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Portfolio (Quarterly) Guide ↗

THOROUGHBRED FINANCIAL SERVICES, LLC

· CIK 0001091370
13F Portfolio $1.7B AUM 576 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 46 New 200 Added 207 Reduced
Page 15 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 40,637.0 $984K 0.06% +9K +30.2% $24.21 +0.1%
282 XMVM INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF 15,282.0 $980K 0.06% -152.0 -1.0% $64.13 +7.7%
283 TMFC MOTLEY FOOL 100 INDEX ETF 13,596.0 $975K 0.06% -221.0 -1.6% $71.71 +8.7%
284 SCHM SCHWAB U.S. MID-CAP ETF 32,409.0 $974K 0.06% $30.05 +16.9%
285 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 8,824.0 $964K 0.06% -425.0 -4.6% $109.25 +178.2%
286 TLN TALEN ENERGY CORP COM Utilities 2,492.0 $934K 0.06% -26.0 -1.0% $374.80 +1.7%
287 UNP UNION PAC CORP COM Industrials 4,019.0 $929K 0.06% -34.0 -0.8% $231.15 +20.8%
288 BSEP INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER 18,836.0 $927K 0.06% -1K -7.1% $49.21 +6.4%
289 BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 7,915.0 $911K 0.05% -958.0 -10.8% $115.10 +1.5%
290 EFA ISHARES MSCI EAFE ETF 9,437.0 $906K 0.05% +582.0 +6.6% $96.01 +9.1%
291 UBER UBER TECHNOLOGIES INC COM Technology 11,097.0 $906K 0.05% +323.0 +3.0% $81.64 -13.4%
292 SSRM SSR MINING IN COM Basic Materials 41,220.0 $903K 0.05% +14K +52.1% $21.91 +36.5%
293 FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 14,313.0 $900K 0.05% -2K -9.9% $62.88 +14.2%
294 HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 18,805.0 $890K 0.05% -154.0 -0.8% $47.33 -1.0%
295 FMAY FT VEST U.S. EQUITY BUFFER FUND - MAY 16,589.0 $886K 0.05% $53.41 +5.2%
296 ITW ILLINOIS TOOL WKS INC COM Industrials 3,590.0 $884K 0.05% -165.0 -4.4% $246.24 +1.9%
297 ALL ALLSTATE CORP COM Financial Services 4,243.0 $883K 0.05% -1K -23.1% $208.11 +0.5%
298 RYANAIR HOLDINGS PLC SPONSORED ADR 12,159.0 $877K 0.05% -260.0 -2.1% $72.13
299 IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 34,423.0 $876K 0.05% +8K +29.4% $25.45 -0.7%
300 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 2,775.0 $861K 0.05% -310.0 -10.1% $310.27 +24.3%
Page 15 of 29  ·  576 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 47.2%
Financial Services 14.1%
Consumer Cyclical 9.2%
Communication Services 7.7%
Industrials 6.6%
Healthcare 6.5%
Consumer Defensive 4.1%
Energy 2.8%
Utilities 1.0%
Basic Materials 0.7%