Portfolio (Quarterly)
Guide ↗
Scarborough Advisors, LLC
· CIK 0001815355| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | PL | PLANET LABS PBC | Industrials | 1,622.0 | $21K | 0.00% | NEW | — | $12.98 | +117.5% |
| 202 | BGRN | ISHARES TR | — | 430.0 | $21K | 0.00% | NEW | — | $48.11 | -1.4% |
| 203 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 46.0 | $21K | 0.00% | NEW | — | $447.24 | -9.0% |
| 204 | FXE | INVESCO CURRENCYSHARES EURO | Financial Services | 185.0 | $20K | 0.00% | NEW | — | $108.37 | -2.4% |
| 205 | ADBE | ADOBE INC | Technology | 56.0 | $20K | 0.00% | NEW | — | $352.75 | -44.7% |
| 206 | ALAB | ASTERA LABS INC | Technology | 100.0 | $20K | 0.00% | NEW | — | $195.80 | +113.0% |
| 207 | DEO | DIAGEO PLC | Consumer Defensive | 203.0 | $19K | 0.00% | NEW | — | $95.64 | -15.9% |
| 208 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 729.0 | $19K | 0.00% | NEW | — | $26.42 | -32.2% |
| 209 | FEX | FIRST TR EXCHANGE-TRADED ALP | — | 160.0 | $19K | 0.00% | NEW | — | $117.09 | +17.8% |
| 210 | GENI | GENIUS SPORTS LIMITED | Communication Services | 1,500.0 | $19K | 0.00% | NEW | — | $12.38 | -50.7% |
| 211 | XLU | SELECT SECTOR SPDR TR | — | 213.0 | $19K | 0.00% | NEW | — | $87.05 | -48.6% |
| 212 | TRV | TRAVELERS COMPANIES INC | Financial Services | 66.0 | $18K | 0.00% | NEW | — | $279.23 | +10.2% |
| 213 | PNFP | PINNACLE FINL PARTNERS INC | Financial Services | 194.0 | $18K | 0.00% | NEW | — | $93.84 | +2.4% |
| 214 | XRT | SPDR SERIES TRUST | — | 211.0 | $18K | 0.00% | NEW | — | $86.10 | +0.3% |
| 215 | TGT | TARGET CORP | Consumer Defensive | 201.0 | $18K | 0.00% | NEW | — | $89.84 | +45.5% |
| 216 | MCK | MCKESSON CORP | Healthcare | 23.0 | $18K | 0.00% | NEW | — | $773.30 | -2.9% |
| 217 | SYF | SYNCHRONY FINANCIAL | Financial Services | 249.0 | $18K | 0.00% | NEW | — | $70.98 | +6.0% |
| 218 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 44.0 | $17K | 0.00% | NEW | — | $392.64 | +15.0% |
| 219 | CTRE | CARETRUST REIT INC | Real Estate | 480.0 | $17K | 0.00% | NEW | — | $34.65 | +7.0% |
| 220 | XLG | INVESCO EXCHANGE TRADED FD T | — | 287.0 | $16K | 0.00% | NEW | — | $57.46 | +7.5% |
① 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
56.7%
Technology
18.9%
Consumer Cyclical
7.5%
Communication Services
5.7%
Industrials
3.9%
Healthcare
2.4%
Energy
1.9%
Consumer Defensive
1.5%
Utilities
1.1%
Real Estate
0.3%