BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders
Screener Research
Sign in Register
Portfolio (Quarterly) Guide ↗

ASHTON THOMAS SECURITIES, LLC

· CIK 0000771572
13F Portfolio $797M AUM 444 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 165 New 133 Added 75 Reduced 18 Exited
Page 4 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 2,338.0 $711K 0.09% NEW $304.08 +6.4%
62 WM WASTE MGMT INC DEL Industrials 3,027.0 $696K 0.09% NEW $229.79 -4.2%
63 CMI CUMMINS INC Industrials 1,272.0 $684K 0.09% NEW $538.02 +24.2%
64 IWR ISHARES TR 6,942.0 $675K 0.09% NEW $97.23 +7.2%
65 ASML ASML HLDG NV Technology 456.0 $602K 0.08% NEW $1321.06 +16.8%
66 NYF ISHARES TR 11,300.0 $600K 0.07% NEW $53.12 -0.2%
67 QQQ INVESCO QQQ TR Financial Services 1,038.0 $599K 0.07% NEW $577.18 +23.0%
68 BP BP PLC Energy 11,324.0 $532K 0.07% NEW $47.00 -3.7%
69 EFAV ISHARES TR 5,825.0 $532K 0.07% NEW $91.37 +0.7%
70 IXC ISHARES TR 9,182.0 $529K 0.07% NEW $57.61 -1.7%
71 IJR ISHARES TR 4,065.0 $505K 0.06% NEW $124.31 +8.8%
72 PFF ISHARES TR 16,000.0 $485K 0.06% NEW $30.32 +2.7%
73 MDT MEDTRONIC PLC Healthcare 5,474.0 $474K 0.06% NEW $86.68 -10.5%
74 IEUR ISHARES TR 6,752.0 $474K 0.06% NEW $70.27 +6.7%
75 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,630.0 $473K 0.06% NEW $290.49 -1.2%
76 DVY ISHARES TR 3,106.0 $470K 0.06% NEW $151.41 +1.2%
77 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,288.0 $449K 0.06% NEW $196.04 +1.0%
78 O REALTY INCOME CORP Real Estate 7,250.0 $444K 0.06% NEW $61.18 +1.3%
79 GLOF ISHARES TR 8,500.0 $443K 0.06% NEW $52.12 +11.4%
80 MDB MONGODB INC Technology 1,761.0 $431K 0.05% NEW $244.77 +33.0%
Page 4 of 9  ·  165 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.3%
Financial Services 19.7%
Healthcare 11.6%
Communication Services 11.4%
Consumer Cyclical 8.7%
Industrials 7.2%
Consumer Defensive 5.6%
Energy 4.8%
Utilities 2.3%
Basic Materials 1.6%