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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 23 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 HLT HILTON WORLDWIDE Consumer Cyclical 182.0 $60K 0.02% NEW $330.45 +1.1%
442 FYX FIRST TRUST SMALL ETF 405.0 $58K 0.02% NEW $144.29 +0.5%
443 QQQU DIREXION SHS TR ETF 1,122.0 $57K 0.02% NEW $51.15 +8.8%
444 CRS CARPENTER TECHNOLOGY Industrials 93.0 $57K 0.02% NEW $616.83 -17.2%
445 FIRST TRUST PORTFLIOS LP 5,664.0 $57K 0.02% NEW $10.12
446 ROG ROGERS CORPORATION Technology 350.0 $57K 0.02% NEW $163.73 -19.7%
447 CYD CHINA YUCHAI INTL LTD Industrials 1,200.0 $57K 0.02% NEW $47.41 -7.3%
448 CSX CSX CORP Industrials 1,189.0 $57K 0.02% NEW $47.53 +7.3%
449 ICHR ICHOR HOLDINGS LTD Technology 500.0 $56K 0.02% NEW $112.28 -44.6%
450 MP MP MATLS CORP Basic Materials 1,000.0 $56K 0.02% NEW $56.01 +1.7%
451 MGK VANGUARD MEGA CAP ETF 625.0 $55K 0.02% NEW $87.91 +1.7%
452 GLDM SPDR GOLD MINISHARES ETF Financial Services 691.0 $55K 0.02% NEW $79.42 +11.8%
453 TER TERADYNE INCORPORATED Technology 113.0 $55K 0.02% NEW $483.83 -21.4%
454 WRB BERKLEY W R CORPORATION Financial Services 775.0 $55K 0.02% NEW $70.53 -0.5%
455 AMKR AMKOR TECHNOLOGY INC Technology 630.0 $54K 0.02% NEW $86.23 -40.6%
456 FEZ SPDR EURO STOXX 50 ETF 788.0 $54K 0.02% NEW $68.68 +4.1%
457 CLX CLOROX COMPANY Consumer Defensive 564.0 $54K 0.02% NEW $95.44 +12.0%
458 ETH GRAYSCALE ETHEREUM ETF Financial Services 3,575.0 $54K 0.02% NEW $15.02 +32.1%
459 ILDR FIRST TR ETF 1,360.0 $53K 0.02% NEW $39.24 -0.9%
460 VXF VANGUARD EXTENDED ETF 216.0 $53K 0.02% NEW $246.20 +0.1%
Page 23 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%