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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 27 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 VOOG VANGUARD S&P 500 GROWTH ETF 649.0 $264K 0.02% $406.78 -79.8%
522 ASTS AST SPACEMOBILE INC COM CL A Technology 3,183.0 $263K 0.02% -48.0 -1.5% $82.63 +28.1%
523 SNPS SYNOPSYS INC COM Technology 663.0 $262K 0.02% -210.0 -24.1% $395.17 +32.8%
524 IXC ISHARES GLOBAL ENERGY ETF 4,465.0 $257K 0.01% NEW $57.56 -2.4%
525 BDX BECTON DICKINSON & CO COM Healthcare 1,631.0 $256K 0.01% +39.0 +2.5% $156.96 -5.9%
526 ECL ECOLAB INC COM Basic Materials 962.0 $255K 0.01% $265.07 -4.4%
527 CNQ CANADIAN NAT RES LTD MED TERM COM Energy 5,211.0 $253K 0.01% NEW $48.55 +0.1%
528 CL COLGATE PALMOLIVE CO COM Consumer Defensive 2,877.0 $245K 0.01% $85.16 +6.4%
529 UGL PROSHARES ULTRA GOLD Financial Services 4,000.0 $245K 0.01% $61.25 -8.5%
530 DUK DUKE ENERGY CORP NEW COM NEW Utilities 1,848.0 $242K 0.01% -131.0 -6.6% $130.95 -4.0%
531 VGSH VANGUARD SHORT-TERM TREASURY ETF 4,135.0 $242K 0.01% +65.0 +1.6% $58.52 -0.5%
532 PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER Financial Services 9,872.0 $240K 0.01% -2K -16.5% $24.31 -0.3%
533 MPLX MPLX LP COM UNIT REP LTD Energy 4,173.0 $238K 0.01% NEW $57.03 -1.0%
534 EXC EXELON CORP COM Utilities 4,849.0 $237K 0.01% $48.88 -5.4%
535 IHI ISHARES U.S. MEDICAL DEVICES ETF 4,426.0 $236K 0.01% -180.0 -3.9% $53.32 -5.2%
536 VFH VANGUARD FINANCIALS ETF 1,930.0 $233K 0.01% -77.0 -3.8% $120.73 +5.5%
537 JCI JOHNSON CTLS INTL PLC SHS Industrials 1,768.0 $231K 0.01% -79.0 -4.3% $130.66 +5.9%
538 CNEQ ALGER CONCENTRATED EQUITY ETF 7,416.0 $230K 0.01% -1K -16.5% $31.01 +29.0%
539 UFOX DEFIANCE CONNECTIVE TECHNOLOGIES ETF 3,362.0 $229K 0.01% $68.11 +45.9%
540 BEONE MEDICINES LTD SPONSORED ADS 773.0 $229K 0.01% $296.25
Page 27 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%