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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 30 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 TPLC TIMOTHY PLAN ETF 600.0 $30K 0.01% NEW $50.35 +1.9%
582 ZM ZOOM COMMUNICATIONS INC Technology 350.0 $30K 0.01% NEW $86.31 +24.5%
583 NTR NUTRIEN LTD Basic Materials 479.0 $30K 0.01% NEW $62.95 +12.0%
584 QQQX NUVEEN NASDAQ 100 Financial Services 1,000.0 $30K 0.01% NEW $30.14 +1.2%
585 COF CAPITAL ONE FINANCIAL Financial Services 149.0 $30K 0.01% NEW $201.23 +9.7%
586 ADVISORS ASSET MGMT 2,612.0 $30K 0.01% NEW $11.46
587 TROW T ROWE PRICE GROUP INC Financial Services 263.0 $30K 0.01% NEW $113.68 -1.3%
588 HUBB HUBBELL INC Industrials 57.0 $30K 0.01% NEW $523.19 -9.1%
589 NOW SERVICENOW INC Technology 297.0 $29K 0.01% NEW $99.28 +28.1%
590 LH LABCORP HOLDINGS INC Healthcare 105.0 $29K 0.01% NEW $280.00 +18.0%
591 CAG CONAGRA BRANDS INC Consumer Defensive 2,174.0 $29K 0.01% NEW $13.46 +20.5%
592 SNA SNAP-ON INC Industrials 72.0 $29K 0.01% NEW $402.39 -2.1%
593 USLM UNITED STATES LIME & Basic Materials 275.0 $29K 0.01% NEW $104.66 +14.1%
594 UNICREDIT SPA UNSPON ADR 640.0 $29K 0.01% NEW $44.71
595 BSX BOSTON SCIENTIFIC CORP Healthcare 670.0 $29K 0.01% NEW $42.70 +21.8%
596 NVS NOVARTIS AG Healthcare 180.0 $28K 0.01% NEW $156.71 +2.3%
597 PEN PENUMBRA INC Healthcare 89.0 $28K 0.01% NEW $315.74 +3.5%
598 VGT VANGUARD INFORMATION ETF 233.0 $28K 0.01% NEW $119.93 -0.9%
599 AUR AURORA INNOVATION INC Technology 4,095.0 $28K 0.01% NEW $6.82 -9.2%
600 QYLD GLOBAL X FDS ETF 1,513.0 $28K 0.01% NEW $18.44 -1.2%
Page 30 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%