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Portfolio (Quarterly) Guide ↗

Scarborough Advisors, LLC

· CIK 0001815355
13F Portfolio $871M AUM 147 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 54 New 34 Added 52 Reduced 370 Exited
Page 5 of 19  ·  370 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 ESGD ISHARES TR — 322 $31K 0.01% SOLD
82 HODL VANECK BITCOIN ETF — 1,235 $31K 0.01% SOLD
83 AME AMETEK INC Industrials 146 $30K 0.01% SOLD
84 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 732 $30K 0.01% SOLD
85 CWI SPDR INDEX SHS FDS — 800 $29K 0.01% SOLD
86 FDX FEDEX CORP Industrials 99 $29K 0.01% SOLD
87 WELL WELLTOWER INC Real Estate 148 $27K 0.01% SOLD
88 IONQ IONQ INC Technology 600 $27K 0.01% SOLD
89 IGEB ISHARES TR — 587 $27K 0.01% SOLD
90 DELL DELL TECHNOLOGIES INC Technology 212 $27K 0.01% SOLD
91 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 75 $26K 0.00% SOLD
92 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 441 $25K 0.00% SOLD
93 VDE VANGUARD WORLD FD — 194 $24K 0.00% SOLD
94 FVD FIRST TR EXCHANGE-TRADED FD — 529 $24K 0.00% SOLD
95 MNA NEW YORK LIFE INVESTMENTS ET — 673 $24K 0.00% SOLD
96 WEC WEC ENERGY GROUP INC Utilities 228 $24K 0.00% SOLD
97 GUT GABELLI UTIL TR Financial Services 3,966 $24K 0.00% SOLD
98 AFL AFLAC INC Financial Services 217 $24K 0.00% SOLD
99 MDT MEDTRONIC PLC Healthcare 247 $24K 0.00% SOLD
100 RDW REDWIRE CORPORATION Industrials 3,112 $24K 0.00% SOLD
Page 5 of 19  ·  370 positions
Sector Allocation
Financial Services 49.5%
Technology 24.2%
Consumer Cyclical 8.7%
Industrials 4.6%
Consumer Defensive 3.6%
Communication Services 2.9%
Healthcare 2.7%
Energy 2.6%
Utilities 1.1%