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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 5 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DNOV FIRST TR EXCHNG TRADED FD VI 54,519.0 $2.6M 0.33% $47.91 +6.2%
82 ISHARES TR 92,109.0 $2.6M 0.33% NEW $28.16
83 VTI VANGUARD INDEX FDS 8,034.0 $2.6M 0.32% $320.82 +13.8%
84 ZTS ZOETIS INC Healthcare 21,718.0 $2.6M 0.32% +2K +9.9% $118.21 -32.6%
85 ILCG ISHARES TR 26,866.0 $2.6M 0.32% NEW $95.48 +20.9%
86 BN BROOKFIELD CORP Financial Services 63,159.0 $2.6M 0.32% -21K -25.3% $40.40 +12.5%
87 SOXX ISHARES TR 7,422.0 $2.4M 0.31% NEW $328.66 +59.8%
88 HSY HERSHEY CO Consumer Defensive 11,723.0 $2.4M 0.31% -530.0 -4.3% $207.89 -8.4%
89 IAU ISHARES GOLD TR Financial Services 27,305.0 $2.4M 0.30% -6K -18.9% $88.11 -3.0%
90 HD HOME DEPOT INC Consumer Cyclical 7,172.0 $2.4M 0.30% +5K +265.7% $329.78 -4.9%
91 ADBE ADOBE INC Technology 9,673.0 $2.4M 0.29% NEW $243.03 +0.4%
92 IAGG ISHARES TR 46,622.0 $2.3M 0.29% NEW $50.00 +0.0%
93 MRSH MARSH & MCLENNAN COS INC Financial Services 13,429.0 $2.3M 0.29% +886.0 +7.1% $173.51 -4.8%
94 CGUS CAPITAL GROUP CORE EQUITY ET 60,507.0 $2.3M 0.29% +1K +2.2% $38.42 +13.5%
95 A AGILENT TECHNOLOGIES INC Healthcare 19,956.0 $2.3M 0.28% +6K +47.1% $114.02 +0.7%
96 BGC BGC GROUP INC Financial Services 231,882.0 $2.3M 0.28% $9.78 +13.8%
97 ORCL ORACLE CORP Technology 14,900.0 $2.2M 0.28% -12K -45.6% $147.00 +29.1%
98 LMT LOCKHEED MARTIN CORP Industrials 3,516.0 $2.1M 0.27% -566.0 -13.9% $604.40 -13.5%
99 USRT ISHARES TR 35,423.0 $2.1M 0.26% NEW $59.19 +10.5%
100 KO COCA COLA CO Consumer Defensive 26,978.0 $2.1M 0.26% +14K +112.4% $76.05 +6.7%
Page 5 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%