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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 16 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DE DEERE & CO COM Industrials 1,598.0 $900K 0.05% $563.20 -6.5%
302 HUT 8 CORP COM 19,161.0 $898K 0.05% +3K +18.7% $46.87
303 SU SUNCOR ENERGY INC NEW COM Energy 13,560.0 $896K 0.05% -260.0 -1.9% $66.08 -0.4%
304 AVDE AVANTIS INTERNATIONAL EQUITY ETF 10,495.0 $890K 0.05% +5K +93.1% $84.80 +8.2%
305 CNI CANADIAN NATL RY CO COM Industrials 8,606.0 $884K 0.05% $102.72 +13.0%
306 FMAY FT VEST U.S. EQUITY BUFFER FUND - MAY 16,589.0 $875K 0.05% $52.75 +6.3%
307 HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 18,816.0 $875K 0.05% $46.50 +0.7%
308 FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 14,381.0 $869K 0.05% $60.43 +19.5%
309 IWM ISHARES RUSSELL 2000 ETF 3,501.0 $868K 0.05% -1K -23.1% $247.93 +16.8%
310 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 15,022.0 $865K 0.05% -249.0 -1.6% $57.58 +7.0%
311 FLOT ISHARES FLOATING RATE BOND ETF 16,936.0 $862K 0.05% +6K +54.4% $50.90 +0.3%
312 NET CLOUDFLARE INC CL A COM Technology 4,152.0 $856K 0.05% +140.0 +3.5% $206.17 +6.9%
313 FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 26,094.0 $846K 0.05% $32.42 +11.5%
314 JPIE JPMORGAN INCOME ETF 18,291.0 $842K 0.05% $46.03 -0.1%
315 SIVR ABRDN PHYSICAL SILVER SHARES ETF Financial Services 11,667.0 $835K 0.05% +5K +78.3% $71.57 +1.0%
316 AZN ASTRAZENECA PLC ORD Healthcare 4,232.0 $834K 0.05% -4K -50.1% $197.07 -4.9%
317 AMAT APPLIED MATLS INC COM Technology 2,434.0 $832K 0.05% +60.0 +2.5% $341.82 +32.4%
318 LNG CHENIERE ENERGY INC COM NEW Energy 2,908.0 $825K 0.05% +151.0 +5.5% $283.70 -17.2%
319 JAZZ JAZZ PHARMACEUTICALS PLC SHS USD Healthcare 4,296.0 $812K 0.05% NEW $189.01 +25.3%
320 TLN TALEN ENERGY CORP COM Utilities 2,492.0 $795K 0.05% $319.02 +22.2%
Page 16 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%