THOROUGHBRED FINANCIAL SERVICES, LLC

Top holdings

624 positions as of Q2 2026

View filing

#	Stock	Value	Shares	% Portfolio	Change
1	N NVDA NVIDIA CORPORATION COM	$103.1M	515.4K	4.95%	Added(+0.8%)
2	A AAPL APPLE INC COM	$89.4M	308.9K	4.29%	Added(+0.1%)
3	M MU MICRON TECHNOLOGY INC COM	$69.1M	59.8K	3.31%	Added(+3.6%)
4	T TSMWF TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS	$46.9M	98.2K	2.25%	Added(+1.4%)
5	E ETHA INVESCO NASDAQ 100 ETF	$44M	146.1K	2.11%	Added(+14.8%)
6	A AMZN AMAZON COM INC COM	$41.4M	173.8K	1.99%	Added(+0.4%)
7	M MSFT MICROSOFT CORP COM	$40.9M	109.6K	1.96%	Added(+2.2%)
8	I IVZ INVESCO S&P 500 MOMENTUM ETF	$40.6M	251.5K	1.95%	Added(+47.8%)
9	A AVGO BROADCOM INC COM	$40.1M	106.1K	1.92%	Added(+1.5%)
10	Q QQQ INVESCO QQQ TRUST SERIES I	$34.4M	46.7K	1.65%	Trimmed(-0.4%)
11	C COF-PN CAPITAL GROUP DIVIDEND VALUE ETF	$31M	633.6K	1.49%	Added(+15.1%)
12	G GOOGN ALPHABET INC CAP STK CL C	$29.1M	82.3K	1.40%	Trimmed(-0.4%)
13	G GOOGN ALPHABET INC CAP STK CL A	$28.8M	80.6K	1.38%	Added(+0.7%)
14	I IVZ INVESCO S&P 500 REVENUE ETF	$28.2M	220.8K	1.35%	Added(+5.3%)
15	J JPM-PM JPMORGAN CHASE & CO COM	$25.8M	79.0K	1.24%	Added(+0.3%)
16	V VGES VANGUARD S&P 500 ETF	$25M	122.8K	1.20%	Added(+248.8%)
17	V VGES VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF	$24.2M	297.3K	1.16%	Added(+41.4%)
18	B BRK-A BERKSHIRE HATHAWAY INC DEL CL B NEW	$23M	128.2K	1.10%	Added(+179.9%)
19	C CLS CELESTICA INC COM	$22.1M	60.6K	1.06%	Trimmed(-0.2%)
20	W WMT WALMART INC COM	$21.7M	191.9K	1.04%	Added(+1.1%)

N

1.NVDA

NVIDIA CORPORATION COM

+0.8%

Value

$103.1M

Shares

515.4K

% Port

4.95%

A

2.AAPL

APPLE INC COM

+0.1%

Value

$89.4M

Shares

308.9K

% Port

4.29%

M

3.MU

MICRON TECHNOLOGY INC COM

+3.6%

Value

$69.1M

Shares

59.8K

% Port

3.31%

T

4.TSMWF

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

+1.4%

Value

$46.9M

Shares

98.2K

% Port

2.25%

E

5.ETHA

INVESCO NASDAQ 100 ETF

+14.8%

Value

$44M

Shares

146.1K

% Port

2.11%

A

6.AMZN

AMAZON COM INC COM

+0.4%

Value

$41.4M

Shares

173.8K

% Port

1.99%

M

7.MSFT

MICROSOFT CORP COM

+2.2%

Value

$40.9M

Shares

109.6K

% Port

1.96%

I

8.IVZ

INVESCO S&P 500 MOMENTUM ETF

+47.8%

Value

$40.6M

Shares

251.5K

% Port

1.95%

A

9.AVGO

BROADCOM INC COM

+1.5%

Value

$40.1M

Shares

106.1K

% Port

1.92%

Q

10.QQQ

INVESCO QQQ TRUST SERIES I

-0.4%

Value

$34.4M

Shares

46.7K

% Port

1.65%

C

11.COF-PN

CAPITAL GROUP DIVIDEND VALUE ETF

+15.1%

Value

$31M

Shares

633.6K

% Port

1.49%

G

12.GOOGN

ALPHABET INC CAP STK CL C

-0.4%

Value

$29.1M

Shares

82.3K

% Port

1.40%

G

13.GOOGN

ALPHABET INC CAP STK CL A

+0.7%

Value

$28.8M

Shares

80.6K

% Port

1.38%

I

14.IVZ

INVESCO S&P 500 REVENUE ETF

+5.3%

Value

$28.2M

Shares

220.8K

% Port

1.35%

J

15.JPM-PM

JPMORGAN CHASE & CO COM

+0.3%

Value

$25.8M

Shares

79.0K

% Port

1.24%

V

16.VGES

VANGUARD S&P 500 ETF

+248.8%

Value

$25M

Shares

122.8K

% Port

1.20%

V

17.VGES

VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF

+41.4%

Value

$24.2M

Shares

297.3K

% Port

1.16%

B

18.BRK-A

BERKSHIRE HATHAWAY INC DEL CL B NEW

+179.9%

Value

$23M

Shares

128.2K

% Port

1.10%

C

19.CLS

CELESTICA INC COM

-0.2%

Value

$22.1M

Shares

60.6K

% Port

1.06%

W

20.WMT

WALMART INC COM

+1.1%

Value

$21.7M

Shares

191.9K

% Port

1.04%

View full portfolio (624 holdings) →