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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 21 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 KKR KKR & CO INC Financial Services 812.0 $75K 0.03% NEW $91.78 +22.0%
402 TXO PARTNERS LP 5,954.0 $74K 0.03% NEW $12.50
403 TFC TRUIST FINL CORP Financial Services 1,477.0 $74K 0.03% NEW $49.82 +3.5%
404 STAG STAG INDUSTRIAL INC Real Estate 1,932.0 $74K 0.03% NEW $38.06 -4.2%
405 CGUS CAPITAL GROUP CORE ETF 1,630.0 $73K 0.03% NEW $44.56 +2.1%
406 SDS PROSHARES TR ETF 1,276.0 $73K 0.03% NEW $56.87 -5.6%
407 ENB ENBRIDGE INC Energy 1,338.0 $73K 0.03% NEW $54.21 -7.7%
408 INVESCO 7,399.0 $72K 0.03% NEW $9.72
409 RSG REPUBLIC SVCS INC Industrials 337.0 $72K 0.03% NEW $213.08 +4.4%
410 TGT TARGET CORP Consumer Defensive 549.0 $72K 0.03% NEW $130.65 +22.0%
411 PVAL PUTNAM ETF 1,406.0 $72K 0.03% NEW $50.95 +7.1%
412 HONEYWELL INTL INC 314.0 $70K 0.03% NEW $223.89
413 WFC WELLS FARGO & CO NEW Financial Services 849.0 $70K 0.03% NEW $82.64 +4.3%
414 HONEYWELL AEROSPACE 314.0 $69K 0.03% NEW $221.07
415 CSL CARLISLE COMPANIES INC Industrials 191.0 $69K 0.03% NEW $363.03 +0.1%
416 WAT WATERS CORPORATION Healthcare 182.0 $68K 0.03% NEW $375.01 +10.2%
417 VIGI VANGUARD INTERNATION ETF 726.0 $68K 0.03% NEW $93.38 +5.2%
418 KR KROGER COMPANY COMMON Consumer Defensive 1,206.0 $67K 0.02% NEW $55.60 +2.5%
419 DHR DANAHER CORP Healthcare 348.0 $66K 0.02% NEW $190.48 +10.0%
420 XEL XCEL ENERGY INC Utilities 805.0 $65K 0.02% NEW $80.30 -1.9%
Page 21 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%