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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 6 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IJS ISHARES TR 2,006.0 $238K 0.03% NEW $118.45 +7.8%
102 PFFD GLOBAL X FDS 12,820.0 $236K 0.03% NEW $18.40 +2.2%
103 HYG ISHARES TR 2,964.0 $236K 0.03% NEW $79.55 +0.4%
104 JBL JABIL INC Technology 878.0 $233K 0.03% NEW $265.03 +30.2%
105 TXN TEXAS INSTRS INC Technology 1,195.0 $232K 0.03% NEW $194.14 +57.0%
106 CBOE CBOE GLOBAL MKTS INC Financial Services 817.0 $230K 0.03% NEW $281.07 +28.4%
107 PFE PFIZER INC Healthcare 8,123.0 $229K 0.03% NEW $28.20 -8.6%
108 TIP ISHARES TR 2,045.0 $226K 0.03% NEW $110.36 +0.0%
109 CGXU CAPITAL GROUP INTL FOCUS EQT 7,628.0 $225K 0.03% NEW $29.49 +12.2%
110 BBY BEST BUY INC Consumer Cyclical 3,498.0 $225K 0.03% NEW $64.20 -5.0%
111 COP CONOCOPHILLIPS Energy 1,696.0 $224K 0.03% NEW $132.00 -7.3%
112 WDC WESTERN DIGITAL CORP Technology 817.0 $221K 0.03% NEW $270.49 +69.9%
113 PNC PNC FINL SVCS GROUP INC Financial Services 1,042.0 $217K 0.03% NEW $208.09 +4.2%
114 GOVT ISHARES TR 9,400.0 $215K 0.03% NEW $22.91 -1.3%
115 DG DOLLAR GEN CORP Consumer Defensive 1,800.0 $214K 0.03% NEW $118.73 -11.9%
116 BLUE OWL TECHNOLOGY FIN CORP 16,153.0 $200K 0.03% NEW $12.39
117 IYG ISHARES TR 2,362.0 $196K 0.03% NEW $82.84 +4.8%
118 IYLD ISHARES TR 8,800.0 $191K 0.02% NEW $21.73 +1.7%
119 IEI ISHARES TR 1,256.0 $149K 0.02% NEW $118.60 -1.2%
120 RWJ INVESCO EXCH TRADED FD TR II 2,751.0 $139K 0.02% NEW $50.48 +7.0%
Page 6 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%