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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 19 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 FNF FIDELITY NATIONAL FINANCIAL Financial Services 38.0 $2K $54.58 -14.2%
362 CAPR CAPRICOR THERAPEUTICS INC Healthcare 70.0 $2K $28.86 -1.7%
363 ACHR ARCHER AVIATION INC Industrials 265.0 $2K -55.0 -17.2% $7.52 -25.9%
364 NXPI NXP SEMICONDUCTORS N V Technology 9.0 $2K $217.11 +44.3%
365 NSTS NSTS BANCORP INC Financial Services 150.0 $2K $12.95 +6.1%
366 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 70.0 $2K NEW $27.16 -40.6%
367 DVN DEVON ENERGY CORP NEW Energy 51.0 $2K +1.0 +2.0% $36.45 +15.6%
368 BLOX TIDAL TRUST II 103.0 $2K NEW $17.48 -0.3%
369 SCCO SOUTHERN COPPER CORP Basic Materials 13.0 $2K +1.0 +8.3% $138.23 +39.6%
370 CCI CROWN CASTLE INC Real Estate 20.0 $2K $88.85 -7.7%
371 BYRN BYRNA TECHNOLOGIES INC Industrials 100.0 $2K $16.79 -64.9%
372 JEPI J P MORGAN EXCHANGE TRADED F 29.0 $2K $57.24 -2.0%
373 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 50.0 $2K NEW $33.02 -3.6%
374 EQH EQUITABLE HLDGS INC Financial Services 34.0 $2K $47.65 -4.9%
375 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 27.0 $2K $59.44 -8.0%
376 NATL NCR ATLEOS CORPORATION Technology 38.0 $1K $38.11 +14.5%
377 ABEV AMBEV SA Consumer Defensive 553.0 $1K $2.47 +26.3%
378 TILRAY BRANDS INC 150.0 $1K NEW $9.03
379 MDYV SPDR SERIES TRUST 15.0 $1K $85.47 +9.4%
380 BAX BAXTER INTL INC Healthcare 67.0 $1K $19.07 +4.3%
Page 19 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%