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Portfolio (Quarterly) Guide ↗

Scarborough Advisors, LLC

· CIK 0001815355
13F Portfolio $871M AUM 147 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 54 New 34 Added 52 Reduced 370 Exited
Page 16 of 19  ·  370 positions
# Ticker Company Sector Shares Value ↓ % Port Status
301 RSPF INVESCO EXCHANGE TRADED FD T 10 $785.0 SOLD
302 VYX NCR VOYIX CORPORATION Technology 76 $775.0 SOLD
303 AIG AMERICAN INTL GROUP INC Financial Services 9 $770.0 SOLD
304 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 10 $759.0 SOLD
305 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 36 $710.0 SOLD
306 KLARNA GROUP PLC 24 $694.0 SOLD
307 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 50 $662.0 SOLD
308 CTVA CORTEVA INC Basic Materials 9 $632.0 SOLD
309 U UNITY SOFTWARE INC Technology 14 $618.0 SOLD
310 XPEL XPEL INC Consumer Cyclical 12 $599.0 SOLD
311 COCO VITA COCO CO INC Consumer Defensive 11 $583.0 SOLD
312 FLY FIREFLY AEROSPACE INC Industrials 25 $559.0 SOLD
313 STLA STELLANTIS N.V Consumer Cyclical 51 $555.0 SOLD
314 DDD 3-D SYS CORP DEL Technology 300 $531.0 SOLD
315 SWKS SKYWORKS SOLUTIONS INC Technology 8 $493.0 SOLD
316 BBAI BIGBEAR AI HLDGS INC Technology 75 $405.0 SOLD
317 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 9 $388.0 SOLD
318 AUR AURORA INNOVATION INC Technology 100 $384.0 SOLD
319 AAL AMERICAN AIRLS GROUP INC Industrials 25 $383.0 SOLD
320 MRNA MODERNA INC Healthcare 13 $383.0 SOLD
Page 16 of 19  ·  370 positions
Sector Allocation
Financial Services 48.7%
Technology 23.9%
Consumer Cyclical 8.6%
Industrials 4.5%
Communication Services 4.4%
Consumer Defensive 3.6%
Healthcare 2.7%
Energy 2.5%
Utilities 1.1%