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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 3 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 160,791.0 $7.7M 0.46% $48.11 +10.5%
42 MELI MERCADOLIBRE INC COM Consumer Cyclical 3,784.0 $7.6M 0.45% -172.0 -4.3% $2014.27 -18.6%
43 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 8,729.0 $7.5M 0.45% -547.0 -5.9% $862.30 +15.9%
44 BAC BANK AMERICA CORP COM Financial Services 135,316.0 $7.4M 0.44% +4K +3.3% $55.00 -5.3%
45 IUSG ISHARES CORE S&P U.S. GROWTH ETF 44,121.0 $7.4M 0.44% -1K -3.1% $167.92 +12.2%
46 SPGP INVESCO S&P 500 GARP ETF 64,160.0 $7.3M 0.43% -1K -1.5% $113.86 +5.3%
47 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 125,136.0 $7.3M 0.43% +3K +2.1% $58.11 +4.1%
48 XMMO INVESCO S&P MIDCAP MOMENTUM ETF 51,597.0 $7.1M 0.42% +2K +3.5% $138.46 +21.3%
49 AMD ADVANCED MICRO DEVICES INC COM Technology 32,827.0 $7.0M 0.42% +3K +8.8% $214.15 +128.7%
50 XOM EXXON MOBIL CORP COM Energy 57,159.0 $6.9M 0.41% +1K +1.9% $120.33 +26.2%
51 HCA HCA HEALTHCARE INC COM Healthcare 14,477.0 $6.8M 0.40% $466.88 -16.4%
52 TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 168,040.0 $6.4M 0.38% +2K +1.1% $38.22 +6.1%
53 CRWD CROWDSTRIKE HLDGS INC CL A Technology 13,668.0 $6.4M 0.38% -110.0 -0.8% $468.76 +44.1%
54 MA MASTERCARD INCORPORATED CL A Financial Services 11,097.0 $6.3M 0.38% -564.0 -4.8% $570.88 -13.6%
55 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 32,573.0 $6.2M 0.37% +3K +8.6% $191.54 +8.4%
56 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 185,185.0 $6.0M 0.36% +8K +4.8% $32.62 +5.8%
57 CGUS CAPITAL GROUP CORE EQUITY ETF 147,632.0 $5.9M 0.35% +7K +5.0% $40.23 +9.0%
58 CVX CHEVRON CORPORATION COM Energy 37,952.0 $5.8M 0.34% -2K -4.0% $152.40 +23.0%
59 CAT CATERPILLAR INC COM Industrials 9,675.0 $5.5M 0.33% -304.0 -3.0% $572.82 +57.4%
60 DIVI FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND 138,020.0 $5.4M 0.32% $38.89 +11.4%
Page 3 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%