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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 8 of 19  ·  370 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 XEL XCEL ENERGY INC Utilities 200 $15K 0.00% SOLD
142 GRW TCW ETF TRUST — 470 $15K 0.00% SOLD
143 WCN WASTE CONNECTIONS INC Industrials 83 $15K 0.00% SOLD
144 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 349 $14K 0.00% SOLD
145 LNT ALLIANT ENERGY CORP Utilities 217 $14K 0.00% SOLD
146 — FORTINET INC — 175 $14K 0.00% SOLD
147 BOND PIMCO ETF TR — 147 $14K 0.00% SOLD
148 EIPI FIRST TR EXCHNG TRADED FD VI — 682 $14K 0.00% SOLD
149 TFC TRUIST FINL CORP Financial Services 272 $13K 0.00% SOLD
150 CGGR CAPITAL GROUP GROWTH ETF — 300 $13K 0.00% SOLD
151 AMP AMERIPRISE FINL INC Financial Services 27 $13K 0.00% SOLD
152 CGDV CAPITAL GROUP DIVIDEND VALUE — 303 $13K 0.00% SOLD
153 CHKP CHECK POINT SOFTWARE TECH LT Technology 71 $13K 0.00% SOLD
154 VRT VERTIV HOLDINGS CO Industrials 80 $13K 0.00% SOLD
155 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 50 $13K 0.00% SOLD
156 NI NISOURCE INC Utilities 307 $13K 0.00% SOLD
157 AMT AMERICAN TOWER CORP NEW Real Estate 72 $13K 0.00% SOLD
158 VSDA VICTORY PORTFOLIOS II — 233 $12K 0.00% SOLD
159 SOLV SOLVENTUM CORP Healthcare 155 $12K 0.00% SOLD
160 EXC EXELON CORP Utilities 278 $12K 0.00% SOLD
Page 8 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%