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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 42 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 BLOK AMPLIFY ETF TR ETF 177.0 $11K 0.00% NEW $62.80 -5.7%
822 ACN ACCENTURE PLC IRELAND Technology 89.0 $11K 0.00% NEW $124.38 +39.0%
823 NKE NIKE INC CLASS B Consumer Cyclical 269.0 $11K 0.00% NEW $41.12 -2.6%
824 IEO ISHARES ETF 100.0 $11K 0.00% NEW $109.83 +22.4%
825 DT DYNATRACE INC Technology 250.0 $11K 0.00% NEW $43.91 +12.2%
826 TIP ISHARES TIP BOND ETF 100.0 $11K 0.00% NEW $109.43 -2.2%
827 XLI INDUSTRIAL SELECT ETF 59.0 $11K 0.00% NEW $185.22 -0.9%
828 QS QUANTUMSCAPE CORP Consumer Cyclical 1,445.0 $11K 0.00% NEW $7.56 -23.8%
829 IONQ IONQ INC Technology 200.0 $11K 0.00% NEW $53.26 -17.2%
830 FIRST TRUST PORTFLIOS LP 991.0 $11K 0.00% NEW $10.73
831 FSLR FIRST SOLAR INC Energy 45.0 $11K 0.00% NEW $235.96 -6.8%
832 TTD TRADE DESK INC/THE Technology 583.0 $11K 0.00% NEW $18.08 -25.8%
833 WEBSTER FINL CRP5.25 PFD 500.0 $10K 0.00% NEW $20.83
834 TMUS T-MOBILE US INC Communication Services 62.0 $10K 0.00% NEW $167.71 +9.0%
835 ZION ZIONS BANCORP Financial Services 150.0 $10K 0.00% NEW $69.19 +2.5%
836 IVLU ISHARES TR ETF 246.0 $10K 0.00% NEW $41.82 +4.9%
837 TENCENT HOLDINGS LTD- 186.0 $10K 0.00% NEW $55.22
838 SDOG ALPS TRUST ETF 150.0 $10K 0.00% NEW $68.22 +7.7%
839 FCEF FIRST TR ETF 424.0 $10K 0.00% NEW $24.07 +0.3%
840 ANET ARISTA NETWORKS INC NEW Technology 60.0 $10K 0.00% NEW $169.87 +13.7%
Page 42 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%