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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 11 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TTMI TTM Technologies Inc Technology 5,232.0 $978K 0.02% -2K -24.5% $187.02 -38.8%
202 ISRG INTUITIVE SURGICAL INC Healthcare 2,440.0 $970K 0.02% -97.0 -3.8% $397.68 -5.8%
203 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 12,201.0 $950K 0.02% -808.0 -6.2% $77.87 -10.9%
204 EBAY EBAY INC. Consumer Cyclical 8,356.0 $934K 0.02% -176.0 -2.1% $111.75 -6.4%
205 HQY Healthequity Inc Healthcare 10,083.0 $911K 0.02% -865.0 -7.9% $90.32 +15.4%
206 TILE Interface Inc Consumer Cyclical 24,042.0 $862K 0.02% -21K -46.7% $35.84 +9.0%
207 TLH ISHARES TR 8,401.0 $843K 0.02% -11K -56.3% $100.35 -3.3%
208 LNG Cheniere Energy Inc Energy 3,503.0 $837K 0.02% -1K -24.8% $239.01 +16.8%
209 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 3,338.0 $834K 0.02% -100.0 -2.9% $249.94 -3.9%
210 SDY SPDR SERIES TRUST 5,480.0 $834K 0.02% -90.0 -1.6% $152.18 +3.9%
211 DGRW WISDOMTREE TR 8,710.0 $833K 0.02% -12K -58.1% $95.62 +3.2%
212 FLOT ISHARES TR 16,261.0 $830K 0.02% -914.0 -5.3% $51.05 -0.1%
213 CALF PACER FDS TR 16,356.0 $828K 0.02% -1K -5.8% $50.61 +13.2%
214 TTD The Trade Desk Inc Technology 45,030.0 $814K 0.02% -15K -25.5% $18.08 -26.3%
215 UNM Unum Group Financial Services 9,105.0 $814K 0.02% -288.0 -3.1% $89.40 -2.7%
216 FDEM FIDELITY COVINGTON TRUST 22,376.0 $813K 0.02% -185.0 -0.8% $36.33 -1.3%
217 VGK VANGUARD INTL EQUITY INDEX F 9,165.0 $811K 0.02% -255.0 -2.7% $88.54 +3.9%
218 CMCSA COMCAST CORP NEW Communication Services 32,892.0 $808K 0.02% -231K -87.5% $24.55 +7.6%
219 SLB SLB LIMITED Energy 17,056.0 $793K 0.02% -832.0 -4.7% $46.49 +15.2%
220 KEX Kirby Corp Industrials 5,766.0 $784K 0.02% -331.0 -5.4% $135.97 +2.4%
Page 11 of 25  ·  484 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%