THOROUGHBRED FINANCIAL SERVICES, LLC Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$1.4B
Holdings
545
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (545 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 504,161 | $79.7M | 5.57% | |
| 2 | AAPLAPPLE INC | 288,549 | $59.2M | 4.14% | |
| 3 | MSFTMICROSOFT CORP | 102,875 | $51.2M | 3.58% | |
| 4 | AMZNAMAZON COM INC | 167,584 | $36.8M | 2.57% | |
| 5 | AVGOBROADCOM INC | 102,596 | $28.3M | 1.98% | |
| 6 | NDQINVESCO QQQ TR | 47,823 | $26.4M | 1.84% | |
| 7 | QQQMINVESCO EXCH TRADED FD TR II | 103,417 | $23.5M | 1.64% | |
| 8 | JPMJPMORGAN CHASE & CO. | 76,702 | $22.2M | 1.55% | |
| 9 | COWZPACER FDS TR | 396,062 | $21.8M | 1.52% | |
| 10 | BRK/BBERKSHIRE HATHAWAY INC DEL | 44,073 | $21.4M | 1.50% | |
| 11 | JEPIJ P MORGAN EXCHANGE TRADED F | 336,866 | $19.1M | 1.34% | |
| 12 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 83,049 | $18.8M | 1.31% | |
| 13 | WMTWALMART INC | 188,023 | $18.4M | 1.28% | |
| 14 | METAMETA PLATFORMS INC | 23,175 | $17.1M | 1.20% | |
| 15 | VOOVANGUARD INDEX FDS | 29,615 | $16.8M | 1.18% | |
| 16 | ITOTISHARES TR | 120,285 | $16.2M | 1.13% | |
| 17 | RWLINVESCO EXCH TRADED FD TR II | 147,631 | $15.4M | 1.08% | |
| 18 | VTIVANGUARD INDEX FDS | 50,024 | $15.2M | 1.06% | |
| 19 | GOOGALPHABET INC | 84,228 | $14.9M | 1.04% | |
| 20 | IWYISHARES TR | 58,760 | $14.5M | 1.01% | |
| 21 | LLYELI LILLY & CO | 18,020 | $14.0M | 0.98% | |
| 22 | GOOGLALPHABET INC | 77,446 | $13.6M | 0.95% | |
| 23 | CGDGCAPITAL GROUP DIVIDEND VALUE | 321,347 | $12.7M | 0.89% | |
| 24 | IVVISHARES TR | 18,768 | $11.7M | 0.81% | |
| 25 | IOOISHARES TR | 106,283 | $11.5M | 0.80% | |
| 26 | SHOPSHOPIFY INC | 97,809 | $11.3M | 0.79% | |
| 27 | DGROISHARES TR | 162,795 | $10.4M | 0.73% | |
| 28 | RDVYFIRST TR EXCHANGE TRADED FD | 165,403 | $10.4M | 0.73% | |
| 29 | MLB1MERCADOLIBRE INC | 3,893 | $10.2M | 0.71% | |
| 30 | HDHOME DEPOT INC | 26,975 | $9.9M | 0.69% | |
| 31 | XLGINVESCO EXCHANGE TRADED FD T | 187,075 | $9.7M | 0.68% | |
| 32 | APPAPPLOVIN CORP | 27,368 | $9.6M | 0.67% | |
| 33 | VVISA INC | 26,931 | $9.6M | 0.67% | |
| 34 | XMHQINVESCO EXCHANGE TRADED FD T | 96,688 | $9.5M | 0.66% | |
| 35 | CLSCELESTICA INC | 59,505 | $9.3M | 0.65% | |
| 36 | COSTCOSTCO WHSL CORP NEW | 9,156 | $9.1M | 0.63% | |
| 37 | QTOPISHARES TR | 297,046 | $8.4M | 0.59% | |
| 38 | SPGPINVESCO EXCHANGE TRADED FD T | 66,748 | $7.2M | 0.50% | |
| 39 | TSLATESLA INC | 22,612 | $7.2M | 0.50% | |
| 40 | FDVVFIDELITY COVINGTON TRUST | 135,172 | $7.0M | 0.49% | |
| 41 | IUSGISHARES TR | 46,594 | $7.0M | 0.49% | |
| 42 | SCHDSCHWAB STRATEGIC TR | 262,619 | $7.0M | 0.49% | |
| 43 | NFLXNETFLIX INC | 5,187 | $6.9M | 0.49% | |
| 44 | DBEFDBX ETF TR | 154,725 | $6.8M | 0.47% | |
| 45 | CGGRCAPITAL GROUP GROWTH ETF | 165,610 | $6.7M | 0.47% | |
| 46 | MAMASTERCARD INCORPORATED | 11,428 | $6.4M | 0.45% | |
| 47 | CRWDCROWDSTRIKE HLDGS INC | 12,475 | $6.4M | 0.44% | |
| 48 | JEPQJ P MORGAN EXCHANGE TRADED F | 115,529 | $6.3M | 0.44% | |
| 49 | XMMOINVESCO EXCHANGE TRADED FD T | 47,040 | $6.0M | 0.42% | |
