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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 4 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EMB ISHARES TR 32,721.0 $3.1M 0.39% NEW $93.90 +0.9%
62 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,064.0 $3.1M 0.38% +976.0 +46.7% $996.43 +5.3%
63 MKL MARKEL GROUP INC Financial Services 1,571.0 $3.0M 0.38% -97.0 -5.8% $1914.07 -2.9%
64 FLRT PACER FDS TR 64,424.0 $3.0M 0.37% NEW $46.31 +0.9%
65 JMST J P MORGAN EXCHANGE TRADED F 56,695.0 $2.9M 0.36% +3K +6.2% $50.98 -0.2%
66 VIS VANGUARD WORLD FD 9,199.0 $2.9M 0.36% +725.0 +8.6% $312.23 +5.9%
67 JNJ JOHNSON & JOHNSON Healthcare 11,649.0 $2.8M 0.36% +4K +43.5% $244.44 -6.1%
68 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5,780.0 $2.8M 0.36% -175.0 -2.9% $491.49 -9.0%
69 THRO BLACKROCK ETF TRUST 77,971.0 $2.8M 0.35% +4K +5.3% $36.20 +17.0%
70 DIS DISNEY WALT CO Communication Services 29,255.0 $2.8M 0.35% -4K -11.1% $96.39 +7.3%
71 XOM EXXON MOBIL CORP Energy 16,560.0 $2.8M 0.35% -2K -12.2% $169.66 -7.9%
72 WMT WALMART INC Consumer Defensive 22,392.0 $2.8M 0.35% +13K +142.2% $124.28 -2.6%
73 BINC BLACKROCK ETF TRUST II 53,146.0 $2.8M 0.35% +5K +10.3% $51.89 +0.4%
74 HDV ISHARES TR 20,270.0 $2.8M 0.34% NEW $135.72 -79.7%
75 CB CHUBB LTD SWITZ Financial Services 8,310.0 $2.7M 0.34% NEW $325.94 +1.6%
76 PTNQ PACER FDS TR 36,758.0 $2.7M 0.34% NEW $72.96 +17.3%
77 OTIS OTIS WORLDWIDE CORP Industrials 34,772.0 $2.7M 0.34% +8K +31.4% $77.08 -8.1%
78 IWM ISHARES TR 10,785.0 $2.7M 0.34% NEW $248.00 +13.0%
79 ILCV ISHARES TR 28,232.0 $2.6M 0.33% NEW $93.14 +7.8%
80 ISHARES TR 98,855.0 $2.6M 0.33% NEW $26.57
Page 4 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%