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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 16 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VIS VANGUARD WORLD FD 20.0 $6K 0.00% $302.70 +16.8%
302 TRIPLE FLAG PRECIOUS METAL 181.0 $6K 0.00% $33.22
303 AMAT APPLIED MATLS INC Technology 23.0 $6K 0.00% -1.0 -4.2% $257.00 +140.1%
304 BIP BROOKFIELD INFRAST PARTNERS Utilities 165.0 $6K 0.00% -6.0 -3.5% $34.74 +8.1%
305 BEP BROOKFIELD RENEWABLE PARTNER Utilities 210.0 $6K 0.00% $26.97 +30.7%
306 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 62.0 $6K 0.00% $90.08 -2.3%
307 DBX DROPBOX INC Technology 200.0 $6K 0.00% $27.80 -6.6%
308 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 37.0 $5K 0.00% +28.0 +311.1% $146.57 -27.0%
309 ALL ALLSTATE CORP Financial Services 26.0 $5K 0.00% $208.15 +6.3%
310 ENSG ENSIGN GROUP INC Healthcare 31.0 $5K 0.00% $174.19 -11.8%
311 RPG INVESCO EXCHANGE TRADED FD T 115.0 $5K 0.00% $46.68 +34.4%
312 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 240.0 $5K 0.00% $22.32 -8.4%
313 COF CAPITAL ONE FINL CORP Financial Services 22.0 $5K 0.00% NEW $242.36 -16.8%
314 UGL PROSHARES TR II Financial Services 96.0 $5K 0.00% -20.0 -17.2% $55.52 -12.6%
315 EVTL VERTICAL AEROSPACE LTD Industrials 1,000.0 $5K 0.00% $5.33 -59.7%
316 ESGG FLEXSHARES TR 23.0 $5K 0.00% $209.65 +10.9%
317 ENB ENBRIDGE INC Energy 100.0 $5K 0.00% -8.0 -7.4% $47.83 +14.0%
318 CLOI VANECK ETF TRUST 90.0 $5K 0.00% +1.0 +1.1% $52.70 +0.4%
319 XRPI VOLATILITY SHS TR 442.0 $5K 0.00% $10.58 -40.2%
320 XLRE SELECT SECTOR SPDR TR 116.0 $5K 0.00% +1.0 +0.9% $40.28 +8.9%
Page 16 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%