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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 5 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IEF ISHARES TR 4,354.0 $416K 0.05% NEW $95.44 -1.9%
82 TT TRANE TECHNOLOGIES PLC Industrials 996.0 $415K 0.05% NEW $416.89 +9.3%
83 SPYG SPDR SERIES TRUST 4,192.0 $410K 0.05% NEW $97.91 +20.2%
84 LIN LINDE PLC Basic Materials 810.0 $402K 0.05% NEW $495.76 +2.1%
85 GE GE AEROSPACE Industrials 1,406.0 $399K 0.05% NEW $283.97 +5.1%
86 IBB ISHARES TR 2,297.0 $388K 0.05% NEW $168.85 -1.0%
87 IMCB ISHARES TR 4,520.0 $377K 0.05% NEW $83.43 +8.7%
88 JCI JOHNSON CONTROLS INTERNATION Industrials 2,871.0 $376K 0.05% NEW $130.95 +5.5%
89 ENTERGY CORP NEW 3,266.0 $367K 0.05% NEW $112.36
90 GLD SPDR GOLD TR Financial Services 835.0 $359K 0.04% NEW $430.33 -3.3%
91 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 5,240.0 $351K 0.04% NEW $67.07 +26.5%
92 CMCSA COMCAST CORP NEW Communication Services 11,084.0 $318K 0.04% NEW $28.71 -12.5%
93 EPS WISDOMTREE TR 4,380.0 $298K 0.04% NEW $68.11 +13.1%
94 TGT TARGET CORP Consumer Defensive 2,341.0 $284K 0.04% NEW $121.20 +1.0%
95 STIP ISHARES TR 2,711.0 $280K 0.04% NEW $103.43 -0.0%
96 ABVX ABIVAX SA Healthcare 2,500.0 $278K 0.04% NEW $111.35 +8.2%
97 FIS FIDELITY NATL INFORMATION SV Technology 5,466.0 $256K 0.03% NEW $46.91 -8.5%
98 IXUS ISHARES TR 2,904.0 $252K 0.03% NEW $86.64 +8.9%
99 ISCV ISHARES TR 3,550.0 $247K 0.03% NEW $69.51 +5.8%
100 VFLO VICTORY PORTFOLIOS II 6,085.0 $240K 0.03% NEW $39.48 +8.6%
Page 5 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%