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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 48 of 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 KNSL KINSALE CAP GROUP INC Financial Services 1,023.0 $337K 0.01% $329.81 +16.3%
942 AN AUTONATION INC Consumer Cyclical 1,811.0 $336K 0.01% -111.0 -5.8% $185.79 +7.4%
943 SEI SOLARIS ENERGY INFRAS INC Energy 4,166.0 $335K 0.01% -2K -31.9% $80.46 -33.8%
944 ODC OIL DRI CORP AMER Basic Materials 3,274.0 $335K 0.01% -389.0 -10.6% $102.21 -12.0%
945 EXPD EXPEDITORS INTL WASH INC Industrials 2,033.0 $331K 0.01% NEW $163.01 +15.2%
946 INNOVATOR ETFS TRUST 12,254.0 $331K 0.01% +649.0 +5.6% $27.04
947 VMC VULCAN MATLS CO Basic Materials 1,122.0 $331K 0.01% +90.0 +8.7% $295.01 -6.4%
948 ECVT ECOVYST INC Basic Materials 26,521.0 $330K 0.01% $12.45 -16.1%
949 ANIP ANI PHARMACEUTICALS INC Healthcare 3,971.0 $329K 0.01% $82.78 -9.0%
950 CGMS CAPITAL GRP FIXED INCM ETF T 11,978.0 $327K 0.01% +6K +104.8% $27.33 -0.7%
951 WTAI WISDOMTREE TR 6,883.0 $327K 0.01% -714.0 -9.4% $47.47 -13.3%
952 MDU MDU RES GROUP INC Industrials 15,404.0 $327K 0.01% +122.0 +0.8% $21.21 -5.9%
953 SJNK SPDR SERIES TRUST 13,051.0 $327K 0.01% -524.0 -3.9% $25.03 -0.6%
954 UDOW PROSHARES TR 4,637.0 $325K 0.01% +4K +1376.8% $70.09 +4.0%
955 CRUS Cirrus Logic Inc Technology 2,188.0 $325K 0.01% $148.53 -22.4%
956 RCI ROGERS COMMUNICATIONS INC Communication Services 9,909.0 $322K 0.01% -14K -58.8% $32.50 +11.6%
957 EDGU ADVISORS INNER CIRCLE FD II 10,054.0 $322K 0.01% +5K +114.7% $32.00 +0.1%
958 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 3,594.0 $318K 0.01% -38.0 -1.1% $88.59 -36.6%
959 GTEK GOLDMAN SACHS ETF TR 5,050.0 $318K 0.01% +808.0 +19.1% $62.88 -9.4%
960 POCT INNOVATOR ETFS TRUST 6,763.0 $314K 0.01% -2K -19.6% $46.41 +1.9%
Page 48 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%