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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  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ABBV ABBVIE INC Healthcare 1,632.0 $372K 0.04% -102.0 -5.9% $227.84 +13.6%
42 AMD ADVANCED MICRO DEVICES INC Technology 610.0 $312K 0.04% -100.0 -14.1% $511.93 -5.4%
43 VGLT VANGUARD SCOTTSDALE FDS 5,662.0 $310K 0.04% -5K -47.6% $54.77 -4.1%
44 ONEV SPDR SERIES TRUST 2,142.0 $309K 0.04% -39.0 -1.8% $144.29 +3.7%
45 IFRA ISHARES TR 4,896.0 $304K 0.04% -83.0 -1.7% $62.01 -1.4%
46 ESGU ISHARES TR 1,596.0 $259K 0.03% -115.0 -6.7% $162.26 +3.6%
47 SLV ISHARES SILVER TR Financial Services 4,210.0 $258K 0.03% -44K -91.3% $61.29 -6.3%
48 XMMO INVESCO EXCHANGE TRADED FD T 1,351.0 $230K 0.03% -251.0 -15.7% $170.14 -5.3%
49 CRWD CROWDSTRIKE HLDGS INC Technology 330.0 $226K 0.03% -3.0 -0.9% $170.85 +24.6%
50 ICVT ISHARES TR 1,864.0 $223K 0.03% -5K -72.6% $119.62 -2.7%
51 COP CONOCOPHILLIPS Energy 1,798.0 $210K 0.02% -475.0 -20.9% $116.99 +10.9%
52 T AT&T INC Communication Services 8,822.0 $208K 0.02% -27K -75.7% $23.58 +5.6%
Page 3 of 3  ·  52 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%