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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 39 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 PFFA ETFIS SER TR I ETF 700.0 $14K 0.01% NEW $20.57 +2.1%
762 LSTR LANDSTAR SYSTEMS INC Industrials 69.0 $14K 0.01% NEW $206.80 -10.0%
763 EPIROC AKTIEBOLAG ADR 519.0 $14K 0.01% NEW $27.42
764 MTD METTLER-TOLEDO INTL IN Healthcare 11.0 $14K 0.01% NEW $1277.45 +9.6%
765 NTRS NORTHERN TRUST CORP Financial Services 80.0 $14K 0.01% NEW $173.82 +9.6%
766 FIRST TRUST 953.0 $14K 0.01% NEW $14.51
767 XPO XPO INC Industrials 67.0 $14K 0.01% NEW $205.25 -1.2%
768 CMS ENERGY 4.2 PFD 800.0 $14K 0.01% NEW $17.06
769 OKTA OKTA INC Technology 100.0 $14K 0.01% NEW $136.45 +5.5%
770 STT STATE STR CORP Financial Services 80.0 $14K 0.01% NEW $170.32 +12.6%
771 SMG SCOTTS MIRACLE-GRO CO Basic Materials 200.0 $14K 0.01% NEW $68.11 -12.6%
772 BAE SYSTEMS PLACE 139.0 $14K 0.01% NEW $97.95
773 AXON AXON ENTERPRISE INC Industrials 24.0 $13K 0.01% NEW $560.54 +10.6%
774 CHI CALAMOS CONVERTIBLE Financial Services 1,000.0 $13K 0.01% NEW $13.44 -2.5%
775 VIOV VANGUARD S&P ETF 114.0 $13K 0.01% NEW $117.32 +1.1%
776 RCL ROYAL CARIBBEAN Consumer Cyclical 42.0 $13K 0.01% NEW $317.50 -5.5%
777 BEN FRANKLIN RESOURCES INC Financial Services 400.0 $13K 0.01% NEW $33.27 +2.2%
778 IGA VOYA GLOBAL ADVANTAGE & Financial Services 1,338.0 $13K 0.01% NEW $9.90 +5.3%
779 TBLD THORNBURG INCOME BLDR Financial Services 600.0 $13K 0.01% NEW $22.07 -0.2%
780 FIRST TRUST PORT LP 1,280.0 $13K 0.01% NEW $10.33
Page 39 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%