Scarborough Advisors, LLC
Filing Date
Global Rank
#2,347
/ 3,203
▲ 3718
Top Industry
Semiconductors
18.0%
3Y Alpha vs SPY
+3.9%
Period ended 30 days ago
Filed Jul 21, 2026 · 9d
19 quarters · since Dec 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+83.0%
SPY
+65.3%
Annualised alpha
+4.1%
Max drawdown
−14.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
51 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
21.5%
+5.4 pts
Top 5
47.8%
+7.5 pts
Top 10
67.3%
+10.9 pts
HHI
759
Diversified+246
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 34.5% | $18,280,574 |
| Technology | 23.6% | $12,481,750 |
| Financial Services | 14.8% | $7,855,553 |
| Consumer Cyclical | 8.8% | $4,636,539 |
| Industrials | 5.4% | $2,881,567 |
| Consumer Defensive | 3.5% | $1,840,714 |
| Energy | 3.0% | $1,580,307 |
| Healthcare | 2.9% | $1,529,484 |
| Communication Services | 2.8% | $1,489,159 |
| Utilities | 0.7% | $373,985 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | +4,412 | 32,359 | $2,443,428 | |
| MHD | Blackrock Muniholdings Fund, Inc. | +2,930 | 76,710 | $912,849 | |
| QQQ | Invesco Qqq Trust, Series 1 | +244 | 3,780 | $2,783,592 | |
| NVDA | Nvidia Corp | +53 | 23,682 | $4,738,531 | |
| SPY | Spdr S&P 500 ETF Trust | +48 | 349 | $260,622 | |
| CVX | Chevron Corp | +10 | 1,112 | $184,325 | |
| GEV | GE Vernova Inc. | +7 | 255 | $299,589 | |
| PSX | Phillips 66 | +4 | 1,132 | $191,364 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| T | At&T Inc. | −33,682 | 8,822 | $182,615 | |
| MSFT | Microsoft Corp | −17,524 | 4,911 | $1,831,901 | |
| PG | PROCTER & GAMBLE Co | −12,375 | 5,116 | $750,210 | |
| JPM | Jpmorgan Chase & Co | −9,378 | 1,749 | $572,500 | |
| F | Ford Motor Co | −5,015 | 16,204 | $225,235 | |
| IAUM | iShares Gold Trust Micro | −4,373 | 19,952 | $798,279 | |
| AAPL | Apple Inc. | −2,719 | 12,770 | $3,695,127 | |
| SLV | iShares Silver Trust | −2,619 | 4,210 | $225,108 | |
| WMT | Walmart Inc. | −2,609 | 4,111 | $465,611 | |
| GM | General Motors Co | −1,174 | 6,927 | $533,933 | |
| BTT | BlackRock Municipal 2030 Target Term Trust | −1,045 | 119,526 | $2,719,216 | |
| AMZN | Amazon Com Inc | −822 | 11,399 | $2,716,837 | |
| PEG | Public Service Enterprise Group Inc | −787 | 4,608 | $373,985 | |
| BRK-B | Berkshire Hathaway Inc | −607 | 1,076 | $538,419 | |
| COP | Conocophillips | −438 | 1,798 | $186,920 | |
| GLD | Spdr Gold Trust | −427 | 30,844 | $11,362,312 | |
| GOOGL | Alphabet Inc. | −427 | 3,656 | $1,306,544 | |
| PLTR | Palantir Technologies Inc. | −314 | 3,673 | $428,528 | |
| IBM | International Business Machines Corp | −234 | 841 | $236,497 | |
| ABBV | AbbVie Inc. | −180 | 1,632 | $410,676 | |
| AMD | Advanced Micro Devices Inc | −165 | 610 | $354,355 | |
| TSLA | Tesla, Inc. | −123 | 1,400 | $588,840 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −95 | 884 | $422,171 | |
| MPC | Marathon Petroleum Corp | −94 | 1,722 | $440,263 | |
| XOM | ExxonMobil Holdings Corp | −84 | 1,890 | $258,400 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LMT | Lockheed Martin Corp | 6,621 | $4,001,666 | |
| DHR | Danaher Corp /De/ | 8,257 | $1,565,527 | |
| SGOL | abrdn Gold ETF Trust | 24,994 | $1,115,232 | |
| AMGN | Amgen Inc | 1,612 | $567,182 | |
| BA | Boeing Co | 1,767 | $351,686 | |
| META | Meta Platforms, Inc. | 420 | $240,294 | |
| FTV | Fortive Corp | 4,299 | $237,648 | |
| PFE | Pfizer Inc | 8,242 | $231,435 | |
| USFD | US Foods Holding Corp. | 2,124 | $195,854 | |
| DUK | Duke Energy CORP | 1,464 | $191,696 | |
| INTU | Intuit Inc. | 423 | $182,896 | |
| BKH | Black Hills Corp /Sd/ | 2,591 | $179,841 | |
| IREN | IREN Ltd | 5,000 | $171,400 | |
| VZ | Verizon Communications Inc | 3,246 | $162,949 | |
| WBD | Warner Bros. Discovery, Inc. | 5,864 | $161,025 | |
| AHR | American Healthcare REIT, Inc. | 3,275 | $154,449 | |
| MSTR | Strategy Inc | 1,161 | $144,892 | |
| DIS | Walt Disney Co | 1,497 | $144,280 | |
| YUM | Yum Brands Inc | 886 | $137,755 | |
| HASI | HA Sustainable Infrastructure Capital, Inc. | 3,661 | $134,541 | |
| GS | Goldman Sachs Group Inc | 155 | $131,128 | |
| DTE | Dte Energy Co | 885 | $129,404 | |
| TMO | Thermo Fisher Scientific Inc. | 263 | $129,272 | |
| CL | Colgate Palmolive Co | 1,482 | $126,310 | |
