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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 5 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 69,193.0 $2.3M 0.14% +4K +5.8% $33.36 +18.0%
82 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 4,975.0 $2.3M 0.14% +40.0 +0.8% $460.90 -4.9%
83 IBTO ISHARES IBONDS DEC 2033 TERM TREASURY ETF 93,580.0 $2.3M 0.14% +23K +33.0% $24.39 -1.6%
84 HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 35,624.0 $2.3M 0.14% +851.0 +2.5% $63.89 +6.0%
85 FENI FIDELITY ENHANCED INTERNATIONAL ETF 58,638.0 $2.2M 0.13% +12K +25.0% $37.19 +7.4%
86 PM PHILIP MORRIS INTL INC COM Consumer Defensive 13,038.0 $2.2M 0.13% +81.0 +0.6% $165.29 +14.3%
87 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 21,419.0 $2.2M 0.13% +4K +19.9% $100.56 +0.1%
88 MRK MERCK & CO INC COM Healthcare 17,768.0 $2.1M 0.13% +1K +9.0% $120.27 +1.8%
89 FTCE FIRST TRUST NEW CONSTRUCTS CORE EARNINGS LEADERS ETF 90,382.0 $2.1M 0.13% +60K +193.3% $23.63 +15.2%
90 VLU STATE STREET SPDR S&P 1500 VALUE TILT ETF 9,887.0 $2.1M 0.13% +160.0 +1.6% $214.93 +9.7%
91 FFLC FIDELITY FUNDAMENTAL LARGE CAP CORE ETF 41,382.0 $2.1M 0.13% +1K +3.1% $51.28 +13.4%
92 PULS PGIM ULTRA SHORT BOND ETF 41,762.0 $2.1M 0.12% +10K +29.7% $49.49 +0.4%
93 CIEN CIENA CORP COM NEW Technology 5,144.0 $2.0M 0.12% +3K +151.9% $388.22 +50.4%
94 COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF 59,002.0 $2.0M 0.12% +3K +6.0% $33.73 +13.5%
95 EQWL INVESCO S&P 100 EQUAL WEIGHT ETF 16,912.0 $1.9M 0.12% +702.0 +4.3% $115.24 +10.0%
96 OKLO OKLO INC COM CL A Utilities 39,055.0 $1.9M 0.12% +4K +11.2% $49.57 +32.9%
97 MRVL MARVELL TECHNOLOGY INC COM Technology 19,265.0 $1.9M 0.11% +1K +5.9% $99.04 +98.2%
98 TTMI TTM TECHNOLOGIES INC COM Technology 19,430.0 $1.9M 0.11% +2K +13.2% $97.38 +95.0%
99 CRWV COREWEAVE INC COM CL A Technology 23,765.0 $1.8M 0.11% +2K +6.8% $77.47 +36.2%
100 HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 35,113.0 $1.8M 0.11% +865.0 +2.5% $52.29 +7.3%
Page 5 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%