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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 20 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 JEPQ J P MORGAN EXCHANGE TRADED F 19.0 $1K $58.11 +5.6%
382 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 22.0 $1K NEW $48.59 +76.1%
383 LI LI AUTO INC Consumer Cyclical 60.0 $1K $16.93 -22.0%
384 IIPR INNOVATIVE INDL PPTYS INC Real Estate 21.0 $995.0 $47.38 +25.8%
385 M MACYS INC Consumer Cyclical 45.0 $992.0 NEW $22.04 +9.5%
386 CXW CORECIVIC INC Real Estate 50.0 $956.0 $19.12 +51.2%
387 OKLO OKLO INC Utilities 13.0 $933.0 +8.0 +160.0% $71.77 -14.8%
388 SFBS SERVISFIRST BANCSHARES INC Financial Services 13.0 $933.0 $71.77 +12.1%
389 XPEV XPENG INC Consumer Cyclical 46.0 $933.0 $20.28 -34.9%
390 SMR NUSCALE PWR CORP Utilities 63.0 $893.0 $14.17 -17.3%
391 ACA ARCOSA INC Industrials 8.0 $851.0 $106.38 +27.7%
392 FAF FIRST AMERN FINL CORP Financial Services 14.0 $845.0 $60.36 +13.7%
393 GEO GEO GROUP INC NEW Industrials 50.0 $806.0 $16.12 +81.6%
394 RSPF INVESCO EXCHANGE TRADED FD T 10.0 $785.0 $78.50 -1.6%
395 VYX NCR VOYIX CORPORATION Technology 76.0 $775.0 $10.20 -26.5%
396 AIG AMERICAN INTL GROUP INC Financial Services 9.0 $770.0 -2.0 -18.2% $85.56 -13.5%
397 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 10.0 $759.0 $75.90 -28.6%
398 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 36.0 $710.0 $19.72 -16.2%
399 KLARNA GROUP PLC 24.0 $694.0 NEW $28.92
400 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 50.0 $662.0 -1.0 -2.0% $13.24 -35.9%
Page 20 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%