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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 18 of 19  ·  370 positions
# Ticker Company Sector Shares Value ↓ % Port Status
341 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1 $162.0 SOLD
342 CBRE CBRE GROUP INC Real Estate 1 $161.0 SOLD
343 KVUE KENVUE INC Consumer Defensive 9 $155.0 SOLD
344 ONL ORION PROPERTIES INC Real Estate 67 $152.0 SOLD
345 ES EVERSOURCE ENERGY Utilities 2 $135.0 SOLD
346 J JACOBS SOLUTIONS INC Industrials 1 $132.0 SOLD
347 NWSA NEWS CORP NEW Communication Services 5 $131.0 SOLD
348 WPC WP CAREY INC Real Estate 2 $129.0 SOLD
349 FG F&G ANNUITIES & LIFE INC Financial Services 4 $123.0 SOLD
350 JCI JOHNSON CTLS INTL PLC Industrials 1 $120.0 SOLD
351 OVV OVINTIV INC Energy 3 $118.0 SOLD
352 FSLY FASTLY INC Technology 10 $102.0 SOLD
353 MED MEDIFAST INC Consumer Cyclical 8 $85.0 SOLD
354 ARMK ARAMARK Industrials 2 $81.0 SOLD
355 WEN WENDYS CO Consumer Cyclical 10 $81.0 SOLD
356 TTD THE TRADE DESK INC Technology 2 $76.0 SOLD
357 CSGP COSTAR GROUP INC Real Estate 1 $67.0 SOLD
358 VNLA JANUS DETROIT STR TR 1 $60.0 SOLD
359 CORBUS PHARMACEUTICALS HLDGS 6 $49.0 SOLD
360 BROOKFIELD WEALTH SOL LTD 1 $46.0 SOLD
Page 18 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%