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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 3 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 SHOP SHOPIFY INC Technology 13,029 $1.5M 0.19% SOLD
42 ITOT ISHARES TR 10,475 $1.5M 0.19% SOLD
43 ISHARES TR 52,150 $1.3M 0.16% SOLD
44 ITA ISHARES TR 5,742 $1.3M 0.16% SOLD
45 IYW ISHARES TR 6,069 $1.1M 0.14% SOLD
46 TLT ISHARES TR 10,767 $933K 0.12% SOLD
47 SGOV ISHARES TR 9,039 $910K 0.11% SOLD
48 USMV ISHARES TR 9,526 $883K 0.11% SOLD
49 IGM ISHARES TR 7,316 $867K 0.11% SOLD
50 KR KROGER CO Consumer Defensive 10,907 $789K 0.10% SOLD
51 MUB ISHARES TR 7,060 $749K 0.09% SOLD
52 AMLP ALPS ETF TR 13,535 $712K 0.09% SOLD
53 NOW SERVICENOW INC Technology 6,605 $693K 0.09% SOLD
54 IWR ISHARES TR 6,942 $675K 0.09% SOLD
55 ASML ASML HLDG NV Technology 456 $602K 0.08% SOLD
56 NYF ISHARES TR 11,300 $600K 0.07% SOLD
57 MCR MFS CHARTER INCOME TR Financial Services 96,650 $586K 0.07% SOLD
58 BP BP PLC Energy 11,324 $532K 0.07% SOLD
59 EFAV ISHARES TR 5,825 $532K 0.07% SOLD
60 IXC ISHARES TR 9,182 $529K 0.07% SOLD
Page 3 of 7  ·  127 positions
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%