THOROUGHBRED FINANCIAL SERVICES, LLC

CIK: 0001091370Latest portfolio: $1.7B · Q4 2025

Holdings

576

Total Value

$1.7B

New Positions

43

Closed Positions

30

#StockSharesValue% PortfolioChangeType
1
NVDANVIDIA CORPORATION COM
508,911$94.0M5.57%+10
2
AAPLAPPLE INC COM
308,299$83.0M4.92%-804
3
MSFTMICROSOFT CORP COM
104,707$50.0M2.96%+650
4
AMZNAMAZON COM INC COM
171,085$39.0M2.31%+3K
5
AVGOBROADCOM INC COM
104,444$36.0M2.13%+471
6
QQQMINVESCO NASDAQ 100 ETF
125,273$31.0M1.84%+13K
7
NDQINVESCO QQQ TRUST SERIES I
46,954$28.0M1.66%+18
8
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
95,208$28.0M1.66%+2K
9
JPMJPMORGAN CHASE & CO COM
78,872$25.0M1.48%+1K
10
GOOGALPHABET INC CAP STK CL C
82,626$25.0M1.48%+53
11
GOOGLALPHABET INC CAP STK CL A
79,403$24.0M1.42%+339
12
RWLINVESCO S&P 500 REVENUE ETF
205,753$23.0M1.36%+57K
13
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
45,281$22.0M1.30%+1K
14
WMTWALMART INC COM
190,094$21.0M1.24%-1,287
15
VOOVANGUARD S&P 500 ETF
33,561$21.0M1.24%+2K
16
CGDGCAPITAL GROUP DIVIDEND VALUE ETF
492,481$21.0M1.24%+98K
17
VTIVANGUARD TOTAL STOCK MARKET ETF
61,562$20.0M1.18%+7K
18
COWZPACER US CASH COWS 100 ETF
335,473$20.0M1.18%-19
19
APPAPPLOVIN CORP COM CL A
28,544$19.0M1.13%+418
20
KLMNINVESCO S&P 500 MOMENTUM ETF
148,367$17.0M1.01%+91K
21
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
117,740$17.0M1.01%-1,469
22
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF
299,297$17.0M1.01%-17,995
23
CLSCELESTICA INC COM
59,052$17.0M1.01%+413
24
IWYISHARES RUSSELL TOP 200 GROWTH ETF
60,690$16.0M0.95%-105
25
METAMETA PLATFORMS INC CL A
24,322$16.0M0.95%-543

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
CGDG492K+98K
RWL206K+57K
IBTL188K+41K
IBTO70K+38K
CGGE70K+30K
CGGR237K+30K
PYLD88K+27K
IDMO66K+26K
CGHM60K+26K
FENI47K+26K

Decreased Positions

NameSharesChange
SCHD186K-27321
SMCI57K-22169
NOBL27K-20876
JEPI299K-17995
RGTI101K-17844
PBI13K-12116
IBTG54K-12043
FNDX162K-9463
TSLA11K-8471
ET24K-8039

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($9.400083000500002e+197T)
Industrials0.0% ($5.0004000400030003e+95T)
Unknown0.0% ($2.8000220001700074e+81T)
Healthcare0.0% ($1.4000600050004e+74T)
Consumer Cyclical0.0% ($3.9000800050004003e+52T)
Communication Services0.0% ($2.5000240001600017e+29T)
Consumer Defensive0.0% ($2.1000700020000998e+22T)
Energy0.0% ($60005000400040001536.0T)
Utilities0.0% ($20001000100.0T)
Basic Materials0.0% ($300.0T)
Real Estate0.0% ($100.0M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 10, 2026$1.7B576
Q3 2025Nov 10, 2025$1.6B564
Q2 2025Aug 8, 2025$1.4B545
Q1 2025May 9, 2025$1.6B671
Q4 2024Feb 12, 2025$1.6B687

Fund Information

CIK0001091370
Most Recent FilingFeb 10, 2026
Number of Filings5

THOROUGHBRED FINANCIAL SERVICES, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.7B across 576 holdings. The largest position is NVIDIA CORPORATION COM (NVDA), representing 5.6% of the portfolio. Compared to the previous quarter, the fund opened 46 new positions and closed 34 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.