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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 3 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RKLB ROCKET LAB CORP Industrials 4,124.0 $419K 0.01% NEW $101.65 -28.2%
42 INNOVATOR ETFS TRUST 13,415.0 $400K 0.01% NEW $29.84
43 CGGO CAPITAL GROUP GBL GROWTH EQT 9,387.0 $397K 0.01% NEW $42.33 -4.2%
44 EAPR INNOVATOR ETFS TRUST 11,930.0 $393K 0.01% NEW $32.91 +1.5%
45 WTRG Essential Utils Inc Utilities 10,142.0 $389K 0.01% NEW $38.31 +5.5%
46 ROG Rogers Corp Technology 2,370.0 $388K 0.01% NEW $163.73 -22.7%
47 BTI BRITISH AMERN TOB PLC Consumer Defensive 6,242.0 $386K 0.01% NEW $61.76 -8.2%
48 MRTN MARTEN TRANS LTD Industrials 22,012.0 $382K 0.01% NEW $17.35 -15.1%
49 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 12,341.0 $379K 0.01% NEW $30.71 +17.4%
50 SRE Sempra Utilities 3,884.0 $360K 0.01% NEW $92.71 -5.7%
51 GVA GRANITE CONSTR INC Industrials 2,272.0 $359K 0.01% NEW $158.08 -22.2%
52 CINF CINCINNATI FINL CORP Financial Services 1,922.0 $356K 0.01% NEW $185.14 -9.2%
53 MKSI MKS INC. Technology 795.0 $354K 0.01% NEW $444.80 -36.6%
54 SPXL DIREXION SHARES ETF TRUST 1,293.0 $350K 0.01% NEW $270.63 +4.7%
55 TNA DIREXION SHARES ETF TRUST 4,652.0 $349K 0.01% NEW $75.12 -4.7%
56 YUM YUM BRANDS INC Consumer Cyclical 2,177.0 $348K 0.01% NEW $159.87 -4.7%
57 SYNA Synaptics Inc Technology 2,739.0 $340K 0.01% NEW $124.23 -21.1%
58 EXPD EXPEDITORS INTL WASH INC Industrials 2,033.0 $331K 0.01% NEW $163.01 +14.3%
59 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 16,834.0 $313K 0.01% NEW $18.57 -25.8%
60 QTUM ETF SER SOLUTIONS 1,873.0 $310K 0.01% NEW $165.39 -9.8%
Page 3 of 9  ·  168 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 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%