Thoroughbred Financial Services, LLC Top Holdings and 13F Report (2026) About Thoroughbred Financial Services, LLCInvestment ActivityThoroughbred Financial Services, LLC has $2.08 million in total holdings as of June 30, 2026.Thoroughbred Financial Services, LLC owns shares of 624 different stocks, but just 145 companies or ETFs make up 80% of its holdings.Approximately 10.26% of the portfolio was purchased this quarter.About 2.84% of the portfolio was sold this quarter.This quarter, Thoroughbred Financial Services, LLC has purchased 574 new stocks and bought additional shares in 292 stocks.Thoroughbred Financial Services, LLC sold shares of 190 stocks and completely divested from 20 stocks this quarter.Largest Holdings NVIDIA $103,131Apple $89,386Micron Technology $69,066Taiwan Semiconductor Manufacturing $46,889Invesco NASDAQ 100 ETF $43,955 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS $8,295 Holding86765K109 - Sunoco $5,805 Holding90385V107 - Ultra Clean $2,004 Holding57776J100 - MAXLINEAR INC COM $1,905 Holding458140100 - Intel $1,337 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 87,625 shares (about $17.86K)Berkshire Hathaway 82,405 shares (about $14.75K)Invesco S&P 500 Momentum ETF 81,315 shares (about $13.14K)Amplify CWP Enhanced Dividend Income ETF 234,662 shares (about $10.72K)iShares Core S&P Total U.S. Stock Market ETF 90,045 shares (about $8.52K) Largest Sales this Quarter JPMorgan Equity Premium Income ETF 193,487 shares (about $10.93K)PALANTIR TECHNOLOGIES INC CL A 13,809 shares (about $1.61K)Pacer US Cash Cows 100 ETF 23,688 shares (about $1.47K)Invesco S&P MidCap 400 GARP ETF 10,014 shares (about $1.30K)Mastercard 2,232 shares (about $1.15K) Sector Allocation Over TimeMap of 500 Largest Holdings ofThoroughbred Financial Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$103,131$824 ▲0.8%515,4264.9%TechnologyAAPLApple$89,386$89 ▲0.1%308,9114.3%TechnologyMUMicron Technology$69,066$2,403 ▲3.6%59,8343.3%TechnologyTSMTaiwan Semiconductor Manufacturing$46,889$627 ▲1.4%98,1822.2%TechnologyQQQMInvesco NASDAQ 100 ETF$43,955$5,676 ▲14.8%146,0782.1%ETFAMZNAmazon.com$41,433$183 ▲0.4%173,8422.0%Consumer DiscretionaryMSFTMicrosoft$40,866$875 ▲2.2%109,5562.0%TechnologySPMOInvesco S&P 500 Momentum ETF$40,622$13,135 ▲47.8%251,4721.9%ETFAVGOBroadcom$40,070$583 ▲1.5%106,0751.9%TechnologyQQQInvesco QQQ$34,392$153 ▼-0.4%46,7031.7%ETFCGDVCapital Group Dividend Value ETF$30,981$4,054 ▲15.1%633,5721.5%ETFGOOGAlphabet$29,085$128 ▼-0.4%82,3191.4%Communication ServicesGOOGLAlphabet$28,820$210 ▲0.7%80,6461.4%Communication ServicesRWLInvesco S&P 500 Revenue ETF$28,203$1,419 ▲5.3%220,7521.4%ETFJPMJPMorgan Chase & Co.