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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 27 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 SPGI S&P GLOBAL INC COM Financial Services 455.0 $237K 0.01% $520.88 -21.0%
522 IBTP ISHARES IBONDS DEC 2034 TERM TREASURY ETF 9,137.0 $235K 0.01% +120.0 +1.3% $25.72 -1.6%
523 ASTS AST SPACEMOBILE INC COM CL A Technology 3,231.0 $234K 0.01% NEW $72.42 +74.1%
524 BEONE MEDICINES LTD SPONSORED ADS 773.0 $234K 0.01% -13.0 -1.6% $302.72
525 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS Healthcare 7,496.0 $233K 0.01% NEW $31.08 +12.0%
526 DUK DUKE ENERGY CORP NEW COM NEW Utilities 1,979.0 $232K 0.01% +41.0 +2.1% $117.23 +7.2%
527 ISHARES MSCI INTL QUALITY FACTOR ETF 5,119.0 $232K 0.01% -2K -25.7% $45.32
528 F FORD MTR CO COM Consumer Cyclical 17,652.0 $231K 0.01% +163.0 +0.9% $13.09 +16.8%
529 SCHB SCHWAB U.S. BROAD MARKET ETF 8,696.0 $228K 0.01% $26.22 +10.2%
530 USMF WISDOMTREE U.S. MULTIFACTOR FUND 4,457.0 $228K 0.01% +29.0 +0.7% $51.16 +3.8%
531 CL COLGATE PALMOLIVE CO COM Consumer Defensive 2,875.0 $227K 0.01% -16.0 -0.6% $78.96 +14.4%
532 QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 2,222.0 $227K 0.01% $102.16 +15.8%
533 CGSM CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF 8,501.0 $223K 0.01% -4K -31.1% $26.23 +0.3%
534 TARS TARSUS PHARMACEUTICALS INC COM Healthcare 2,725.0 $223K 0.01% NEW $81.83 -24.9%
535 UGL PROSHARES ULTRA GOLD Financial Services 4,000.0 $222K 0.01% NEW $55.50 +0.9%
536 TGT TARGET CORP COM Consumer Defensive 2,278.0 $222K 0.01% $97.45 +28.1%
537 JCI JOHNSON CTLS INTL PLC SHS Industrials 1,847.0 $221K 0.01% $119.65 +16.6%
538 GNTX GENTEX CORP COM Consumer Cyclical 9,462.0 $220K 0.01% -743.0 -7.3% $23.25 +2.4%
539 SHW SHERWIN WILLIAMS CO COM Basic Materials 678.0 $219K 0.01% -18.0 -2.6% $323.01 -3.8%
540 VTWO VANGUARD RUSSELL 2000 ETF 2,201.0 $219K 0.01% $99.50 +17.6%
Page 27 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%