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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 17 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 VFLO VICTORY PORTFOLIOS II 6,085.0 $240K 0.03% NEW $39.48 +9.1%
322 ET ENERGY TRANSFER L P Energy 12,400.0 $239K 0.03% +2K +18.1% $19.30 +5.6%
323 IJS ISHARES TR 2,006.0 $238K 0.03% NEW $118.45 +7.8%
324 PYPL PAYPAL HLDGS INC Financial Services 5,246.0 $237K 0.03% +698.0 +15.3% $45.23 -3.1%
325 PFFD GLOBAL X FDS 12,820.0 $236K 0.03% NEW $18.40 +2.2%
326 HYG ISHARES TR 2,964.0 $236K 0.03% NEW $79.55 +0.4%
327 LOW LOWES COS INC Consumer Cyclical 994.0 $235K 0.03% -83.0 -7.7% $236.28 -7.6%
328 CEG CONSTELLATION ENERGY CORP Utilities 837.0 $233K 0.03% +36.0 +4.5% $278.86 -6.5%
329 MMT MFS MULTIMARKET INCOME TR Financial Services 50,500.0 $233K 0.03% $4.62 -3.5%
330 INTU INTUIT Technology 538.0 $233K 0.03% -113.0 -17.4% $433.18 -7.7%
331 JBL JABIL INC Technology 878.0 $233K 0.03% NEW $265.03 +25.6%
332 MEDP MEDPACE HLDGS INC Healthcare 484.0 $232K 0.03% +14.0 +3.0% $480.19 -12.6%
333 TXN TEXAS INSTRS INC Technology 1,195.0 $232K 0.03% NEW $194.14 +55.7%
334 ORI OLD REP INTL CORP Financial Services 5,808.0 $232K 0.03% -321.0 -5.2% $39.90 -0.8%
335 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 696.0 $230K 0.03% +8.0 +1.2% $330.87 -9.8%
336 CBOE CBOE GLOBAL MKTS INC Financial Services 817.0 $230K 0.03% NEW $281.07 +28.4%
337 PFE PFIZER INC Healthcare 8,123.0 $229K 0.03% NEW $28.20 -9.0%
338 ACGL ARCH CAP GROUP LTD Financial Services 2,366.0 $227K 0.03% +270.0 +12.9% $95.99 +0.9%
339 FDS FACTSET RESH SYS INC Financial Services 1,041.0 $226K 0.03% -20.0 -1.9% $216.89 +2.3%
340 TIP ISHARES TR 2,045.0 $226K 0.03% NEW $110.36 +0.0%
Page 17 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%