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Portfolio (Quarterly) Guide ↗

ASHTON THOMAS SECURITIES, LLC

· CIK 0000771572
13F Portfolio $797M AUM 444 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 165 New 133 Added 75 Reduced 18 Exited
Page 7 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CEG CONSTELLATION ENERGY CORP Utilities 837.0 $233K 0.03% +36.0 +4.5% $278.86 +2.5%
122 MEDP MEDPACE HLDGS INC Healthcare 484.0 $232K 0.03% +14.0 +3.0% $480.19 -10.4%
123 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 696.0 $230K 0.03% +8.0 +1.2% $330.87 -9.2%
124 ACGL ARCH CAP GROUP LTD Financial Services 2,366.0 $227K 0.03% +270.0 +12.9% $95.99 +0.1%
125 CRWD CROWDSTRIKE HLDGS INC Technology 564.0 $220K 0.03% +81.0 +16.8% $390.41 +66.0%
126 YUMC YUM CHINA HLDGS INC Consumer Cyclical 4,499.0 $219K 0.03% +200.0 +4.7% $48.77 -6.6%
127 HQH ABRDN HEALTHCARE INVESTORS Financial Services 11,592.0 $206K 0.03% +712.0 +6.5% $17.79 +10.1%
128 SJNK SPDR SERIES TRUST 4,633.0 $116K 0.01% +2K +81.5% $24.98 +0.2%
129 XLE SELECT SECTOR SPDR TR 1,732.0 $106K 0.01% +1K +148.8% $61.26 -3.5%
130 FNDE SCHWAB STRATEGIC TR 2,529.0 $97K 0.01% +15.0 +0.6% $38.26 +5.6%
131 HIX WESTERN ASSET HIGH INCOM FD Financial Services 16,000.0 $64K 0.01% +5K +45.5% $3.98 -0.5%
132 VGK VANGUARD INTL EQUITY INDEX F 131.0 $11K 0.00% +62.0 +89.9% $82.26 +7.9%
133 VSS VANGUARD INTL EQUITY INDEX F 44.0 $6K 0.00% +29.0 +193.3% $145.80 +8.9%
Page 7 of 7  ·  133 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 26.3%
Financial Services 19.7%
Healthcare 11.6%
Communication Services 11.4%
Consumer Cyclical 8.7%
Industrials 7.2%
Consumer Defensive 5.6%
Energy 4.8%
Utilities 2.3%
Basic Materials 1.6%