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Portfolio (Quarterly) Guide ↗

Ashton Thomas Private Wealth, LLC

· CIK 0002019663
13F Portfolio $4.2B AUM 1,524 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 568 New 530 Added 301 Reduced 63 Exited
Page 4 of 29  ·  568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BKF ISHARES INC 10,758.0 $438K 0.01% NEW $40.67 +0.5%
62 TIGO MILLICOM INTL CELLULAR S A Communication Services 5,837.0 $437K 0.01% NEW $74.94 +6.7%
63 VWOB VANGUARD WHITEHALL FDS 6,436.0 $423K 0.01% NEW $65.69 +0.7%
64 DOW DOW HLDGS INC Basic Materials 9,555.0 $398K 0.01% NEW $41.65 -8.4%
65 DLO DLOCAL LTD Technology 30,594.0 $397K 0.01% NEW $12.97 -16.0%
66 GNRC GENERAC HLDGS INC Industrials 2,007.0 $392K 0.01% NEW $195.33 +35.7%
67 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 4,243.0 $359K 0.01% NEW $84.64 -11.0%
68 FCN FTI CONSULTING INC Industrials 2,001.0 $354K 0.01% NEW $176.77 -17.3%
69 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 9,280.0 $341K 0.01% NEW $36.75 +11.5%
70 ECVT ECOVYST INC Basic Materials 26,511.0 $341K 0.01% NEW $12.86 +13.5%
71 KTB KONTOOR BRANDS INC Consumer Cyclical 4,838.0 $340K 0.01% NEW $70.28 -9.9%
72 VANGUARD CALIF TAX FREE FDS 3,430.0 $340K 0.01% NEW $99.08
73 ALKS ALKERMES PLC Healthcare 9,439.0 $334K 0.01% NEW $35.36 +6.1%
74 CLIP GLOBAL X FDS 3,308.0 $332K 0.01% NEW $100.36 -0.1%
75 LEIDOS HOLDINGS INC 2,111.0 $328K 0.01% NEW $155.51
76 LMAT LEMAITRE VASCULAR INC Healthcare 2,991.0 $327K 0.01% NEW $109.17 -9.3%
77 ROST ROSS STORES INC Consumer Cyclical 1,499.0 $325K 0.01% NEW $216.63 -1.7%
78 HLIT HARMONIC INC Technology 36,044.0 $324K 0.01% NEW $8.98 +38.9%
79 DIOD DIODES INC Technology 4,719.0 $322K 0.01% NEW $68.26 +44.5%
80 RMD RESMED INC Healthcare 1,426.0 $320K 0.01% NEW $224.45 -9.9%
Page 4 of 29  ·  568 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 26.5%
Financial Services 21.3%
Industrials 10.9%
Healthcare 10.3%
Communication Services 6.8%
Energy 6.6%
Consumer Cyclical 6.4%
Consumer Defensive 5.0%
Basic Materials 2.1%
Utilities 2.1%