Thoroughbred Financial Services, LLC
Thoroughbred Financial Services, LLC reported 624 holdings worth US$2.08M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Thoroughbred Financial Services, LLC reported 624 holdings worth US$2.08M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Micron Technology, Inc. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 624
- Value as reported
- US$2.08M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 515K | US$103M | 4948.5% |
| Apple Inc | 309K | US$89.4M | 4288.9% |
| Micron Technology, Inc. | 59,834 | US$69.1M | 3313.9% |
| Alphabet Inc (google) Class C | 162K | US$57.9M | 2778.4% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 98,182 | US$46.9M | 2249.8% |
| Amazon.com, Inc. | 174K | US$41.4M | 1988.0% |
| Microsoft Corp. | 110K | US$40.9M | 1960.8% |
| Broadcom Inc. | 106K | US$40.1M | 1922.6% |
| Jp Morgan Chase & Co. | 78,969 | US$25.8M | 1240.3% |
| Celestica Inc. | 60,583 | US$22.1M | 1060.4% |
| Walmart Inc. | 192K | US$21.7M | 1042.9% |
| Advanced Micro Devices Inc | 36,113 | US$21M | 1006.6% |
| Eli Lilly And Company | 13,672 | US$16.4M | 786.9% |
| Applovin Corporation | 29,367 | US$15.1M | 726.0% |
| Meta Platforms, Inc. | 24,833 | US$14M | 671.2% |
| Corning Incorporated | 48,428 | US$12.4M | 593.5% |
| Modine Manufacturing Company | 40,427 | US$10.8M | 517.9% |
| Credo Technology Group Holding Ltd | 39,271 | US$10.7M | 512.4% |
| Sterling Infrastructure, Inc. | 12,608 | US$10.6M | 507.7% |
| Caterpillar, Inc. | 9,769 | US$10.4M | 499.2% |
| Lam Research Corporation | 23,376 | US$10.1M | 486.0% |
| Shopify Inc. | 87,872 | US$10M | 481.4% |
| Crowdstrike Holdings, Inc. | 12,600 | US$9.62M | 461.4% |
| Visa Inc. | 27,075 | US$9.29M | 445.7% |
| Bank Of America Corporation | 147K | US$8.36M | 401.3% |
| Costco Wholesale Corporation | 8,755 | US$8.19M | 393.0% |
| Asml Holding Nv | 4,004 | US$7.97M | 382.2% |
| Home Depot, Inc. (the) | 22,346 | US$7.88M | 378.1% |
| Valero Energy Corporation | 29,052 | US$7.57M | 363.0% |
| Dell Technologies Inc. | 17,368 | US$7.49M | 359.5% |
| Marathon Petroleum Corporation | 28,553 | US$7.3M | 350.3% |
| Kla Corporation | 23,763 | US$7.17M | 344.0% |
| Chevron Corporation | 40,070 | US$6.64M | 318.7% |
| Marvell Technology, Inc. | 22,101 | US$6.58M | 315.9% |
| Johnson & Johnson | 25,834 | US$6.56M | 314.8% |
| Lumentum Holdings Inc. | 7,506 | US$6.44M | 309.0% |
| Cisco Systems, Inc. | 53,275 | US$6.26M | 300.2% |
| Mercadolibre, Inc. | 3,449 | US$5.86M | 280.9% |
| Sunoco Lp | 86,000 | US$5.8M | 278.5% |
| Argan, Inc. | 7,258 | US$5.79M | 278.1% |
| Goldman Sachs Group, Inc. (the) | 5,641 | US$5.71M | 273.8% |
| Hca Healthcare, Inc. | 14,350 | US$5.59M | 268.4% |
| Rtx Corporation | 28,702 | US$5.45M | 261.3% |
| Abbvie Inc. | 21,227 | US$5.34M | 256.3% |
| Sandisk Corporation | 2,028 | US$4.61M | 221.2% |
