Scarborough Advisors, LLC

CIK

1815355

Location

ANNAPOLIS, MD

Portfolio Value

Micro $83,898,610

Diversification

Diversified

Filing Date

Global Rank

#6,054 / 8,605 ▲ 628 · as of Mar 2026

Top Industry

Software - Infrastructure 14.6%

3Y Alpha vs SPY

+1.6%

Period ended 3 months ago

Filed May 7, 2026 · 2mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+83.4%

SPY

+76.5%

Annualised alpha

+1.5%

Max drawdown

−14.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

514 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.0%

−6.3 pts

Top 5

40.3%

−7.5 pts

Top 10

56.4%

−14.1 pts

HHI

514

Diversified−281

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	25.6%	$21,448,614	17
Technology	23.5%	$19,752,540	75
Financial Services	14.5%	$12,159,231	89
Industrials	9.5%	$7,943,914	68
Consumer Cyclical	6.3%	$5,319,558	54
Consumer Defensive	5.8%	$4,877,722	29
Healthcare	5.4%	$4,565,062	55
Communication Services	3.9%	$3,312,219	20
Energy	2.8%	$2,335,455	27
Utilities	1.7%	$1,411,776	27
Real Estate	0.5%	$409,494	21
Basic Materials	0.4%	$363,025	32

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MYI	Blackrock Muniyield Quality Fund III, Inc.	+106,362	169,362	$1,779,994
MHD	Blackrock Muniholdings Fund, Inc.	+34,984	73,780	$832,238
SGOL	abrdn Gold ETF Trust	+24,901	24,994	$1,115,232
T	At&T Inc.	+6,224	42,504	$1,232,190
HASI	HA Sustainable Infrastructure Capital, Inc.	+2,049	3,661	$134,541
NVDA	Nvidia Corp	+1,723	23,629	$4,120,897
PHYS	Sprott Physical Gold Trust	+1,101	1,151	$40,791
BA	Boeing Co	+1,039	1,767	$351,686
VZ	Verizon Communications Inc	+946	3,246	$162,949
GENI	Genius Sports Ltd	+500	2,000	$8,860
BTT	BlackRock Municipal 2030 Target Term Trust	+454	120,571	$2,736,961
NEE	Nextera Energy Inc	+305	972	$90,279
QQQ	Invesco Qqq Trust, Series 1	+162	3,536	$2,040,908
PLTR	Palantir Technologies Inc.	+161	3,987	$583,218
KVUE	Kenvue Inc.	+160	169	$2,913
XOM	Exxon Mobil Corp	+145	1,974	$334,908
RTX	RTX Corp	+143	7,689	$1,483,208
JOBY	Joby Aviation, Inc.	+140	360	$2,973
JPM	Jpmorgan Chase & Co	+133	11,127	$3,273,118
GEV	GE Vernova Inc.	+131	248	$216,479
M	Macy's, Inc.	+130	175	$3,165
BRK-B	Berkshire Hathaway Inc	+118	1,683	$806,493
AFB	Alliancebernstein National Municipal Income Fund	+108	1,891	$20,214
SHOP	Shopify Inc.	+100	530	$62,868
PLUG	Plug Power Inc	+100	5,763	$13,024
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAUM	iShares Gold Trust Micro	−65,094	24,325	$1,135,977
SIVR	abrdn Silver ETF Trust	−48,473	691	$49,482
SLV	iShares Silver Trust	−41,865	6,829	$465,328
