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Portfolio (Quarterly) Guide ↗

THOROUGHBRED FINANCIAL SERVICES, LLC

· CIK 0001091370
13F Portfolio $1.7B AUM 574 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 34 New 219 Added 152 Reduced 36 Exited
Page 11 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FEOE FIRST EAGLE OVERSEAS EQUITY ETF 6,797.0 $343K 0.02% +362.0 +5.6% $50.46 +6.9%
202 EDIV STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF 8,702.0 $343K 0.02% +561.0 +6.9% $39.42 +4.3%
203 GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF 6,787.0 $335K 0.02% +2K +31.6% $49.36 +17.7%
204 RCAT RED CAT HLDGS INC COM Technology 25,011.0 $327K 0.02% +999.0 +4.2% $13.07 -28.0%
205 FHN FIRST HORIZON CORPORATION COM Financial Services 14,357.0 $326K 0.02% +302.0 +2.1% $22.71 +6.7%
206 IJJ ISHARES S&P MID-CAP 400 VALUE ETF 2,308.0 $305K 0.02% +36.0 +1.6% $132.15 +6.7%
207 CDE COEUR MNG INC COM NEW Basic Materials 16,142.0 $302K 0.02% +5K +41.3% $18.71 -5.8%
208 VZ VERIZON COMMUNICATIONS INC COM Communication Services 6,003.0 $301K 0.02% +1K +20.5% $50.14 -3.6%
209 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 5,309.0 $300K 0.02% +172.0 +3.4% $56.51 +8.1%
210 VDE VANGUARD ENERGY ETF 1,725.0 $298K 0.02% +119.0 +7.4% $172.75 -2.7%
211 AEP AMERICAN ELEC PWR CO INC COM Utilities 2,149.0 $281K 0.02% +270.0 +14.4% $130.76 +0.6%
212 JMOM JPMORGAN U.S. MOMENTUM FACTOR ETF 4,066.0 $276K 0.02% +1K +38.3% $67.88 +18.5%
213 STT STATE STR CORP COM Financial Services 2,118.0 $268K 0.02% +14.0 +0.7% $126.53 +21.7%
214 BDX BECTON DICKINSON & CO COM Healthcare 1,631.0 $256K 0.01% +39.0 +2.5% $156.96 -5.9%
215 VGSH VANGUARD SHORT-TERM TREASURY ETF 4,135.0 $242K 0.01% +65.0 +1.6% $58.52 -0.5%
216 GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF 4,576.0 $228K 0.01% +451.0 +10.9% $49.83 +11.3%
217 FEGE FIRST EAGLE GLOBAL EQUITY ETF 4,679.0 $219K 0.01% +332.0 +7.6% $46.80 +6.6%
218 F FORD MTR CO COM Consumer Cyclical 18,327.0 $211K 0.01% +675.0 +3.8% $11.51 +29.7%
219 IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 9,839.0 $205K 0.01% +75.0 +0.8% $20.84 -0.3%
Page 11 of 11  ·  219 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
Technology 45.4%
Financial Services 13.3%
Consumer Cyclical 8.9%
Industrials 7.5%
Communication Services 7.3%
Healthcare 6.5%
Consumer Defensive 4.6%
Energy 4.2%
Basic Materials 1.1%
Utilities 1.0%