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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 7 of 29  ·  568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MRVL MARVELL TECHNOLOGY INC Technology 2,535.0 $251K 0.01% NEW $99.06 +78.6%
122 TTC TORO CO Industrials 2,614.0 $244K 0.01% NEW $93.44 -5.1%
123 PPLT ABRDN PLATINUM ETF TRUST Financial Services 1,362.0 $243K 0.01% NEW $178.23 +0.4%
124 CGUS CAPITAL GROUP CORE EQUITY ET 6,259.0 $240K 0.01% NEW $38.42 +13.0%
125 FIVE FIVE BELOW INC Consumer Cyclical 1,035.0 $236K 0.01% NEW $228.48 -6.5%
126 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 8,640.0 $236K 0.01% NEW $27.32 +3.2%
127 USRT ISHARES TR 3,917.0 $232K 0.01% NEW $59.19 +8.7%
128 STRL STERLING INFRASTRUCTURE INC Industrials 569.0 $232K 0.01% NEW $407.27 +108.4%
129 RGLD ROYAL GOLD INC Basic Materials 908.0 $231K 0.01% NEW $254.49 -10.3%
130 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 2,409.0 $225K 0.01% NEW $93.48 -8.6%
131 VRSN VERISIGN INC Technology 904.0 $225K 0.01% NEW $248.36 +19.8%
132 PPIH PERMA-PIPE INTL HLDGS INC Industrials 7,483.0 $223K 0.01% NEW $29.81 +7.3%
133 CFG CITIZENS FINL GROUP INC Financial Services 3,698.0 $222K 0.01% NEW $59.97 +2.0%
134 WSO WATSCO INC Industrials 601.0 $219K 0.01% NEW $363.79 +10.8%
135 DBB INVESCO DB MULTI-SECTOR COMM Financial Services 9,284.0 $218K 0.01% NEW $23.50 +8.4%
136 BN BROOKFIELD CORP Financial Services 5,386.0 $218K 0.01% NEW $40.40 +11.5%
137 VEEV VEEVA SYS INC Healthcare 1,238.0 $217K 0.01% NEW $175.66 -11.0%
138 QYLD GLOBAL X FDS 12,643.0 $217K 0.01% NEW $17.15 +3.3%
139 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 7,075.0 $216K 0.01% NEW $30.48 +20.6%
140 KNF KNIFE RIVER CORP Basic Materials 2,615.0 $214K 0.01% NEW $81.65 -7.0%
Page 7 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%