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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 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SYSB ISHARES TR 30,427.0 $2.7M 0.46% NEW $89.76 -1.3%
2 MMD NYLI MACKAY DEFINEDTERM MUNI Financial Services 19,530.0 $290K 0.05% NEW $14.87 +3.0%
3 IREN IREN LIMITED Financial Services 5,000.0 $189K 0.03% NEW $37.77 +58.8%
4 AFB ALLIANCEBERNSTEIN NATL MUN I Financial Services 1,783.0 $19K 0.00% NEW $10.82 +5.2%
5 NI NISOURCE INC Utilities 307.0 $13K 0.00% NEW $41.76 +13.2%
6 BE BLOOM ENERGY CORP Industrials 120.0 $10K 0.00% NEW $86.89 +278.5%
7 NEBIUS GROUP N.V. 116.0 $10K 0.00% NEW $83.71
8 MIY BLACKROCK MUNIYIELD MICH QU Financial Services 704.0 $8K 0.00% NEW $11.74 +3.2%
9 COF CAPITAL ONE FINL CORP Financial Services 22.0 $5K 0.00% NEW $242.36 -16.8%
10 LTBR LIGHTBRIDGE CORP Industrials 279.0 $4K 0.00% NEW $12.64 -22.2%
11 LUNR INTUITIVE MACHINES INC Industrials 157.0 $3K NEW $16.23 +40.8%
12 MDLN MEDLINE INC Healthcare 50.0 $2K NEW $42.00 -14.4%
13 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 70.0 $2K NEW $27.16 -40.6%
14 BLOX TIDAL TRUST II 103.0 $2K NEW $17.48 -0.3%
15 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 50.0 $2K NEW $33.02 -3.6%
16 TILRAY BRANDS INC 150.0 $1K NEW $9.03
17 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 22.0 $1K NEW $48.59 +76.1%
18 M MACYS INC Consumer Cyclical 45.0 $992.0 NEW $22.04 +9.5%
19 KLARNA GROUP PLC 24.0 $694.0 NEW $28.92
20 CRITICAL METALS CORP 50.0 $347.0 NEW $6.94
Page 1 of 2  ·  21 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%