BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener Research
Sign in Register
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 10 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ABT ABBOTT LABS COM Healthcare 3,917.0 $491K 0.09% -354.0 -8.3% $125.29 -29.9%
182 XEL XCEL ENERGY INC COM Utilities 6,495.0 $480K 0.09% +91.0 +1.4% $73.86 +8.1%
183 CNP CENTERPOINT ENERGY INC COM Utilities 12,179.0 $467K 0.09% -263.0 -2.1% $38.34 +10.8%
184 MU MICRON TECHNOLOGY INC COM Technology 1,617.0 $462K 0.09% +165.0 +11.4% $285.41 +167.0%
185 CSCO CISCO SYS INC COM Technology 5,967.0 $460K 0.09% -45.0 -0.8% $77.03 +53.4%
186 SEIC SEI INVTS CO COM Financial Services 5,548.0 $456K 0.09% -137.0 -2.4% $82.20 +10.4%
187 WDAY WORKDAY INC CL A Technology 2,078.0 $447K 0.09% -100.0 -4.6% $214.94 -41.1%
188 JEPI J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME ETF 7,640.0 $437K 0.08% -247.0 -3.1% $57.24 -2.0%
189 INTU INTUIT COM Technology 651.0 $431K 0.08% -28.0 -4.1% $662.42 -53.6%
190 VNQ VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF 4,788.0 $424K 0.08% -21K -81.3% $88.50 +9.2%
191 SYK STRYKER CORP COMMON Healthcare 1,185.0 $416K 0.08% -125.0 -9.5% $351.47 -8.5%
192 WFC WELLS FARGO & CO NEW COM Financial Services 4,468.0 $416K 0.08% $93.20 -18.7%
193 ENB ENBRIDGE INC COM ISIN#CA29250N1050 Energy 8,520.0 $408K 0.08% +74.0 +0.9% $47.92 +20.6%
194 NKE NIKE INC CL B Consumer Cyclical 6,352.0 $405K 0.08% +266.0 +4.4% $63.83 -30.5%
195 DCI DONALDSON INC COM Industrials 4,504.0 $400K 0.08% -15K -76.7% $88.88 -7.0%
196 ASGI ABRDN GLOBAL INFRASTRUCTURE INCOME FD COM SHS Financial Services 17,900.0 $400K 0.08% -1K -6.3% $22.36 +7.5%
197 SCHW SCHWAB CHARLES CORP NEW COM Financial Services 3,878.0 $387K 0.07% +31.0 +0.8% $99.91 -9.8%
198 RAAA ADVISOR MANAGED PORTFOLIOS RECKONER LEVERAGED AAA CLO ETF 15,233.0 $381K 0.07% NEW $24.99 +0.6%
199 RTX RTX CORP COM Industrials 2,067.0 $379K 0.07% -14.0 -0.7% $183.40 -4.7%
200 PAYX PAYCHEX INC COM Industrials 3,335.0 $374K 0.07% +134.0 +4.2% $112.19 -16.0%
Page 10 of 15  ·  297 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%