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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 4 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPGP INVESCO S&P 500 GARP ETF 56,479.0 $6.1M 0.36% -8K -12.0% $107.62 +11.2%
62 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 198,747.0 $5.8M 0.35% +14K +7.3% $29.13 +18.5%
63 MA MASTERCARD INCORPORATED CL A Financial Services 11,018.0 $5.5M 0.33% -79.0 -0.7% $499.64 -1.1%
64 SCHD SCHWAB US DIVIDEND EQUITY ETF 175,250.0 $5.4M 0.32% -11K -6.0% $30.68 +6.5%
65 IWL ISHARES RUSSELL TOP 200 ETF 33,124.0 $5.3M 0.32% +8K +29.8% $160.46 +16.1%
66 AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 47,859.0 $5.3M 0.32% +7K +16.1% $110.76 +15.5%
67 RTX RTX CORPORATION COM Industrials 27,264.0 $5.3M 0.31% +667.0 +2.5% $192.89 -7.5%
68 DIVI FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND 131,815.0 $5.2M 0.31% -6K -4.5% $39.81 +9.0%
69 CGBL CAPITAL GROUP CORE BALANCED ETF 151,097.0 $5.2M 0.31% +12K +8.4% $34.41 +8.9%
70 ASML ASML HLDG NV N Y REGISTRY SHS Technology 3,867.0 $5.1M 0.30% +93.0 +2.5% $1320.66 +24.0%
71 STRL STERLING INFRASTRUCTURE INC COM Industrials 12,441.0 $5.1M 0.30% +277.0 +2.3% $407.20 +91.2%
72 CRWD CROWDSTRIKE HLDGS INC CL A Technology 12,891.0 $5.0M 0.30% -777.0 -5.7% $390.43 +72.7%
73 PKW INVESCO BUYBACK ACHIEVERS ETF 37,282.0 $4.9M 0.29% +920.0 +2.5% $131.24 +4.2%
74 IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF 87,166.0 $4.8M 0.28% +21K +32.5% $54.84 +11.0%
75 LRCX LAM RESEARCH CORP COM NEW Technology 22,117.0 $4.7M 0.28% -262.0 -1.2% $213.64 +50.9%
76 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 10,186.0 $4.7M 0.28% -76.0 -0.7% $463.18 +8.9%
77 GS GOLDMAN SACHS GROUP INC COM Financial Services 5,555.0 $4.7M 0.28% +183.0 +3.4% $845.90 +17.0%
78 TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 130,876.0 $4.7M 0.28% -37K -22.1% $35.58 +14.2%
79 AVNM AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETF 60,904.0 $4.6M 0.28% +7K +12.3% $76.17 +11.2%
80 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 159,827.0 $4.5M 0.27% -2K -1.2% $27.85 +11.0%
Page 4 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%