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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 24 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 FEOE FIRST EAGLE OVERSEAS EQUITY ETF 6,797.0 $343K 0.02% +362.0 +5.6% $50.46 +7.4%
462 EDIV STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF 8,702.0 $343K 0.02% +561.0 +6.9% $39.42 +5.5%
463 LUV SOUTHWEST AIRLS CO COM Industrials 9,143.0 $343K 0.02% $37.52 +11.6%
464 PTNQ PACER TRENDPILOT 100 ETF 4,700.0 $342K 0.02% $72.77 +20.6%
465 TMSL T. ROWE PRICE SMALL-MID CAP ETF 9,310.0 $341K 0.02% $36.63 +13.8%
466 EPRT ESSENTIAL PPTYS RLTY TR INC COM Real Estate 11,225.0 $340K 0.02% -490.0 -4.2% $30.29 +3.3%
467 PRFZ INVESCO RAFI US 1500 SMALL-MID ETF 7,420.0 $340K 0.02% $45.82 +13.1%
468 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 3,118.0 $339K 0.02% $108.72 +9.3%
469 SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 7,764.0 $338K 0.02% -548.0 -6.6% $43.53 +2.7%
470 FJAN FT VEST US EQUITY BUFFER ETF - JANUARY 6,650.0 $335K 0.02% $50.38 +9.1%
471 GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF 6,787.0 $335K 0.02% +2K +31.6% $49.36 +19.1%
472 IYK ISHARES U.S. CONSUMER STAPLES ETF 4,745.0 $332K 0.02% $69.97 +2.7%
473 IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 6,867.0 $330K 0.02% -144.0 -2.0% $48.06 +6.3%
474 RCAT RED CAT HLDGS INC COM Technology 25,011.0 $327K 0.02% +999.0 +4.2% $13.07 -24.9%
475 FHN FIRST HORIZON CORPORATION COM Financial Services 14,357.0 $326K 0.02% +302.0 +2.1% $22.71 +6.8%
476 EQAL INVESCO RUSSELL 1000 EQUAL WEIGHT ETF 5,831.0 $321K 0.02% $55.05 +6.7%
477 FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 2,006.0 $318K 0.02% $158.52 +30.3%
478 EATON VANCE MORTGAGE OPPORTUNITIES ETF 6,163.0 $310K 0.02% $50.30
479 IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 14,148.0 $309K 0.02% -6K -31.2% $21.84 -0.3%
480 VFQY VANGUARD U.S. QUALITY FACTOR ETF 2,057.0 $307K 0.02% -23.0 -1.1% $149.25 +9.8%
Page 24 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%