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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 25 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 1,959.0 $303K 0.02% -25.0 -1.3% $154.67 -3.6%
482 RFV INVESCO S&P MIDCAP 400 PURE VALUE ETF 2,363.0 $302K 0.02% $127.80 +9.3%
483 VOT VANGUARD MID-CAP GROWTH ETF 1,082.0 $302K 0.02% NEW $279.11 +5.6%
484 IJJ ISHARES S&P MID-CAP 400 VALUE ETF 2,272.0 $299K 0.02% -488.0 -17.7% $131.60 +8.0%
485 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 849.0 $297K 0.02% NEW $349.82 +10.5%
486 VRP INVESCO VARIABLE RATE PREFERRED ETF 12,223.0 $297K 0.02% $24.30 +0.1%
487 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,933.0 $294K 0.02% +610.0 +11.5% $49.55 -13.3%
488 GVAL CAMBRIA GLOBAL VALUE ETF 9,339.0 $293K 0.02% NEW $31.37 +13.7%
489 BLUEROCK PVT REAL ESTATE FD COM 19,491.0 $292K 0.02% NEW $14.98
490 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 5,137.0 $291K 0.02% $56.65 +7.7%
491 ADBE ADOBE INC COM Technology 829.0 $290K 0.02% -10.0 -1.2% $349.82 -30.9%
492 VOOG VANGUARD S&P 500 GROWTH ETF 649.0 $288K 0.02% -27.0 -4.0% $443.76 -81.3%
493 KORP AMERICAN CENTURY DIVERSIFIED CORPORATE BOND ETF 6,083.0 $287K 0.02% $47.18 -1.1%
494 PIZ INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF 5,864.0 $287K 0.02% +2K +36.1% $48.94 +19.6%
495 IPKW INVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF 5,151.0 $286K 0.02% +157.0 +3.1% $55.52 +6.3%
496 IHI ISHARES U.S. MEDICAL DEVICES ETF 4,606.0 $286K 0.02% $62.09 -18.7%
497 FSMD FIDELITY SMALL-MID MULTIFACTOR ETF 6,443.0 $284K 0.02% -6K -50.1% $44.08 +14.2%
498 PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER Financial Services 11,827.0 $279K 0.02% -4K -25.3% $23.59 +3.6%
499 DEUS XTRACKERS RUSSELL US MULTIFACTOR ETF 4,765.0 $277K 0.02% $58.13 +10.7%
500 GIS GENERAL MILLS INC COM Consumer Defensive 5,925.0 $275K 0.02% -299.0 -4.8% $46.41 -28.3%
Page 25 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%