BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 8 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 89,477.0 $2.3M 0.14% +1K +1.2% $26.20 +0.5%
142 WULF TERAWULF INC COM Financial Services 161,000.0 $2.3M 0.14% +26K +19.6% $14.43 +58.2%
143 CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 69,193.0 $2.3M 0.14% +4K +5.8% $33.36 +18.0%
144 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 4,975.0 $2.3M 0.14% +40.0 +0.8% $460.90 -4.9%
145 IBTO ISHARES IBONDS DEC 2033 TERM TREASURY ETF 93,580.0 $2.3M 0.14% +23K +33.0% $24.39 -1.6%
146 HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 35,624.0 $2.3M 0.14% +851.0 +2.5% $63.89 +6.0%
147 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 49,041.0 $2.2M 0.13% $45.29 -30.2%
148 AZO AUTOZONE INC COM Consumer Cyclical 647.0 $2.2M 0.13% -9.0 -1.4% $3377.13 +0.9%
149 FENI FIDELITY ENHANCED INTERNATIONAL ETF 58,638.0 $2.2M 0.13% +12K +25.0% $37.19 +7.4%
150 XPO XPO INC COM Industrials 11,165.0 $2.2M 0.13% $194.54 +4.3%
151 PM PHILIP MORRIS INTL INC COM Consumer Defensive 13,038.0 $2.2M 0.13% +81.0 +0.6% $165.29 +14.3%
152 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 21,419.0 $2.2M 0.13% +4K +19.9% $100.56 +0.1%
153 ISHARES IBONDS DEC 2027 TERM TREASURY ETF 95,427.0 $2.1M 0.13% -4K -4.2% $22.43
154 MRK MERCK & CO INC COM Healthcare 17,768.0 $2.1M 0.13% +1K +9.0% $120.27 +1.8%
155 NTRA NATERA INC COM Healthcare 10,683.0 $2.1M 0.13% -446.0 -4.0% $199.94 +1.6%
156 FTCE FIRST TRUST NEW CONSTRUCTS CORE EARNINGS LEADERS ETF 90,382.0 $2.1M 0.13% +60K +193.3% $23.63 +15.2%
157 NFLX NETFLIX INC. COM Communication Services 22,164.0 $2.1M 0.13% -423.0 -1.9% $96.15 -7.8%
158 VLU STATE STREET SPDR S&P 1500 VALUE TILT ETF 9,887.0 $2.1M 0.13% +160.0 +1.6% $214.93 +9.7%
159 FFLC FIDELITY FUNDAMENTAL LARGE CAP CORE ETF 41,382.0 $2.1M 0.13% +1K +3.1% $51.28 +13.4%
160 MGC VANGUARD MEGA CAP ETF 8,956.0 $2.1M 0.13% -251.0 -2.7% $236.27 +16.1%
Page 8 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%