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 33 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 PPL PPL CORPORATION Utilities 657.0 $24K 0.01% NEW $36.34 -2.3%
642 FIRST TRUST PORTFOLIO LP 1,887.0 $24K 0.01% NEW $12.56
643 BR BROADRIDGE FINANCIAL Technology 172.0 $24K 0.01% NEW $136.93 +28.6%
644 FIRST TRUST PORTFOLIO LP 1,564.0 $24K 0.01% NEW $15.03
645 DEUS XTRACKERS RUSSELL ETF 360.0 $24K 0.01% NEW $65.30 +4.1%
646 YUM YUM BRANDS INC Consumer Cyclical 147.0 $23K 0.01% NEW $159.85 -8.7%
647 URA GLOBAL X FDS ETF 535.0 $23K 0.01% NEW $43.70 +3.0%
648 ED CONSOLIDATED EDISON INC Utilities 209.0 $23K 0.01% NEW $111.05 -2.7%
649 LITE LUMENTUM HOLDINGS INC Technology 27.0 $23K 0.01% NEW $858.04 -3.5%
650 DBS GROUP HOLDINGS 114.0 $23K 0.01% NEW $202.89
651 KEY KEYCORP NEW Financial Services 1,000.0 $23K 0.01% NEW $23.05 -4.1%
652 CBSH COMMERCE BANCSHARES INC Financial Services 396.0 $23K 0.01% NEW $57.74 +2.0%
653 MZTI MARZETTI COMPANY Consumer Defensive 200.0 $23K 0.01% NEW $114.16 +2.4%
654 FNOV FIRST TR VIII ETF 390.0 $23K 0.01% NEW $58.49 +2.1%
655 HGER HARBOR TR ETF 777.0 $23K 0.01% NEW $29.34 +18.1%
656 GEHC GE HEALTHCARE TECHS Healthcare 355.0 $23K 0.01% NEW $64.07 +16.5%
657 NVO NOVO NORDISK A S ADR Healthcare 472.0 $23K 0.01% NEW $47.94 -3.0%
658 CVNA CARVANA CO Consumer Cyclical 340.0 $22K 0.01% NEW $65.82 +7.0%
659 AWK AMERICAN WATER WORKS CO Utilities 169.0 $22K 0.01% NEW $131.56 +5.4%
660 FIRST TRUST 2,074.0 $22K 0.01% NEW $10.64
Page 33 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%