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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 22 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 VOYG VOYAGER TECHNOLOGIES INC Industrials 9.0 $235.0 $26.11 +43.9%
422 NIO NIO INC Consumer Cyclical 43.0 $219.0 $5.09 -1.4%
423 INCANNEX HEALTHCARE INC 601.0 $215.0 $0.36
424 FCX FREEPORT-MCMORAN INC Basic Materials 4.0 $203.0 -3.0 -42.9% $50.75 +35.3%
425 INCY INCYTE CORP Healthcare 2.0 $198.0 -2.0 -50.0% $99.00 -0.8%
426 ACGL ARCH CAP GROUP LTD Financial Services 2.0 $192.0 -1.0 -33.3% $96.00 -5.0%
427 HST HOST HOTELS & RESORTS INC Real Estate 10.0 $177.0 $17.70 +41.3%
428 AKAM AKAMAI TECHNOLOGIES INC Technology 2.0 $175.0 -1.0 -33.3% $87.50 +42.8%
429 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 4.0 $172.0 $43.00 +39.8%
430 OGN ORGANON & CO Healthcare 24.0 $172.0 $7.17 +87.4%
431 ATO ATMOS ENERGY CORP Utilities 1.0 $168.0 -2.0 -66.7% $168.00 +1.3%
432 RSPR INVESCO EXCHANGE TRADED FD T 5.0 $168.0 $33.60 +8.0%
433 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 6.0 $163.0 $27.17 +19.4%
434 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1.0 $162.0 -1.0 -50.0% $162.00 -17.4%
435 CBRE CBRE GROUP INC Real Estate 1.0 $161.0 -2.0 -66.7% $161.00 -18.3%
436 KVUE KENVUE INC Consumer Defensive 9.0 $155.0 -9.0 -50.0% $17.22 +5.2%
437 ONL ORION PROPERTIES INC Real Estate 67.0 $152.0 $2.27 +26.5%
438 ES EVERSOURCE ENERGY Utilities 2.0 $135.0 -3.0 -60.0% $67.50 +3.1%
439 J JACOBS SOLUTIONS INC Industrials 1.0 $132.0 -1.0 -50.0% $132.00 -8.4%
440 NWSA NEWS CORP NEW Communication Services 5.0 $131.0 $26.20 -3.5%
Page 22 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%