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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 13 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PG PROCTER & GAMBLE CO COM Consumer Defensive 8,753.0 $1.3M 0.07% +483.0 +5.8% $144.41 -0.5%
242 MGK VANGUARD MEGA CAP GROWTH ETF 3,432.0 $1.3M 0.07% +3K +326.9% $367.42 -75.7%
243 SSRM SSR MINING IN COM Basic Materials 42,623.0 $1.3M 0.07% +1K +3.4% $29.40 +4.2%
244 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 11,333.0 $1.3M 0.07% +68.0 +0.6% $110.47 +9.5%
245 TDVG T. ROWE PRICE DIVIDEND GROWTH ETF 27,988.0 $1.2M 0.07% -2K -7.7% $44.63 +7.5%
246 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 16,104.0 $1.2M 0.07% $77.06 +11.4%
247 COHR COHERENT CORP COM Technology 5,180.0 $1.2M 0.07% +2K +62.9% $238.03 +60.8%
248 MTZ MASTEC INC COM Industrials 3,824.0 $1.2M 0.07% +2K +73.4% $321.65 +20.9%
249 DK DELEK US HLDGS INC NEW COM Energy 27,166.0 $1.2M 0.07% $45.06 -2.8%
250 CAAP CORPORACION AMER ARPTS S A COM Industrials 47,984.0 $1.2M 0.07% +1K +2.2% $25.28 +1.2%
251 VRIG INVESCO VARIABLE RATE INVESTMENT GRADE ETF 48,066.0 $1.2M 0.07% +429.0 +0.9% $25.03 +0.1%
252 CGMU CAPITAL GROUP MUNICIPAL INCOME ETF 44,313.0 $1.2M 0.07% +2K +5.3% $27.15 +0.6%
253 DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 29,630.0 $1.2M 0.07% -300.0 -1.0% $38.95 +7.5%
254 SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 29,097.0 $1.1M 0.07% +473.0 +1.6% $39.42 +6.2%
255 STE STERIS PLC SHS USD Healthcare 5,165.0 $1.1M 0.07% $221.10 -2.9%
256 QWLD STATE STREET SPDR MSCI WORLD STRATEGICFACTORS ETF 7,938.0 $1.1M 0.07% $143.11 +7.0%
257 PEXL PACER US EXPORT LEADERS ETF 19,344.0 $1.1M 0.07% +6K +40.9% $58.67 +23.8%
258 IBM INTERNATIONAL BUSINESS MACHS COM Technology 4,659.0 $1.1M 0.07% $242.33 +3.1%
259 BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 9,665.0 $1.1M 0.07% +2K +22.1% $116.19 +0.6%
260 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 12,029.0 $1.1M 0.07% $93.27 +4.0%
Page 13 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%