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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 7 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VBR VANGUARD SMALL CAP VALUE ETF 12,176.0 $2.6M 0.16% +552.0 +4.8% $217.23 +7.1%
122 IEFA ISHARES CORE MSCI EAFE ETF 29,204.0 $2.6M 0.16% +1K +4.5% $90.50 +7.4%
123 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 24,861.0 $2.6M 0.16% -2K -7.2% $105.99 +1.7%
124 SMH VANECK SEMICONDUCTOR ETF 6,725.0 $2.6M 0.15% +81.0 +1.2% $383.35 +50.3%
125 IJR ISHARES CORE S&P SMALL CAP ETF 20,721.0 $2.6M 0.15% -272.0 -1.3% $124.27 +10.6%
126 VIG VANGUARD DIVIDEND APPRECIATION ETF 11,949.0 $2.6M 0.15% -117.0 -1.0% $215.00 +8.4%
127 HACK AMPLIFY CYBERSECURITY ETF 34,088.0 $2.6M 0.15% -755.0 -2.2% $75.07 +26.3%
128 LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF 62,700.0 $2.5M 0.15% +3K +5.5% $40.53 +2.4%
129 DVY ISHARES SELECT DIVIDEND ETF 16,728.0 $2.5M 0.15% -683.0 -3.9% $151.36 +2.9%
130 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 17,089.0 $2.5M 0.15% $148.11 +7.2%
131 WFC WELLS FARGO & CO COM Financial Services 31,529.0 $2.5M 0.15% -556.0 -1.7% $79.61 -4.0%
132 NEBIUS GROUP N.V. SHS CLASS A 24,176.0 $2.5M 0.15% +131.0 +0.5% $103.74
133 ISHARES IBONDS DEC 2032 TERM TREASURY ETF 108,602.0 $2.5M 0.15% +10K +10.2% $22.93
134 KO COCA COLA CO COM Consumer Defensive 32,726.0 $2.5M 0.15% -565.0 -1.7% $76.03 +7.2%
135 BA BOEING CO COM Industrials 12,271.0 $2.4M 0.15% -96.0 -0.8% $199.01 +10.1%
136 AMGN AMGEN INC COM Healthcare 6,905.0 $2.4M 0.14% +66.0 +1.0% $351.77 -3.5%
137 ATI ATI INC COM Industrials 16,639.0 $2.4M 0.14% +3K +19.2% $145.44 +11.6%
138 BK BANK NEW YORK MELLON CORP COM Financial Services 20,090.0 $2.4M 0.14% $118.62 +17.3%
139 PNC PNC FINL SVCS GROUP INC COM Financial Services 11,415.0 $2.4M 0.14% +444.0 +4.0% $208.06 +5.4%
140 DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 26,904.0 $2.4M 0.14% -1K -4.9% $87.83 +9.7%
Page 7 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%