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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 2 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EAGG ISHARES TR 1,540.0 $74K 0.01% -262.0 -14.5% $47.84 -1.0%
22 BUFR FIRST TR EXCHNG TRADED FD VI 2,105.0 $72K 0.01% -321.0 -13.2% $34.26 +6.5%
23 ORCL ORACLE CORP Technology 369.0 $72K 0.01% -69.0 -15.8% $195.13 -5.6%
24 SHOP SHOPIFY INC Technology 430.0 $69K 0.01% -80.0 -15.7% $160.97 -32.4%
25 AXP AMERICAN EXPRESS CO Financial Services 154.0 $57K 0.01% -3.0 -1.9% $370.34 -8.7%
26 ISHARES TR 1,226.0 $56K 0.01% -134.0 -9.8% $45.43
27 HYDB ISHARES TR 1,046.0 $50K 0.01% -298.0 -22.2% $47.34 -1.1%
28 RGTI RIGETTI COMPUTING INC Technology 1,519.0 $34K 0.01% -65.0 -4.1% $22.15 -3.6%
29 SPSM SPDR SERIES TRUST 659.0 $31K 0.01% -64.0 -8.8% $46.85 +19.2%
30 ESGD ISHARES TR 322.0 $31K 0.01% -63.0 -16.4% $95.14 +8.4%
31 AME AMETEK INC Industrials 146.0 $30K 0.01% -11.0 -7.0% $205.36 +15.6%
32 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 732.0 $30K 0.01% -6.0 -0.8% $40.75 -12.0%
33 FDX FEDEX CORP Industrials 99.0 $29K 0.01% -1.0 -1.0% $288.86 +12.9%
34 WELL WELLTOWER INC Real Estate 148.0 $27K 0.01% -27.0 -15.4% $185.47 +11.4%
35 WEC WEC ENERGY GROUP INC Utilities 228.0 $24K 0.00% -2.0 -0.9% $105.46 +6.4%
36 BKR BAKER HUGHES COMPANY Energy 513.0 $23K 0.00% -4.0 -0.8% $45.55 +28.2%
37 SRLN SSGA ACTIVE ETF TR 551.0 $23K 0.00% -962.0 -63.6% $41.23 -2.1%
38 SUSC ISHARES TR 895.0 $21K 0.00% -105.0 -10.5% $23.39 -1.2%
39 ADP AUTOMATIC DATA PROCESSING IN Industrials 80.0 $21K 0.00% -1.0 -1.2% $257.23 -15.1%
40 TRV TRAVELERS COMPANIES INC Financial Services 65.0 $19K 0.00% -1.0 -1.5% $290.06 +6.1%
Page 2 of 5  ·  92 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%