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Portfolio (Quarterly) Guide ↗

Scarborough Advisors, LLC

· CIK 0001815355
13F Portfolio $567M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 469 New
Page 13 of 24  ·  469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VSDA VICTORY PORTFOLIOS II 231.0 $12K 0.00% NEW $53.55 +6.9%
242 B BARRICK MNG CORP Basic Materials 375.0 $12K 0.00% NEW $32.77 +22.0%
243 VRT VERTIV HOLDINGS CO Industrials 80.0 $12K 0.00% NEW $150.90 +129.5%
244 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 50.0 $11K 0.00% NEW $227.00 +62.7%
245 SOLV SOLVENTUM CORP Healthcare 155.0 $11K 0.00% NEW $73.00 +2.2%
246 CPA COPA HOLDINGS SA Industrials 95.0 $11K 0.00% NEW $118.82 +28.6%
247 QS QUANTUMSCAPE CORP Consumer Cyclical 908.0 $11K 0.00% NEW $12.32 -35.3%
248 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 264.0 $11K 0.00% NEW $41.40 +18.7%
249 SHYG ISHARES TR 252.0 $11K 0.00% NEW $43.31 -2.1%
250 GRAB GRAB HOLDINGS LIMITED Technology 1,807.0 $11K 0.00% NEW $6.02 -41.0%
251 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 284.0 $11K 0.00% NEW $38.23 -5.7%
252 ALLY ALLY FINL INC Financial Services 271.0 $11K 0.00% NEW $39.20 +17.0%
253 XTEN BONDBLOXX ETF TRUST 225.0 $10K 0.00% NEW $46.53 -2.5%
254 SPYI NEOS ETF TRUST 196.0 $10K 0.00% NEW $52.30 +1.3%
255 CENCORA INC 32.0 $10K 0.00% NEW $313.72
256 TKO TKO GROUP HOLDINGS INC Communication Services 49.0 $10K 0.00% NEW $201.96 -1.7%
257 RSPH INVESCO EXCHANGE TRADED FD T 324.0 $10K 0.00% NEW $29.40 +6.9%
258 PHO INVESCO EXCHANGE TRADED FD T 132.0 $10K 0.00% NEW $72.05 -6.7%
259 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 90.0 $9K 0.00% NEW $104.04 +0.9%
260 VCIT VANGUARD SCOTTSDALE FDS 110.0 $9K 0.00% NEW $84.11 -2.2%
Page 13 of 24  ·  469 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 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%