BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

ASHTON THOMAS SECURITIES, LLC

· CIK 0000771572
13F Portfolio $677M AUM 378 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 61 New 176 Added 83 Reduced 127 Exited
Page 8 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PSX PHILLIPS 66 Energy 2,134.0 $359K 0.05% +100.0 +4.9% $168.04 +44.5%
142 HUBB HUBBELL INC Industrials 668.0 $349K 0.05% +209.0 +45.5% $523.20 -10.2%
143 ABT ABBOTT LABORATORIES Healthcare 3,878.0 $349K 0.05% +437.0 +12.7% $89.99 +29.6%
144 GSLC GOLDMAN SACHS ETF TR 2,239.0 $318K 0.05% +940.0 +72.4% $141.89 +3.0%
145 TGT TARGET CORP Consumer Defensive 2,402.0 $313K 0.05% +61.0 +2.6% $130.28 +27.0%
146 TRGP TARGA RES CORP Energy 1,162.0 $311K 0.05% +22.0 +1.9% $267.45 +11.8%
147 VO VANGUARD INDEX FDS 3,704.0 $298K 0.04% +3K +219.6% $80.57 +3.0%
148 VFLO VICTORY PORTFOLIOS II 6,505.0 $298K 0.04% +420.0 +6.9% $45.75 +21.2%
149 NKE NIKE INC Consumer Cyclical 7,199.0 $295K 0.04% +2K +28.9% $40.93 -0.4%
150 GILD GILEAD SCIENCES INC Healthcare 2,355.0 $289K 0.04% +153.0 +7.0% $122.64 +19.1%
151 CGXU CAPITAL GROUP INTL FOCUS EQT 8,198.0 $284K 0.04% +570.0 +7.5% $34.62 +1.5%
152 PNC PNC FINL SVCS GROUP INC Financial Services 1,148.0 $277K 0.04% +106.0 +10.2% $241.72 +0.6%
153 FDS FACTSET RESH SYS INC Financial Services 1,165.0 $268K 0.04% +124.0 +11.9% $229.98 +30.4%
154 HQH ABRDN HEALTHCARE INVESTORS Financial Services 11,942.0 $262K 0.04% +350.0 +3.0% $21.98 +11.0%
155 FCX FREEPORT MCMORAN INC Basic Materials 4,167.0 $258K 0.04% +58.0 +1.4% $61.99 +23.7%
156 BLUE OWL TECHNOLOGY FIN CORP 24,447.0 $253K 0.04% +8K +51.4% $10.35
157 CEG CONSTELLATION ENERGY CORP Utilities 862.0 $211K 0.03% +25.0 +3.0% $244.97 +11.4%
158 VCSH VANGUARD SCOTTSDALE FDS 2,629.0 $208K 0.03% +503.0 +23.7% $79.03 -0.6%
159 CBOE CBOE GLOBAL MKTS INC Financial Services 831.0 $201K 0.03% +14.0 +1.7% $242.38 +24.1%
160 CGSM CAPITAL GRP FIXED INCM ETF T 7,506.0 $198K 0.03% +4K +95.6% $26.39 -0.2%
Page 8 of 9  ·  176 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 34.1%
Financial Services 15.9%
Consumer Cyclical 10.4%
Communication Services 10.3%
Healthcare 9.5%
Industrials 7.0%
Consumer Defensive 5.5%
Utilities 2.5%
Energy 2.5%
Basic Materials 1.3%