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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 11 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 APD AIR PRODS & CHEMS INC Basic Materials 83.0 $21K 0.00% $247.02 +14.8%
202 UBER UBER TECHNOLOGIES INC Technology 250.0 $20K 0.00% +21.0 +9.2% $81.71 -12.3%
203 AZO AUTOZONE INC Consumer Cyclical 6.0 $20K 0.00% $3391.50 -12.6%
204 VLO VALERO ENERGY CORP Energy 124.0 $20K 0.00% $162.79 +44.9%
205 RCS PIMCO STRATEGIC INCOME FD Financial Services 3,619.0 $20K 0.00% +117.0 +3.3% $5.57 -3.5%
206 FXE INVESCO CURRENCYSHARES EURO Financial Services 185.0 $20K 0.00% $108.65 -2.9%
207 AFB ALLIANCEBERNSTEIN NATL MUN I Financial Services 1,783.0 $19K 0.00% NEW $10.82 +4.9%
208 FEX FIRST TR EXCHANGE-TRADED ALP 161.0 $19K 0.00% +1.0 +0.6% $118.56 +17.4%
209 SOFI SOFI TECHNOLOGIES INC Financial Services 729.0 $19K 0.00% $26.18 -32.7%
210 BCC BOISE CASCADE CO DEL Basic Materials 259.0 $19K 0.00% +250.0 +2777.8% $73.68 +0.5%
211 MCK MCKESSON CORP Healthcare 23.0 $19K 0.00% $821.96 -8.3%
212 TRV TRAVELERS COMPANIES INC Financial Services 65.0 $19K 0.00% -1.0 -1.5% $290.06 +7.9%
213 IBIT ISHARES BITCOIN TRUST ETF Financial Services 379.0 $19K 0.00% +34.0 +9.9% $49.65 -25.6%
214 PNFP PINNACLE FINL PARTNERS INC Financial Services 195.0 $19K 0.00% +1.0 +0.5% $95.22 +1.6%
215 XLU SELECT SECTOR SPDR TR 428.0 $18K 0.00% +215.0 +100.9% $42.67 +4.9%
216 DGRO ISHARES TR 261.0 $18K 0.00% -99.0 -27.5% $69.42 +8.2%
217 EXPI EXP WORLD HLDGS INC Real Estate 2,000.0 $18K 0.00% $9.05 -47.7%
218 XRT SPDR SERIES TRUST 211.0 $18K 0.00% $85.38 +1.5%
219 CTRE CARETRUST REIT INC Real Estate 496.0 $18K 0.00% +16.0 +3.3% $36.19 +2.2%
220 AA ALCOA CORP Basic Materials 330.0 $18K 0.00% -151.0 -31.4% $53.14 +8.6%
Page 11 of 24  ·  463 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%