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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 14 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BSTZ BLACKROCK SCIENCE AND Financial Services 6,250.0 $188K 0.07% NEW $30.03 +3.5%
262 TMO THERMO FISHER SCIENTIFIC Healthcare 374.0 $187K 0.07% NEW $501.31 +17.5%
263 BLV VANGUARD LONG TERM ETF 2,717.0 $187K 0.07% NEW $68.93 -4.8%
264 ADVISORS ASSET MGMT 16,855.0 $187K 0.07% NEW $11.11
265 VIOO VANGUARD S&P ETF 1,345.0 $185K 0.07% NEW $137.63 -0.6%
266 SCHW SCHWAB CHARLES CORP NEW Financial Services 1,957.0 $181K 0.07% NEW $92.27 +21.0%
267 UPS UNITED PARCEL SERVICE-B Industrials 1,646.0 $177K 0.06% NEW $107.52 -5.2%
268 NDAQ NASDAQ INC Financial Services 2,235.0 $176K 0.06% NEW $78.82 +22.7%
269 GDX VANECK GOLD MINERS ETF 2,293.0 $173K 0.06% NEW $75.45 +17.9%
270 VBR VANGUARD SMALL CAP V ETF 705.0 $171K 0.06% NEW $243.07 +1.8%
271 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,553.0 $170K 0.06% NEW $109.79 -1.9%
272 AZN ASTRAZENECA PLC Healthcare 896.0 $170K 0.06% NEW $189.61 -15.6%
273 HDV ISHARES TR ETF 6,085.0 $167K 0.06% NEW $27.41 +7.8%
274 XLU SELECT SECTOR SPDR ETF 3,675.0 $167K 0.06% NEW $45.34 -2.9%
275 OXY OCCIDENTAL PETE CORP Energy 3,416.0 $166K 0.06% NEW $48.57 +23.1%
276 VTWO VANGUARD RUSSELL ETF 1,365.0 $166K 0.06% NEW $121.42 -0.0%
277 VBK VANGUARD SMALL CAP ETF 443.0 $162K 0.06% NEW $365.69 -2.0%
278 XAR STATE STREET SPDR ETF 570.0 $162K 0.06% NEW $283.79 +2.3%
279 DE DEERE & CO Industrials 255.0 $162K 0.06% NEW $634.32 -7.2%
280 CEG CONSTELLATION ENERGY Utilities 642.0 $159K 0.06% NEW $248.39 +7.4%
Page 14 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%