| ABT | Abbott Laboratories | 1,199 | $123,101 | |
| No positions match the current search. | ||||
51 tracked positions ·
$52,949,632 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 51 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Reduced | 30,844 | $11,362,312 | 21.46% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 23,682 | $4,738,531 | 8.95% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 12,770 | $3,695,127 | 6.98% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 3,780 | $2,783,592 | 5.26% | |
| BTT |
BlackRock Municipal 2030 Target Term Trust
Financial Services
|
Reduced | 119,526 | $2,719,216 | 5.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 11,399 | $2,716,837 | 5.13% | |
| IAU |
Ishares Gold Trust
|
Added | 32,359 | $2,443,428 | 4.61% | |
| MYI |
Blackrock Muniyield Quality Fund III, Inc.
Financial Services
|
Held | 169,362 | $1,881,611 | 3.55% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 4,911 | $1,831,901 | 3.46% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 7,625 | $1,446,691 | 2.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,656 | $1,306,544 | 2.47% | |
| MHD |
Blackrock Muniholdings Fund, Inc.
Financial Services
|
Added | 76,710 | $912,849 | 1.72% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 723 | $867,187 | 1.64% | |
| IAUM |
iShares Gold Trust Micro
|
Reduced | 19,952 | $798,279 | 1.51% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 5,116 | $750,210 | 1.42% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 1,884 | $711,681 | 1.34% | |
| GE |
General Electric Co
Industrials
|
Reduced | 1,736 | $648,795 | 1.23% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 668 | $624,893 | 1.18% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 1,400 | $588,840 | 1.11% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,749 | $572,500 | 1.08% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,621 | $571,694 | 1.08% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,076 | $538,419 | 1.02% | |
| GM |
General Motors Co
Consumer Cyclical
|
Reduced | 6,927 | $533,933 | 1.01% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 4,111 | $465,611 | 0.88% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,304 | $447,389 | 0.84% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 1,722 | $440,263 | 0.83% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 3,673 | $428,528 | 0.81% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 884 | $422,171 | 0.80% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 1,632 | $410,676 | 0.78% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 579 | $407,233 | 0.77% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
Reduced | 4,608 | $373,985 | 0.71% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 610 | $354,355 | 0.67% | |
| FTI |
TechnipFMC plc
Energy
|
Held | 4,812 | $319,035 | 0.60% | |
| MMD |
NYLI MacKay DefinedTerm Muni Opportunities Fund
Financial Services
|
Held | 19,530 | $302,715 | 0.57% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 255 | $299,589 | 0.57% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 4,770 | $271,794 | 0.51% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 349 | $260,622 | 0.49% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 1,890 | $258,400 | 0.49% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 232 | $247,056 | 0.47% | |
| VLTO |
Veralto Corp
Industrials
|
Held | 2,700 | $239,436 | 0.45% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 937 | $237,969 | 0.45% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 841 | $236,497 | 0.45% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Reduced | 16,204 | $225,235 | 0.43% | |
| SLV |
iShares Silver Trust
|
Reduced | 4,210 | $225,108 | 0.43% | |
| PRU |
Prudential Financial Inc
Financial Services
|
Reduced | 1,937 | $209,060 | 0.39% | |
| PSX |
Phillips 66
Energy
|
Added | 1,132 | $191,364 | 0.36% | |
| COP |
Conocophillips
Energy
|
Reduced | 1,798 | $186,920 | 0.35% | |
| CVX |
Chevron Corp
Energy
|
Added | 1,112 | $184,325 | 0.35% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 8,822 | $182,615 | 0.34% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Held | 330 | $62,959 | 0.12% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.