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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 15 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PSA PUBLIC STORAGE OPER CO COM Real Estate 3,701.0 $1.0M 0.06% -365.0 -9.0% $270.74 +13.0%
282 BBLU EA BRIDGEWAY BLUE CHIP ETF 67,065.0 $989K 0.06% +912.0 +1.4% $14.75 +12.4%
283 IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 40,704.0 $986K 0.06% $24.22 +0.0%
284 IWF ISHARES RUSSELL 1000 GROWTH ETF 2,309.0 $984K 0.06% +104.0 +4.7% $426.16 -70.6%
285 NXPI NXP SEMICONDUCTORS N V COM Technology 4,990.0 $982K 0.06% -75.0 -1.5% $196.79 +67.7%
286 PFE PFIZER INC COM Healthcare 34,225.0 $961K 0.06% +12K +52.3% $28.08 -8.4%
287 GE GE AEROSPACE COM NEW Industrials 3,379.0 $959K 0.06% -2K -41.0% $283.81 +10.0%
288 SE SEA LTD SPONSORD ADS Consumer Cyclical 11,583.0 $959K 0.06% +395.0 +3.5% $82.79 +7.8%
289 LEIDOS HOLDINGS INC COM 6,158.0 $957K 0.06% -1K -15.6% $155.41
290 TMFC MOTLEY FOOL 100 INDEX ETF 14,383.0 $948K 0.06% +787.0 +5.8% $65.91 +17.8%
291 UNP UNION PAC CORP COM Industrials 3,898.0 $945K 0.06% -121.0 -3.0% $242.43 +11.9%
292 EMBJ EMBRAER S.A. SPONSORED ADS Industrials 15,803.0 $937K 0.06% +215.0 +1.4% $59.29 -3.3%
293 ITW ILLINOIS TOOL WKS INC COM Industrials 3,595.0 $935K 0.06% $260.08 -3.6%
294 XMVM INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF 14,357.0 $934K 0.06% -925.0 -6.0% $65.06 +6.2%
295 INTU INTUIT COM Technology 2,157.0 $932K 0.06% -92.0 -4.1% $432.08 -29.8%
296 ROKU ROKU INC COM CL A Communication Services 9,845.0 $931K 0.06% -100.0 -1.0% $94.57 +35.0%
297 EFA ISHARES MSCI EAFE ETF 9,541.0 $926K 0.06% +104.0 +1.1% $97.05 +8.1%
298 PPA INVESCO AEROSPACE & DEFENSE ETF 5,573.0 $923K 0.06% +870.0 +18.5% $165.62 +5.0%
299 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 2,778.0 $908K 0.05% $326.85 +14.2%
300 BSEP INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER 18,836.0 $905K 0.05% $48.05 +8.9%
Page 15 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%