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Portfolio (Quarterly) Guide ↗

THOROUGHBRED FINANCIAL SERVICES, LLC

· CIK 0001091370
13F Portfolio $1.7B AUM 574 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 34 New 219 Added 152 Reduced 36 Exited
Page 29 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 SERV SERVE ROBOTICS INC COM Industrials 24,250.0 $204K 0.01% $8.41 +3.4%
562 ADBE ADOBE INC COM Technology 829.0 $201K 0.01% $242.46 +0.9%
563 PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER 4,900.0 $200K 0.01% $40.82 +7.9%
564 XEL XCEL ENERGY INC COM Utilities 2,520.0 $200K 0.01% NEW $79.37 +2.2%
565 OSCR OSCAR HEALTH INC CL A Healthcare 17,279.0 $198K 0.01% $11.46 +97.6%
566 COPY TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS 13,416.0 $184K 0.01% NEW $13.71 +7.7%
567 FT FRANKLIN UNVL TR SH BEN INT Financial Services 22,029.0 $176K 0.01% $7.99 +0.8%
568 FRANKLIN MUNICIPAL HIGH YIELD ETF 14,178.0 $163K 0.01% $11.50
569 PBI PITNEY BOWES INC COM Industrials 13,335.0 $147K 0.01% $11.02 +38.3%
570 CIFR CIPHER DIGITAL INC COM Financial Services 11,000.0 $141K 0.01% NEW $12.82 +71.4%
571 CX CEMEX SA EURO MTN BE 144A SPON ADR NEW Basic Materials 10,775.0 $123K 0.01% $11.42 +10.0%
572 ATAIBECKLEY INC COM SHS 33,820.0 $119K 0.01% -13K -28.4% $3.52
573 MVIS MICROVISION INC DEL COM NEW Technology 67,095.0 $43K 0.00% $0.64 -2.8%
574 TII TITAN MNG CORP COM SHS NEW Basic Materials 11,905.0 $35K 0.00% $2.94 -22.1%
Page 29 of 29  ·  574 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 45.4%
Financial Services 13.3%
Consumer Cyclical 8.9%
Industrials 7.5%
Communication Services 7.3%
Healthcare 6.5%
Consumer Defensive 4.6%
Energy 4.2%
Basic Materials 1.1%
Utilities 1.0%