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THOROUGHBRED FINANCIAL SERVICES, LLC

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13F filer, CIK 1091370, BRENTWOOD, TN

THOROUGHBRED FINANCIAL SERVICES, LLC reported $1,431,107,000 across 545 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-08. Its ten largest share positions make up 25.88% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001091370-25-000006

Period
2025-06-30
Reported value
$1.43B
Holdings
545
Top 10 weight
25.88%
New
50
Sold out
176

Largest buys vs the previous quarter

SecurityShares changeApprox. value
QTOPnew+297,046$8.39M
CGDVadded+174,074$6.87M
CRWVadded+22,686$3.7M
COINnew+8,231$2.88M
QQQMadded+10,464$2.38M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AAPLreduced-87,394-$17.9M
ESCAexited-1,120,994-$17.2M
NVDAreduced-101,929-$16.1M
MSFTreduced-28,776-$14.3M
JPMreduced-28,030-$8.13M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Back to all 545 share positions

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ESCAESCALADE INC1,120,994$17.2Mshares
CTBICOMMUNITY TR BANCORP INC66,434$3.35Mshares
PYPLPAYPAL HLDGS INC30,845$2.01Mshares
CPRTCOPART INC32,691$1.85Mshares
SYBTSTOCK YDS BANCORP INC23,771$1.64Mshares
GMGENERAL MTRS CO29,811$1.4Mshares
SPGIS&P GLOBAL INC2,420$1.23Mshares
XSHQINVESCO EXCH TRADED FD TR II29,905$1.18Mshares
SAPSAP SE4,397$1.18Mshares
CMCSACOMCAST CORP NEW28,787$1.06Mshares
ODFLOLD DOMINION FREIGHT LINE IN6,386$1.06Mshares
ARGXARGENX SE1,779$1.05Mshares
UCBUNITED CMNTY BKS BLAIRSVLE G35,281$992Kshares
CRHCRH PLC10,960$964Kshares
ARQTARCUTIS BIOTHERAPEUTICS INC59,940$937Kshares
SAUGFIRST TR EXCHNG TRADED FD VI41,581$936Kshares
ACGLARCH CAP GROUP LTD9,374$901Kshares
IBNICICI BK LTD27,872$878Kshares
GDDYGODADDY INC4,694$845Kshares
SCHWCHARLES SCHWAB CORP (THE)10,388$813Kshares
INTAINTAPP INC13,768$803Kshares
BRK-ABERKSHIRE HATHAWAY INC DEL1$798Kshares
WCNWASTE CONNECTIONS INC3,873$756Kshares
WGSGENEDX HOLDINGS CORP7,915$700Kshares
CPCANADIAN PACIFIC KANSAS CITY9,965$699Kshares
METMETLIFE INC8,690$697Kshares
ROLROLLINS INC12,793$691Kshares
ICLRICON PUB LTD CO3,894$681Kshares
POOLPOOL CORP2,071$659Kshares
CPNGCOUPANG INC29,486$646Kshares
FISFIDELITY NATL INFORMATION SV8,533$637Kshares
WSTWEST PHARMACEUTICAL SVSC INC2,733$611Kshares
WSOWATSCO INC1,187$603Kshares
ADSKAUTODESK INC2,295$601Kshares
CDWCDW CORP3,736$598Kshares
SLYGSPDR SERIES TRUST6,703$556Kshares
ROPROPER TECHNOLOGIES INC941$554Kshares
PAYCPAYCOM SOFTWARE INC2,513$549Kshares
CSGPCOSTAR GROUP INC6,893$546Kshares
AMTAMERICAN TOWER CORP2,474$538Kshares
DDDUPONT DE NEMOURS INC7,139$533Kshares
MDTMEDTRONIC PLC5,881$528Kshares
ENTGENTEGRIS INC6,040$528Kshares
