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Portfolio (Quarterly) Guide ↗

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

· CIK 0000319933
13F Portfolio $275M AUM 215,435 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1236 New
Page 10 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 STLD STEEL DYNAMICS INC Basic Materials 1,590.0 $365K 0.13% NEW $229.43 +9.5%
182 B BARRICK MNG CORP Basic Materials 9,853.0 $362K 0.13% NEW $36.73 +14.0%
183 FIVE FIVE BELOW INC Consumer Cyclical 2,011.0 $362K 0.13% NEW $179.77 +34.4%
184 FXL FIRST TRUST TECHNLGY ETF 1,656.0 $360K 0.13% NEW $217.22 -0.0%
185 CIBR FIRST TR NASDAQ ETF 3,887.0 $349K 0.13% NEW $89.89 +8.6%
186 XLV SELECT SECTOR SPDR ETF 2,118.0 $336K 0.12% NEW $158.79 +7.0%
187 RKLB ROCKET LAB CORP Industrials 3,290.0 $334K 0.12% NEW $101.64 -21.6%
188 IJR ISHARES CORE S&P ETF 2,246.0 $333K 0.12% NEW $148.35 -0.0%
189 NEU NEWMARKET CORPORATION Basic Materials 419.0 $331K 0.12% NEW $791.16 +19.4%
190 DGRO ISHARES CORE ETF 4,325.0 $328K 0.12% NEW $75.80 +5.2%
191 AFLG FIRST TR EXCHANGE ETF 7,492.0 $325K 0.12% NEW $43.42 +3.5%
192 QCOM QUALCOMM INC Technology 1,758.0 $325K 0.12% NEW $184.86 -14.3%
193 NSC NORFOLK SOUTHERN CORP Industrials 1,022.0 $322K 0.12% NEW $314.59 +9.1%
194 AEM AGNICO EAGLE MINES Basic Materials 2,066.0 $320K 0.12% NEW $155.11 +20.6%
195 VLO VALERO ENERGY CORP NEW Energy 1,193.0 $311K 0.11% NEW $260.44 +33.4%
196 DFEM DIMENSIONAL TR ETF 7,636.0 $310K 0.11% NEW $40.64 -3.7%
197 JPIB JPMORGAN ETF 6,321.0 $306K 0.11% NEW $48.36 -1.2%
198 ABB LTD -SPONS ADR 2,783.0 $302K 0.11% NEW $108.69
199 TLN TALEN ENERGY CORP NEW Utilities 783.0 $301K 0.11% NEW $384.24 -8.2%
200 FIRST TR BUY WRITE ETF 12,593.0 $300K 0.11% NEW $23.85
Page 10 of 62  ·  1,236 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 34.9%
Industrials 15.0%
Financial Services 13.3%
Healthcare 9.0%
Consumer Cyclical 6.7%
Consumer Defensive 5.0%
Communication Services 4.0%
Utilities 3.6%
Basic Materials 3.5%
Energy 3.4%