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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 29 of 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 SHEL SHELL PLC Energy 12,926.0 $1.0M 0.02% -28K -68.3% $77.54 +20.4%
562 ITW ILLINOIS TOOL WKS INC Industrials 3,701.0 $1.0M 0.02% +221.0 +6.3% $270.47 +4.4%
563 HWM Howmet Aerospace Inc Industrials 3,694.0 $993K 0.02% +1K +56.8% $268.86 +1.0%
564 TPR TAPESTRY INC Consumer Cyclical 6,751.0 $988K 0.02% +5K +368.5% $146.38 -11.1%
565 AON AON PLC Financial Services 2,972.0 $986K 0.02% -1K -31.5% $331.74 +7.0%
566 WRB BERKLEY W R CORP Financial Services 13,946.0 $984K 0.02% +850.0 +6.5% $70.53 -2.7%
567 TMUS T-MOBILE US INC Communication Services 5,835.0 $979K 0.02% +534.0 +10.1% $167.72 +9.1%
568 TTMI TTM Technologies Inc Technology 5,232.0 $978K 0.02% -2K -24.5% $187.02 -40.9%
569 SPSB SPDR SERIES TRUST 32,569.0 $977K 0.02% +956.0 +3.0% $30.01 -0.2%
570 ISRG INTUITIVE SURGICAL INC Healthcare 2,440.0 $970K 0.02% -97.0 -3.8% $397.68 -4.7%
571 GNRC GENERAC HLDGS INC Industrials 3,305.0 $968K 0.02% +1K +64.7% $292.81 -29.7%
572 LAD LITHIA MTRS INC Consumer Cyclical 3,330.0 $967K 0.02% $290.49 +27.6%
573 BNL BROADSTONE NET LEASE INC Real Estate 46,697.0 $965K 0.02% +4K +8.8% $20.67 +2.2%
574 AIQ GLOBAL X FDS 14,705.0 $965K 0.02% +423.0 +3.0% $65.61 -3.3%
575 DEM WISDOMTREE TR 17,821.0 $959K 0.02% +4K +27.5% $53.79 +2.4%
576 NUE NUCOR CORP Basic Materials 4,299.0 $958K 0.02% +41.0 +1.0% $222.75 +9.4%
577 DBEF DBX ETF TR 17,473.0 $955K 0.02% $54.63 +2.2%
578 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 12,201.0 $950K 0.02% -808.0 -6.2% $77.87 -8.0%
579 PAGP PLAINS GP HLDGS L P Energy 38,772.0 $941K 0.02% +493.0 +1.3% $24.27 +10.6%
580 EBAY EBAY INC. Consumer Cyclical 8,356.0 $934K 0.02% -176.0 -2.1% $111.75 -6.8%
Page 29 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%