CHKPCHECK POINT SOFTWARE TECH LT2,313$527Kshares
COPCONOCOPHILLIPS5,014$526Kshares
LPLALPL FINL HLDGS INC1,504$492Kshares
UBSUBS GROUP AG15,966$489Kshares
BRBROADRIDGE FINL SOLUTIONS IN2,008$486Kshares
ITGARTNER INC1,130$474Kshares
LHLABCORP HOLDINGS INC2,003$466Kshares
AYIACUITY INC1,768$465Kshares
CTVACORTEVA INC7,306$459Kshares
ZTSZOETIS INC2,784$458Kshares
FTHYFIRST TR HIGH YIELD OPPRT 2031,500$455Kshares
AONAON PLC1,135$452Kshares
UPSUNITED PARCEL SVCS INC4,094$450Kshares
NUNU HLDGS LTD43,045$440Kshares
IDAIDACORP INC3,750$435Kshares
APDAIR PRODUCTS AND CHEMICALS I1,463$431Kshares
REGNREGENERON PHARMACEUTICALS680$431Kshares
AOSSMITH A O CORP6,324$413Kshares
FICOFAIR ISAAC CORP222$409Kshares
IDXXIDEXX LABS INC972$408Kshares
PWRQUANTA SVCS INC1,605$407Kshares
TROWPRICE T ROWE GROUP INC4,432$407Kshares
AXSAXIS CAP HLDGS LTD4,030$403Kshares
MEDPMEDPACE HLDGS INC1,308$398Kshares
JMEEJ P MORGAN EXCHANGE TRADED F7,112$398Kshares
DBXDROPBOX INC14,876$397Kshares
AJGGALLAGHER ARTHUR J & CO1,142$394Kshares
CNQCANADIAN NAT RES LTD MED TER12,800$394Kshares
FFIVF5 INC1,481$394Kshares
CCOICOGENT COMM HOLDINGS INC6,355$389Kshares
EXPEEXPEDIA GROUP INC2,297$386Kshares
IJSISHARES TR3,956$385Kshares
COKECOCA COLA CONS INC280$378Kshares
NTAPNETAPP INC4,280$375Kshares
NTRSNORTHERN TR CORP3,732$368Kshares
AITAPPLIED INDL TECHNOLOGIES IN1,629$367Kshares
CMICUMMINS INC1,170$366Kshares
IJTISHARES TR2,908$362Kshares
BITXVOLATILITY SHS TR10,072$357Kshares
DHRDANAHER CORP DEL1,731$354Kshares
KNGFIRST TR EXCHANGE-TRADED FD6,848$345Kshares
KEYSKEYSIGHT TECHNOLOGIES INC2,292$343Kshares
STZCONSTELLATION BRANDS INC1,860$341Kshares
QSRRESTAURANT BRANDS INTL INC5,092$339Kshares
SONYSONY GROUP CORP13,281$337Kshares
RSGREPUBLIC SVCS INC1,380$334Kshares
ULTAULTA BEAUTY INC893$327Kshares
AXONAXON ENTERPRISE INC620$326Kshares
HSCZISHARES TR10,148$326Kshares
STLDSTEEL DYNAMICS INC2,577$322Kshares
PODDINSULET CORP1,229$322Kshares
VEEVVEEVA SYS INC1,382$320Kshares
JHMMJOHN HANCOCK EXCHANGE TRADED5,485$314Kshares
RIOTRIOT PLATFORMS INC44,150$314Kshares
VRTXVERTEX PHARMACEUTICALS INC637$308Kshares
AEPAMERICAN ELEC PWR CO INC2,806$306Kshares
HEI-AHEICO CORP NEW1,445$304Kshares
CSLCARLISLE COS INC879$299Kshares
DVNDEVON ENERGY CORP NEW7,894$295Kshares
ZBRAZEBRA TECHNOLOGIES CORPORATI1,025$289Kshares
PINSPINTEREST INC9,296$288Kshares
SIRISIRIUSXM HOLDINGS INC12,812$288Kshares
ICEINTERCONTINENTAL EXCHANGE IN1,667$287Kshares
TARSTARSUS PHARMACEUTICALS INC5,510$283Kshares
LYBLYONDELLBASELL INDUSTRIES NV3,992$281Kshares
GPCGENUINE PARTS CO2,347$279Kshares
RBARB GLOBAL INC2,789$279Kshares
EXEEXPAND ENERGY CORPORATION2,475$275Kshares
TEVATEVA PHARMACEUTICAL INDS LTD17,917$275Kshares
