K 0.02% $43.31 +3.4%
443 ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 3,030.0 $359K 0.02% -150.0 -4.7% $118.48 +3.1%
444 UTES VIRTUS REAVES UTILITIES ETF 4,543.0 $358K 0.02% +552.0 +13.8% $78.80 +4.8%
445 BUL PACER US CASH COWS GROWTH ETF 6,483.0 $357K 0.02% NEW $55.07 +6.5%
446 CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF 10,853.0 $352K 0.02% NEW $32.43 +13.2%
447 EWX STATE STREET SPDR S&P EMERGING MARKETS SMALL CAP ETF 5,363.0 $352K 0.02% $65.63 +15.8%
448 MSTR STRATEGY INC CL A NEW Technology 2,314.0 $351K 0.02% +2K +223.6% $151.69 +5.4%
449 DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 6,132.0 $351K 0.02% -114.0 -1.8% $57.24 +15.8%
450 TIGO MILLICOM INTL CELLULAR S A COM STK Communication Services 6,303.0 $349K 0.02% NEW $55.37 +49.9%
451 EPRT ESSENTIAL PPTYS RLTY TR INC COM Real Estate 11,715.0 $347K 0.02% -250.0 -2.1% $29.62 +6.0%
452 RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 11,970.0 $347K 0.02% -5K -28.5% $28.99 +2.3%
453 FJAN FT VEST US EQUITY BUFFER ETF - JANUARY 6,650.0 $344K 0.02% $51.73 +6.2%
454 IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 7,011.0 $341K 0.02% $48.64 +5.4%
455 PRFZ INVESCO RAFI US 1500 SMALL-MID ETF 7,420.0 $340K 0.02% $45.82 +13.4%
456 FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 2,006.0 $337K 0.02% $168.00 +23.3%
457 ONEY STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF 2,974.0 $337K 0.02% -84.0 -2.8% $113.32 +12.7%
458 FHN FIRST HORIZON CORPORATION COM Financial Services 14,055.0 $335K 0.02% +457.0 +3.4% $23.83 +2.3%
459 TMSL T. ROWE PRICE SMALL-MID CAP ETF 9,310.0 $334K 0.02% $35.88 +17.2%
460 EIX EDISON INTL COM Utilities 5,536.0 $332K 0.02% +1K +29.6% $59.97 +18.8%
Page 23 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%