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Portfolio (Quarterly) Guide ↗

Ashton Thomas Private Wealth, LLC

· CIK 0002019663
13F Portfolio $4.8B AUM 1,606 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 168 New 608 Added 484 Reduced 84 Exited
Page 1 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 CTRA COTERRA ENERGY INC Energy 165,331 $5.8M 0.14% SOLD
2 HON HONEYWELL INTL INC Industrials 25,389 $5.7M 0.14% SOLD
3 GFI GOLD FIELDS LTD Basic Materials 64,859 $2.9M 0.07% SOLD
4 EGO ELDORADO GOLD CORP NEW Basic Materials 53,692 $1.8M 0.04% SOLD
5 LYFT LYFT INC Technology 130,893 $1.7M 0.04% SOLD
6 MTN VAIL RESORTS INC Consumer Cyclical 9,366 $1.2M 0.03% SOLD
7 DD DUPONT DE NEMOURS INC Basic Materials 25,247 $1.2M 0.03% SOLD
8 PRIM PRIMORIS SVCS CORP Industrials 7,405 $1.1M 0.03% SOLD
9 WYNN WYNN RESORTS LTD Consumer Cyclical 7,089 $720K 0.02% SOLD
10 FIS FIDELITY NATL INFORMATION SV Technology 13,531 $635K 0.01% SOLD
11 AIG AMERICAN INTL GROUP INC Financial Services 7,487 $563K 0.01% SOLD
12 DLB DOLBY LABORATORIES INC Technology 8,784 $528K 0.01% SOLD
13 ADEA ADEIA INC Technology 21,156 $508K 0.01% SOLD
14 CHTR CHARTER COMMUNICATIONS INC Communication Services 2,196 $474K 0.01% SOLD
15 APPF APPFOLIO INC Technology 2,930 $462K 0.01% SOLD
16 HCA HCA HEALTHCARE INC Healthcare 949 $449K 0.01% SOLD
17 FICO FAIR ISAAC CORP Technology 417 $445K 0.01% SOLD
18 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 2,106 $440K 0.01% SOLD
19 KVUE KENVUE INC Consumer Defensive 25,356 $437K 0.01% SOLD
20 FHN FIRST HORIZON CORPORATION Financial Services 18,792 $428K 0.01% SOLD
Page 1 of 5  ·  84 positions
Sector Allocation
Technology 30.2%
Financial Services 21.0%
Industrials 11.2%
Healthcare 9.6%
Communication Services 7.2%
Consumer Cyclical 6.0%
Energy 5.0%
Consumer Defensive 4.3%
Utilities 2.0%
Real Estate 1.9%