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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 17 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 INVESTMENT MANAGERS ETF 4,605.0 $121K 0.04% NEW $26.28
322 FIRST TRUST 10,391.0 $121K 0.04% NEW $11.60
323 VZ VERIZON COMMUNICATIONS Communication Services 2,830.0 $120K 0.04% NEW $42.35 +14.6%
324 IYW ISHARES ETF 475.0 $120K 0.04% NEW $252.23 -1.1%
325 QID PROSHARES TR ETF 8,730.0 $118K 0.04% NEW $13.55 +4.6%
326 XLE SELECT SECTOR SPDR ETF 2,208.0 $117K 0.04% NEW $53.11 +19.9%
327 FIRST TRUST 9,383.0 $117K 0.04% NEW $12.46
328 ZTS ZOETIS INC Healthcare 1,624.0 $117K 0.04% NEW $71.84 +3.0%
329 XLP SELECT SECTOR SPDR ETF 1,383.0 $115K 0.04% NEW $83.07 +3.0%
330 KRE STATE STREET SPDR ETF 1,513.0 $113K 0.04% NEW $74.87 +2.6%
331 EFA ISHARES MSCI EAFE IN ETF 1,086.0 $113K 0.04% NEW $103.88 +3.3%
332 ORLY O'REILLY AUTOMOTIVE INC Consumer Cyclical 1,215.0 $112K 0.04% NEW $92.09 -1.4%
333 BKNG BOOKING HLDGS INC Consumer Cyclical 625.0 $111K 0.04% NEW $178.23 +16.8%
334 FIRST TRUST 9,011.0 $111K 0.04% NEW $12.36
335 TEL TE CONNECTIVITY PLC Technology 550.0 $111K 0.04% NEW $201.58 +1.7%
336 D DOMINION ENERGY INC Utilities 1,623.0 $111K 0.04% NEW $68.30 +0.5%
337 ENTERGY CORP NEW 963.0 $111K 0.04% NEW $114.91
338 DINO HF SINCLAIR CORP Energy 1,578.0 $110K 0.04% NEW $69.65 +37.4%
339 FNDF SCHWAB STRATEGIC TR ETF 2,075.0 $109K 0.04% NEW $52.76 +4.1%
340 HAL HALLIBURTON COMPANY Energy 3,178.0 $108K 0.04% NEW $33.95 +2.1%
Page 17 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%