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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 36 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 FIRST TRUST 1,798.0 $18K 0.01% NEW $10.24
702 INVESCO 1,400.0 $18K 0.01% NEW $13.13
703 DY DYCOM INDUSTRIES INC Industrials 36.0 $18K 0.01% NEW $505.56 -18.0%
704 FIRST TRUST 1,700.0 $18K 0.01% NEW $10.71
705 SYY SYSCO CORPORATION Consumer Defensive 217.0 $18K 0.01% NEW $83.58 -1.9%
706 VOE VANGUARD MID-CAP VAL ETF 91.0 $18K 0.01% NEW $199.05 +5.0%
707 BTCO INVESCO GALAXY ETF Financial Services 309.0 $18K 0.01% NEW $58.39 +10.1%
708 FLCA FRANKLIN TEMPLETON ETF 348.0 $18K 0.01% NEW $51.47 +6.7%
709 ENGIE SPON ADR 565.0 $18K 0.01% NEW $31.52
710 HBAN HUNTINGTON BANCSHRES INC Financial Services 1,000.0 $18K 0.01% NEW $17.73 -0.4%
711 PPG P P G INDUSTRIES INC Basic Materials 146.0 $18K 0.01% NEW $121.27 -7.0%
712 TRGP TARGA RESOURCES CORP Energy 66.0 $18K 0.01% NEW $268.09 +11.1%
713 BBAX J P MORGAN ETF 295.0 $18K 0.01% NEW $59.86 +6.9%
714 INVH INVITATION HOMES INC Real Estate 583.0 $18K 0.01% NEW $30.20 -1.6%
715 FIRST TRUST 1,355.0 $18K 0.01% NEW $12.94
716 EWY ISHARES MSCI SOUTH ETF 86.0 $17K 0.01% NEW $201.88 -15.8%
717 CGMS CAPITAL GRP US ETF 635.0 $17K 0.01% NEW $27.33 -0.7%
718 ROBO ROBO GLOBAL ROBOTICS ETF 200.0 $17K 0.01% NEW $85.66 -4.5%
719 BAH BOOZ ALLEN HAMILTON Industrials 282.0 $17K 0.01% NEW $60.67 +24.9%
720 BLD TOPBUILD CORP CHG Industrials 48.0 $17K 0.01% NEW $354.50 +0.0%
Page 36 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%