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 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NXPI NXP SEMICONDUCTORS N V Technology 1,063.0 $296K 0.04% NEW $278.65 -19.7%
22 DELL DELL TECHNOLOGIES INC Technology 686.0 $290K 0.04% NEW $422.65 +3.8%
23 PWR QUANTA SVCS INC Industrials 356.0 $255K 0.04% NEW $715.99 -9.3%
24 WAT WATERS CORP Healthcare 680.0 $254K 0.04% NEW $372.83 +10.5%
25 DXCM DEXCOM INC Healthcare 3,669.0 $247K 0.04% NEW $67.26 +36.3%
26 OKTA OKTA INC Technology 1,677.0 $229K 0.03% NEW $136.45 -1.5%
27 HOOD ROBINHOOD MKTS INC Financial Services 2,113.0 $211K 0.03% NEW $99.81 +7.9%
28 NSC NORFOLK SOUTHN CORP Industrials 672.0 $207K 0.03% NEW $308.50 +13.4%
29 GM GENERAL MTRS CO Consumer Cyclical 2,719.0 $206K 0.03% NEW $75.72 +15.4%
30 ROST ROSS STORES INC Consumer Cyclical 947.0 $201K 0.03% NEW $211.95 +13.5%
31 OKE ONEOK INC NEW Energy 2,306.0 $200K 0.03% NEW $86.92 +7.5%
32 EATON VANCE TAX-ADVANTAGED G 6,480.0 $200K 0.03% NEW $30.87
33 SCHF SCHWAB STRATEGIC TR 7,204.0 $200K 0.03% NEW $27.70 +2.7%
34 SCHB SCHWAB STRATEGIC TR 6,882.0 $199K 0.03% NEW $28.96 +2.2%
35 AVUV AMERICAN CENTY ETF TR 1,093.0 $136K 0.02% NEW $124.76 +1.4%
36 DBND DOUBLELINE ETF TRUST 1,946.0 $89K 0.01% NEW $45.59 -1.4%
37 SCHE SCHWAB STRATEGIC TR 2,389.0 $87K 0.01% NEW $36.26 +2.0%
38 FNDA SCHWAB STRATEGIC TR 2,250.0 $86K 0.01% NEW $38.06 -0.9%
39 DOUBLELINE ETF TRUST 1,548.0 $78K 0.01% NEW $50.24
40 DCRE DOUBLELINE ETF TRUST 1,499.0 $78K 0.01% NEW $51.81 -0.4%
Page 2 of 4  ·  61 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%