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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 32 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 RY ROYAL BANK CANADA Financial Services 125.0 $26K 0.01% NEW $206.97 -0.8%
622 EVRG EVERGY INC Utilities 299.0 $26K 0.01% NEW $86.43 -6.4%
623 IWD ISHARES ETF 106.0 $26K 0.01% NEW $242.42 +6.1%
624 SJM J M SMUCKER CO Consumer Defensive 227.0 $26K 0.01% NEW $112.50 +10.5%
625 FIRST TRUST 2,230.0 $26K 0.01% NEW $11.44
626 GUGGENHEIM 1,940.0 $25K 0.01% NEW $13.08
627 BRO BROWN AND BROWN INC COM Financial Services 393.0 $25K 0.01% NEW $64.14 +13.7%
628 PCEF INVESCO TR II ETF 1,237.0 $25K 0.01% NEW $20.31 +0.2%
629 VDE VANGUARD ENERGY ETF 167.0 $25K 0.01% NEW $150.28 +19.5%
630 HBANL HUNTINGTN BANCSHARES PFD 1,000.0 $25K 0.01% NEW $25.07
631 TPC TUTOR PERINI CORP Industrials 300.0 $25K 0.01% NEW $82.97 +10.0%
632 NNE NANO NUCLEAR ENERGY INC Industrials 1,173.0 $25K 0.01% NEW $21.14 -10.8%
633 TOTALENERGIES SE 317.0 $25K 0.01% NEW $77.76
634 CNI CANADIAN NATL RY CO Industrials 205.0 $24K 0.01% NEW $119.24 +8.9%
635 FIRST TRUST PORTFOLIO LP 2,010.0 $24K 0.01% NEW $12.10
636 AEIS ADVANCED ENERGY INDS INC Industrials 65.0 $24K 0.01% NEW $372.86 -23.3%
637 GUGGENHEIM 1,943.0 $24K 0.01% NEW $12.45
638 CANADIAN PACIFIC KANSAS 277.0 $24K 0.01% NEW $86.63
639 LNG CHENIERE ENERGY INC NEW Energy 100.0 $24K 0.01% NEW $239.01 +16.1%
640 SPDW SPDR PORTFOLIO ETF 474.0 $24K 0.01% NEW $50.39 +3.2%
Page 32 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 35.5%
Industrials 15.3%
Financial Services 13.4%
Healthcare 9.2%
Consumer Cyclical 6.8%
Consumer Defensive 5.1%
Utilities 3.7%
Basic Materials 3.6%
Energy 3.4%
Communication Services 2.5%