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Portfolio (Quarterly) Guide ↗

Scarborough Advisors, LLC

· CIK 0001815355
13F Portfolio $567M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 469 New
Page 19 of 24  ·  469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 EQH EQUITABLE HLDGS INC Financial Services 34.0 $2K NEW $50.79 -10.8%
362 JEPI J P MORGAN EXCHANGE TRADED F 29.0 $2K NEW $57.10 -1.8%
363 TDC TERADATA CORP DEL Technology 76.0 $2K NEW $21.51 +43.5%
364 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 9.0 $2K NEW $178.78 -40.1%
365 BAX BAXTER INTL INC Healthcare 67.0 $2K NEW $22.73 -12.5%
366 LI LI AUTO INC Consumer Cyclical 60.0 $2K NEW $25.33 -47.9%
367 SCCO SOUTHERN COPPER CORP Basic Materials 12.0 $2K NEW $125.83 +53.3%
368 NATL NCR ATLEOS CORPORATION Technology 38.0 $1K NEW $39.32 +11.0%
369 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 27.0 $1K NEW $54.15 +1.0%
370 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 21.0 $1K NEW $67.33 +35.7%
371 MDYV SPDR SERIES TRUST 15.0 $1K NEW $83.80 +11.5%
372 ABEV AMBEV SA Consumer Defensive 553.0 $1K NEW $2.23 +39.9%
373 IIPR INNOVATIVE INDL PPTYS INC Real Estate 21.0 $1K NEW $53.57 +11.3%
374 JEPQ J P MORGAN EXCHANGE TRADED F 19.0 $1K NEW $57.53 +6.6%
375 XPEV XPENG INC Consumer Cyclical 46.0 $1K NEW $23.41 -43.6%
376 BTGD TIDAL TRUST II 25.0 $1K NEW $43.00 -49.2%
377 SFBS SERVISFIRST BANCSHARES INC Financial Services 13.0 $1K NEW $80.54 -0.1%
378 GEO GEO GROUP INC NEW Industrials 50.0 $1K NEW $20.50 +42.8%
379 CXW CORECIVIC INC Real Estate 50.0 $1K NEW $20.36 +41.9%
380 VYX NCR VOYIX CORPORATION Technology 76.0 $954.0 NEW $12.55 -40.3%
Page 19 of 24  ·  469 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 56.7%
Technology 18.9%
Consumer Cyclical 7.5%
Communication Services 5.7%
Industrials 3.9%
Healthcare 2.4%
Energy 1.9%
Consumer Defensive 1.5%
Utilities 1.1%
Real Estate 0.3%