BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 22 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 DVN DEVON ENERGY CORP Energy 1,562.0 $65K 0.02% NEW $41.32 +17.5%
422 IWB ISHARES ETF 157.0 $64K 0.02% NEW $409.50 +3.0%
423 CNQ CANADIAN NATURAL Energy 1,622.0 $64K 0.02% NEW $39.50 +26.3%
424 FIRST TRUST 5,196.0 $63K 0.02% NEW $12.16
425 ADSK AUTODESK INC Technology 325.0 $63K 0.02% NEW $194.42 +29.3%
426 ALL ALLSTATE CORP Financial Services 265.0 $63K 0.02% NEW $237.93 +9.7%
427 COIN COINBASE GLOBAL INC Financial Services 430.0 $63K 0.02% NEW $146.18 +10.5%
428 MELI MERCADOLIBRE INC Consumer Cyclical 37.0 $63K 0.02% NEW $1697.30 +12.2%
429 GNTX GENTEX CORPORATION Consumer Cyclical 2,477.0 $63K 0.02% NEW $25.27 -6.4%
430 OEFA ALPS TR ETF 1,813.0 $63K 0.02% NEW $34.49 +4.8%
431 ADVISORS ASSET MGMT 5,861.0 $62K 0.02% NEW $10.66
432 WWD WOODWARD INC Industrials 145.0 $62K 0.02% NEW $425.43 -15.5%
433 HIG HARTFORD INSURANCE GROUP Financial Services 462.0 $61K 0.02% NEW $132.50 +4.6%
434 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 254.0 $61K 0.02% NEW $240.92 +5.0%
435 DIVO AMPLIFY ETF TR ETF 1,330.0 $61K 0.02% NEW $45.71 +6.7%
436 UMB FINANCIAL VAR PFD 2,300.0 $61K 0.02% NEW $26.37
437 FELG FIDELITY COVINGTON ETF 1,385.0 $61K 0.02% NEW $43.75 +0.6%
438 SNOW SNOWFLAKE INC Technology 238.0 $61K 0.02% NEW $254.50 +25.2%
439 SPYG STATE STREET SPDR ETF 506.0 $60K 0.02% NEW $119.18 +1.3%
440 MOOG INC CL A 142.0 $60K 0.02% NEW $423.84
Page 22 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%