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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 34 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 RPRX ROYALTY PHARMA PLC Healthcare 393.0 $22K 0.01% NEW $56.07 +10.1%
662 FIRST TRUST 2,003.0 $22K 0.01% NEW $10.99
663 BABCOCK & WILCX 7.75 PFD 1,000.0 $22K 0.01% NEW $22.02
664 FIRST TRUST 1,232.0 $22K 0.01% NEW $17.72
665 SPEM SPDR PORTFOLIO ETF 418.0 $22K 0.01% NEW $51.78 +0.5%
666 DOC HEALTHPEAK PPTYS INC Real Estate 1,003.0 $21K 0.01% NEW $21.40 -3.0%
667 FIRST TRUST 2,134.0 $21K 0.01% NEW $10.01
668 SPLV INVESCO TR II ETF 285.0 $21K 0.01% NEW $74.90 +1.4%
669 SCZ ISHARES MSCI EAFE ETF 256.0 $21K 0.01% NEW $82.58 +4.3%
670 CARR CARRIER GLOBAL CORP Industrials 285.0 $21K 0.01% NEW $73.36 -16.6%
671 FTXO FIRST TR EXCHANGE ETF 500.0 $21K 0.01% NEW $41.33 +2.2%
672 AWI ARMSTRONG WORLD Industrials 128.0 $21K 0.01% NEW $160.41 +11.3%
673 CRITICAL METALS CORP 2,000.0 $20K 0.01% NEW $10.25
674 JXI ISHARES ETF 240.0 $20K 0.01% NEW $84.97 -2.3%
675 IGV ISHARES ETF 225.0 $20K 0.01% NEW $90.60 +13.5%
676 SUI SUN COMMUNITIES INC Real Estate 170.0 $20K 0.01% NEW $119.89 +1.8%
677 FROG JFROG LTD Technology 224.0 $20K 0.01% NEW $90.88 +0.4%
678 RQI COHEN & STEERS QUALITY Financial Services 1,651.0 $20K 0.01% NEW $12.31 +0.8%
679 WTRG ESSENTIAL UTILS INC Utilities 530.0 $20K 0.01% NEW $38.32 +7.1%
680 CME CME GROUP INC Financial Services 92.0 $20K 0.01% NEW $220.73 +20.9%
Page 34 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%