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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 8 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SNPS SYNOPSYS INC COM Technology 663.0 $262K 0.02% -210.0 -24.1% $395.17 +32.8%
142 DUK DUKE ENERGY CORP NEW COM NEW Utilities 1,848.0 $242K 0.01% -131.0 -6.6% $130.95 -4.0%
143 PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER Financial Services 9,872.0 $240K 0.01% -2K -16.5% $24.31 -0.3%
144 IHI ISHARES U.S. MEDICAL DEVICES ETF 4,426.0 $236K 0.01% -180.0 -3.9% $53.32 -5.2%
145 VFH VANGUARD FINANCIALS ETF 1,930.0 $233K 0.01% -77.0 -3.8% $120.73 +5.5%
146 JCI JOHNSON CTLS INTL PLC SHS Industrials 1,768.0 $231K 0.01% -79.0 -4.3% $130.66 +5.9%
147 CNEQ ALGER CONCENTRATED EQUITY ETF 7,416.0 $230K 0.01% -1K -16.5% $31.01 +29.0%
148 USMF WISDOMTREE U.S. MULTIFACTOR FUND 4,412.0 $217K 0.01% -45.0 -1.0% $49.18 +7.7%
149 MS MORGAN STANLEY COM NEW Financial Services 1,289.0 $212K 0.01% -50.0 -3.7% $164.47 +22.2%
150 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS Healthcare 7,054.0 $212K 0.01% -442.0 -5.9% $30.05 +13.4%
151 SHW SHERWIN WILLIAMS CO COM Basic Materials 656.0 $210K 0.01% -22.0 -3.2% $320.12 -3.4%
152 ATAIBECKLEY INC COM SHS 33,820.0 $119K 0.01% -13K -28.4% $3.52
Page 8 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%