$25,849$76 ▲0.3%78,9691.2%FinanceVOOVanguard S&P 500 ETF$25,044$17,865 ▲248.8%122,8381.2%ETFVTIVanguard Total Stock Market ETF$24,229$7,091 ▲41.4%297,3491.2%ETFBRK.BBerkshire Hathaway$22,956$14,754 ▲179.9%128,2131.1%FinanceCELESTICA INC COM$22,100$48 ▼-0.2%60,5831.1%StockWALMART INC COM$21,735$229 ▲1.1%191,9071.0%StockAMDAdvanced Micro Devices$20,978$1,306 ▲6.6%36,1131.0%TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$19,839$8,522 ▲75.3%209,6131.0%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$19,397$10,724 ▲123.6%424,4460.9%ETFCOWZPacer US Cash Cows 100 ETF$19,284$1,473 ▼-7.1%310,0380.9%ETFISHARES NASDAQ TOP 30 STOCKS ETF$17,848$3,908 ▲28.0%462,2640.9%ETFIWYiShares Russell Top 200 Growth ETF$17,417$129 ▼-0.7%59,9330.8%ETFIOOiShares Global 100 ETF$16,689$269 ▲1.6%122,1760.8%ETFLLYEli Lilly and Company$16,399$373 ▲2.3%13,6720.8%HealthcareAPPLOVIN CORP COM CL A$15,131$188 ▲1.3%29,3670.7%StockIVViShares Core S&P 500 ETF$15,037$27 ▲0.2%20,0790.7%ETFRDVYFirst Trust Rising Dividend Achievers ETF$14,999$727 ▲5.1%185,0450.7%ETFCGGRCapital Group Growth ETF$14,011$2,838 ▲25.4%326,0130.7%ETFMETAMeta Platforms$13,988$1 ▼0.0%24,8330.7%Communication ServicesXLGInvesco S&P 500 Top 50 ETF$13,533$488 ▼-3.5%221,0210.6%ETFGLWCorning$12,369$75 ▼-0.6%48,4280.6%TechnologyXMMOInvesco S&P MidCap Momentum ETF$11,448$1,562 ▲15.8%67,2860.5%ETFDGROiShares Core Dividend Growth ETF$11,181$150 ▼-1.3%147,5320.5%ETFMODModine Manufacturing$10,794$154 ▲1.4%40,4270.5%IndustrialsCRDOCredo Technology Group$10,679$995 ▲10.3%39,2710.5%TechnologySTRLSterling Infrastructure$10,582$140 ▲1.3%12,6080.5%IndustrialsFDVVFidelity High Dividend ETF$10,527$699 ▲7.1%174,6110.5%ETFCATCaterpillar$10,403$19 ▲0.2%9,7690.5%IndustrialsLAM RESEARCH CORP COM NEW$10,129$546 ▲5.7%23,3760.5%StockXMHQInvesco S&P MidCap Quality ETF$10,106$83 ▼-0.8%89,5330.5%ETFSHOPIFY INC CL A SUB VTG SHS$10,033$1,066 ▼-9.6%87,8720.5%StockCRWDCrowdStrike$9,616$222 ▼-2.3%12,6000.5%TechnologyVVisa$9,289$42 ▼-0.5%27,0750.4%FinanceSPHQInvesco S&P 500 Quality ETF$8,637$1,111 ▲14.8%95,8680.4%ETFSOXXiShares Semiconductor ETF$8,522$28 ▲0.3%13,3000.4%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$8,437$312 ▼-3.6%154,4470.4%ETFBACBank of America$8,363$771 ▲10.2%146,7850.4%FinanceEXXONMOBIL HOLDINGS CORP COM SHS$8,295$8,295 ▲New Holding60,6710.4%StockIUSGiShares Core S&P U.S. Growth ETF$8,208$41 ▲0.5%43,6410.4%ETFCOSTCostco Wholesale$8,190$4 ▼0.0%8,7550.4%Consumer StaplesASMLASML$7,966$273 ▲3.5%4,0040.4%TechnologyHDHome Depot$7,881$1,084 ▼-12.1%22,3460.4%Consumer DiscretionaryCGUSCapital Group Core Equity ETF$7,659$174 ▲2.3%172,1970.4%ETFVLOValero Energy$7,566$222 ▲3.0%29,0520.4%EnergyDELLDell Technologies$7,493$389 ▲5.5%17,3680.4%TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$7,476$166 ▼-2.2%121,6430.