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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 9 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IYW ISHARES TR 6,069.0 $1.1M 0.14% NEW $181.42 +32.3%
162 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 68,250.0 $1.1M 0.14% NEW $16.07 +11.5%
163 ADI ANALOG DEVICES INC Technology 3,371.0 $1.1M 0.14% +1K +68.5% $318.46 +20.6%
164 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 11,377.0 $1.1M 0.13% -226.0 -1.9% $92.31 +0.0%
165 WELL WELLTOWER INC Real Estate 5,200.0 $1.0M 0.13% $197.71 +10.6%
166 MRK MERCK & CO INC Healthcare 8,271.0 $995K 0.12% +1K +17.7% $120.29 -3.7%
167 WMB WILLIAMS COS INC Energy 13,415.0 $976K 0.12% +1K +8.1% $72.78 +7.0%
168 REGN REGENERON PHARMACEUTICALS Healthcare 1,259.0 $973K 0.12% +45.0 +3.7% $772.64 -15.9%
169 PGR PROGRESSIVE CORP Financial Services 4,738.0 $939K 0.12% -1K -18.6% $198.24 +2.2%
170 ADSK AUTODESK INC Technology 3,919.0 $938K 0.12% -55.0 -1.4% $239.40 +0.3%
171 TLT ISHARES TR 10,767.0 $933K 0.12% NEW $86.69 -2.8%
172 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 100,500.0 $926K 0.12% $9.21 +13.1%
173 CI THE CIGNA GROUP Healthcare 3,437.0 $917K 0.12% -156.0 -4.3% $266.75 +5.7%
174 SGOV ISHARES TR 9,039.0 $910K 0.11% NEW $100.66 -0.1%
175 USMV ISHARES TR 9,526.0 $883K 0.11% NEW $92.74 +3.6%
176 AEP AMERICAN ELEC PWR CO INC Utilities 6,719.0 $881K 0.11% -1K -17.0% $131.08 -1.1%
177 APH AMPHENOL CORP Technology 6,908.0 $873K 0.11% +1K +26.7% $126.35 -1.2%
178 VWO VANGUARD INTL EQUITY INDEX F 16,141.0 $872K 0.11% -88.0 -0.5% $54.05 +8.6%
179 IGM ISHARES TR 7,316.0 $867K 0.11% NEW $118.51 +31.5%
180 DE DEERE & CO Industrials 1,538.0 $866K 0.11% +315.0 +25.8% $563.30 -5.7%
Page 9 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%