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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 37 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 JBT MAREL CORP 117.0 $17K 0.01% NEW $145.00
722 CTSH COGNIZANT TECHNOLOGY Technology 436.0 $17K 0.01% NEW $38.72 +49.2%
723 FIRST TRUST 1,605.0 $17K 0.01% NEW $10.52
724 FIRST TRUST 1,597.0 $17K 0.01% NEW $10.48
725 IGM ISHARES ETF 101.0 $17K 0.01% NEW $163.57 -2.0%
726 FIRST TRUST PORTFOLIO LP 1,538.0 $16K 0.01% NEW $10.63
727 EXC EXELON CORPORATION Utilities 350.0 $16K 0.01% NEW $46.62 -2.8%
728 HITACHI LTD ADR 588.0 $16K 0.01% NEW $27.65
729 VCIT VANGUARD INTERMEDIATEETF 196.0 $16K 0.01% NEW $82.65 -1.9%
730 SMTC SEMTECH CORP Technology 100.0 $16K 0.01% NEW $161.85 -16.4%
731 CPT CAMDEN PROPERTY TRUST Real Estate 141.0 $16K 0.01% NEW $114.48 -6.3%
732 JFR NUVEEN FLOATING RATE Financial Services 2,100.0 $16K 0.01% NEW $7.67 -0.4%
733 BLDR BUILDERS FIRSTSOURCE INC Industrials 180.0 $16K 0.01% NEW $89.47 -24.4%
734 ROIV ROIVANT SCIENCES LTD Healthcare 455.0 $16K 0.01% NEW $35.39 +5.6%
735 TSCO TRACTOR SUPPLY COMPANY Consumer Cyclical 507.0 $16K 0.01% NEW $31.64 +9.8%
736 IREN IREN LTD Financial Services 350.0 $16K 0.01% NEW $45.73 -8.2%
737 FIRST TRUST 1,584.0 $16K 0.01% NEW $10.09
738 EXP EAGLE MATERIALS INC Basic Materials 71.0 $16K 0.01% NEW $225.00 -10.9%
739 FIRST TRUST PORTFOLIO LP 1,486.0 $16K 0.01% NEW $10.74
740 IXUS ISHARES CORE MSCI ETF 166.0 $16K 0.01% NEW $95.44 +1.1%
Page 37 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%