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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 39 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 KLIC KULICKE & SOFFA INDS INC Technology 6,726.0 $442K 0.01% +2K +37.5% $65.72 +53.8%
762 AXS AXIS CAP HLDGS LTD Financial Services 4,344.0 $441K 0.01% +751.0 +20.9% $101.41 -0.7%
763 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 2,106.0 $440K 0.01% NEW $209.08 +16.4%
764 LBRT LIBERTY ENERGY INC Energy 15,257.0 $439K 0.01% NEW $28.80 +14.2%
765 LGND LIGAND PHARMACEUTICALS INC Healthcare 2,194.0 $438K 0.01% +91.0 +4.3% $199.65 +11.3%
766 BKF ISHARES INC 10,758.0 $438K 0.01% NEW $40.67 +0.0%
767 TIGO MILLICOM INTL CELLULAR S A Communication Services 5,837.0 $437K 0.01% NEW $74.94 +12.2%
768 KVUE KENVUE INC Consumer Defensive 25,356.0 $437K 0.01% +5K +24.9% $17.24 +1.3%
769 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,488.0 $433K 0.01% +240.0 +5.7% $96.47 +2.3%
770 FHN FIRST HORIZON CORPORATION Financial Services 18,792.0 $428K 0.01% -181.0 -0.9% $22.76 +5.9%
771 BLACKROCK ETF TRUST II 8,888.0 $426K 0.01% -6K -41.7% $47.98
772 BNDX VANGUARD CHARLOTTE FDS 8,836.0 $425K 0.01% +1K +13.2% $48.05 -0.1%
773 SNX TD SYNNEX CORPORATION Technology 2,515.0 $424K 0.01% +408.0 +19.4% $168.71 +36.7%
774 VWOB VANGUARD WHITEHALL FDS 6,436.0 $423K 0.01% NEW $65.69 +0.8%
775 JKHY HENRY JACK & ASSOC INC Technology 2,669.0 $422K 0.01% +1K +121.9% $158.04 -11.7%
776 KALU KAISER ALUMINIUM CORPORATION Basic Materials 3,493.0 $421K 0.01% +956.0 +37.7% $120.51 +40.6%
777 CVNA CARVANA CO Consumer Cyclical 1,330.0 $418K 0.01% +8.0 +0.6% $314.49 -79.5%
778 BCS BARCLAYS PLC Financial Services 19,735.0 $418K 0.01% +3K +16.7% $21.16 +13.3%
779 XMLV INVESCO EXCH TRADED FD TR II 6,560.0 $413K 0.01% $62.97 +3.7%
780 SNA SNAP ON INC Industrials 1,137.0 $413K 0.01% +154.0 +15.7% $363.22 -0.9%
Page 39 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%