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$7,366$641 ▲9.5%217,6910.4%ETFIWLiShares Russell Top 200 ETF$7,301$1,175 ▲19.2%39,4770.4%ETFMPCMarathon Petroleum$7,300$26 ▼-0.4%28,5530.4%EnergyKLACKLA$7,169$6,450 ▲896.8%23,7630.3%TechnologyRSPInvesco S&P 500 Equal Weight ETF$7,001$152 ▼-2.1%32,9060.3%ETFAVNMAvantis All International Markets Equity ETF$6,940$3,828 ▲123.0%135,8010.3%ETFYNDXYandex$6,937$261 ▲3.9%25,1200.3%TechnologyAIRRFirst Trust RBA American Industrial Renaissance ETF$6,742$365 ▲5.7%50,5980.3%ETFCVXChevron$6,642$360 ▲5.7%40,0700.3%EnergyMRVLMarvell Technology$6,583$845 ▲14.7%22,1010.3%TechnologyJNJJohnson & Johnson$6,561$1 ▲0.0%25,8340.3%HealthcareLITELumentum$6,440$1,078 ▲20.1%7,5060.3%TechnologyCSCOCisco Systems$6,257$147 ▲2.4%53,2750.3%TechnologyJEPIJPMorgan Equity Premium Income ETF$6,196$10,928 ▼-63.8%109,7040.3%ETFXSMOInvesco S&P SmallCap Momentum ETF$6,180$958 ▲18.3%66,0060.3%ETFMELIMercadoLibre$5,855$504 ▼-7.9%3,4490.3%Consumer DiscretionaryCAPITAL GROUP CORE BALANCED ETF$5,849$114 ▲2.0%154,0940.3%ETFSUNSunoco$5,805$5,805 ▲New Holding86,0000.3%EnergyAGXArgan$5,795$32 ▲0.6%7,2580.3%IndustrialsSPGPInvesco S&P 500 GARP ETF$5,771$1,135 ▼-16.4%47,1950.3%ETFGSThe Goldman Sachs Group$5,706$87 ▲1.5%5,6410.3%FinanceHCAHCA Healthcare$5,594$120 ▼-2.1%14,3500.3%HealthcareDIVIFranklin International Core Dividend Tilt Index ETF$5,590$41 ▼-0.7%130,8640.3%ETFSCHDSchwab US Dividend Equity ETF$5,464$93 ▼-1.7%172,3170.3%ETFRTXRTX$5,445$273 ▲5.3%28,7020.3%IndustrialsIDMOInvesco S&P International Developed Momentum ETF$5,443$189 ▲3.6%90,2950.3%ETFABBVAbbVie$5,341$358 ▲7.2%21,2270.3%HealthcareDIASPDR Dow Jones Industrial Average ETF Trust$5,288$33 ▼-0.6%10,1230.3%ETFPKWInvesco BuyBack Achievers ETF$5,114$167 ▼-3.2%36,1010.2%ETFVBVanguard Small-Cap ETF$5,093$37 ▲0.7%16,8020.2%ETFSPYSPDR S&P 500 ETF Trust$5,045$93 ▲1.9%6,7560.2%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$5,045$333 ▼-6.2%122,7680.2%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$4,900$343 ▲7.5%54,9750.2%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$4,699$52 ▼-1.1%100,1580.2%ETFFNDXSchwab Fundamental U.S. Large Company ETF$4,669$301 ▼-6.1%150,1480.2%ETFVEAVanguard FTSE Developed Markets ETF$4,630$56 ▼-1.2%64,9840.2%ETFSANDISK CORP COM$4,611$3,536 ▲328.8%2,0280.2%StockVUGVanguard Growth ETF$4,566$3,846 ▲533.9%53,0140.2%ETFURIUnited Rentals$4,512$989 ▼-18.0%3,9830.2%IndustrialsMAMastercard$4,512$1,146 ▼-20.3%8,7860.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. 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