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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 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VISN VISTANCE NETWORKS INC COM Technology 89,713.0 $1.6M 0.10% +6K +7.7% $18.19 -32.4%
202 CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 59,783.0 $1.6M 0.10% +5K +8.3% $27.22 +0.9%
203 RWK INVESCO S&P MIDCAP 400 REVENUE ETF 12,658.0 $1.6M 0.10% +228.0 +1.8% $128.22 +8.1%
204 SCHX SCHWAB U.S. LARGE-CAP ETF 63,252.0 $1.6M 0.10% -3K -4.4% $25.63 +14.4%
205 BX BLACKSTONE INC COM Financial Services 14,005.0 $1.6M 0.10% +2K +12.1% $114.96 +3.1%
206 LGLV STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF 9,004.0 $1.6M 0.10% -218.0 -2.4% $178.03 +1.2%
207 GARP ISHARES MSCI USA QUALITY GARP ETF 24,749.0 $1.6M 0.10% +5K +24.7% $63.96 +22.4%
208 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 26,001.0 $1.6M 0.09% +22K +582.3% $60.61 -1.9%
209 GILD GILEAD SCIENCES INC COM Healthcare 11,257.0 $1.6M 0.09% $139.29 -3.5%
210 ETN EATON CORP PLC SHS Industrials 4,375.0 $1.6M 0.09% -22.0 -0.5% $357.49 +9.5%
211 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 3,990.0 $1.6M 0.09% -25.0 -0.6% $391.73 +107.5%
212 LMT LOCKHEED MARTIN CORP COM Industrials 2,581.0 $1.6M 0.09% +98.0 +4.0% $604.42 -11.8%
213 GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 33,687.0 $1.6M 0.09% +517.0 +1.6% $46.22 +0.9%
214 VFMO VANGUARD U.S. MOMENTUM FACTOR ETF 7,799.0 $1.5M 0.09% +2K +27.4% $197.08 +16.5%
215 CGHM CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF 60,351.0 $1.5M 0.09% $25.32 +0.5%
216 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 6,350.0 $1.5M 0.09% $239.84 +26.6%
217 PWB INVESCO LARGE CAP GROWTH ETF 12,081.0 $1.5M 0.09% $125.90 +22.9%
218 ZS ZSCALER INC COM Technology 10,656.0 $1.5M 0.09% -1K -10.5% $140.20 +30.1%
219 SHLD GLOBAL X DEFENSE TECH ETF 20,978.0 $1.5M 0.09% +243.0 +1.2% $70.84 -8.0%
220 JIVE JPMORGAN INTERNATIONAL VALUE ETF 17,231.0 $1.5M 0.09% +11K +176.5% $85.60 +7.1%
Page 11 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%