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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 7 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EAGG ISHARES TR 1,540.0 $74K 0.01% -262.0 -14.5% $47.84 -1.0%
122 KMI KINDER MORGAN INC DEL Energy 2,674.0 $74K 0.01% +43.0 +1.6% $27.49 +14.9%
123 BLACKROCK MUNIHOLDINGS QUALI 7,193.0 $72K 0.01% +3K +77.9% $10.03
124 BUFR FIRST TR EXCHNG TRADED FD VI 2,105.0 $72K 0.01% -321.0 -13.2% $34.26 +6.5%
125 ORCL ORACLE CORP Technology 369.0 $72K 0.01% -69.0 -15.8% $195.13 -5.6%
126 AIQ GLOBAL X FDS 1,405.0 $71K 0.01% +7.0 +0.5% $50.85 +31.4%
127 SHOP SHOPIFY INC Technology 430.0 $69K 0.01% -80.0 -15.7% $160.97 -32.4%
128 ESGE ISHARES INC 1,493.0 $66K 0.01% +212.0 +16.6% $44.17 +28.1%
129 NFLX NETFLIX INC Communication Services 687.0 $64K 0.01% +653.0 +1920.6% $93.76 -17.5%
130 PSA PUBLIC STORAGE OPER CO Real Estate 248.0 $64K 0.01% +3.0 +1.2% $259.32 +22.7%
131 YUMC YUM CHINA HLDGS INC Consumer Cyclical 1,343.0 $64K 0.01% $47.74 -10.1%
132 QS QUANTUMSCAPE CORP Consumer Cyclical 6,074.0 $63K 0.01% +5K +568.9% $10.42 -22.8%
133 XLF SELECT SECTOR SPDR TR 1,155.0 $63K 0.01% $54.76 -2.2%
134 JMBS JANUS DETROIT STR TR 1,339.0 $61K 0.01% +23.0 +1.8% $45.69 -1.3%
135 MELI MERCADOLIBRE INC Consumer Cyclical 30.0 $60K 0.01% $2014.27 -18.8%
136 WM WASTE MGMT INC DEL Industrials 269.0 $59K 0.01% +59.0 +28.1% $219.86 -2.4%
137 AXP AMERICAN EXPRESS CO Financial Services 154.0 $57K 0.01% -3.0 -1.9% $370.34 -8.7%
138 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 201.0 $56K 0.01% $279.49 +11.8%
139 ISHARES TR 1,226.0 $56K 0.01% -134.0 -9.8% $45.43
140 CWEN CLEARWAY ENERGY INC Utilities 1,661.0 $55K 0.01% +761.0 +84.6% $33.26 +12.5%
Page 7 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%