| 50 | BACBANK AMERICA CORP | 125,648 | $5.9M | 0.42% | |
| 51 | XOMEXXON MOBIL CORP | 54,726 | $5.9M | 0.41% | |
| 52 | HCAHCA HEALTHCARE INC | 15,024 | $5.8M | 0.40% | |
| 53 | CVXCHEVRON CORP NEW | 39,046 | $5.6M | 0.39% | |
| 54 | SPHQINVESCO EXCHANGE TRADED FD T | 76,879 | $5.5M | 0.38% | |
| 55 | SCHGSCHWAB STRATEGIC TR | 182,707 | $5.3M | 0.37% | |
| 56 | RSPINVESCO EXCHANGE TRADED FD T | 29,220 | $5.3M | 0.37% | |
| 57 | NOBLPROSHARES TR | 51,747 | $5.2M | 0.36% | |
| 58 | CRWVCOREWEAVE INC | 30,399 | $5.0M | 0.35% | |
| 59 | MPCMARATHON PETE CORP | 28,319 | $4.7M | 0.33% | |
| 60 | DIVIFRANKLIN TEMPLETON ETF TR | 131,978 | $4.7M | 0.33% | |
| 61 | LINLINDE PLC | 9,971 | $4.7M | 0.33% | |
| 62 | DONSPDR DOW JONES INDL AVERAGE | 10,522 | $4.6M | 0.32% | |
| 63 | CGUSCAPITAL GROUP CORE EQUITY ET | 121,874 | $4.5M | 0.31% | |
| 64 | CRMSALESFORCE INC | 16,357 | $4.5M | 0.31% | |
| 65 | KLMNINVESCO EXCH TRADED FD TR II | 39,377 | $4.4M | 0.31% | |
| 66 | FNDXSCHWAB STRATEGIC TR | 177,171 | $4.3M | 0.30% | |
| 67 | VBVANGUARD INDEX FDS | 17,781 | $4.2M | 0.29% | |
| 68 | SPYSPDR S&P 500 ETF TR | 6,743 | $4.2M | 0.29% | |
| 69 | PKWINVESCO EXCHANGE TRADED FD T | 32,978 | $4.1M | 0.28% | |
| 70 | MOATVANECK ETF TRUST | 43,371 | $4.1M | 0.28% | |
| 71 | MODMODINE MFG CO | 40,928 | $4.0M | 0.28% | |
| 72 | CATCATERPILLAR INC | 10,182 | $4.0M | 0.28% | |
| 73 | AMDADVANCED MICRO DEVICES INC | 27,470 | $3.9M | 0.27% | |
| 74 | IXUSISHARES TR | 50,036 | $3.9M | 0.27% | |
| 75 | AQLTISHARES TR | 24,788 | $3.8M | 0.27% | |
| 76 | CGBLCAPITAL GROUP CORE BALANCED | 112,179 | $3.8M | 0.26% | |
| 77 | ISRGINTUITIVE SURGICAL INC | 6,852 | $3.7M | 0.26% | |
| 78 | VLOVALERO ENERGY CORP | 27,636 | $3.7M | 0.26% | |
| 79 | JNJJOHNSON & JOHNSON | 24,229 | $3.7M | 0.26% | |
| 80 | CSCOCISCO SYS INC | 53,315 | $3.7M | 0.26% | |
| 81 | PLTRPALANTIR TECHNOLOGIES INC | 26,999 | $3.7M | 0.26% | |
| 82 | SMCISUPER MICRO COMPUTER INC | 74,817 | $3.7M | 0.26% | |
| 83 | RTXRTX CORPORATION | 24,958 | $3.6M | 0.25% | |
| 84 | GSGOLDMAN SACHS GROUP INC | 5,129 | $3.6M | 0.25% | |
| 85 | ZSZSCALER INC | 11,454 | $3.6M | 0.25% | |
| 86 | HEFAISHARES TR | 92,368 | $3.5M | 0.24% | |
| 87 | FASTFASTENAL CO | 82,963 | $3.5M | 0.24% | |
| 88 | ABBVABBVIE INC | 18,737 | $3.5M | 0.24% | |
| 89 | JQUAJ P MORGAN EXCHANGE TRADED F | 57,366 | $3.4M | 0.24% | |
| 90 | INTUINTUIT | 4,336 | $3.4M | 0.24% | |
| 91 | BKNGBOOKING HOLDINGS INC | 579 | $3.4M | 0.23% | |
| 92 | VEAVANGUARD TAX-MANAGED FDS | 58,534 | $3.3M | 0.23% | |
| 93 | DIVOAMPLIFY ETF TR | 78,201 | $3.3M | 0.23% | |
| 94 | VUGVANGUARD INDEX FDS | 7,507 | $3.3M | 0.23% | |
| 95 | QCOMQUALCOMM INC | 20,421 | $3.3M | 0.23% | |
| 96 | TCAFT ROWE PRICE ETF INC | 90,911 | $3.2M | 0.22% | |
| 97 | MCDMCDONALDS CORP | 10,897 | $3.2M | 0.22% | |
| 98 | URIUNITED RENTALS INC | 4,224 | $3.2M | 0.22% | |
| 99 | HACKAMPLIFY ETF TR | 36,793 | $3.2M | 0.22% | |
| 100 | IWPISHARES TR | 22,267 | $3.1M | 0.22% |
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