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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 8 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 QQQM INVESCO EXCH TRADED FD TR II 3,219.0 $975K 0.14% +43.0 +1.4% $302.97 -3.0%
142 ECL ECOLAB INC Basic Materials 3,346.0 $974K 0.14% +288.0 +9.4% $291.02 -3.2%
143 CMI CUMMINS INC Industrials 1,346.0 $959K 0.14% +74.0 +5.8% $712.15 -17.5%
144 ARM ARM HOLDINGS PLC Technology 2,473.0 $948K 0.14% NEW $383.39 -36.5%
145 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,250.0 $933K 0.14% +446.0 +55.5% $746.77 +2.5%
146 TXN TEXAS INSTRS INC Technology 3,010.0 $931K 0.14% +2K +151.9% $309.16 -14.5%
147 BLV VANGUARD BD INDEX FDS 13,406.0 $919K 0.14% +4K +39.1% $68.58 -4.0%
148 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 2,632.0 $912K 0.14% +294.0 +12.6% $346.66 -5.8%
149 RDIV INVESCO EXCH TRADED FD TR II 15,220.0 $883K 0.13% $58.00 +10.1%
150 CVX CHEVRON CORPORATION Energy 5,365.0 $878K 0.13% -2K -23.0% $163.60 +25.5%
151 MDB MONGODB INC Technology 2,369.0 $877K 0.13% +608.0 +34.5% $370.36 +16.3%
152 XLY SELECT SECTOR SPDR TR 7,517.0 $875K 0.13% +2K +48.8% $116.45 +1.3%
153 MCO MOODYS CORP Financial Services 1,840.0 $861K 0.13% +242.0 +15.1% $467.94 +7.6%
154 YUM YUM BRANDS INC Consumer Cyclical 5,384.0 $860K 0.13% +218.0 +4.2% $159.74 -4.2%
155 DB DEUTSCHE BK AG Financial Services 25,383.0 $857K 0.13% +8K +45.1% $33.76 +12.0%
156 REGN REGENERON PHARMACEUTICALS Healthcare 1,369.0 $850K 0.13% +110.0 +8.7% $620.81 +34.3%
157 XLU SELECT SECTOR SPDR TR 18,739.0 $850K 0.12% $45.34 -5.7%
158 DNOV FIRST TR EXCHNG TRADED FD VI 16,323.0 $838K 0.12% -38K -70.1% $51.35 +1.7%
159 DTD WISDOMTREE TR 8,987.0 $838K 0.12% -323.0 -3.5% $93.25 +4.4%
160 VB VANGUARD INDEX FDS 2,752.0 $835K 0.12% -187.0 -6.4% $303.33 +0.5%
Page 8 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%