BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 18 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 GH GUARDANT HEALTH INC COM Healthcare 6,354.0 $648K 0.04% NEW $101.98 +25.0%
342 IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 27,484.0 $643K 0.04% +309.0 +1.1% $23.40 -0.9%
343 BLK BLACKROCK INC COM Financial Services 593.0 $635K 0.04% +10.0 +1.7% $1070.83 -0.0%
344 GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 4,138.0 $633K 0.04% NEW $152.97 +27.0%
345 VFLO VICTORYSHARES FREE CASH FLOW ETF 15,703.0 $618K 0.04% +1K +8.5% $39.36 +13.2%
346 SU SUNCOR ENERGY INC NEW COM Energy 13,820.0 $613K 0.04% -6K -29.1% $44.36 +44.3%
347 APH AMPHENOL CORP CL A Technology 4,515.0 $610K 0.04% $135.11 +3.8%
348 AMAT APPLIED MATLS INC COM Technology 2,374.0 $610K 0.04% $256.95 +74.5%
349 NOC NORTHROP GRUMMAN CORP COM Industrials 1,065.0 $607K 0.04% -88.0 -7.6% $569.95 -3.3%
350 PGIM SHORT DURATION MULTI-SECTOR BOND ETF 11,652.0 $599K 0.04% +7K +149.0% $51.41
351 FVAL FIDELITY VALUE FACTOR ETF 8,248.0 $596K 0.04% $72.26 +9.8%
352 COHR COHERENT CORP COM Technology 3,179.0 $586K 0.04% NEW $184.33 +106.3%
353 ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 6,419.0 $586K 0.04% -318.0 -4.7% $91.29 +15.1%
354 PGR PROGRESSIVE CORP COM Financial Services 2,545.0 $579K 0.03% -31.0 -1.2% $227.50 -13.4%
355 RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 12,483.0 $568K 0.03% $45.50 +36.1%
356 IVOO VANGUARD S&P MID-CAP 400 ETF 5,020.0 $561K 0.03% +256.0 +5.4% $111.75 +12.7%
357 PFE PFIZER INC COM Healthcare 22,475.0 $559K 0.03% +9K +72.1% $24.87 +5.4%
358 CDNS CADENCE DESIGN SYSTEM INC COM Technology 1,786.0 $558K 0.03% -160.0 -8.2% $312.43 +19.7%
359 FLOT ISHARES FLOATING RATE BOND ETF 10,971.0 $558K 0.03% +357.0 +3.4% $50.86 +0.4%
360 APOS APOLLO GLOBAL MGMT INC COM Financial Services 3,830.0 $554K 0.03% $144.65 -81.8%
Page 18 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%