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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 45 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 EQIX EQUINIX INC Real Estate 8.0 $8K 0.00% NEW $1042.12 +2.2%
882 ARKK ARK ETF TR ETF 103.0 $8K 0.00% NEW $80.80 +6.7%
883 IWO ISHARES ETF 21.0 $8K 0.00% NEW $393.95 -1.7%
884 TNA DIREXION SHS TR ETF 110.0 $8K 0.00% NEW $75.11 -2.6%
885 FIRST TRUST 785.0 $8K 0.00% NEW $10.51
886 TCAF T ROWE PRICE ETF 200.0 $8K 0.00% NEW $41.10 +3.3%
887 DANONE 494.0 $8K 0.00% NEW $16.34
888 FIS FIDELITY NATIONAL Technology 206.0 $8K 0.00% NEW $38.86 +6.4%
889 SUZUKI MOTOR CORP ADR 165.0 $8K 0.00% NEW $48.41
890 VLTO VERALTO CORPORATION Industrials 89.0 $8K 0.00% NEW $89.17 +10.8%
891 HPF JOHN HANCOCK PFD Financial Services 500.0 $8K 0.00% NEW $15.87 -1.6%
892 ETHW BITWISE ETHEREUM ETF Financial Services 700.0 $8K 0.00% NEW $11.28 +53.0%
893 IDXX IDEXX LABORATORIES INC Healthcare 15.0 $8K 0.00% NEW $526.33 +5.8%
894 ITOT ISHARES CORE S&P TOT ETF 48.0 $8K 0.00% NEW $164.25 +2.3%
895 TPL TEXAS PAC LD CORP Energy 18.0 $8K 0.00% NEW $437.61 -12.3%
896 FIRST TRUST 522.0 $8K 0.00% NEW $15.08
897 BTGD TIDAL TR II ETF 406.0 $8K 0.00% NEW $19.31 +47.1%
898 IWN ISHARES ETF 35.0 $8K 0.00% NEW $221.20 +1.6%
899 COPP SPROTT FDS TR COPPER ETF 200.0 $8K 0.00% NEW $38.30 +19.2%
900 TFLR T ROWE PRICE ETF 150.0 $8K 0.00% NEW $50.72 +0.1%
Page 45 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%