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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 12 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MS MORGAN STANLEY COM NEW Financial Services 1,536.0 $273K 0.05% $177.53 +11.5%
222 VXUS VANGUARD STAR FDS VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS 3,579.0 $270K 0.05% $75.44 +10.8%
223 BLK BLACKROCK INC NEW COM Financial Services 252.0 $270K 0.05% -7.0 -2.7% $1070.34 -2.4%
224 C CITIGROUP INC COM NEW Financial Services 2,301.0 $269K 0.05% +54.0 +2.4% $116.69 +6.3%
225 PYPL PAYPAL HLDGS INC COM Financial Services 4,548.0 $266K 0.05% -434.0 -8.7% $58.50 -24.8%
226 TRV TRAVELERS COS INC COM Financial Services 917.0 $266K 0.05% $290.06 +4.5%
227 MEDP MEDPACE HLDGS INC COM Healthcare 470.0 $264K 0.05% $561.65 -26.9%
228 PSX PHILLIPS 66 COM Energy 2,030.0 $262K 0.05% +156.0 +8.3% $129.01 +39.0%
229 LOW LOWES COS INC COM Consumer Cyclical 1,077.0 $260K 0.05% +37.0 +3.6% $241.16 -10.9%
230 BNL BROADSTONE NET LEASE INC COM Real Estate 14,551.0 $253K 0.05% $17.37 +16.6%
231 GILD GILEAD SCIENCES INC COM Healthcare 2,049.0 $251K 0.05% +237.0 +13.1% $122.74 +5.5%
232 FCX FREEPORT-MCMORAN INC CL B Basic Materials 4,846.0 $246K 0.05% NEW $50.79 +18.2%
233 TPR TAPESTRY INC COM Consumer Cyclical 1,912.0 $244K 0.05% NEW $127.77 +6.2%
234 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 915.0 $235K 0.04% $257.23 -15.3%
235 MMT MFS MULTIMARKET INCOME TR SH BEN INT Financial Services 50,500.0 $235K 0.04% +13K +34.7% $4.65 -4.5%
236 EATON VANCE TAX-ADVANTAGED GLOBAL DIVID OPPORTUNITIES FD COM 7,690.0 $233K 0.04% $30.35
237 HAS HASBRO INC COM Consumer Cyclical 2,846.0 $233K 0.04% -22.0 -0.8% $82.00 +6.7%
238 DT DYNATRACE INC COM Technology 5,382.0 $233K 0.04% -2K -28.0% $43.34 -9.5%
239 ATO ATMOS ENERGY CORP COM Utilities 1,385.0 $232K 0.04% +11.0 +0.8% $167.63 +4.9%
240 DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 Financial Services 476.0 $229K 0.04% NEW $480.45 +3.5%
Page 12 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%