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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 19 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BRO BROWN & BROWN INC COM Financial Services 6,871.0 $547K 0.03% -3K -27.2% $79.61 -28.0%
362 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 7,662.0 $547K 0.03% -3K -25.5% $71.39 +14.8%
363 FBTC FIDELITY WISE ORIGIN BITCOIN FUND Financial Services 7,070.0 $538K 0.03% $76.10 -14.4%
364 KGC KINROSS GOLD CORP COM Basic Materials 19,126.0 $538K 0.03% +1K +7.0% $28.13 +2.7%
365 RF REGIONS FINANCIAL CORP NEW COM Financial Services 19,886.0 $538K 0.03% $27.05 +4.1%
366 FBND FIDELITY TOTAL BOND ETF 11,655.0 $536K 0.03% -734.0 -5.9% $45.99 -0.9%
367 LNG CHENIERE ENERGY INC COM NEW Energy 2,757.0 $535K 0.03% -3K -52.8% $194.05 +20.4%
368 KMI KINDER MORGAN INC DEL COM Energy 19,348.0 $531K 0.03% -220.0 -1.1% $27.44 +18.9%
369 NSC NORFOLK SOUTHN CORP COM Industrials 1,839.0 $531K 0.03% $288.74 +12.2%
370 SO SOUTHERN CO COM Utilities 6,056.0 $528K 0.03% -299.0 -4.7% $87.19 +7.9%
371 IUS INVESCO RAFI STRATEGIC US ETF 9,189.0 $525K 0.03% $57.13 +14.6%
372 JPME JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF 4,826.0 $524K 0.03% -63.0 -1.3% $108.58 +12.7%
373 PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER 11,850.0 $518K 0.03% $43.71 +4.7%
374 OEF ISHARES S&P 100 ETF 1,506.0 $516K 0.03% +225.0 +17.6% $342.63 +8.7%
375 ISHARES HIGH YIELD MUNI ACTIVE ETF 10,538.0 $512K 0.03% +205.0 +2.0% $48.59
376 SBUX STARBUCKS CORP COM Consumer Cyclical 6,077.0 $511K 0.03% -395.0 -6.1% $84.09 +21.2%
377 TJX TJX COS INC NEW COM Consumer Cyclical 3,330.0 $511K 0.03% +25.0 +0.8% $153.45 +2.1%
378 VBK VANGUARD SMALL-CAP GROWTH ETF 1,684.0 $508K 0.03% +121.0 +7.7% $301.66 +17.1%
379 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 1,892.0 $507K 0.03% +121.0 +6.8% $267.97 -33.4%
380 BOCT INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER 10,163.0 $502K 0.03% $49.39 +6.7%
Page 19 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%