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Portfolio (Quarterly) Guide ↗

ASHTON THOMAS SECURITIES, LLC

· CIK 0000771572
13F Portfolio $527M AUM 297 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 106 Added 113 Reduced
Page 3 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 17,097.0 $1.3M 0.25% -384.0 -2.2% $76.85 +13.3%
42 BAC BANK AMER CORP COM Financial Services 23,853.0 $1.3M 0.25% -210.0 -0.9% $55.00 -6.7%
43 T AT&T INC COM Communication Services 52,756.0 $1.3M 0.25% -5K -7.9% $24.84 +0.5%
44 BSV VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF 16,571.0 $1.3M 0.25% -87.0 -0.5% $78.81 -1.2%
45 ADSK AUTODESK INC COM Technology 3,974.0 $1.2M 0.22% -55.0 -1.4% $296.68 -18.9%
46 PEP PEPSICO INC COM Consumer Defensive 8,037.0 $1.2M 0.22% -81.0 -1.0% $143.52 +4.5%
47 VZ VERIZON COMMUNICATIONS INC COM Communication Services 26,715.0 $1.1M 0.21% -2K -6.3% $40.73 +17.0%
48 HWM HOWMET AEROSPACE INC COM Industrials 5,202.0 $1.1M 0.20% -139.0 -2.6% $205.02 +27.5%
49 ORLY O REILLY AUTOMOTIVE INC NEW COM Consumer Cyclical 11,603.0 $1.1M 0.20% -583.0 -4.8% $91.21 +1.5%
50 PH PARKER-HANNIFIN CORP COM Industrials 1,163.0 $1.0M 0.19% -40.0 -3.3% $878.96 -2.5%
51 BSX BOSTON SCIENTIFIC CORP COM Healthcare 10,441.0 $996K 0.19% -331.0 -3.1% $95.35 -40.8%
52 CI CIGNA GROUP COM Healthcare 3,593.0 $989K 0.19% -64.0 -1.8% $275.23 +3.6%
53 CVX CHEVRON CORP NEW COM Energy 5,714.0 $871K 0.17% -644.0 -10.1% $152.41 +26.6%
54 NEE NEXTERA ENERGY INC COM Utilities 10,416.0 $836K 0.16% -88.0 -0.8% $80.28 +10.5%
55 USA LIBERTY ALL STAR EQUITY FD SH BEN INT Financial Services 132,370.0 $831K 0.16% -42K -24.0% $6.28 -8.5%
56 SNPS SYNOPSYS INC COM Technology 1,722.0 $809K 0.15% -115.0 -6.3% $469.72 +4.5%
57 MCO MOODYS CORP COM Financial Services 1,576.0 $805K 0.15% -59.0 -3.6% $510.85 -13.1%
58 YUM YUM BRANDS INC COM Consumer Cyclical 5,080.0 $769K 0.15% -184.0 -3.5% $151.46 +1.1%
59 ECL ECOLAB INC COM Basic Materials 2,861.0 $751K 0.14% -100.0 -3.4% $262.52 -5.2%
60 WMB WILLIAMS COS INC COM Energy 12,411.0 $746K 0.14% -630.0 -4.8% $60.11 +30.2%
Page 3 of 6  ·  113 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 29.2%
Financial Services 17.1%
Communication Services 12.8%
Healthcare 12.0%
Consumer Cyclical 9.5%
Industrials 6.2%
Consumer Defensive 4.8%
Energy 2.9%
Utilities 2.5%
Basic Materials 2.0%