THOROUGHBRED FINANCIAL SERVICES, LLC
Position in FT — Franklin Universal Trust
CIK 1091370
BRENTWOOD, TN
Position in FT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$176,452
+$220 QoQ
Shares Held
22,029
0.0% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026THOROUGHBRED FINANCIAL SERVICES, LLC holds $3,890,039 across 7 Asset Management names. FT ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
14,005 | $1,610,434 | |
| 2 | CG |
Carlyle Group Inc.
|
12,601 | $609,762 | |
| 3 | BLK |
BlackRock, Inc.
|
563 | $541,442 | |
| 4 | APO |
Apollo Global Management, Inc.
|
3,977 | $443,117 | |
| 5 | STT |
State Street Corp
|
2,118 | $268,054 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
9,872 | $240,778 | |
| 7 | FT |
Franklin Universal Trust
This page
|
22,029 | $176,452 |
All Filings in FT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $176,452 | 22,029 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $176,232 | 22,029 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||