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Portfolio (Quarterly) Guide ↗

Scarborough Advisors, LLC

· CIK 0001815355
13F Portfolio $871M AUM 147 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 54 New 34 Added 52 Reduced 370 Exited
Page 7 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IFRA ISHARES TR 4,896.0 $304K 0.04% -83.0 -1.7% $62.01 -0.8%
122 MMD NYLI MACKAY DEFINEDTERM MUNI Financial Services 19,530.0 $300K 0.03% $15.36 -1.8%
123 XOM EXXON MOBIL CORP Energy 1,890.0 $278K 0.03% +61.0 +3.3% $147.01 +13.8%
124 BAC BANK OF AMER CORP Financial Services 4,770.0 $267K 0.03% +90.0 +1.9% $56.02 +14.7%
125 ESGU ISHARES TR 1,596.0 $259K 0.03% -115.0 -6.7% $162.26 +3.9%
126 SPY STATE STR SPDR S&P 500 ETF T Financial Services 349.0 $259K 0.03% +66.0 +23.3% $741.65 +3.8%
127 SLV ISHARES SILVER TR Financial Services 4,210.0 $258K 0.03% -44K -91.3% $61.29 -4.0%
128 VNQ VANGUARD INDEX FDS 2,585.0 $255K 0.03% NEW $98.51 -0.1%
129 F FORD MTR CO Consumer Cyclical 16,204.0 $240K 0.03% NEW $14.84 -4.1%
130 GEV GE VERNOVA INC Utilities 255.0 $240K 0.03% +138.0 +118.0% $940.65 +5.1%
131 EMB ISHARES TR 2,422.0 $233K 0.03% NEW $96.40 -1.3%
132 PYLD PIMCO ETF TR 8,822.0 $233K 0.03% NEW $26.42 -0.7%
133 XMMO INVESCO EXCHANGE TRADED FD T 1,351.0 $230K 0.03% -251.0 -15.7% $170.14 -5.2%
134 IBM INTERNATIONAL BUSINESS MACHS Technology 841.0 $229K 0.03% NEW $272.07 -14.2%
135 ITA ISHARES TR 968.0 $226K 0.03% NEW $233.80 +6.9%
136 JNJ JOHNSON & JOHNSON Healthcare 937.0 $226K 0.03% NEW $241.06 +13.8%
137 CRWD CROWDSTRIKE HLDGS INC Technology 330.0 $226K 0.03% -3.0 -0.9% $170.85 +21.5%
138 VLTO VERALTO CORP Industrials 2,700.0 $225K 0.03% $83.36 +18.0%
139 ICVT ISHARES TR 1,864.0 $223K 0.03% -5K -72.6% $119.62 -3.2%
140 IUSV ISHARES TR 1,995.0 $221K 0.03% NEW $110.86 +4.4%
Page 7 of 8  ·  147 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 48.7%
Technology 23.9%
Consumer Cyclical 8.6%
Industrials 4.5%
Communication Services 4.4%
Consumer Defensive 3.6%
Healthcare 2.7%
Energy 2.5%
Utilities 1.1%