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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 18 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 RCI ROGERS COMMUNICATIONS INC Communication Services 9,909.0 $322K 0.01% -14K -58.8% $32.50 +11.6%
342 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 3,594.0 $318K 0.01% -38.0 -1.1% $88.59 -36.6%
343 POCT INNOVATOR ETFS TRUST 6,763.0 $314K 0.01% -2K -19.6% $46.41 +1.9%
344 XDQQ INNOVATOR ETFS TRUST 7,675.0 $313K 0.01% -671.0 -8.0% $40.72 -2.5%
345 MKL Markel Group Inc Financial Services 159.0 $311K 0.01% -2.0 -1.2% $1953.01 -8.1%
346 AMG AFFILIATED MANAGERS GROUP Financial Services 911.0 $308K 0.01% -59.0 -6.1% $338.40 +5.3%
347 QTEC FIRST TR EXCHANGE-TRADED FD 914.0 $306K 0.01% -252.0 -21.6% $334.69 -6.1%
348 CUBE Cubesmart Real Estate 7,607.0 $303K 0.01% -9K -54.0% $39.77 +2.8%
349 ACGL ARCH CAP GROUP LTD Financial Services 3,077.0 $299K 0.01% -122.0 -3.8% $97.06 +2.4%
350 SPMB SPDR SERIES TRUST 13,311.0 $297K 0.01% -31K -70.2% $22.31 -1.6%
351 IDXX Idexx Labs Inc Healthcare 562.0 $296K 0.01% -9.0 -1.6% $526.44 +5.8%
352 JNK SPDR SERIES TRUST 3,049.0 $294K 0.01% -401.0 -11.6% $96.37 -0.5%
353 FVD FIRST TR EXCHANGE-TRADED FD 5,971.0 $288K 0.01% -2K -22.0% $48.18 +5.2%
354 PJUL INNOVATOR ETFS TRUST 5,871.0 $287K 0.01% -657.0 -10.1% $48.81 +1.6%
355 SPBO SPDR SERIES TRUST 9,865.0 $286K 0.01% -10K -50.4% $29.04 -2.2%
356 MPC MARATHON PETE CORP Energy 1,103.0 $282K 0.01% -17.0 -1.5% $255.61 +41.1%
357 PCAR Paccar Inc Industrials 2,328.0 $280K 0.01% -96.0 -4.0% $120.12 +9.1%
358 ENB ENBRIDGE INC Energy 4,932.0 $267K 0.01% -433.0 -8.1% $54.21 -6.9%
359 ROST Ross Stores Inc Consumer Cyclical 1,247.0 $265K 0.01% -252.0 -16.8% $212.85 +12.3%
360 ATO Atmos Energy Corp Utilities 1,533.0 $264K 0.01% -5K -74.9% $172.27 -3.1%
Page 18 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 30.8%
Financial Services 21.4%
Industrials 11.4%
Healthcare 9.8%
Consumer Cyclical 6.1%
Communication Services 5.4%
Energy 5.1%
Consumer Defensive 4.4%
Utilities 2.1%
Real Estate 1.9%