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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 44 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 ARKG ARK ETF TR ETF 217.0 $9K 0.00% NEW $42.06 +2.7%
862 RSPN INVESCO TR ETF 141.0 $9K 0.00% NEW $63.99 -0.5%
863 HONG KONG EXCHANGES AND 194.0 $9K 0.00% NEW $46.28
864 IMAX IMAX CORP Communication Services 225.0 $9K 0.00% NEW $39.86 +26.8%
865 FITBO FIFTH THIRD 4.95 PFD Financial Services 500.0 $9K 0.00% NEW $17.90 +0.3%
866 AGIO AGIOS PHARMACEUTICALS Healthcare 241.0 $9K 0.00% NEW $37.11 -7.3%
867 OTIS OTIS WORLDWIDE CORP Industrials 124.0 $9K 0.00% NEW $71.93 -2.2%
868 SBAC SBA COMMUNICATIONS CORP Real Estate 50.0 $9K 0.00% NEW $176.40 +2.8%
869 BLOCK INC CL A 116.0 $9K 0.00% NEW $76.00
870 BITS GLOBAL X FDS ETF 155.0 $9K 0.00% NEW $56.67 -2.8%
871 JBND JPMORGAN TR ACTIVE ETF 164.0 $9K 0.00% NEW $53.50 -1.6%
872 HTRB HARTFORD FDS ETF 260.0 $9K 0.00% NEW $33.73 -1.4%
873 LYFT LYFT INC Technology 600.0 $9K 0.00% NEW $14.61 +15.9%
874 PATH UIPATH INC CL A Technology 800.0 $9K 0.00% NEW $10.87 +43.3%
875 NOK NOKIA CORP SPONSORED Technology 646.0 $9K 0.00% NEW $13.28 -21.8%
876 SOLV SOLVENTUM CORP Healthcare 111.0 $9K 0.00% NEW $77.08 +13.5%
877 ROBT FIRST TR ETF 150.0 $8K 0.00% NEW $56.26 +4.3%
878 FCFS FIRSTCASH HOLDINGS INC Financial Services 39.0 $8K 0.00% NEW $216.31 -1.6%
879 TDK CORP-SPONSORED ADR 377.0 $8K 0.00% NEW $22.36
880 VEU VANGUARD INTL EQTY ETF 100.0 $8K 0.00% NEW $83.75 +0.8%
Page 44 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%