IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Thoroughbred Financial Services, LLC

Q2 2026 Holdings

Filed 2026-08-11 | 624 holdings | $1.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Nvidia Corporation COM(NVDA)Stock67066G104$103.1M515,4265.5%
Apple Inc COM(AAPL)Stock037833100$89.4M308,9114.8%
Micron Technology Inc COM(MU)Stock595112103$69.1M59,8343.7%
Taiwan Semiconductor Manufact Sponsored ADS(TSM)ADR874039100$46.9M98,1822.5%
Invesco Nasdaq 100 ETF(QQQM)ETF46138G649$44.0M146,0782.3%
Amazon COM Inc COM(AMZN)Stock023135106$41.4M173,8422.2%
Microsoft Corp COM(MSFT)Stock594918104$40.9M109,5562.2%
Invesco S&P 500 Momentum ETF(SPMO)ETF46138E339$40.6M251,4722.2%
Broadcom Inc COM(AVGO)Stock11135F101$40.1M106,0752.1%
Invesco QQQ Trust Series I(QQQ)ETF46090E103$34.4M46,7031.8%
Capital Group Dividend Value ETF(CGDV)ETF14020W106$31.0M633,5721.7%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$29.1M82,3191.5%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$28.8M80,6461.5%
Invesco S&P 500 Revenue ETF(RWL)ETF46138G698$28.2M220,7521.5%
JPMorgan Chase & Co COM(JPM)Stock46625H100$25.8M78,9691.4%
Celestica Inc COM(CLS)Stock15101Q207$22.1M60,5831.2%
Walmart Inc COM(WMT)Stock931142103$21.7M191,9071.2%
Advanced Micro Devices Inc COM(AMD)Stock007903107$21.0M36,1131.1%
Amplify CWP Enhanced Dividend Income ETF(DIVO)ETF032108409$19.4M424,4461.0%
Pacer US Cash Cows 100 ETF(COWZ)ETF69374H881$19.3M310,0381.0%
Ishares Nasdaq Top 30 Stocks ETF(QTOP)ETF46438G562$17.8M462,2641.0%
Ishares Russell Top 200 Growth ETF(IWY)ETF464289438$17.4M59,9330.9%
Ishares Global 100 ETF(IOO)ETF464287572$16.7M122,1760.9%
ELI Lilly & Co COM(LLY)Stock532457108$16.4M13,6720.9%
Applovin Corp COM CL A(APP)Stock03831W108$15.1M29,3670.8%
Ishares Core S&P 500 ETF(IVV)ETF464287200$15.0M20,0790.8%
First Trust Rising Dividend Achievers ETF(RDVY)ETF33738R506$15.0M185,0450.8%
Meta Platforms Inc CL A(META)Stock30303M102$14.0M24,8330.7%
Invesco S&P 500 Top 50 ETF(XLG)ETF46137V233$13.5M221,0210.7%
Corning Inc COM(GLW)Stock219350105$12.4M48,4280.7%
Invesco S&P Midcap Momentum ETF(XMMO)ETF46137V464$11.4M67,2860.6%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$11.2M147,5320.6%
Modine MFG Co COM(MOD)Stock607828100$10.8M40,4270.6%
Sterling Infrastructure Inc COM(STRL)Stock859241101$10.6M12,6080.6%
Fidelity High Dividend ETF(FDVV)ETF316092840$10.5M174,6110.6%
Caterpillar Inc COM(CAT)Stock149123101$10.4M9,7690.6%
LAM Research Corp COM New(LRCX)Stock512807306$10.1M23,3760.5%
Invesco S&P Midcap Quality ETF(XMHQ)ETF46137V472$10.1M89,5330.5%
Shopify Inc CL A SUB VTG SHS(SHOP)Stock82509L107$10.0M87,8720.5%
Visa Inc COM CL A(V)Stock92826C839$9.3M27,0750.5%
Invesco S&P 500 Quality ETF(SPHQ)ETF46137V241$8.6M95,8680.5%
Ishares TR Ishares Semicdtr(SOXX)ETF464287523$8.5M13,3000.5%
Xtrackers Msci Eafe Hedged Equity ETF(DBEF)ETF233051200$8.4M154,4470.4%
Bank of Amer Corp COM(BAC)Stock060505104$8.4M146,7850.4%
Exxonmobil Holdings Corp COM SHS(XOM)Stock30233Q108$8.3M60,6710.0%
Ishares Core S&P U.S. Growth ETF(IUSG)ETF464287671$8.2M43,6410.4%
Costco Wholesale Corporation COM(COST)Stock22160K105$8.2M8,7550.4%
Home Depot Inc COM(HD)Stock437076102$7.9M22,3460.4%
Capital Group Core Equity ETF(CGUS)ETF14020V108$7.7M172,1970.4%
Valero Energy Corp COM(VLO)Stock91913Y100$7.6M29,0520.4%
Page 1 of 13Next