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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 10 of 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PH Parker-Hannifin Corp Industrials 5,915.0 $5.8M 0.12% +240.0 +4.2% $978.12 +2.4%
182 NXPI NXP SEMICONDUCTORS N V Technology 20,420.0 $5.7M 0.12% -8K -29.0% $281.03 -19.7%
183 SBUX STARBUCKS CORP Consumer Cyclical 55,873.0 $5.7M 0.12% -4K -7.3% $102.19 +4.8%
184 CMF ISHARES TR 98,953.0 $5.7M 0.12% +51K +105.1% $57.64 -2.0%
185 ACWX ISHARES TR 73,857.0 $5.6M 0.12% +25K +51.7% $76.11 +2.4%
186 IBM INTERNATIONAL BUSINESS MACHS Technology 19,958.0 $5.6M 0.12% +1K +6.2% $281.20 -16.2%
187 VGT VANGUARD WORLD FD 46,666.0 $5.6M 0.12% +38K +413.7% $119.52 -0.9%
188 MA MASTERCARD INCORPORATED Financial Services 10,798.0 $5.5M 0.12% +1K +13.3% $513.59 +13.1%
189 AEM AGNICO EAGLE MINES LTD Basic Materials 35,676.0 $5.5M 0.12% +11K +43.9% $155.13 +39.3%
190 SBR SABINE RTY TR Energy 75,578.0 $5.5M 0.12% -31K -29.1% $73.20 +0.8%
191 IBB ISHARES TR 28,054.0 $5.3M 0.11% -4K -13.1% $190.19 +12.3%
192 SPDW SPDR INDEX SHS FDS 105,590.0 $5.3M 0.11% +19K +21.5% $50.39 +3.2%
193 IWS ISHARES TR 32,174.0 $5.3M 0.11% -2K -6.7% $164.60 +4.5%
194 DBND DOUBLELINE ETF TRUST 115,052.0 $5.2M 0.11% NEW $45.59 -1.4%
195 WEC WEC ENERGY GROUP INC Utilities 44,675.0 $5.2M 0.11% -5K -9.6% $116.77 -9.2%
196 VTIP VANGUARD MALVERN FDS 101,713.0 $5.1M 0.11% -36K -26.3% $50.23 -0.9%
197 JVAL J P MORGAN EXCHANGE TRADED F 86,921.0 $5.1M 0.11% +34K +63.6% $58.64 +1.7%
198 AEP AMERICAN ELEC PWR CO INC Utilities 37,178.0 $5.1M 0.11% +2K +6.5% $136.81 -11.6%
199 KLAC KLA CORP Technology 16,831.0 $5.1M 0.11% +15K +1082.8% $301.71 -39.0%
200 LIN LINDE PLC Basic Materials 9,684.0 $5.0M 0.10% -802.0 -7.7% $518.94 -6.0%
Page 10 of 80  ·  1,586 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%