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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 20 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CGGO CAPITAL GRP GLOBAL ETF 1,975.0 $84K 0.03% NEW $42.36 -4.2%
382 DRAM ROUNDHILL TR MEMORY ETF 1,120.0 $83K 0.03% NEW $73.85 -25.3%
383 PFE PFIZER INCORPORATED Healthcare 3,422.0 $82K 0.03% NEW $24.09 +17.2%
384 FIRST TRUST 7,159.0 $82K 0.03% NEW $11.43
385 INVESTMENT MANAGERS ETF 2,735.0 $81K 0.03% NEW $29.50
386 WSBCO WESBANCO INC SER VAR PFD Financial Services 3,200.0 $81K 0.03% NEW $25.17 +2.1%
387 VYM VANGUARD HIGH DIVIDE ETF 508.0 $80K 0.03% NEW $158.13 +4.6%
388 AOS A O SMITH Industrials 1,267.0 $79K 0.03% NEW $62.72 +1.7%
389 VMI VALMONT IND INC COM Industrials 137.0 $79K 0.03% NEW $577.59 -16.1%
390 HWM HOWMET AEROSPACE INC Industrials 289.0 $78K 0.03% NEW $268.85 +5.4%
391 COWZ PACER FDS TR ETF 1,229.0 $77K 0.03% NEW $62.34 +14.9%
392 DEM WISDOMTREE EMERGING ETF 1,420.0 $76K 0.03% NEW $53.79 +1.8%
393 BAC BANK OF AMERICA CORP Financial Services 1,339.0 $76K 0.03% NEW $57.01 +10.8%
394 FANG DIAMONDBACK ENERGY INC Energy 434.0 $76K 0.03% NEW $175.77 +18.7%
395 NXPI NXP SEMICONDUCTORS NV Technology 271.0 $76K 0.03% NEW $281.00 -19.6%
396 TECL DIREXION SHS TR ETF 330.0 $76K 0.03% NEW $230.75 -15.3%
397 AAM 6,614.0 $76K 0.03% NEW $11.44
398 IDOG ALPS INTL SECTOR DIV ETF 1,822.0 $75K 0.03% NEW $41.18 +8.7%
399 DLR DIGITAL REALTY TRUST INC Real Estate 417.0 $75K 0.03% NEW $179.57 +7.1%
400 LGND LIGAND PHARMACEUTICALS Healthcare 236.0 $75K 0.03% NEW $316.05 -8.0%
Page 20 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%