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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 5 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ATO ATMOS ENERGY CORP Utilities 1.0 $168.0 -2.0 -66.7% $168.00 +1.3%
82 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1.0 $162.0 -1.0 -50.0% $162.00 -17.4%
83 CBRE CBRE GROUP INC Real Estate 1.0 $161.0 -2.0 -66.7% $161.00 -18.3%
84 KVUE KENVUE INC Consumer Defensive 9.0 $155.0 -9.0 -50.0% $17.22 +5.2%
85 ES EVERSOURCE ENERGY Utilities 2.0 $135.0 -3.0 -60.0% $67.50 +3.1%
86 J JACOBS SOLUTIONS INC Industrials 1.0 $132.0 -1.0 -50.0% $132.00 -8.4%
87 WPC WP CAREY INC Real Estate 2.0 $129.0 -2.0 -50.0% $64.50 +10.4%
88 JCI JOHNSON CTLS INTL PLC Industrials 1.0 $120.0 -2.0 -66.7% $120.00 +20.7%
89 OVV OVINTIV INC Energy 3.0 $118.0 -2.0 -40.0% $39.33 +33.2%
90 TTD THE TRADE DESK INC Technology 2.0 $76.0 -1.0 -33.3% $38.00 -51.3%
91 BTGD TIDAL TRUST II 1.0 $35.0 -24.0 -96.0% $35.00 -37.6%
92 AMTM AMENTUM HOLDINGS INC Industrials 1.0 $29.0 -1.0 -50.0% $29.00 -25.3%
Page 5 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%