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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 32 of 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 AFL AFLAC INC Financial Services 6,873.0 $806K 0.02% +121.0 +1.8% $117.25 -1.0%
622 LH LABCORP HOLDINGS INC Healthcare 2,877.0 $806K 0.02% +195.0 +7.3% $280.00 +20.1%
623 CF CF INDUSTRIES HOLD Basic Materials 7,432.0 $805K 0.02% +833.0 +12.6% $108.26 +19.8%
624 EBND SPDR SERIES TRUST 38,323.0 $802K 0.02% +36K +1900.2% $20.92 +1.5%
625 SLB SLB LIMITED Energy 17,056.0 $793K 0.02% -832.0 -4.7% $46.49 +15.9%
626 NEM NEWMONT CORP Basic Materials 8,485.0 $790K 0.02% +6K +232.5% $93.12 +41.3%
627 AIA ISHARES TR 5,547.0 $786K 0.02% +654.0 +13.4% $141.65 -2.0%
628 CTVA Corteva Inc Basic Materials 9,264.0 $785K 0.02% +526.0 +6.0% $84.69 -3.4%
629 KEX Kirby Corp Industrials 5,766.0 $784K 0.02% -331.0 -5.4% $135.97 +2.9%
630 DFSD DIMENSIONAL ETF TRUST 16,405.0 $783K 0.02% +377.0 +2.4% $47.75 -0.9%
631 ISHARES TR 15,649.0 $775K 0.02% -143.0 -0.9% $49.55
632 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 8,405.0 $774K 0.02% +467.0 +5.9% $92.08 -3.2%
633 AZO AUTOZONE INC Consumer Cyclical 242.0 $773K 0.02% +4.0 +1.7% $3195.94 -7.4%
634 JEPQ J P MORGAN EXCHANGE TRADED F 12,582.0 $773K 0.02% +578.0 +4.8% $61.46 -2.6%
635 STRATA CRITICAL MEDICAL INC 146,440.0 $772K 0.02% NEW $5.27
636 WCC WESCO INTL INC Industrials 2,229.0 $770K 0.02% -45.0 -2.0% $345.43 +1.1%
637 FLCA FRANKLIN TEMPLETON ETF TR 14,886.0 $766K 0.02% +4K +43.1% $51.47 +8.2%
638 MBOX EA SERIES TRUST 19,073.0 $765K 0.02% NEW $40.12 +6.6%
639 PCYO PURE CYCLE CORP Utilities 71,131.0 $762K 0.02% +781.0 +1.1% $10.71 +5.7%
640 DB DEUTSCHE BK AG Financial Services 22,379.0 $756K 0.02% NEW $33.76 +12.0%
Page 32 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%