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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 10 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 35,113.0 $1.8M 0.11% +865.0 +2.5% $52.29 +7.3%
182 RECS COLUMBIA RESEARCH ENHANCED CORE ETF 46,955.0 $1.8M 0.11% +12K +33.3% $38.97 +11.0%
183 OUSM ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF 41,725.0 $1.8M 0.11% +283.0 +0.7% $43.74 +6.4%
184 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 432.0 $1.8M 0.11% -120.0 -21.7% $4210.65 -96.2%
185 DGX QUEST DIAGNOSTICS INC COM Healthcare 9,211.0 $1.8M 0.11% $195.96 -0.4%
186 WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST 18,868.0 $1.8M 0.11% +2K +15.1% $94.71 +7.5%
187 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 24,295.0 $1.8M 0.11% $73.10 +1.4%
188 JCPB JPMORGAN CORE PLUS BOND ETF 37,675.0 $1.8M 0.11% +2K +5.1% $47.06 -0.9%
189 ANET ARISTA NETWORKS INC COM SHS Technology 14,443.0 $1.8M 0.11% +563.0 +4.1% $122.76 +25.5%
190 ORCL ORACLE CORP COM Technology 11,996.0 $1.8M 0.10% -3K -18.6% $147.05 +30.6%
191 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 28,768.0 $1.8M 0.10% +240.0 +0.8% $61.25 -2.9%
192 UNH UNITEDHEALTH GROUP INC COM Healthcare 6,502.0 $1.8M 0.10% -173.0 -2.6% $270.53 +43.6%
193 VONG VANGUARD RUSSELL 1000 GROWTH ETF 16,033.0 $1.8M 0.10% +2K +12.7% $109.65 +17.3%
194 HEI HEICO CORP NEW COM Industrials 6,355.0 $1.7M 0.10% +90.0 +1.4% $274.11 +9.8%
195 FSLY FASTLY INC CL A Technology 59,063.0 $1.7M 0.10% NEW $29.05 -43.8%
196 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 17,385.0 $1.7M 0.10% $97.90 +20.8%
197 CTAS CINTAS CORP COM Industrials 9,991.0 $1.7M 0.10% -121.0 -1.2% $169.05 +2.3%
198 ABT ABBOTT LABORATORIES COM Healthcare 16,391.0 $1.7M 0.10% -263.0 -1.6% $102.62 -14.8%
199 SLV ISHARES SILVER TRUST Financial Services 24,448.0 $1.7M 0.10% +2K +8.6% $68.10 +0.4%
200 PEP PEPSICO INC COM Consumer Defensive 10,587.0 $1.6M 0.10% -309.0 -2.8% $155.28 -3.0%
Page 10 of 29  ·  574 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%