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Portfolio (Quarterly) Guide ↗

Scarborough Advisors, LLC

· CIK 0001815355
13F Portfolio $592M AUM 463 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 21 New 144 Added 92 Reduced 27 Exited
Page 4 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SEIX VIRTUS ETF TR II 5,382.0 $126K 0.02% +3K +160.1% $23.35 -0.2%
62 MOAT VANECK ETF TRUST 1,195.0 $124K 0.02% +152.0 +14.6% $103.53 -1.4%
63 AVUV AMERICAN CENTY ETF TR 1,019.0 $104K 0.02% +134.0 +15.1% $101.97 +19.6%
64 IDMO INVESCO EXCH TRADED FD TR II 1,855.0 $103K 0.02% +1K +305.0% $55.57 +10.7%
65 AUB ATLANTIC UN BANKSHARES CORP Financial Services 2,829.0 $100K 0.02% +26.0 +0.9% $35.30 +10.9%
66 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 3,430.0 $80K 0.01% +67.0 +2.0% $23.32 +8.4%
67 GEV GE VERNOVA INC Utilities 117.0 $76K 0.01% +18.0 +18.2% $653.57 +69.8%
68 XLK SELECT SECTOR SPDR TR 522.0 $75K 0.01% +264.0 +102.3% $143.97 +33.0%
69 AEE AMEREN CORP Utilities 745.0 $74K 0.01% +5.0 +0.7% $99.83 +8.9%
70 KMI KINDER MORGAN INC DEL Energy 2,674.0 $74K 0.01% +43.0 +1.6% $27.49 +14.9%
71 BLACKROCK MUNIHOLDINGS QUALI 7,193.0 $72K 0.01% +3K +77.9% $10.03
72 AIQ GLOBAL X FDS 1,405.0 $71K 0.01% +7.0 +0.5% $50.85 +31.4%
73 ESGE ISHARES INC 1,493.0 $66K 0.01% +212.0 +16.6% $44.17 +28.1%
74 NFLX NETFLIX INC Communication Services 687.0 $64K 0.01% +653.0 +1920.6% $93.76 -17.5%
75 PSA PUBLIC STORAGE OPER CO Real Estate 248.0 $64K 0.01% +3.0 +1.2% $259.32 +22.7%
76 QS QUANTUMSCAPE CORP Consumer Cyclical 6,074.0 $63K 0.01% +5K +568.9% $10.42 -22.8%
77 JMBS JANUS DETROIT STR TR 1,339.0 $61K 0.01% +23.0 +1.8% $45.69 -1.3%
78 WM WASTE MGMT INC DEL Industrials 269.0 $59K 0.01% +59.0 +28.1% $219.86 -2.4%
79 CWEN CLEARWAY ENERGY INC Utilities 1,661.0 $55K 0.01% +761.0 +84.6% $33.26 +12.5%
80 NEE NEXTERA ENERGY INC Utilities 667.0 $54K 0.01% +596.0 +839.4% $80.28 +8.1%
Page 4 of 8  ·  144 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
Financial Services 59.0%
Technology 17.5%
Consumer Cyclical 7.2%
Communication Services 5.8%
Industrials 3.7%
Healthcare 2.4%
Energy 1.6%
Utilities 1.2%
Consumer Defensive 1.2%
Real Estate 0.2%