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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 40 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 AIRBUS SE ADR 237.0 $13K 0.01% NEW $55.60
782 SDY ST STR SPDR S&P DIV ETF 86.0 $13K 0.01% NEW $153.20 +2.9%
783 IJK ISHARES S&P MIDCAP ETF 112.0 $13K 0.01% NEW $117.50 -0.6%
784 FIRST TRUST 1,139.0 $13K 0.01% NEW $11.42
785 FITBM FIFTH THIRD VAR PFD 500.0 $13K 0.01% NEW $25.90
786 BANK AMER CORP 5.375PFD 600.0 $13K 0.01% NEW $21.47
787 RCAT RED CAT HOLDINGS INC Technology 1,200.0 $13K 0.01% NEW $10.65 -4.2%
788 MGA MAGNA INTL INC CL A Consumer Cyclical 193.0 $13K 0.01% NEW $65.97 +6.5%
789 MORGAN STANLEY 4.25 PFD 750.0 $13K 0.01% NEW $16.97
790 KHC KRAFT HEINZ CO Consumer Defensive 538.0 $13K 0.01% NEW $23.62 +5.1%
791 JP MORGAN SER EE PFD 500.0 $13K 0.01% NEW $25.29
792 INFY INFOSYS LTD SP ADR Technology 1,200.0 $13K 0.01% NEW $10.49 +12.8%
793 TOST TOAST INC Technology 450.0 $13K 0.01% NEW $27.82 +25.6%
794 L'OREAL CO ADR 142.0 $12K 0.01% NEW $87.70
795 MDA MDA SPACE LTD Technology 300.0 $12K 0.01% NEW $41.28 -17.6%
796 BTC GRAYSCALE BITCOIN ETF Financial Services 475.0 $12K 0.00% NEW $25.95 +10.1%
797 BARON TR ETF 500.0 $12K 0.00% NEW $24.40
798 IBERDROLA SA-SPONSORED 121.0 $12K 0.00% NEW $99.89
799 DNB BANK ASA ADR 406.0 $12K 0.00% NEW $29.76
800 GSLC GOLDMAN SACHS ETF TR ETF 85.0 $12K 0.00% NEW $141.88 +3.5%
Page 40 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%