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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 12 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 T AT&T INC Communication Services 21,111.0 $429K 0.06% -36K -63.4% $20.31 +24.6%
222 BLK BLACKROCK INC Financial Services 438.0 $419K 0.06% +161.0 +58.1% $957.17 +20.8%
223 ATO ATMOS ENERGY CORP Utilities 2,398.0 $413K 0.06% +1K +75.8% $172.27 -3.1%
224 XLB SELECT SECTOR SPDR TR 8,102.0 $412K 0.06% +8K +1446.2% $50.83 +5.3%
225 JCI JOHNSON CONTROLS INTERNATION Industrials 2,828.0 $412K 0.06% -43.0 -1.5% $145.54 -1.7%
226 RAAA ADVISOR MANAGED PORTFOLIOS 16,350.0 $411K 0.06% +1K +7.3% $25.14 -0.4%
227 JEPI J P MORGAN EXCHANGE TRADED F 7,265.0 $410K 0.06% -375.0 -4.9% $56.48 +2.5%
228 RTX RTX CORPORATION Industrials 2,171.0 $409K 0.06% +94.0 +4.5% $188.33 +11.5%
229 FIRST TR EXCHNG TRADED FD VI 12,280.0 $403K 0.06% -29K -70.0% $32.83
230 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,258.0 $397K 0.06% +2K +453.4% $175.99 +19.1%
231 VNQ VANGUARD INDEX FDS 4,092.0 $395K 0.06% $96.43 +2.1%
232 ENTERGY CORP NEW 3,379.0 $388K 0.06% +113.0 +3.5% $114.86
233 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,734.0 $387K 0.06% NEW $223.30 +25.8%
234 RNR RENAISSANCERE HLDGS LTD Financial Services 1,210.0 $383K 0.06% NEW $316.90 +2.1%
235 SETM SPROTT FDS TR 12,021.0 $375K 0.06% NEW $31.16 +13.0%
236 SCHW SCHWAB CHARLES CORP Financial Services 4,063.0 $373K 0.06% -33.0 -0.8% $91.82 +22.3%
237 PAYX PAYCHEX INC Industrials 3,806.0 $373K 0.06% +443.0 +13.2% $97.92 +27.1%
238 PSX PHILLIPS 66 Energy 2,134.0 $359K 0.05% +100.0 +4.9% $168.04 +44.5%
239 MDT MEDTRONIC PLC Healthcare 4,490.0 $350K 0.05% -984.0 -18.0% $77.93 +19.8%
240 HUBB HUBBELL INC Industrials 668.0 $349K 0.05% +209.0 +45.5% $523.20 -10.2%
Page 12 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%