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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 5 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 IXUS ISHARES TR 2,904 $252K 0.03% SOLD
82 ISCV ISHARES TR 3,550 $247K 0.03% SOLD
83 IJS ISHARES TR 2,006 $238K 0.03% SOLD
84 PYPL PAYPAL HLDGS INC Financial Services 5,246 $237K 0.03% SOLD
85 PFFD GLOBAL X FDS 12,820 $236K 0.03% SOLD
86 HYG ISHARES TR 2,964 $236K 0.03% SOLD
87 LOW LOWES COS INC Consumer Cyclical 994 $235K 0.03% SOLD
88 INTU INTUIT Technology 538 $233K 0.03% SOLD
89 ORI OLD REP INTL CORP Financial Services 5,808 $232K 0.03% SOLD
90 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 696 $230K 0.03% SOLD
91 PFE PFIZER INC Healthcare 8,123 $229K 0.03% SOLD
92 TIP ISHARES TR 2,045 $226K 0.03% SOLD
93 BBY BEST BUY INC Consumer Cyclical 3,498 $225K 0.03% SOLD
94 COP CONOCOPHILLIPS Energy 1,696 $224K 0.03% SOLD
95 YUMC YUM CHINA HLDGS INC Consumer Cyclical 4,499 $219K 0.03% SOLD
96 GOVT ISHARES TR 9,400 $215K 0.03% SOLD
97 DG DOLLAR GEN CORP Consumer Defensive 1,800 $214K 0.03% SOLD
98 IYG ISHARES TR 2,362 $196K 0.03% SOLD
99 IYLD ISHARES TR 8,800 $191K 0.02% SOLD
100 HBAN HUNTINGTON BANCSHARES INC Financial Services 11,337 $177K 0.02% SOLD
Page 5 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%