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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 11 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BIV VANGUARD INTERMEDIAT ETF 3,864.0 $296K 0.11% NEW $76.70 -1.5%
202 COP CONOCOPHILLIPS Energy 2,826.0 $294K 0.11% NEW $104.01 +24.9%
203 VTI VANGUARD TOTAL STOCK ETF 793.0 $293K 0.11% NEW $370.04 +2.5%
204 ITA ISHS US AERO & DEF ETF 1,205.0 $292K 0.11% NEW $242.56 +3.8%
205 DLN WISDOMTREE L/C DVD F ETF 3,000.0 $289K 0.10% NEW $96.32 +5.0%
206 FITB FIFTH THIRD BANCORP Financial Services 5,121.0 $289K 0.10% NEW $56.37 +2.0%
207 SPIB STATE STREET SPDR ETF 8,469.0 $283K 0.10% NEW $33.46 -1.0%
208 CVS CVS HEALTH Healthcare 2,725.0 $282K 0.10% NEW $103.53 -8.5%
209 BIL STATE STREET SPDR ETF 3,062.0 $281K 0.10% NEW $91.64 -0.1%
210 AGG ISHARES CORE U.S. ETF 2,783.0 $275K 0.10% NEW $98.98 -1.6%
211 VST VISTRA CORP Utilities 1,728.0 $274K 0.10% NEW $158.72 -12.2%
212 NDMO NUVEEN DYNAMIC MUNICIPAL Financial Services 25,259.0 $263K 0.10% NEW $10.41 -4.0%
213 RODM HARTFORD MULTIFACTOR ETF 6,391.0 $258K 0.09% NEW $40.41 +3.9%
214 FBT FIRST TRUST ETF 1,007.0 $250K 0.09% NEW $248.03 +5.3%
215 HYG ISHARES IBOXX $ ETF 3,118.0 $249K 0.09% NEW $79.98 -0.5%
216 FNX FIRST TRUST MID CAP ETF 1,703.0 $249K 0.09% NEW $146.35 -0.3%
217 GRMN GARMIN LTD Technology 1,047.0 $249K 0.09% NEW $237.53 +25.7%
218 DUK DUKE ENERGY CORP Utilities 1,961.0 $248K 0.09% NEW $126.63 -1.9%
219 IUSG ISHARES ETF 1,318.0 $248K 0.09% NEW $188.09 +1.6%
220 EFV ISHARES ETF 3,232.0 $248K 0.09% NEW $76.59 +6.2%
Page 11 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%