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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 24 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 MPWR MONOLITHIC POWER SYSTEMS Technology 38.0 $53K 0.02% NEW $1382.34 -4.2%
462 SBUX STARBUCKS CORP Consumer Cyclical 513.0 $52K 0.02% NEW $102.19 +1.0%
463 WINTRUST 7.875 VAR PFD 2,000.0 $52K 0.02% NEW $26.19
464 PPLT ABERDEEN STD ETF Financial Services 3,700.0 $52K 0.02% NEW $14.13 +16.9%
465 MNA INDEXIQ TR ETF 1,432.0 $52K 0.02% NEW $36.47 +0.9%
466 GHM GRAHAM CORP Industrials 418.0 $52K 0.02% NEW $123.79 -19.7%
467 AROC ARCHROCK INC Energy 1,269.0 $52K 0.02% NEW $40.71 -20.5%
468 SHOP SHOPIFY INC CL A Technology 447.0 $51K 0.02% NEW $114.17 +28.7%
469 F FORD MOTOR COMPANY Consumer Cyclical 3,671.0 $51K 0.02% NEW $13.90 +0.8%
470 AMP AMERIPRISE FINANCIAL Financial Services 110.0 $50K 0.02% NEW $458.75 +20.6%
471 SPHD INVESCO TR II ETF 991.0 $50K 0.02% NEW $50.88 +5.2%
472 C CITIGROUP INC NEW Financial Services 357.0 $50K 0.02% NEW $140.50 -6.9%
473 FTGC FIRST TR GLOBAL ETF 1,850.0 $50K 0.02% NEW $27.05 +12.4%
474 SAFRAN SA-UNSPON ADR 507.0 $50K 0.02% NEW $98.27
475 OEF ISHARES ETF 135.0 $49K 0.02% NEW $365.87 +3.0%
476 JAAA JANUS DETROIT STR TR ETF 974.0 $49K 0.02% NEW $50.54 +0.2%
477 TTWO TAKE-TWO INTERACTIVE Communication Services 195.0 $49K 0.02% NEW $249.98 -4.2%
478 EPD ENTERPRISE PRODUCTS Energy 1,319.0 $49K 0.02% NEW $36.79 +4.2%
479 TRV TRAVELERS COS INC/ THE Financial Services 147.0 $49K 0.02% NEW $330.07 +10.8%
480 ACVU HARTFORD FDS ETF 1,550.0 $48K 0.02% NEW $31.21 +3.5%
Page 24 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%