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Portfolio (Quarterly) Guide ↗

Scarborough Advisors, LLC

· CIK 0001815355
13F Portfolio $592M AUM 463 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 21 New 144 Added 92 Reduced
Page 8 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DVN DEVON ENERGY CORP NEW Energy 51.0 $2K — +1.0 +2.0% $36.45 +29.1%
142 SCCO SOUTHERN COPPER CORP Basic Materials 13.0 $2K — +1.0 +8.3% $138.23 +47.5%
143 OKLO OKLO INC Utilities 13.0 $933.0 — +8.0 +160.0% $71.77 -47.0%
144 FG F&G ANNUITIES & LIFE INC Financial Services 4.0 $123.0 — +2.0 +100.0% $30.75 -28.1%
Page 8 of 8  ·  144 positions

① 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
Financial Services 59.8%
Technology 17.7%
Consumer Cyclical 7.3%
Communication Services 4.5%
Industrials 3.7%
Healthcare 2.4%
Energy 1.6%
Utilities 1.3%
Consumer Defensive 1.3%
Real Estate 0.2%