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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 26 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 KORP AMERICAN CENTURY DIVERSIFIED CORPORATE BOND ETF 6,083.0 $283K 0.02% $46.52 -0.0%
502 IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 5,904.0 $283K 0.02% NEW $47.93 +10.1%
503 TXUE THORNBURG INTERNATIONAL EQUITY ETF 8,801.0 $283K 0.02% $32.16 +7.0%
504 VT VANGUARD TOTAL WORLD STOCK ETF 2,047.0 $283K 0.02% -195.0 -8.7% $138.25 +12.5%
505 AEP AMERICAN ELEC PWR CO INC COM Utilities 2,149.0 $281K 0.02% +270.0 +14.4% $130.76 +0.6%
506 COP CONOCOPHILLIPS COM Energy 2,109.0 $278K 0.02% NEW $131.82 -8.6%
507 JMOM JPMORGAN U.S. MOMENTUM FACTOR ETF 4,066.0 $276K 0.02% +1K +38.3% $67.88 +18.5%
508 TGT TARGET CORP COM Consumer Defensive 2,278.0 $276K 0.02% $121.16 +3.7%
509 MKL MARKEL GROUP INC COM Financial Services 144.0 $275K 0.02% $1909.72 -2.7%
510 JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF 5,260.0 $275K 0.02% $52.28
511 IBHG ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF 12,410.0 $274K 0.02% -9K -42.7% $22.08 +0.3%
512 MSTR STRATEGY INC CL A NEW Technology 2,189.0 $273K 0.02% -125.0 -5.4% $124.71 +28.2%
513 FN FABRINET SHS Technology 525.0 $273K 0.02% NEW $520.00 +35.4%
514 DG DOLLAR GEN CORP COM Consumer Defensive 2,281.0 $270K 0.02% -441.0 -16.2% $118.37 -10.7%
515 VPU VANGUARD UTILITIES ETF 1,366.0 $270K 0.02% $197.66 -0.6%
516 VOT VANGUARD MID-CAP GROWTH ETF 1,050.0 $270K 0.02% -32.0 -3.0% $257.14 +13.2%
517 PFF ISHARES PREFERRED & INCOME SECURITIES ETF 8,880.0 $269K 0.02% NEW $30.29 +3.1%
518 STT STATE STR CORP COM Financial Services 2,118.0 $268K 0.02% +14.0 +0.7% $126.53 +21.7%
519 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 4,460.0 $265K 0.02% $59.42 -1.2%
520 IHE ISHARES U.S. PHARMACEUTICALS ETF 3,046.0 $264K 0.02% NEW $86.67 +5.6%
Page 26 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%