Fund Holdings — THOROUGHBRED FINANCIAL SERVICES, LLC

Total Portfolio Value
$1.67M
Total Bought
$190.2K
Total Sold
$74.8K
Net Transaction
+$115.4K
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
▲▼
Change
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INVESCO S&P 500 MOMENTUM ETF4,9351,166,812+1,161,8773432.57%+40
MICRON TECHNOLOGY INC COM(MU)54,27857,752+3,47415201.16%+4
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)95,20896,870+1,66229331.95%+4
MODINE MFG CO COM(MOD)40,08339,850-233590.52%+3
EXXON MOBIL CORP COM57,15957,527+3687100.58%+3
VALERO ENERGY CORP COM(VLO)27,45528,199+744470.42%+2
LUMENTUM HLDGS INC COM(LITE)5,1896,249+1,060240.26%+2
WALMART INC COM(WMT)190,094189,886-20821241.41%+2
CORNING INC COM(GLW)48,73648,722-14470.40%+2
MARATHON PETE CORP COM(MPC)28,54928,656+107570.42%+2
CHEVRON CORPORATION COM(CVX)37,95237,899-53680.47%+2
CAPITAL GROUP DIVIDEND VALUE ETF
SHS CREAT UNIT
492,481550,666+58,18521231.40%+2
FASTLY INC CL A(FSLY)059,063+59,063020.10%+2
ARGAN INC COM7,2207,218-2240.23%+2
CIENA CORP COM NEW(CIEN)2,0425,144+3,102020.12%+2
BRISTOL-MYERS SQUIBB CO COM(BMY)3,81126,001+22,190020.09%+1
FIRST TRUST NEW CONSTRUCTS CORE EARNINGS LEADERS ETF
NEW CO CO EA ETF
30,81690,382+59,566120.13%+1
CATERPILLAR INC COM(CAT)9,6759,751+76670.41%+1
STERLING INFRASTRUCTURE INC COM(STRL)12,16412,441+277450.30%+1
INVESCO S&P MIDCAP MOMENTUM ETF
S&P MDCP MOMNTUM
51,59758,104+6,507780.50%+1
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
RBA INDL ETF
41,20747,859+6,652450.32%+1
COSTCO WHOLESALE CORPORATION COM(COST)8,7298,759+30890.52%+1
JOHNSON & JOHNSON COM(JNJ)24,83925,831+992560.38%+1
INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF65,77087,166+21,396450.29%+1
ASML HLDG NV N Y REGISTRY SHS
N Y REGISTRY SHS
3,7743,867+93450.30%+1
INVESCO S&P 500 QUALITY ETF
S&P500 QUALITY
69,90683,540+13,634560.38%+1
EZCORP INC CL A NON VTG(EZPW)040,415+40,415010.06%+1
JPMORGAN INTERNATIONAL VALUE ETF
JPMORGAN INTL VL
6,23217,231+10,999110.09%+1
ISHARES RUSSELL TOP 200 ETF25,52933,124+7,595450.32%+1
VANGUARD MEGA CAP GROWTH ETF8043,432+2,628010.08%+1
LAM RESEARCH CORP COM NEW(LRCX)22,37922,117-262450.28%+1
ATI INC COM(ATI)13,95316,639+2,686220.14%+1
JAZZ PHARMACEUTICALS PLC SHS USD(JAZZ)04,296+4,296010.05%+1
TERAWULF INC COM(WULF)134,600161,000+26,400220.14%+1
DELL TECHNOLOGIES INC CL C(DELL)15,50116,466+965230.16%+1
MASTEC INC COM(MTZ)2,2053,824+1,619010.07%+1
CAPITAL GROUP GLOBAL EQUITY ETF
SHS
69,74595,546+25,801230.17%+1
TTM TECHNOLOGIES INC COM(TTMI)17,16019,430+2,270120.11%+1
PACER US CASH COWS 100 ETF
US CASH COWS 100
335,473333,726-1,74720211.25%+1
NLIGHT INC COM(LASR)011,944+11,944010.04%+1
ISHARES U.S. SMALLCAP EQUITY FACTOR ETF
US SML CAP EQT
42,79451,125+8,331340.23%+1
XPO INC COM(XPO)11,16511,1650220.13%+1
AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETF54,23560,904+6,669450.28%+1
COHERENT CORP COM(COHR)3,1795,180+2,001110.07%+1
INVESCO S&P SMALLCAP MOMENTUM ETF
S&P SMLCP MOMENT
50,24255,774+5,532440.25%+1
INVESCO S&P 500 VALUE WITH MOMENTUM ETF
S&P 500 VLU MOMN
08,585+8,585010.04%+1
CONSTELLIUM SE CL A SHS(CSTM)023,853+23,853010.03%+1
KLA CORP COM NEW(KLAC)2,4102,384-26340.21%+1
