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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 28 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 AVAV AEROVIRONMENT INC COM Industrials 902.0 $218K 0.01% NEW $241.69 -24.0%
542 FAD FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND 1,349.0 $218K 0.01% $161.60 +16.2%
543 MMM 3M CO COM Industrials 1,364.0 $218K 0.01% $159.82 -3.8%
544 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 14,565.0 $217K 0.01% -3K -19.3% $14.90 -32.6%
545 GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF 4,125.0 $217K 0.01% -8K -65.8% $52.61 +5.8%
546 IWD ISHARES RUSSELL 1000 VALUE ETF 1,033.0 $217K 0.01% $210.07 +13.2%
547 AEP AMERICAN ELEC PWR CO INC COM Utilities 1,879.0 $216K 0.01% -404.0 -17.7% $114.95 +14.2%
548 UFOX DEFIANCE CONNECTIVE TECHNOLOGIES ETF 3,361.0 $214K 0.01% $63.67 +60.9%
549 EXC EXELON CORP COM Utilities 4,849.0 $211K 0.01% -52.0 -1.1% $43.51 +6.6%
550 PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR Financial Services 6,420.0 $211K 0.01% -336.0 -5.0% $32.87 +3.6%
551 REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 2,503.0 $210K 0.01% -37.0 -1.5% $83.90 +6.3%
552 BCO BRINKS CO COM Industrials 1,796.0 $209K 0.01% -84.0 -4.5% $116.37 -8.2%
553 SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 1,902.0 $209K 0.01% NEW $109.88 +0.4%
554 VV VANGUARD LARGE-CAP ETF 665.0 $209K 0.01% NEW $314.29 +9.6%
555 IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 9,764.0 $206K 0.01% +152.0 +1.6% $21.10 -1.3%
556 MFC MANULIFE FINL CORP COM Financial Services 5,686.0 $206K 0.01% NEW $36.23 +6.6%
557 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 3,811.0 $205K 0.01% -9K -69.6% $53.79 +8.2%
558 AGOX ADAPTIVE ALPHA OPPORTUNITIES ETF 7,191.0 $205K 0.01% $28.51 +20.4%
559 PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER 4,900.0 $204K 0.01% $41.63 +6.0%
560 XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 3,285.0 $204K 0.01% $62.10 +5.6%
Page 28 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%