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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 8 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CAT CATERPILLAR INC Industrials 232.0 $211K 0.02% NEW $909.53 -7.5%
142 COP CONOCOPHILLIPS Energy 1,798.0 $210K 0.02% -475.0 -20.9% $116.99 +10.9%
143 PRU PRUDENTIAL FINL INC Financial Services 1,937.0 $210K 0.02% NEW $108.54 +14.7%
144 CVX CHEVRON CORPORATION Energy 1,112.0 $208K 0.02% NEW $187.49 +9.7%
145 T AT&T INC Communication Services 8,822.0 $208K 0.02% -27K -75.7% $23.58 +5.6%
146 PSX PHILLIPS 66 Energy 1,132.0 $203K 0.02% NEW $179.52 +35.6%
147 CRDF CARDIFF ONCOLOGY INC Healthcare 10,502.0 $16K 0.00% $1.54 -42.5%
Page 8 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%