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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 38 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 ET ENERGY TRANSFER LP Energy 828.0 $16K 0.01% NEW $19.12 +12.0%
742 FTCS FIRST TRUST CAPITAL ETF 167.0 $16K 0.01% NEW $94.35 +6.9%
743 KEYS KEYSIGHT TECHS INC Technology 45.0 $16K 0.01% NEW $350.07 -2.5%
744 KIE STATE STREET SPDR ETF 258.0 $16K 0.01% NEW $60.99 +4.0%
745 ADVISORS ASSET MGMT 1,156.0 $16K 0.01% NEW $13.58
746 WDAY WORKDAY INC Technology 128.0 $16K 0.01% NEW $122.41 +55.7%
747 FIRST TRUST 1,486.0 $16K 0.01% NEW $10.49
748 FIRST TRUST 1,352.0 $15K 0.01% NEW $11.44
749 FIRST TRUST PORT LP 1,486.0 $15K 0.01% NEW $10.34
750 PSA PUBLIC STORAGE INC Real Estate 48.0 $15K 0.01% NEW $318.27 +1.5%
751 CDP COPT DEFENSE PROPERTIES Real Estate 419.0 $15K 0.01% NEW $36.39 +1.3%
752 SPYV STATE STREET SPDR ETF 250.0 $15K 0.01% NEW $60.79 +4.3%
753 IOT SAMSARA INC Technology 466.0 $15K 0.01% NEW $32.43 +22.1%
754 VICI VICI PPTYS INC Real Estate 567.0 $15K 0.01% NEW $26.53 -2.4%
755 FIRST TRUST 1,486.0 $15K 0.01% NEW $10.12
756 MCO MOODY'S CORP Financial Services 33.0 $15K 0.01% NEW $452.85 +7.3%
757 SEABRIDGE GOLD INC NEW 572.0 $15K 0.01% NEW $25.74
758 FIRST TRUST 1,266.0 $15K 0.01% NEW $11.52
759 AOD ABRDN TOTAL DYNAMIC Financial Services 1,410.0 $15K 0.01% NEW $10.31 +3.2%
760 SKYY FIRST TRUST CLOUD ETF 107.0 $14K 0.01% NEW $135.40 +19.2%
Page 38 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%