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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 25 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 EQR EQUITY RESIDENTIAL Real Estate 708.0 $48K 0.02% NEW $67.93 -6.3%
482 FIRST TRUST 5,554.0 $48K 0.02% NEW $8.65
483 FLJP FRANKLIN TEMPLETON ETF 1,190.0 $47K 0.02% NEW $39.75 +1.6%
484 FFC FLAHERTY & CRUMRINE Financial Services 2,900.0 $47K 0.02% NEW $16.28 -0.5%
485 IAI ISHARES ETF 269.0 $47K 0.02% NEW $175.33 +8.5%
486 R RYDER SYSTEM INC Industrials 178.0 $47K 0.02% NEW $263.77 -5.0%
487 EATON VANCE TAX-MANAGED 3,145.0 $47K 0.02% NEW $14.88
488 APOS APOLLO GLOBAL MGMT INC Financial Services 393.0 $46K 0.02% NEW $118.28 -78.4%
489 FAD FIRST TRUST MULTI ETF 231.0 $46K 0.02% NEW $200.23 -5.3%
490 SN SHARKNINJA INC Consumer Cyclical 303.0 $46K 0.02% NEW $152.26 +19.0%
491 EPP ISHARES MSCI PACIFIC ETF 861.0 $46K 0.02% NEW $53.26 +8.3%
492 FEDEX FGHT HLDG CO INC 300.0 $46K 0.02% NEW $151.93
493 FBCG FIDELITY COVINGTON ETF 730.0 $45K 0.02% NEW $62.11 -0.5%
494 FLGB FRANKLIN TEMPLETON ETF 1,283.0 $45K 0.02% NEW $35.29 +5.9%
495 PEG PUBLIC SVC ENTERPRISE Utilities 554.0 $45K 0.02% NEW $81.16 -7.2%
496 HLI HOULIHAN LOKEY INC CL A Financial Services 334.0 $45K 0.02% NEW $134.13 -3.0%
497 H HYATT HOTELS CORP Consumer Cyclical 229.0 $44K 0.02% NEW $193.83 -5.6%
498 QBTS D-WAVE QUANTUM INC Technology 1,850.0 $44K 0.02% NEW $23.99 -19.5%
499 GEV GE VERNOVA LLC Utilities 37.0 $44K 0.02% NEW $1199.16 -17.7%
500 NLR VANECK ETF TRUST ETF 381.0 $44K 0.02% NEW $116.27 +1.2%
Page 25 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%