Scarborough Advisors, LLC
Filing Date
Global Rank
#7,136
/ 8,700
▼ 4645
Top Industry
Semiconductors
18.0%
Period ended 3 months ago
Filed Jul 21, 2026 · 55d
19 quarters · since Dec 2021
Portfolio Concentration
51 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
21.5%
−4.9 pts
Top 5
47.8%
−16.6 pts
Top 10
67.3%
−9.6 pts
HHI
759
Diversified−386
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 | |
| GOOGL | Alphabet Inc. | −2,998 | 3,656 | $1,306,544 | |
| 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 | |
| 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 |
|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | 3,004,504 | $229,019,725 | |
| BAI | iShares A.I. Innovation and Tech Active ETF | 3,101,409 | $122,344,779 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | 3,086,383 | $80,285,974 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | 1,298,879 | $77,006,692 | |
| IVZ | Invesco Ltd. | 219,430 | $50,998,325 | |
| VB | Vanguard Morningstar Small-Cap ETF | 71,852 | $32,582,573 | |
| ACYN | FT Vest Laddered Autocallable Barrier & Income ETF | 261,827 | $24,264,847 | |
| AAAC | Columbia AAA CLO ETF | 538,183 | $20,978,373 | |
| AIRR | First Trust RBA American Industrial Renaissance ETF | 227,583 | $15,531,403 | |
| ACSG | American Century Small Cap Growth Insights ETF | 180,850 | $14,603,409 | |
| BAB | Invesco Taxable Municipal Bond ETF | 516,659 | $14,104,500 | |
| JA | Janus Henderson AA-A CLO ETF | 272,872 | $13,737,548 | |
| BNDX | Vanguard Total International Bond ETF | 260,423 | $12,513,325 | |
| BCLO | iShares BBB-B CLO Active ETF | 212,460 | $10,846,153 | |
| AGNG | Global X Funds Global X Aging Population ETF | 147,037 | $10,379,442 | |
| BDVG | IMGP Berkshire Dividend Growth ETF | 343,625 | $10,360,293 | |
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | 136,488 | $8,454,156 | |
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 164,251 | $8,374,470 | |
| — | 67,420 | $6,240,875 | ||
| HYSA | BondBloxx USD High Yield Bond Sector Rotation ETF | 107,081 | $4,910,734 | |
| LMT | Lockheed Martin Corp | 6,621 | $4,001,666 | |
| BILZ | PIMCO Ultra Short Government Active ETF | 21,561 | $2,165,927 | |
| EUAD | Select STOXX Europe Aerospace & Defense ETF | 45,792 | $1,865,566 | |
| INCO | Columbia India Consumer ETF | 40,244 | $1,642,357 | |
| DHR | Danaher Corp /De/ | 8,257 | $1,565,527 | |
| 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.