ASOACADEMY SPORTS & OUTDOORS IN5,908$269Kshares
LBRDALIBERTY BROADBAND CORP3,150$267Kshares
NEUNEWMARKET CORP471$266Kshares
VTVANGUARD INTL EQUITY INDEX F2,288$265Kshares
VTHRVANGUARD SCOTTSDALE FDS1,077$265Kshares
DHID R HORTON INC2,083$264Kshares
EXPDEXPEDITORS INTL WASH INC2,201$264Kshares
PEGPUBLIC SVC ENTERPRISE GROUP3,214$264Kshares
BCOBRINKS CO3,061$263Kshares
MESOMESOBLAST LTD20,718$258Kshares
AESAES CORP20,771$257Kshares
GWREGUIDEWIRE SOFTWARE INC1,355$253Kshares
CARRCARRIER GLOBAL CORPORATION3,993$253Kshares
EBAYEBAY INC.3,736$253Kshares
CBZCBIZ INC3,342$253Kshares
VOTVANGUARD INDEX FDS1,028$251Kshares
GPNGLOBAL PMTS INC2,530$247Kshares
HLIHOULIHAN LOKEY INC1,495$241Kshares
OBILRBB FD INC4,819$241Kshares
LULULULULEMON ATHLETICA INC846$239Kshares
MLMMARTIN MARIETTA MATLS INC501$239Kshares
BDCBELDEN INC2,351$235Kshares
INGING GROEP N.V.11,898$233Kshares
RHIROBERT HALF INC.4,286$233Kshares
VVVANGUARD INDEX FDS903$232Kshares
TXNMTXNM ENERGY INC4,332$231Kshares
IWDISHARES TR1,232$231Kshares
RYANRYAN SPECIALTY HOLDINGS INC3,111$229Kshares
DARDARLING INGREDIENTS INC7,343$229Kshares
CINFCINCINNATI FINL CORP1,551$229Kshares
LOPEGRAND CANYON ED INC1,317$227Kshares
VCTRVICTORY CAP HLDGS INC DEL3,880$224Kshares
MPLXMPLX LP4,174$223Kshares
EOGEOG RES INC1,738$222Kshares
KNSLKINSALE CAP GROUP INC451$219Kshares
LPXLOUISIANA PAC CORP2,388$219Kshares
NKENIKE INC3,436$218Kshares
RGAREINSURANCE GROUP AMER INC1,105$217Kshares
ANSYS INCANSYS INC681$215Kshares
BCSBARCLAYS PLC13,963$214Kshares
VMCVULCAN MATLS CO919$214Kshares
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR3,299$213Kshares
EQTEQT CORP3,962$211Kshares
PNOVINNOVATOR ETFS TRUST5,600$208Kshares
DSGXDESCARTES SYS GROUP INC2,055$207Kshares
STAGSTAG INDUSTRIAL INC5,742$207Kshares
EPACENERPAC TOOL GROUP CORP4,583$205Kshares
USPHU S PHYSICAL THERAPY2,828$204Kshares
BMAYINNOVATOR ETFS TRUST5,138$203Kshares
AVTAVNET INC4,188$201Kshares
AERAERCAP HOLDINGS NV1,976$201Kshares
NWENORTHWESTERN ENERGY GROUP IN3,473$200Kshares
HLNHALEON PLC13,102$134Kshares
AVADEL PHARMACEUTICALSAVADEL PHARMACEUTICALS10,500$82Kshares
CRDFCARDIFF ONCOLOGY INC19,614$61Kshares
QSQUANTUMSCAPE CORP14,164$58Kshares
CEL-SCI CORPCEL-SCI CORP194,661$44Kshares
MBOTMICROBOT MED INC27,000$40Kshares
XDHYXCREDIT SUISSE HIGH YIELD CRE18,000$38Kshares
ARBEARBE ROBOTICS LTD35,000$36Kshares
ABOSACUMEN PHARMACEUTICALS INC15,500$17Kshares
MGXMETAGENOMI THERAPEUTICS INC12,500$17Kshares
IMMUNOPRECISE ANTIBODIES LT…IMMUNOPRECISE ANTIBODIES LTDCOM N…40,000$15Kshares
QSIQUANTUM SI INC12,000$14Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001091370-25-000006 base2025-08-08acceptance time not in the bulk data set