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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 13 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ABT ABBOTT LABORATORIES Healthcare 3,878.0 $349K 0.05% +437.0 +12.7% $89.99 +29.6%
242 XLP SELECT SECTOR SPDR TR 4,154.0 $345K 0.05% -10K -70.0% $83.08 +3.5%
243 GLW CORNING INC Technology 1,372.0 $344K 0.05% NEW $250.59 -40.2%
244 EPS WISDOMTREE TR 4,380.0 $341K 0.05% $77.79 +3.5%
245 MYN BLACKROCK MUNIYIELD N Y QUAL Financial Services 33,000.0 $335K 0.05% $10.15 -4.5%
246 IDXX IDEXX LABS INC Healthcare 637.0 $335K 0.05% -140.0 -18.0% $525.61 +6.0%
247 JBL JABIL INC Technology 860.0 $332K 0.05% -18.0 -2.0% $385.48 -18.7%
248 STT STATE STR CORP Financial Services 1,884.0 $319K 0.05% NEW $169.24 +10.6%
249 GSLC GOLDMAN SACHS ETF TR 2,239.0 $318K 0.05% +940.0 +72.4% $141.89 +3.0%
250 TGT TARGET CORP Consumer Defensive 2,402.0 $313K 0.05% +61.0 +2.6% $130.28 +27.0%
251 TRGP TARGA RES CORP Energy 1,162.0 $311K 0.05% +22.0 +1.9% $267.45 +11.8%
252 VXUS VANGUARD STAR FDS 3,579.0 $306K 0.04% $85.49 +2.6%
253 BNL BROADSTONE NET LEASE INC Real Estate 14,551.0 $301K 0.04% $20.67 +2.2%
254 VO VANGUARD INDEX FDS 3,704.0 $298K 0.04% +3K +219.6% $80.57 +3.0%
255 VFLO VICTORY PORTFOLIOS II 6,505.0 $298K 0.04% +420.0 +6.9% $45.75 +21.2%
256 NXPI NXP SEMICONDUCTORS N V Technology 1,063.0 $296K 0.04% NEW $278.65 -19.1%
257 NKE NIKE INC Consumer Cyclical 7,199.0 $295K 0.04% +2K +28.9% $40.93 -0.4%
258 DELL DELL TECHNOLOGIES INC Technology 686.0 $290K 0.04% NEW $422.65 +4.6%
259 GILD GILEAD SCIENCES INC Healthcare 2,355.0 $289K 0.04% +153.0 +7.0% $122.64 +19.1%
260 QCOM QUALCOMM INC Technology 1,614.0 $287K 0.04% -2K -57.8% $178.09 -9.7%
Page 13 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%