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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 14 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NEM NEWMONT CORP COM Basic Materials 10,286.0 $1.1M 0.07% +3K +35.1% $108.21 +2.3%
262 BDEC INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER 23,132.0 $1.1M 0.07% $47.99 +10.4%
263 TFLO ISHARES TREASURY FLOATING RATE BOND ETF 21,860.0 $1.1M 0.07% -2K -7.9% $50.59 +0.0%
264 PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE 26,406.0 $1.1M 0.07% $41.81 +3.7%
265 IONQ IONQ INC COM Technology 38,322.0 $1.1M 0.07% +7K +20.6% $28.81 +114.8%
266 VOE VANGUARD MID-CAP VALUE ETF 5,937.0 $1.1M 0.07% -82.0 -1.4% $184.27 +6.0%
267 ISHARES IBONDS DEC 2026 TERM TREASURY ETF 47,388.0 $1.1M 0.07% -6K -11.6% $22.90
268 DGT STATE STREET SPDR GLOBAL DOW ETF 6,389.0 $1.1M 0.07% +1K +27.4% $169.51 +10.6%
269 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 7,960.0 $1.1M 0.06% +199.0 +2.6% $135.18 +0.1%
270 GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 6,579.0 $1.1M 0.06% +2K +59.0% $163.55 +20.0%
271 IWR ISHARES RUSSELL MIDCAP ETF 11,009.0 $1.1M 0.06% -796.0 -6.7% $97.19 +9.9%
272 JPMORGAN ULTRA-SHORT INCOME ETF 20,775.0 $1.1M 0.06% $50.59
273 PANW PALO ALTO NETWORKS INC COM Technology 6,499.0 $1.0M 0.06% -258.0 -3.8% $160.18 +61.1%
274 EA ELECTRONIC ARTS INC COM Communication Services 5,083.0 $1.0M 0.06% $203.82 -1.5%
275 OEF ISHARES S&P 100 ETF 3,244.0 $1.0M 0.06% +2K +115.4% $317.82 +17.1%
276 CSM PROSHARES LARGE CAP CORE PLUS 13,742.0 $1.0M 0.06% -309.0 -2.2% $74.81 +15.2%
277 EZPW EZCORP INC CL A NON VTG Financial Services 40,415.0 $1.0M 0.06% NEW $25.36 +36.2%
278 ALL ALLSTATE CORP COM Financial Services 4,934.0 $1.0M 0.06% +691.0 +16.3% $207.34 +3.4%
279 FSEP FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER 20,101.0 $1.0M 0.06% -7K -26.6% $50.30 +8.8%
280 SCHM SCHWAB U.S. MID-CAP ETF 32,421.0 $1.0M 0.06% $30.94 +13.5%
Page 14 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%