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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 42 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 TFC TRUIST FINL CORP Financial Services 7,785.0 $358K 0.01% +708.0 +10.0% $45.97 +4.4%
822 GPOR GULFPORT ENERGY CORP Energy 1,675.0 $354K 0.01% +86.0 +5.4% $211.57 -15.4%
823 MGK VANGUARD WORLD FD 964.0 $354K 0.01% -6K -86.8% $367.44 -75.8%
824 FCN FTI CONSULTING INC Industrials 2,001.0 $354K 0.01% NEW $176.77 -13.3%
825 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,613.0 $353K 0.01% +100.0 +4.0% $135.23 +0.6%
826 CARG CARGURUS INC Consumer Cyclical 10,346.0 $352K 0.01% +3K +42.0% $34.05 -18.9%
827 SAP SAP SE Technology 2,040.0 $349K 0.01% +515.0 +33.8% $171.21 +5.1%
828 KNSL KINSALE CAP GROUP INC Financial Services 1,019.0 $348K 0.01% -32.0 -3.0% $341.66 -8.7%
829 MPWR MONOLITHIC PWR SYS INC Technology 318.0 $348K 0.01% +84.0 +35.9% $1093.35 +42.8%
830 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,295.0 $348K 0.01% +456.0 +11.9% $80.94 -3.0%
831 HAWX ISHARES TR 8,463.0 $346K 0.01% $40.89 +9.4%
832 SLQD ISHARES TR 6,853.0 $346K 0.01% +645.0 +10.4% $50.49 -0.4%
833 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 20,384.0 $346K 0.01% +2K +11.8% $16.97 +14.2%
834 SEI SOLARIS ENERGY INFRAS INC Energy 6,117.0 $346K 0.01% +300.0 +5.2% $56.51 +26.4%
835 XSD SPDR SERIES TRUST 1,059.0 $345K 0.01% $326.12 +76.8%
836 CROX CROCS INC Consumer Cyclical 4,158.0 $345K 0.01% $83.02 +31.2%
837 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 9,280.0 $341K 0.01% NEW $36.75 +10.6%
838 ECVT ECOVYST INC Basic Materials 26,511.0 $341K 0.01% NEW $12.86 +3.7%
839 KTB KONTOOR BRANDS INC Consumer Cyclical 4,838.0 $340K 0.01% NEW $70.28 -1.3%
840 AMH AMERICAN HOMES 4 RENT Real Estate 12,172.0 $340K 0.01% +1K +10.1% $27.92 +15.0%
Page 42 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%