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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 16 of 24  ·  469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BEP BROOKFIELD RENEWABLE PARTNER Utilities 210.0 $5K 0.00% NEW $25.79 +36.6%
302 NEE NEXTERA ENERGY INC Utilities 71.0 $5K 0.00% NEW $75.49 +14.9%
303 ENSG ENSIGN GROUP INC Healthcare 31.0 $5K 0.00% NEW $172.77 -11.1%
304 UGL PROSHARES TR II Financial Services 116.0 $5K 0.00% NEW $46.06 +5.3%
305 MDT MEDTRONIC PLC Healthcare 56.0 $5K 0.00% NEW $95.23 -16.7%
306 TRIPLE FLAG PRECIOUS METAL 181.0 $5K 0.00% NEW $29.26
307 EVTL VERTICAL AEROSPACE LTD Industrials 1,000.0 $5K 0.00% NEW $5.19 -58.6%
308 JOBY JOBY AVIATION INC Industrials 320.0 $5K 0.00% NEW $16.14 -38.0%
309 PYPL PAYPAL HLDGS INC Financial Services 77.0 $5K 0.00% NEW $67.06 -36.6%
310 INGERSOLL RAND INC 62.0 $5K 0.00% NEW $82.65
311 QBTS D-WAVE QUANTUM INC Technology 206.0 $5K 0.00% NEW $24.71 -0.1%
312 DHI D R HORTON INC Consumer Cyclical 30.0 $5K 0.00% NEW $169.47 -6.9%
313 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 50.0 $5K 0.00% NEW $99.96 -33.6%
314 AMAT APPLIED MATLS INC Technology 24.0 $5K 0.00% NEW $204.75 +201.4%
315 XLRE SELECT SECTOR SPDR TR 115.0 $5K 0.00% NEW $41.97 +4.5%
316 CLOI VANECK ETF TRUST 89.0 $5K 0.00% NEW $52.87 +0.1%
317 ESGG FLEXSHARES TR 23.0 $5K 0.00% NEW $200.74 +15.8%
318 NOW SERVICENOW INC Technology 5.0 $5K 0.00% NEW $920.20 -89.7%
319 NAVI NAVIENT CORPORATION Financial Services 323.0 $4K 0.00% NEW $13.15 -38.5%
320 NUEM NUSHARES ETF TR 117.0 $4K 0.00% NEW $35.69 +22.4%
Page 16 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%