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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 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NOC NORTHROP GRUMMAN CORP Industrials 499.0 $341K 0.04% -30.0 -5.7% $682.59 -19.4%
62 NKE NIKE INC Consumer Cyclical 5,587.0 $295K 0.04% -765.0 -12.0% $52.82 -17.0%
63 ATO ATMOS ENERGY CORP Utilities 1,364.0 $252K 0.03% -21.0 -1.5% $184.72 -4.6%
64 FCX FREEPORT MCMORAN INC Basic Materials 4,109.0 $242K 0.03% -737.0 -15.2% $58.79 +2.6%
65 LOW LOWES COS INC Consumer Cyclical 994.0 $235K 0.03% -83.0 -7.7% $236.28 -7.0%
66 INTU INTUIT Technology 538.0 $233K 0.03% -113.0 -17.4% $433.18 -11.3%
67 ORI OLD REP INTL CORP Financial Services 5,808.0 $232K 0.03% -321.0 -5.2% $39.90 -0.3%
68 FDS FACTSET RESH SYS INC Financial Services 1,041.0 $226K 0.03% -20.0 -1.9% $216.89 +2.5%
69 ILMN ILLUMINA INC Healthcare 1,819.0 $224K 0.03% -671.0 -26.9% $123.23 +14.1%
70 HBAN HUNTINGTON BANCSHARES INC Financial Services 11,337.0 $177K 0.02% -780.0 -6.4% $15.65 +0.8%
71 VCSH VANGUARD SCOTTSDALE FDS 2,126.0 $169K 0.02% -30.0 -1.4% $79.27 -0.5%
72 SCHR SCHWAB STRATEGIC TR 5,543.0 $138K 0.02% -91.0 -1.6% $24.91 -1.4%
73 VPL VANGUARD INTL EQUITY INDEX F 986.0 $96K 0.01% -2K -68.6% $97.73 +13.6%
74 VOX VANGUARD WORLD FD 402.0 $72K 0.01% -5.0 -1.2% $179.84 +8.2%
75 SCHP SCHWAB STRATEGIC TR 2,449.0 $65K 0.01% -17.0 -0.7% $26.61 -0.2%
Page 4 of 4  ·  75 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%