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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 10 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VZ VERIZON COMMUNICATIONS INC Communication Services 16,213.0 $676K 0.10% -20K -54.6% $41.70 +18.6%
182 EXPD EXPEDITORS INTL WASH INC Industrials 4,139.0 $673K 0.10% +371.0 +9.8% $162.61 +15.5%
183 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 900.0 $672K 0.10% -300.0 -25.0% $746.77 +2.5%
184 EXC EXELON CORP Utilities 14,475.0 $672K 0.10% +3K +24.3% $46.41 -5.7%
185 DUK DUKE ENERGY CORP NEW Utilities 5,295.0 $670K 0.10% +546.0 +11.5% $126.60 -5.3%
186 WM WASTE MGMT INC DEL Industrials 3,005.0 $668K 0.10% -22.0 -0.7% $222.43 +0.7%
187 NRK NUVEEN NY AMT FREE Financial Services 61,711.0 $662K 0.10% +12K +25.2% $10.72 -5.6%
188 BGR BLACKROCK ENERGY & RES TR Financial Services 43,855.0 $650K 0.10% $14.82 +17.6%
189 TRV TRAVELERS COMPANIES INC Financial Services 1,964.0 $647K 0.10% +1K +114.2% $329.45 +10.4%
190 PG PROCTER & GAMBLE CO Consumer Defensive 4,395.0 $640K 0.10% +432.0 +10.9% $145.61 -0.6%
191 VEU VANGUARD INTL EQUITY INDEX F 7,269.0 $609K 0.09% -270.0 -3.6% $83.75 +2.3%
192 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 125,705.0 $608K 0.09% $4.84 +17.4%
193 AMGN AMGEN INC Healthcare 1,683.0 $599K 0.09% +504.0 +42.8% $356.10 +23.4%
194 PSP INVESCO EXCHANGE TRADED FD T 10,739.0 $598K 0.09% $55.70 +14.1%
195 BND VANGUARD BD INDEX FDS 8,122.0 $596K 0.09% +291.0 +3.7% $73.41 -1.6%
196 WDC WESTERN DIGITAL CORP Technology 1,088.0 $591K 0.09% +271.0 +33.2% $543.03 -15.4%
197 PLTR PALANTIR TECHNOLOGIES INC Technology 5,086.0 $590K 0.09% +268.0 +5.6% $116.03 +55.1%
198 XEL XCEL ENERGY INC Utilities 7,343.0 $590K 0.09% +1K +21.5% $80.32 -5.0%
199 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,938.0 $567K 0.08% +308.0 +18.9% $292.73 +4.2%
200 COHR COHERENT CORP Technology 1,336.0 $567K 0.08% NEW $424.59 -31.8%
Page 10 of 19  ·  378 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%