GLD	Spdr Gold Trust	−3,681	31,271	$13,455,598
RCS	Pimco Strategic Income Fund, Inc.	−1,057	2,562	$13,732
FGDL	Franklin Templeton Holdings Trust	−308	133	$8,268
BCC	BOISE CASCADE Co	−250	9	$682
LNT	Alliant Energy Corp	−202	15	$1,076
DUK	Duke Energy CORP	−180	1,464	$191,696
AVGO	Broadcom Inc.	−164	1,932	$597,973
CSCO	Cisco Systems, Inc.	−148	1,228	$95,280
TFC	Truist Financial Corp	−130	142	$6,527
AAPL	Apple Inc.	−124	15,489	$3,930,953
AMGN	Amgen Inc	−118	1,612	$567,182
PL	Planet Labs PBC	−112	1,510	$42,204
QBTS	D-Wave Quantum Inc.	−106	200	$2,886
RGTI	Rigetti Computing, Inc.	−105	1,414	$19,852
PYPL	PayPal Holdings, Inc.	−100	75	$3,392
ACHR	Archer Aviation Inc.	−70	195	$1,008
ZS	Zscaler, Inc.	−59	18	$2,525
NFLX	Netflix Inc	−57	630	$60,574
FTNT	Fortinet, Inc.	−54	121	$9,888
FTV	Fortive Corp	−48	4,299	$237,648
CHKP	Check Point Software Technologies Ltd	−47	24	$3,428
YUMC	Yum China Holdings, Inc.	−44	1,299	$63,365
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MSFT	Microsoft Corp	22,435	$8,304,763
LMT	Lockheed Martin Corp	6,621	$4,001,666
PG	PROCTER & GAMBLE Co	17,491	$2,526,400
IAU	Ishares Gold Trust	27,947	$2,463,807
DHR	Danaher Corp /De/	8,257	$1,565,527
WMT	Walmart Inc.	6,720	$835,161
LLY	ELI LILLY & Co	733	$674,191
HD	Home Depot, Inc.	1,676	$551,219
GE	General Electric Co	1,766	$501,137
PEG	Public Service Enterprise Group Inc	5,395	$436,725
TSM	Taiwan Semiconductor Manufacturing Co Ltd	979	$330,853
IBM	International Business Machines Corp	1,075	$260,569
F	Ford Motor Co	21,219	$244,867
JNJ	Johnson & Johnson	985	$240,773
PFE	Pfizer Inc	8,242	$231,435
CVX	Chevron Corp	1,102	$228,003
PSX	Phillips 66	1,128	$205,499
CAT	Caterpillar Inc	284	$201,202
PRU	Prudential Financial Inc	2,007	$196,063
USFD	US Foods Holding Corp.	2,124	$195,854
INTU	Intuit Inc.	423	$182,896
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
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
NI	Nisource Inc.	307	$12,820
MIY	Blackrock Muniyield Michigan Quality Fund, Inc.	704	$8,264
RF	Regions Financial Corp	268	$7,262
ADSK	Autodesk, Inc.	24	$7,104
DBX	Dropbox, Inc.	200	$5,560
LUNR	Intuitive Machines, Inc.	157	$2,548
AX	Axos Financial, Inc.	25	$2,154
DVN	Devon Energy Corp/De	51	$1,868
BAX	Baxter International Inc	67	$1,280
KLAR	Klarna Group plc	24	$693
FLY	Firefly Aerospace Inc.	25	$559
BBAI	BigBear.ai Holdings, Inc.	75	$405
OABIW	OmniAb, Inc.	161	$297
TENB	Tenable Holdings, Inc.	12	$282
VOYG	Voyager Technologies, Inc./TX	9	$235
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

