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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 3 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DGRO ISHARES TR 261.0 $18K 0.00% -99.0 -27.5% $69.42 +7.8%
42 AA ALCOA CORP Basic Materials 330.0 $18K 0.00% -151.0 -31.4% $53.14 +11.7%
43 TGT TARGET CORP Consumer Defensive 162.0 $16K 0.00% -39.0 -19.4% $97.53 +34.0%
44 DEO DIAGEO PLC Consumer Defensive 179.0 $15K 0.00% -24.0 -11.8% $86.40 -6.9%
45 ADBE ADOBE INC Technology 44.0 $15K 0.00% -12.0 -21.4% $350.00 -44.2%
46 XEL XCEL ENERGY INC Utilities 200.0 $15K 0.00% -85.0 -29.8% $73.86 +4.8%
47 LNT ALLIANT ENERGY CORP Utilities 217.0 $14K 0.00% -23.0 -9.6% $64.94 +12.4%
48 EIPI FIRST TR EXCHNG TRADED FD VI 682.0 $14K 0.00% -404.0 -37.2% $19.87 +8.9%
49 AMT AMERICAN TOWER CORP NEW Real Estate 72.0 $13K 0.00% -1.0 -1.4% $175.50 +0.3%
50 ALLY ALLY FINL INC Financial Services 267.0 $12K 0.00% -4.0 -1.5% $45.29 +0.4%
51 BBY BEST BUY INC Consumer Cyclical 147.0 $10K 0.00% -31.0 -17.4% $66.86 +11.8%
52 PTC PTC INC Technology 53.0 $9K 0.00% -8.0 -13.1% $174.21 -34.1%
53 ABNB AIRBNB INC Consumer Cyclical 56.0 $8K 0.00% -1.0 -1.8% $135.71 +4.9%
54 ACN ACCENTURE PLC IRELAND Technology 27.0 $7K 0.00% -1.0 -3.6% $268.30 -52.3%
55 CRM SALESFORCE INC Technology 27.0 $7K 0.00% -1.0 -3.6% $264.93 -42.7%
56 ADSK AUTODESK INC Technology 24.0 $7K 0.00% -1.0 -4.0% $296.00 -34.5%
57 CARR CARRIER GLOBAL CORPORATION Industrials 120.0 $6K 0.00% -2.0 -1.6% $52.84 +35.9%
58 AMAT APPLIED MATLS INC Technology 23.0 $6K 0.00% -1.0 -4.2% $257.00 +140.1%
59 BIP BROOKFIELD INFRAST PARTNERS Utilities 165.0 $6K 0.00% -6.0 -3.5% $34.74 +8.1%
60 UGL PROSHARES TR II Financial Services 96.0 $5K 0.00% -20.0 -17.2% $55.52 -12.6%
Page 3 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%