Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
THOROUGHBRED FINANCIAL SERVICES, LLC (CIK 1091370) reported $2.08B across 624 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($103.1M, 4.95%), AAPL ($89.4M, 4.29%), MU ($69.1M, 3.31%), TSM ($46.9M, 2.25%), QQQM ($44.0M, 2.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION COM | $103.1M | 4.95% | 515,426 | Added |
| 2 | AAPL | APPLE INC COM | $89.4M | 4.29% | 308,911 | Added |
| 3 | MU | MICRON TECHNOLOGY INC COM | $69.1M | 3.31% | 59,834 | Added |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $46.9M | 2.25% | 98,182 | Added |
| 5 | QQQM | INVESCO NASDAQ 100 ETF | $44.0M | 2.11% | 146,078 | Added |
| 6 | AMZN | AMAZON COM INC COM | $41.4M | 1.99% | 173,842 | Added |
| 7 | MSFT | MICROSOFT CORP COM | $40.9M | 1.96% | 109,556 | Added |
| 8 | SPMO | INVESCO S&P 500 MOMENTUM ETF | $40.6M | 1.95% | 251,472 | Added |
| 9 | AVGO | BROADCOM INC COM | $40.1M | 1.92% | 106,075 | Added |
| 10 | QQQ | INVESCO QQQ TRUST SERIES I | $34.4M | 1.65% | 46,703 | Trimmed |
| 11 | CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $31.0M | 1.49% | 633,572 | Added |
| 12 | GOOG | ALPHABET INC CAP STK CL C | $29.1M | 1.40% | 82,319 | Trimmed |
| 13 | GOOGL | ALPHABET INC CAP STK CL A | $28.8M | 1.38% | 80,646 | Added |
| 14 | RWL | INVESCO S&P 500 REVENUE ETF | $28.2M | 1.35% | 220,752 | Added |
| 15 | JPM | JPMORGAN CHASE & CO COM | $25.8M | 1.24% | 78,969 | Added |
| 16 | VOO | VANGUARD S&P 500 ETF | $25.0M | 1.20% | 122,838 | Added |
| 17 | VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $24.2M | 1.16% | 297,349 | Added |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $23.0M | 1.10% | 128,213 | Added |
| 19 | CLS | CELESTICA INC COM | $22.1M | 1.06% | 60,583 | Trimmed |
| 20 | WMT | WALMART INC COM | $21.7M | 1.04% | 191,907 | Added |
| 21 | AMD | ADVANCED MICRO DEVICES INC COM | $21.0M | 1.01% | 36,113 | Added |
| 22 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $19.8M | 0.95% | 209,613 | Added |
| 23 | COWZ | PACER US CASH COWS 100 ETF | $19.3M | 0.93% | 310,038 | Trimmed |
| 24 | DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $19.4M | 0.93% | 424,446 | Added |
| 25 | QTOP | ISHARES NASDAQ TOP 30 STOCKS ETF | $17.8M | 0.86% | 462,264 | Added |
Source: SEC Form 13F filings · as of 2026-06-30