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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 4 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 AIG AMERICAN INTL GROUP INC Financial Services 7,009 $527K 0.07% SOLD
62 IJR ISHARES TR 4,065 $505K 0.06% SOLD
63 CNP CENTERPOINT ENERGY INC Utilities 11,697 $505K 0.06% SOLD
64 PFF ISHARES TR 16,000 $485K 0.06% SOLD
65 IEUR ISHARES TR 6,752 $474K 0.06% SOLD
66 DVY ISHARES TR 3,106 $470K 0.06% SOLD
67 GLOF ISHARES TR 8,500 $443K 0.06% SOLD
68 ENB ENBRIDGE INC Energy 8,091 $437K 0.06% SOLD
69 IEF ISHARES TR 4,354 $416K 0.05% SOLD
70 LIN LINDE PLC Basic Materials 810 $402K 0.05% SOLD
71 GE GE AEROSPACE Industrials 1,406 $399K 0.05% SOLD
72 IBB ISHARES TR 2,297 $388K 0.05% SOLD
73 IMCB ISHARES TR 4,520 $377K 0.05% SOLD
74 GLD SPDR GOLD TR Financial Services 835 $359K 0.04% SOLD
75 HON HONEYWELL INTL INC Industrials 1,556 $352K 0.04% SOLD
76 NOC NORTHROP GRUMMAN CORP Industrials 499 $341K 0.04% SOLD
77 CMCSA COMCAST CORP NEW Communication Services 11,084 $318K 0.04% SOLD
78 STIP ISHARES TR 2,711 $280K 0.04% SOLD
79 ABVX ABIVAX SA Healthcare 2,500 $278K 0.04% SOLD
80 FIS FIDELITY NATL INFORMATION SV Technology 5,466 $256K 0.03% SOLD
Page 4 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%