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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 47 of 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 9,038.0 $353K 0.01% -242.0 -2.6% $39.05 +1.1%
922 CNEQ THE ALGER ETF TRUST 8,525.0 $352K 0.01% +532.0 +6.7% $41.27 -4.1%
923 TER TERADYNE INC Technology 727.0 $352K 0.01% +40.0 +5.8% $483.89 -22.4%
924 CARR CARRIER GLOBAL CORPORATION Industrials 4,790.0 $351K 0.01% -259.0 -5.1% $73.35 -17.7%
925 SPXL DIREXION SHARES ETF TRUST 1,293.0 $350K 0.01% NEW $270.63 +5.9%
926 TNA DIREXION SHARES ETF TRUST 4,652.0 $349K 0.01% NEW $75.12 -2.7%
927 YUM YUM BRANDS INC Consumer Cyclical 2,177.0 $348K 0.01% NEW $159.87 -4.3%
928 SSD SIMPSON MFG INC Industrials 1,659.0 $347K 0.01% $209.35 -9.8%
929 DCI DONALDSON INC Industrials 3,862.0 $347K 0.01% +879.0 +29.5% $89.77 +3.9%
930 KTB Kontoor Brands Inc Consumer Cyclical 4,137.0 $345K 0.01% -701.0 -14.5% $83.33 -1.6%
931 SHOO Madden Steven LTD Consumer Cyclical 8,177.0 $344K 0.01% +44.0 +0.5% $42.10 +9.5%
932 FIRST TR EXCHNG TRADED FD VI 9,819.0 $344K 0.01% $35.05
933 CPRT COPART INC Industrials 12,197.0 $344K 0.01% +6K +94.1% $28.19 +19.9%
934 CLIP GLOBAL X FDS 3,420.0 $343K 0.01% +112.0 +3.4% $100.34 -0.0%
935 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 3,162.0 $341K 0.01% -57.0 -1.8% $107.78 +2.8%
936 SYNA Synaptics Inc Technology 2,739.0 $340K 0.01% NEW $124.23 -21.4%
937 AFLG FIRST TR EXCHNG TRADED FD VI 7,814.0 $339K 0.01% +676.0 +9.5% $43.42 +3.2%
938 HRI Herc HLDGS Inc Industrials 2,362.0 $339K 0.01% $143.37 +12.9%
939 SAP SAP SE Technology 2,196.0 $338K 0.01% +156.0 +7.7% $154.11 +41.9%
940 ACWI ISHARES TR 2,151.0 $338K 0.01% +69.0 +3.3% $156.97 +2.4%
Page 47 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%