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF178,415189,784+11,369890.51%+1
ASTRONICS CORP COM08,422+8,422010.03%+1
LINDE PLC SHS(LIN)8,2998,269-30440.24%+1
ISHARES IBONDS DEC 2033 TERM TREASURY ETF70,34893,580+23,232220.14%+1
PHILLIPS 66 COM(PSX)10,30510,266-39120.11%+1
INVESCO S&P 500 REVENUE ETF
S&P 500 REVENUE
205,753209,642+3,88924241.44%+1
CAPITAL GROUP CORE EQUITY ETF
SHS CREAT UNIT
147,632168,276+20,644660.39%+1
BARRICK MNG CORP COM SHS(B)5,82219,079+13,257010.05%+1
ISHARES S&P 100 ETF1,5063,244+1,738110.06%+1
NEBIUS GROUP N.V. SHS CLASS A(NBIS)24,04524,176+131230.15%0
VICOR CORP COM(VICR)03,083+3,083000.03%0
AAR CORP COM04,507+4,507000.03%0
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
RISNG DIVD ACHIV
165,987176,074+10,08712120.72%0
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
28,52828,768+240120.11%0
ISHARES MSCI USA QUALITY FACTOR ETF
MSCI USA QLT FCT
02,460+2,460000.03%0
PGIM ULTRA SHORT BOND ETF
PGIM ULTRA SH BD
32,19441,762+9,568220.12%0
FIDELITY ENHANCED INTERNATIONAL ETF
ENHANCED INTL
46,92358,638+11,715220.13%0
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
ORD SHS
4,0153,990-25120.09%0
KEYSIGHT TECHNOLOGIES INC COM(KEYS)01,588+1,588000.03%0
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
NASDQ CLN EDGE
4,1386,579+2,441110.06%0
AVANTIS INTERNATIONAL EQUITY ETF5,43610,495+5,059010.05%0
CAVA GROUP INC COM(CAVA)17,22517,950+725110.09%0
ALCOA CORP COM(AA)06,574+6,574000.03%0
MERCK & CO INC COM(MRK)16,30117,768+1,467220.13%0
DELEK US HLDGS INC NEW COM(DK)27,16427,166+2110.07%0
GENERAC HLDGS INC COM(GNRC)02,133+2,133000.02%0
HUNTINGTON BANCSHARES INC COM(HBAN)026,411+26,411000.02%0
PFIZER INC COM(PFE)22,47534,225+11,750110.06%0
CAMBRIA GLOBAL VALUE ETF9,33920,883+11,544010.04%0
HONEYWELL INTL INC COM(HON)11,88312,002+119230.16%0
ABRDN PHYSICAL SILVER SHARES ETF6,54511,667+5,122010.05%0
DYCOM INDS INC COM(DY)01,162+1,162000.02%0
COLUMBIA RESEARCH ENHANCED CORE ETF
RESH ENHNC COR
35,21746,955+11,738120.11%0
MILLICOM INTL CELLULAR S A COM STK
COM STK
6,3039,898+3,595010.04%0
RTX CORPORATION COM(RTX)26,59727,264+667550.31%0
ISHARES SEMICONDUCTOR ETF13,22213,256+34440.26%0
VANGUARD U.S. MOMENTUM FACTOR ETF6,1217,799+1,678120.09%0
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
ENHAN SHRT MA AC
17,86121,419+3,558220.13%0
MARVELL TECHNOLOGY INC COM(MRVL)18,19819,265+1,067220.11%0
LOCKHEED MARTIN CORP COM(LMT)2,4832,581+98120.09%0
HSBC HLDGS PLC SPON ADR NEW(HSBC)31,92834,785+2,857330.17%0
NEWMONT CORP COM(NEM)7,61610,286+2,670110.07%0
FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
FRANKLIN INTL LW
59,46062,700+3,240230.15%0
SSR MINING IN COM(SSRM)41,22042,623+1,403110.07%0
ISHARES U.S. REGIONAL BANKS ETF06,410+6,410000.02%0
ARM HOLDINGS PLC SPONSORED ADS8,8248,635-189110.08%0
INVESCO S&P 500 TOP 50 ETF
S&P 500 TOP 50
205,003228,995+23,99212120.75%0
ANALOG DEVICES INC COM(ADI)6,5776,583+6220.13%0
ISHARES FLOATING RATE BOND ETF
FLTG RATE NT ETF
10,97116,936+5,965110.05%0
SANDISK CORP COM(SNDK)0473+473000.02%0
PACER US EXPORT LEADERS ETF
US EXPORT LEAD
13,73219,344+5,612110.07%0
SANTACRUZ SILVER MNG LTD COM NEW SHS(SCZM)034,529+34,529000.02%0
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