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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 18 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 HUBB HUBBELL INC Industrials 459.0 $225K 0.03% $490.74 -6.5%
342 CGXU CAPITAL GROUP INTL FOCUS EQT 7,628.0 $225K 0.03% NEW $29.49 +12.1%
343 BBY BEST BUY INC Consumer Cyclical 3,498.0 $225K 0.03% NEW $64.20 -6.2%
344 ILMN ILLUMINA INC Healthcare 1,819.0 $224K 0.03% -671.0 -26.9% $123.23 +13.6%
345 COP CONOCOPHILLIPS Energy 1,696.0 $224K 0.03% NEW $132.00 -6.9%
346 WDC WESTERN DIGITAL CORP Technology 817.0 $221K 0.03% NEW $270.49 +70.8%
347 DIA STATE STR SPDR DOW JONES IND Financial Services 476.0 $220K 0.03% $463.08 +7.4%
348 CRWD CROWDSTRIKE HLDGS INC Technology 564.0 $220K 0.03% +81.0 +16.8% $390.41 +68.3%
349 VIRTUS DIVIDEND INTEREST & P 17,425.0 $220K 0.03% $12.61
350 YUMC YUM CHINA HLDGS INC Consumer Cyclical 4,499.0 $219K 0.03% +200.0 +4.7% $48.77 -8.8%
351 PNC PNC FINL SVCS GROUP INC Financial Services 1,042.0 $217K 0.03% NEW $208.09 +3.5%
352 GOVT ISHARES TR 9,400.0 $215K 0.03% NEW $22.91 -1.6%
353 DG DOLLAR GEN CORP Consumer Defensive 1,800.0 $214K 0.03% NEW $118.73 -15.1%
354 HQH ABRDN HEALTHCARE INVESTORS Financial Services 11,592.0 $206K 0.03% +712.0 +6.5% $17.79 +8.9%
355 BLUE OWL TECHNOLOGY FIN CORP 16,153.0 $200K 0.03% NEW $12.39
356 IYG ISHARES TR 2,362.0 $196K 0.03% NEW $82.84 +4.3%
357 BOE BLACKROCK ENHANCED GLOBAL Financial Services 17,750.0 $195K 0.02% $10.96 +7.5%
358 IYLD ISHARES TR 8,800.0 $191K 0.02% NEW $21.73 +1.6%
359 HBAN HUNTINGTON BANCSHARES INC Financial Services 11,337.0 $177K 0.02% -780.0 -6.4% $15.65 +0.2%
360 BSJR INVESCO EXCH TRD SLF IDX FD 7,743.0 $173K 0.02% $22.36 -0.1%
Page 18 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%