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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 26 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 TXUE THORNBURG INTERNATIONAL EQUITY ETF 8,801.0 $275K 0.02% $31.25 +11.0%
502 PARR PAR PAC HOLDINGS INC COM NEW Energy 7,821.0 $274K 0.02% NEW $35.03 +64.2%
503 GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF 5,157.0 $272K 0.02% -3K -33.5% $52.74 +11.6%
504 IBHF ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF 11,758.0 $271K 0.02% -8K -39.7% $23.05 -1.1%
505 STT STATE STR CORP COM Financial Services 2,104.0 $271K 0.02% +15.0 +0.7% $128.80 +23.1%
506 LSTR LANDSTAR SYS INC COM Industrials 1,870.0 $268K 0.02% $143.32 +41.4%
507 VFH VANGUARD FINANCIALS ETF 2,007.0 $267K 0.02% $133.03 -4.4%
508 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 4,453.0 $266K 0.02% +350.0 +8.5% $59.74 -1.4%
509 VRSK VERISK ANALYTICS INC COM Industrials 1,192.0 $266K 0.02% $223.15 -23.2%
510 JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF 5,258.0 $263K 0.02% $50.02
511 HDV ISHARES CORE HIGH DIVIDEND ETF 2,148.0 $261K 0.01% +13.0 +0.6% $121.51 -77.2%
512 B BARRICK MNG CORP COM SHS Basic Materials 5,822.0 $253K 0.01% NEW $43.46 -3.9%
513 ECL ECOLAB INC COM Basic Materials 962.0 $252K 0.01% $261.95 -3.0%
514 SERV SERVE ROBOTICS INC COM Industrials 24,250.0 $251K 0.01% $10.35 -12.3%
515 VPU VANGUARD UTILITIES ETF 1,361.0 $251K 0.01% $184.42 +7.0%
516 OSCR OSCAR HEALTH INC CL A Healthcare 17,279.0 $248K 0.01% -143.0 -0.8% $14.35 +53.8%
517 AER AERCAP HOLDINGS NV SHS Industrials 1,698.0 $244K 0.01% NEW $143.70 -2.8%
518 VGSH VANGUARD SHORT-TERM TREASURY ETF 4,070.0 $239K 0.01% $58.72 -0.8%
519 MS MORGAN STANLEY COM NEW Financial Services 1,339.0 $237K 0.01% $177.00 +13.3%
520 UTWO US TREASURY 2 YEAR NOTE ETF 4,881.0 $237K 0.01% -858.0 -14.9% $48.56 -0.8%
Page 26 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%