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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 5 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BNDX VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF 29,914.0 $1.4M 0.27% +3K +11.6% $48.32 -0.9%
82 U-HAUL HLDG CO COM SER N 30,364.0 $1.4M 0.27% -5K -14.6% $46.86
83 XLV SELECT SECTOR SPDR TR STATE STREET HEALTH CARE SELECT SPDR ETF 9,111.0 $1.4M 0.27% +722.0 +8.6% $154.80 -4.8%
84 J P MORGAN EXCHANGE-TRADED FD TR ULTRA-SHORT INCOME ETF 27,716.0 $1.4M 0.27% +13K +85.2% $50.59
85 TJX TJX COS INC NEW COM Consumer Cyclical 8,972.0 $1.4M 0.26% -230.0 -2.5% $153.61 +2.2%
86 CRM SALESFORCE INC COM Technology 5,174.0 $1.4M 0.26% -86.0 -1.6% $265.32 -33.9%
87 PGR PROGRESSIVE CORP OH COM Financial Services 5,823.0 $1.3M 0.25% +1K +21.3% $227.72 -11.5%
88 VIG VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS 6,027.0 $1.3M 0.25% -161.0 -2.6% $219.77 +4.5%
89 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 2,902.0 $1.3M 0.25% -79.0 -2.6% $453.67 -5.5%
90 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 17,097.0 $1.3M 0.25% -384.0 -2.2% $76.85 +11.9%
91 BAC BANK AMER CORP COM Financial Services 23,853.0 $1.3M 0.25% -210.0 -0.9% $55.00 -7.6%
92 T AT&T INC COM Communication Services 52,756.0 $1.3M 0.25% -5K -7.9% $24.84 +1.8%
93 BSV VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF 16,571.0 $1.3M 0.25% -87.0 -0.5% $78.81 -1.3%
94 CGGR CAPITAL GROUP GROWTH ETF SHS 29,360.0 $1.3M 0.25% +9K +47.5% $44.47 +3.1%
95 FIRST TR EXCHANGE TRADED FD VIII FT VEST U S EQUITY MAX BUFFER ETF - 40,992.0 $1.3M 0.25% +4K +9.8% $31.81
96 CGBL CAPITAL GROUP CORE BALANCED ETF SHS 36,604.0 $1.3M 0.25% +3K +9.0% $35.33 +4.5%
97 ADSK AUTODESK INC COM Technology 3,974.0 $1.2M 0.22% -55.0 -1.4% $296.68 -19.8%
98 PEP PEPSICO INC COM Consumer Defensive 8,037.0 $1.2M 0.22% -81.0 -1.0% $143.52 +3.2%
99 XLP SELECT SECTOR SPDR TR STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 14,144.0 $1.1M 0.21% $77.68 +8.5%
100 VZ VERIZON COMMUNICATIONS INC COM Communication Services 26,715.0 $1.1M 0.21% -2K -6.3% $40.73 +18.2%
Page 5 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%