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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 15 of 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CRS CARPENTER TECHNOLOGY CORP Industrials 5,316.0 $3.3M 0.07% $616.84 -20.2%
282 XLRE SELECT SECTOR SPDR TR 74,069.0 $3.3M 0.07% +38K +106.5% $44.03 +2.4%
283 SU SUNCOR ENERGY INC NEW Energy 60,722.0 $3.3M 0.07% -940.0 -1.5% $53.68 +27.5%
284 OC OWENS CORNING NEW Industrials 20,479.0 $3.3M 0.07% -5K -18.0% $158.96 -6.9%
285 DNOV FIRST TR EXCHNG TRADED FD VI 63,291.0 $3.2M 0.07% +20K +46.7% $51.35 +1.7%
286 FXF INVESCO CURRENCYSHARES SWISS Financial Services 29,720.0 $3.2M 0.07% +5K +22.3% $109.05 +0.9%
287 EME EMCOR GROUP INC Industrials 3,844.0 $3.2M 0.07% +637.0 +19.9% $829.94 -6.4%
288 FIRST TR EXCHNG TRADED FD VI 83,010.0 $3.2M 0.07% +797.0 +1.0% $38.41
289 NOW SERVICENOW INC Technology 32,111.0 $3.2M 0.07% +17K +108.9% $99.28 +29.4%
290 DFAC DIMENSIONAL ETF TRUST 71,061.0 $3.2M 0.07% $44.36 +2.8%
291 PYLD PIMCO ETF TR 118,389.0 $3.1M 0.07% +5K +4.1% $26.52 -1.4%
292 L Loews Corp Financial Services 27,707.0 $3.1M 0.07% -271.0 -1.0% $113.21 -3.0%
293 ISHARES TR 107,577.0 $3.1M 0.07% +33K +44.0% $29.13
294 ISHARES TR 114,196.0 $3.1M 0.07% +36K +46.8% $27.34
295 ACYN FIRST TR EXCHANGE-TRADED FD 149,727.0 $3.1M 0.07% NEW $20.79 -0.2%
296 SHYM BLACKROCK ETF TRUST II 138,370.0 $3.1M 0.07% -1K -1.1% $22.45 -1.6%
297 URI United Rentals Inc Industrials 2,681.0 $3.0M 0.06% -50.0 -1.8% $1132.91 -3.0%
298 SJT SAN JUAN BASIN RTY TR Energy 946,043.0 $3.0M 0.06% +78K +9.0% $3.21 -15.3%
299 FXC INVESCO CURRENCYSHARES CDN D Financial Services 44,015.0 $3.0M 0.06% +10K +28.3% $68.93 +2.9%
300 GEV GE VERNOVA INC Utilities 2,576.0 $3.0M 0.06% +359.0 +16.2% $1174.70 -18.5%
Page 15 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%