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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 17 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FXC INVESCO CURRENCYSHARES CDN D Financial Services 34,314.0 $2.4M 0.06% $70.24 +1.2%
322 TSCO TRACTOR SUPPLY CO Consumer Cyclical 53,121.0 $2.4M 0.06% -282.0 -0.5% $45.30 -30.0%
323 VLO VALERO ENERGY CORP Energy 9,619.0 $2.4M 0.06% +938.0 +10.8% $247.08 +4.6%
324 EME EMCOR GROUP INC Industrials 3,207.0 $2.4M 0.06% +730.0 +29.5% $738.36 +18.8%
325 VEU VANGUARD INTL EQUITY INDEX F 31,118.0 $2.3M 0.06% -3K -8.4% $75.10 +7.5%
326 PFF ISHARES TR 77,069.0 $2.3M 0.06% -6K -7.6% $30.32 +2.1%
327 TBJL INNOVATOR ETFS TRUST 117,003.0 $2.3M 0.06% $19.90 -1.3%
328 INTU INTUIT Technology 5,365.0 $2.3M 0.06% -183.0 -3.3% $432.39 -6.8%
329 ADP AUTOMATIC DATA PROCESSING IN Industrials 11,339.0 $2.3M 0.06% -2K -15.2% $203.19 +8.5%
330 OKE ONEOK INC NEW Energy 25,037.0 $2.3M 0.05% +679.0 +2.8% $90.39 +3.7%
331 LULU LULULEMON ATHLETICA INC Consumer Cyclical 14,757.0 $2.3M 0.05% -636.0 -4.1% $153.10 -21.4%
332 COP CONOCOPHILLIPS Energy 17,040.0 $2.2M 0.05% +2K +16.7% $132.00 -5.6%
333 HEI HEICO CORP NEW Industrials 8,187.0 $2.2M 0.05% -275.0 -3.2% $274.20 +7.1%
334 CCI CROWN CASTLE INC Real Estate 27,232.0 $2.2M 0.05% NEW $81.31 +13.6%
335 APH AMPHENOL CORP Technology 17,511.0 $2.2M 0.05% -1K -6.5% $126.35 -5.7%
336 EMR EMERSON ELEC CO Industrials 16,775.0 $2.2M 0.05% -4K -19.1% $131.02 +0.9%
337 BKNG BOOKING HOLDINGS INC Consumer Cyclical 519.0 $2.2M 0.05% -599.0 -53.6% $4211.28 -96.3%
338 DCOR DIMENSIONAL ETF TRUST 30,199.0 $2.2M 0.05% +306.0 +1.0% $72.08 +10.1%
339 TXN TEXAS INSTRS INC Technology 11,115.0 $2.2M 0.05% +2K +21.7% $194.13 +54.8%
340 QGRO AMERICAN CENTY ETF TR 20,441.0 $2.1M 0.05% +11K +128.4% $105.03 +5.6%
Page 17 of 76  ·  1,502 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%