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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 32 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 RY ROYAL BANK CANADA Financial Services 125.0 $26K 0.01% NEW $206.97 +0.3%
622 EVRG EVERGY INC Utilities 299.0 $26K 0.01% NEW $86.43 -3.3%
623 IWD ISHARES ETF 106.0 $26K 0.01% NEW $242.42 +6.7%
624 SJM J M SMUCKER CO Consumer Defensive 227.0 $26K 0.01% NEW $112.50 +9.2%
625 FIRST TRUST 2,230.0 $26K 0.01% NEW $11.44
626 GUGGENHEIM 1,940.0 $25K 0.01% NEW $13.08
627 BRO BROWN AND BROWN INC COM Financial Services 393.0 $25K 0.01% NEW $64.14 +11.5%
628 PCEF INVESCO TR II ETF 1,237.0 $25K 0.01% NEW $20.31 +0.8%
629 VDE VANGUARD ENERGY ETF 167.0 $25K 0.01% NEW $150.28 +19.1%
630 HBANL HUNTINGTN BANCSHARES PFD Financial Services 1,000.0 $25K 0.01% NEW $25.07 +1.0%
631 TPC TUTOR PERINI CORP Industrials 300.0 $25K 0.01% NEW $82.97 +8.9%
632 NNE NANO NUCLEAR ENERGY INC Industrials 1,173.0 $25K 0.01% NEW $21.14 -9.4%
633 TOTALENERGIES SE 317.0 $25K 0.01% NEW $77.76
634 CNI CANADIAN NATL RY CO Industrials 205.0 $24K 0.01% NEW $119.24 +7.0%
635 FIRST TRUST PORTFOLIO LP 2,010.0 $24K 0.01% NEW $12.10
636 AEIS ADVANCED ENERGY INDS INC Industrials 65.0 $24K 0.01% NEW $372.86 -21.1%
637 GUGGENHEIM 1,943.0 $24K 0.01% NEW $12.45
638 CANADIAN PACIFIC KANSAS 277.0 $24K 0.01% NEW $86.63
639 LNG CHENIERE ENERGY INC NEW Energy 100.0 $24K 0.01% NEW $239.01 +14.8%
640 SPDW SPDR PORTFOLIO ETF 474.0 $24K 0.01% NEW $50.39 +2.5%
Page 32 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%