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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 8 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CGBL CAPITAL GROUP CORE BALANCED 38,174.0 $1.3M 0.17% +2K +4.3% $34.41 +7.9%
142 CRM SALESFORCE INC Technology 6,972.0 $1.3M 0.16% +2K +34.8% $186.68 -5.6%
143 FIRST TR EXCHNG TRADED FD VI 40,992.0 $1.3M 0.16% $31.66
144 VIG VANGUARD SPECIALIZED FUNDS 6,027.0 $1.3M 0.16% $215.06 +7.4%
145 ISHARES TR 52,150.0 $1.3M 0.16% NEW $24.75
146 NMRK NEWMARK GROUP INC Real Estate 85,922.0 $1.3M 0.16% $14.99 -3.1%
147 ITA ISHARES TR 5,742.0 $1.3M 0.16% NEW $218.68 +2.0%
148 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 17,169.0 $1.2M 0.16% $72.46 +19.1%
149 GEV GE VERNOVA INC Utilities 1,424.0 $1.2M 0.16% +161.0 +12.8% $873.51 +19.5%
150 CGGR CAPITAL GROUP GROWTH ETF 29,917.0 $1.2M 0.15% +557.0 +1.9% $40.19 +14.6%
151 ABBV ABBVIE INC Healthcare 5,468.0 $1.2M 0.15% +3K +124.7% $217.49 -1.3%
152 CGIE CAPITAL GROUP INTERNATIONAL 34,950.0 $1.2M 0.15% +20K +140.2% $33.82 +7.1%
153 HWM HOWMET AEROSPACE INC Industrials 5,081.0 $1.2M 0.15% -121.0 -2.3% $230.46 +12.8%
154 PH PARKER-HANNIFIN CORP Industrials 1,298.0 $1.2M 0.15% +135.0 +11.6% $895.24 -4.0%
155 XLV SELECT SECTOR SPDR TR 7,895.0 $1.2M 0.14% -1K -13.3% $146.61 +1.1%
156 MPC MARATHON PETE CORP Energy 4,718.0 $1.2M 0.14% NEW $244.17 +1.7%
157 MSI MOTOROLA SOLUTIONS INC Technology 2,639.0 $1.1M 0.14% NEW $433.97 -7.8%
158 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,354.0 $1.1M 0.14% +20.0 +0.6% $337.94 +18.8%
159 XLP SELECT SECTOR SPDR TR 13,824.0 $1.1M 0.14% -320.0 -2.3% $81.98 +3.3%
160 MO ALTRIA GROUP INC Consumer Defensive 16,695.0 $1.1M 0.14% -563.0 -3.3% $65.99 +11.7%
Page 8 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%