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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 7 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 1,875.0 $371K 0.02% -17.0 -0.9% $197.87 -9.4%
122 CLSK CLEANSPARK INC COM NEW Technology 41,642.0 $354K 0.02% -5K -10.7% $8.50 +87.9%
123 TMUS T-MOBILE US INC COM Communication Services 1,686.0 $354K 0.02% -641.0 -27.6% $209.96 -8.8%
124 CDNS CADENCE DESIGN SYSTEM INC COM Technology 1,264.0 $351K 0.02% -522.0 -29.2% $277.69 +34.5%
125 ONEY STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF 2,900.0 $348K 0.02% -74.0 -2.5% $120.00 +6.2%
126 EPRT ESSENTIAL PPTYS RLTY TR INC COM Real Estate 11,225.0 $340K 0.02% -490.0 -4.2% $30.29 +3.4%
127 SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 7,764.0 $338K 0.02% -548.0 -6.6% $43.53 +2.7%
128 IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 6,867.0 $330K 0.02% -144.0 -2.0% $48.06 +5.3%
129 IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 14,148.0 $309K 0.02% -6K -31.2% $21.84 -0.5%
130 VFQY VANGUARD U.S. QUALITY FACTOR ETF 2,057.0 $307K 0.02% -23.0 -1.1% $149.25 +9.2%
131 CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF 9,016.0 $298K 0.02% -2K -16.9% $33.05 +9.1%
132 VHT VANGUARD HEALTH CARE ETF 1,097.0 $298K 0.02% -36.0 -3.2% $271.65 +2.8%
133 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 4,598.0 $288K 0.02% -3K -40.0% $62.64 +34.6%
134 UFIV US TREASURY 5 YEAR NOTE ETF 5,833.0 $284K 0.02% -9K -59.6% $48.69 -0.8%
135 VT VANGUARD TOTAL WORLD STOCK ETF 2,047.0 $283K 0.02% -195.0 -8.7% $138.25 +12.5%
136 IBHG ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF 12,410.0 $274K 0.02% -9K -42.7% $22.08 +0.3%
137 MSTR STRATEGY INC CL A NEW Technology 2,189.0 $273K 0.02% -125.0 -5.4% $124.71 +28.2%
138 DG DOLLAR GEN CORP COM Consumer Defensive 2,281.0 $270K 0.02% -441.0 -16.2% $118.37 -10.7%
139 VOT VANGUARD MID-CAP GROWTH ETF 1,050.0 $270K 0.02% -32.0 -3.0% $257.14 +13.2%
140 ASTS AST SPACEMOBILE INC COM CL A Technology 3,183.0 $263K 0.02% -48.0 -1.5% $82.63 +28.1%
Page 7 of 8  ·  152 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%