| Mastercard Incorporated | 8,786 | US$4.51M | 216.5% |
| United Rentals, Inc. | 3,983 | US$4.51M | 216.5% |
| Tesla, Inc. | 10,282 | US$4.33M | 207.5% |
| Terawulf Inc. | 162K | US$4M | 192.1% |
| Ttm Technologies, Inc. | 21,074 | US$3.94M | 189.1% |
| Fastenal Company | 74,794 | US$3.59M | 172.4% |
| Ati Inc. | 17,971 | US$3.54M | 170.0% |
| Hsbc Holdings Plc | 36,603 | US$3.48M | 167.0% |
| Qualcomm Incorporated | 17,478 | US$3.23M | 154.9% |
| D-wave Quantum Inc. | 132K | US$3.17M | 151.9% |
| Boeing Company (the) | 13,599 | US$2.94M | 141.2% |
| The Bank Of New York Mellon Corporation | 20,010 | US$2.89M | 138.8% |
| Penumbra, Inc. | 9,159 | US$2.89M | 138.8% |
| Pnc Financial Services Group, Inc. (the) | 11,718 | US$2.88M | 138.4% |
| Mcdonald's Corporation | 10,624 | US$2.87M | 137.8% |
| Natera, Inc. | 10,567 | US$2.87M | 137.6% |
| Unitedhealth Group Incorporated | 6,693 | US$2.78M | 133.5% |
| Arista Networks, Inc. | 16,180 | US$2.75M | 131.9% |
| Coca-cola Company (the) | 33,751 | US$2.74M | 131.6% |
| Mckesson Corporation | 3,495 | US$2.64M | 126.7% |
| Ciena Corporation | 5,336 | US$2.62M | 125.6% |
| Analog Devices, Inc. | 6,588 | US$2.62M | 125.5% |
| Coreweave, Inc. | 25,675 | US$2.56M | 122.6% |
| Wells Fargo & Company | 30,729 | US$2.54M | 121.8% |
| Amgen Inc. | 6,922 | US$2.51M | 120.2% |
| Philip Morris International Inc | 13,337 | US$2.41M | 115.7% |
| Citigroup, Inc. | 17,113 | US$2.4M | 114.9% |
| Xpo, Inc. | 11,240 | US$2.31M | 110.7% |
| Palo Alto Networks, Inc. | 6,750 | US$2.3M | 110.4% |
| Merck & Company, Inc. | 17,635 | US$2.27M | 108.7% |
| Parker-hannifin Corporation | 2,316 | US$2.27M | 108.7% |
| Oklo Inc. | 42,492 | US$2.22M | 106.7% |
| Hut 8 Corp. | 19,161 | US$2.21M | 106.1% |
| Heico Corporation | 8,517 | US$2.2M | 105.4% |
| Oracle Corporation | 14,864 | US$2.18M | 104.5% |
| Twilio Inc. | 10,401 | US$2.15M | 103.0% |
| General Dynamics Corporation | 6,017 | US$2.13M | 102.3% |
| Ionq, Inc. | 39,912 | US$2.13M | 102.0% |
| Coherent Corp. | 5,342 | US$2.11M | 101.1% |
| Autozone, Inc. | 648 | US$2.07M | 99.4% |
| Ultra Clean Holdings, Inc. | 14,055 | US$2M | 96.2% |
| Quest Diagnostics Incorporated | 9,212 | US$1.95M | 93.7% |
| Maxlinear, Inc | 14,885 | US$1.91M | 91.4% |
| Nextera Energy, Inc. | 20,796 | US$1.82M | 87.6% |
| Intuitive Surgical, Inc. | 4,502 | US$1.79M | 85.9% |
| Lowe's Companies, Inc. | 8,047 | US$1.77M | 85.1% |
| Halozyme Therapeutics, Inc. | 22,236 | US$1.74M | 83.5% |
| Viasat, Inc. | 19,346 | US$1.74M | 83.3% |
| Phillips 66 | 10,266 | US$1.74M | 83.2% |
| Applied Materials, Inc. | 2,388 | US$1.73M | 82.8% |
| Rigetti Computing, Inc. | 85,404 | US$1.65M | 79.2% |
| Mastec, Inc. | 3,941 | US$1.64M | 78.6% |
| Vistra Corp. | 10,164 | US$1.61M | 77.3% |
| Netflix, Inc. | 22,366 | US$1.6M | 76.6% |
| Blackstone Inc. | 13,112 | US$1.54M | 74.0% |
Every holding of Thoroughbred Financial Services, LLC