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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 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 884.0 $375K 0.04% NEW $423.93 -2.5%
42 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,608.0 $367K 0.04% NEW $79.71 -5.2%
43 VNQ VANGUARD INDEX FDS 2,585.0 $255K 0.03% NEW $98.51 -0.9%
44 F FORD MTR CO Consumer Cyclical 16,204.0 $240K 0.03% NEW $14.84 -6.1%
45 EMB ISHARES TR 2,422.0 $233K 0.03% NEW $96.40 -1.8%
46 PYLD PIMCO ETF TR 8,822.0 $233K 0.03% NEW $26.42 -1.0%
47 IBM INTERNATIONAL BUSINESS MACHS Technology 841.0 $229K 0.03% NEW $272.07 -14.5%
48 ITA ISHARES TR 968.0 $226K 0.03% NEW $233.80 +7.9%
49 JNJ JOHNSON & JOHNSON Healthcare 937.0 $226K 0.03% NEW $241.06 +12.5%
50 IUSV ISHARES TR 1,995.0 $221K 0.03% NEW $110.86 +3.4%
51 CAT CATERPILLAR INC Industrials 232.0 $211K 0.02% NEW $909.53 -7.5%
52 PRU PRUDENTIAL FINL INC Financial Services 1,937.0 $210K 0.02% NEW $108.54 +14.7%
53 CVX CHEVRON CORPORATION Energy 1,112.0 $208K 0.02% NEW $187.49 +9.7%
54 PSX PHILLIPS 66 Energy 1,132.0 $203K 0.02% NEW $179.52 +35.6%
Page 3 of 3  ·  54 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 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%