514 positions · $83,898,610 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 514 positions by value · page 1 of 11

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLD	Spdr Gold Trust	Reduced	31,271	-3,681	$13,455,598	−2.9%	16.04%
MSFT	Microsoft Corp Technology	NEW	22,435	NEW	$8,304,763	NEW	9.90%
NVDA	Nvidia Corp Technology	Added	23,629	+1,723	$4,120,897	+0.9%	4.91%
LMT	Lockheed Martin Corp Industrials	NEW	6,621	NEW	$4,001,666	NEW	4.77%
AAPL	Apple Inc. Technology	Reduced	15,489	-124	$3,930,953	−7.4%	4.69%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,127	+133	$3,273,118	−7.6%	3.90%
BTT	BlackRock Municipal 2030 Target Term Trust Financial Services	Added	120,571	+454	$2,736,961	−0.1%	3.26%
AMZN	Amazon Com Inc Consumer Cyclical	Added	12,221	+58	$2,545,267	−9.3%	3.03%
PG	PROCTER & GAMBLE Co Consumer Defensive	NEW	17,491	NEW	$2,526,400	NEW	3.01%
IAU	Ishares Gold Trust	NEW	27,947	NEW	$2,463,807	NEW	2.94%
QQQ	Invesco Qqq Trust, Series 1	Added	3,536	+162	$2,040,908	−1.5%	2.43%
MYI	Blackrock Muniyield Quality Fund III, Inc. Financial Services	Added	169,362	+106,362	$1,779,994	+159.9%	2.12%
DHR	Danaher Corp /De/ Healthcare	NEW	8,257	NEW	$1,565,527	NEW	1.87%
RTX	RTX Corp Industrials	Added	7,689	+143	$1,483,208	+7.2%	1.77%
T	At&T Inc. Communication Services	Added	42,504	+6,224	$1,232,190	+36.7%	1.47%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,083	-22	$1,174,107	−8.6%	1.40%
IAUM	iShares Gold Trust Micro	Reduced	24,325	-65,094	$1,135,977	−70.4%	1.35%
SGOL	abrdn Gold ETF Trust	Added	24,994	+24,901	$1,115,232	+29094.6%	1.33%
WMT	Walmart Inc. Consumer Defensive	NEW	6,720	NEW	$835,161	NEW	1.00%
MHD	Blackrock Muniholdings Fund, Inc. Financial Services	Added	73,780	+34,984	$832,238	+82.7%	0.99%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,683	+118	$806,493	+2.5%	0.96%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	735	-4	$732,376	+14.9%	0.87%
LLY	ELI LILLY & Co Healthcare	NEW	733	NEW	$674,191	NEW	0.80%
GM	General Motors Co Consumer Cyclical	Added	8,101	+67	$603,524	−7.6%	0.72%
AVGO	Broadcom Inc. Technology	Reduced	1,932	-164	$597,973	−17.6%	0.71%
PLTR	Palantir Technologies Inc. Technology	Added	3,987	+161	$583,218	−14.2%	0.70%
AMGN	Amgen Inc Healthcare	Reduced	1,612	-118	$567,182	+0.2%	0.68%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,523	+70	$566,175	−13.4%	0.67%
HD	Home Depot, Inc. Consumer Cyclical	NEW	1,676	NEW	$551,219	NEW	0.66%
GE	General Electric Co Industrials	NEW	1,766	NEW	$501,137	NEW	0.60%
SLV	iShares Silver Trust	Reduced	6,829	-41,865	$465,328	−85.2%	0.55%
MPC	Marathon Petroleum Corp Energy	Added	1,816	+6	$443,430	+50.6%	0.53%
PEG	Public Service Enterprise Group Inc Utilities	NEW	5,395	NEW	$436,725	NEW	0.52%
V	Visa Inc. Financial Services	Added	1,360	+11	$411,046	−13.1%	0.49%
ABBV	AbbVie Inc. Healthcare	Added	1,812	+78	$394,091	−0.5%	0.47%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	580	-18	$357,720	−0.8%	0.43%
BA	Boeing Co Industrials	Added	1,767	+1,039	$351,686	+122.5%	0.42%
XOM	Exxon Mobil Corp Energy	Added	1,974	+145	$334,908	+52.2%	0.40%
FTI	TechnipFMC plc Energy	Held	4,812	0	$332,653	+55.1%	0.40%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	979	NEW	$330,853	NEW	0.39%
COP	Conocophillips Energy	Reduced	2,236	-37	$295,152	+38.7%	0.35%
MMD	NYLI MacKay DefinedTerm Muni Opportunities Fund Financial Services	Held	19,530	0	$290,020	−0.1%	0.35%
IBM	International Business Machines Corp Technology	NEW	1,075	NEW	$260,569	NEW	0.31%
F	Ford Motor Co Consumer Cyclical	NEW	21,219	NEW	$244,867	NEW	0.29%
JNJ	Johnson & Johnson Healthcare	NEW	985	NEW	$240,773	NEW	0.29%
META	Meta Platforms, Inc. Communication Services	Reduced	420	-21	$240,294	−17.5%	0.29%
VLTO	Veralto Corp Industrials	Held	2,700	0	$238,734	−11.4%	0.28%
FTV	Fortive Corp Technology	Reduced	4,299	-48	$237,648	−1.0%	0.28%
BAC	Bank Of America Corp /De/ Financial Services	Added	4,779	+99	$232,976	−9.5%	0.28%
PFE	Pfizer Inc Healthcare	NEW	8,242	NEW	$231,435	NEW	0.28%