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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 15 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ENTERGY CORP NEW 3,266.0 $367K 0.05% NEW $112.36
282 VST VISTRA CORP Utilities 2,420.0 $364K 0.05% +300.0 +14.2% $150.33 -4.2%
283 VNQ VANGUARD INDEX FDS 4,091.0 $363K 0.05% -697.0 -14.6% $88.70 +9.0%
284 GLD SPDR GOLD TR Financial Services 835.0 $359K 0.04% NEW $430.33 -3.1%
285 ABT ABBOTT LABORATORIES Healthcare 3,441.0 $356K 0.04% -476.0 -12.2% $103.45 -15.2%
286 HON HONEYWELL INTL INC Industrials 1,556.0 $352K 0.04% +116.0 +8.1% $226.03 -1.0%
287 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 5,240.0 $351K 0.04% NEW $67.07 +25.0%
288 CDNS CADENCE DESIGN SYSTEM INC Technology 1,259.0 $350K 0.04% +214.0 +20.5% $277.87 +29.0%
289 NOC NORTHROP GRUMMAN CORP Industrials 499.0 $341K 0.04% -30.0 -5.7% $682.59 -19.2%
290 VO VANGUARD INDEX FDS 1,159.0 $333K 0.04% $287.23 -73.0%
291 CMCSA COMCAST CORP NEW Communication Services 11,084.0 $318K 0.04% NEW $28.71 -12.6%
292 MYN BLACKROCK MUNIYIELD N Y QUAL Financial Services 33,000.0 $317K 0.04% $9.60 +1.4%
293 C CITIGROUP INC Financial Services 2,789.0 $316K 0.04% +488.0 +21.2% $113.41 +10.4%
294 PAYX PAYCHEX INC Industrials 3,363.0 $310K 0.04% +28.0 +0.8% $92.12 +2.3%
295 BLOCK INC 5,101.0 $307K 0.04% +373.0 +7.9% $60.17
296 GILD GILEAD SCIENCES INC Healthcare 2,202.0 $307K 0.04% +153.0 +7.5% $139.37 -6.4%
297 APP APPLOVIN CORP Technology 766.0 $305K 0.04% +13.0 +1.7% $398.00 +22.1%
298 EPS WISDOMTREE TR 4,380.0 $298K 0.04% NEW $68.11 +13.8%
299 NKE NIKE INC Consumer Cyclical 5,587.0 $295K 0.04% -765.0 -12.0% $52.82 -16.0%
300 SPGI S&P GLOBAL INC Financial Services 674.0 $287K 0.04% +152.0 +29.1% $426.01 -2.1%
Page 15 of 23  ·  444 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%