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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 41 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 SOLS SOLSTICE ADVANCED Basic Materials 136.0 $12K 0.00% NEW $88.59 -32.2%
802 GGG GRACO INCORPORATED COM Industrials 159.0 $12K 0.00% NEW $75.60 +7.2%
803 LONDON STOCK ADR 442.0 $12K 0.00% NEW $27.06
804 RF REGIONS FINANCIAL CORP Financial Services 396.0 $12K 0.00% NEW $30.20 +5.0%
805 AIR LIQUIDE ADR 300.0 $12K 0.00% NEW $39.48
806 DIGITAL REALTY TRUST PFD 600.0 $12K 0.00% NEW $19.67
807 TEM TEMPUS AI INC CL A Healthcare 202.0 $12K 0.00% NEW $57.93 -14.8%
808 FLOT ISHARES ETF 229.0 $12K 0.00% NEW $51.05 -0.2%
809 IDV ISHARES ETF 280.0 $12K 0.00% NEW $41.43 +7.6%
810 MKC MC CORMICK & CO INC Consumer Defensive 230.0 $12K 0.00% NEW $50.40 +9.7%
811 GNR SPDR S&P GLOBAL ETF 170.0 $11K 0.00% NEW $67.31 +11.8%
812 IWP ISHARES ETF 78.0 $11K 0.00% NEW $146.40 -1.4%
813 FIRST TRUST 991.0 $11K 0.00% NEW $11.50
814 AT&T INC 5 PERPTL 600.0 $11K 0.00% NEW $18.91
815 GRNY FUNDSTRAT GRANNY ETF 410.0 $11K 0.00% NEW $27.65 +0.3%
816 ADVISORS ASSET MGMT 1,004.0 $11K 0.00% NEW $11.25
817 FIRST TRUST 991.0 $11K 0.00% NEW $11.35
818 TOKYO ELECTRON LTD-UNSPN 46.0 $11K 0.00% NEW $243.00
819 BTI BRITISH AMERN TOB PLC Consumer Defensive 181.0 $11K 0.00% NEW $61.75 -8.7%
820 OIH VANECK ETF TRUST ETF 30.0 $11K 0.00% NEW $372.00 +13.0%
Page 41 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%