BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 24 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 MGK VANGUARD MEGA CAP GROWTH ETF 804.0 $331K 0.02% -33.0 -3.9% $411.69 -78.2%
462 VSAT VIASAT INC COM Technology 9,571.0 $329K 0.02% NEW $34.37 +136.8%
463 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 5,506.0 $327K 0.02% $59.39 +13.8%
464 VHT VANGUARD HEALTH CARE ETF 1,133.0 $326K 0.02% $287.73 -3.6%
465 FDX FEDEX CORP COM Industrials 1,117.0 $322K 0.02% -46.0 -4.0% $288.27 +38.8%
466 UTEN US TREASURY 10 YEAR NOTE ETF 7,309.0 $322K 0.02% -4K -35.0% $44.06 -2.1%
467 QGRO AMERICAN CENTURY U.S. QUALITY GROWTH ETF 2,798.0 $320K 0.02% -2K -36.1% $114.37 +1.5%
468 VFQY VANGUARD U.S. QUALITY FACTOR ETF 2,080.0 $319K 0.02% -17.0 -0.8% $153.37 +6.7%
469 WMB WILLIAMS COS INC COM Energy 5,315.0 $319K 0.02% $60.02 +27.2%
470 EDIV STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF 8,141.0 $318K 0.02% +434.0 +5.6% $39.06 +6.6%
471 IYK ISHARES U.S. CONSUMER STAPLES ETF 4,733.0 $316K 0.02% -707.0 -13.0% $66.77 +7.4%
472 VT VANGUARD TOTAL WORLD STOCK ETF 2,242.0 $316K 0.02% NEW $140.95 +11.7%
473 EATON VANCE MORTGAGE OPPORTUNITIES ETF 6,163.0 $312K 0.02% -6K -50.3% $50.62
474 HDB HDFC BANK LTD SPONSORED ADS Financial Services 8,530.0 $311K 0.02% $36.46 -32.0%
475 FEOE FIRST EAGLE OVERSEAS EQUITY ETF 6,435.0 $311K 0.02% NEW $48.33 +12.4%
476 BDX BECTON DICKINSON & CO COM Healthcare 1,592.0 $309K 0.02% +129.0 +8.8% $194.10 -23.9%
477 MKL MARKEL GROUP INC COM Financial Services 144.0 $309K 0.02% $2145.83 -13.4%
478 GEV GE VERNOVA INC COM Utilities 471.0 $307K 0.02% +33.0 +7.5% $651.80 +64.2%
479 EQAL INVESCO RUSSELL 1000 EQUAL WEIGHT ETF 5,831.0 $306K 0.02% $52.48 +11.9%
480 CNEQ ALGER CONCENTRATED EQUITY ETF 8,879.0 $305K 0.02% +110.0 +1.2% $34.35 +17.6%
Page 24 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%