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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 22 of 24  ·  469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2.0 $337.0 NEW $168.50 -20.5%
422 JCI JOHNSON CTLS INTL PLC Industrials 3.0 $330.0 NEW $110.00 +31.7%
423 NIO NIO INC Consumer Cyclical 43.0 $328.0 NEW $7.63 -34.2%
424 J JACOBS SOLUTIONS INC Industrials 2.0 $300.0 NEW $150.00 -19.4%
425 KVUE KENVUE INC Consumer Defensive 18.0 $292.0 NEW $16.22 +11.7%
426 DOUG DOUGLAS ELLIMAN INC Real Estate 99.0 $283.0 NEW $2.86 -39.8%
427 SOUTH BOW CORP 10.0 $283.0 NEW $28.30
428 AAL AMERICAN AIRLS GROUP INC Industrials 25.0 $281.0 NEW $11.24 +42.3%
429 INCANNEX HEALTHCARE INC 601.0 $279.0 NEW $0.46
430 FCX FREEPORT-MCMORAN INC Basic Materials 7.0 $275.0 NEW $39.29 +74.8%
431 ACGL ARCH CAP GROUP LTD Financial Services 3.0 $272.0 NEW $90.67 +0.6%
432 CME CME GROUP INC Financial Services 1.0 $270.0 NEW $270.00 -8.7%
433 WPC WP CAREY INC Real Estate 4.0 $270.0 NEW $67.50 +5.5%
434 VOYG VOYAGER TECHNOLOGIES INC Industrials 9.0 $268.0 NEW $29.78 +26.2%
435 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 4.0 $267.0 NEW $66.75 -10.0%
436 OABI OMNIAB INC Healthcare 161.0 $258.0 NEW $1.60 +46.0%
437 OGN ORGANON & CO Healthcare 24.0 $256.0 NEW $10.67 +25.9%
438 VRSK VERISK ANALYTICS INC Industrials 1.0 $252.0 NEW $252.00 -31.0%
439 ADI ANALOG DEVICES INC Technology 1.0 $246.0 NEW $246.00 +76.6%
440 WDAY WORKDAY INC Technology 1.0 $241.0 NEW $241.00 -51.5%
Page 22 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%