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Thoroughbred Financial Services, LLC

Q3 2025 Holdings

Filed 2025-11-10 | 564 holdings | $354.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Apple Inc COM(AAPL)Stock037833100$78.7M309,10322.2%
Amazon COM Inc COM(AMZN)Stock023135106$36.9M167,92710.4%
Broadcom Inc COM(AVGO)Stock11135F101$34.3M103,9739.7%
Applovin Corp COM CL A(APP)Stock03831W108$20.2M28,1265.7%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$20.1M82,5735.7%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$19.2M79,0645.4%
Capital Group Dividend Value ETF(CGDV)ETF14020W106$16.6M394,3214.7%
Celestica Inc COM(CLS)Stock15101Q207$14.4M58,6394.1%
Capital Group Growth ETF(CGGR)ETF14020G101$9.1M207,1192.6%
Costco Whsl Corp New COM(COST)Stock22160K105$8.6M9,2762.4%
Xtrackers Msci Eafe Hedged Equity ETF(DBEF)ETF233051200$7.5M160,9432.1%
Capital Group Core Equity ETF(CGUS)ETF14020V108$5.6M140,6641.6%
Advanced Micro Devices Inc COM(AMD)Stock007903107$4.9M30,1731.4%
Caterpillar Inc COM(CAT)Stock149123101$4.8M9,9791.3%
Abbvie Inc COM(ABBV)Stock00287Y109$4.5M19,5061.3%
Capital Group Core Balanced ETF(CGBL)ETF14021D107$4.2M119,8461.2%
Corning Inc COM(GLW)Stock219350105$4.0M49,1251.1%
Oklo Inc COM CL A(OKLO)Stock02156V109$3.9M35,0421.1%
Cisco SYS Inc COM(CSCO)Stock17275R102$3.6M52,8371.0%
Amplify Cybersecurity ETF(HACK)ETF032108664$3.1M35,9320.9%
Boeing Co COM(BA)Stock097023105$2.9M13,4600.8%
Autozone Inc COM(AZO)Stock053332102$2.8M6570.8%
Coreweave Inc COM CL A(CRWV)Stock21873S108$2.8M20,4530.8%
Coinbase Global Inc COM CL A(COIN)Stock19260Q107$2.7M8,1300.8%
Cintas Corp COM(CTAS)Stock172908105$2.5M12,1200.7%
Builders Firstsource Inc COM(BLDR)Stock12008R107$2.1M17,3010.6%
Argan Inc COM(AGX)Stock04010E109$2.0M7,3430.6%
Arista Networks Inc COM SHS(ANET)Stock040413205$1.9M13,2630.5%
Capital Group Global Growth Equity ETF(CGGO)ETF14020X104$1.9M55,6800.5%
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$1.9M10,4850.5%
Analog Devices Inc COM(ADI)Stock032654105$1.6M6,3330.4%
Axon Enterprise Inc COM(AXON)Stock05464C101$1.5M2,0470.4%
Cheniere Energy Inc COM New(LNG)Stock16411R208$1.4M5,8460.4%
Cava Group Inc COM(CAVA)Stock148929102$1.4M22,3910.4%
Capital Group U.S. Multi-Sector Income ETF(CGMS)ETF14020Y300$1.3M47,5480.4%
ARM Holdings PLC Sponsored ADS(ARM)ADR042068205$1.3M9,2490.4%
Capital Group Global Equity ETF(CGGE)ETF14020R107$1.2M39,4990.3%
Church & Dwight Co Inc COM(CHD)Stock171340102$1.1M12,9680.3%
Alpha Architect 1-3 Month BOX ETF(BOXX)ETF02072L565$1.0M8,8730.3%
ATI Inc COM(ATI)Stock01741R102$969.0K11,9130.3%
Avantis U.S. Small Cap Value ETF(AVUV)ETF025072877$948.0K9,5270.3%
Bigbear AI Hldgs Inc COM(BBAI)Stock08975B109$940.0K144,2500.3%
EA Bridgeway Blue Chip ETF(BBLU)ETF02072L714$916.0K60,9800.3%
Brown & Brown Inc COM(BRO)Stock115236101$885.0K9,4410.2%
Cloudflare Inc CL A COM(NET)Stock18915M107$866.0K4,0370.2%
DXP Enterprises Inc COM New(DXPE)Stock233377407$848.0K7,1270.2%
Constellation Energy Corp COM(CEG)Stock21037T109$795.0K2,4180.2%
Cadence Design System Inc COM(CDNS)Stock127387108$683.0K1,9460.2%
Cleanspark Inc COM New(CLSK)Stock18452B209$676.0K46,6420.2%
Brinker Intl Inc COM(EAT)Stock109641100$626.0K4,9440.2%
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