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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 45 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 EQIX EQUINIX INC Real Estate 8.0 $8K 0.00% NEW $1042.12 +4.1%
882 ARKK ARK ETF TR ETF 103.0 $8K 0.00% NEW $80.80 -2.0%
883 IWO ISHARES ETF 21.0 $8K 0.00% NEW $393.95 -1.5%
884 TNA DIREXION SHS TR ETF 110.0 $8K 0.00% NEW $75.11 -2.2%
885 FIRST TRUST 785.0 $8K 0.00% NEW $10.51
886 TCAF T ROWE PRICE ETF 200.0 $8K 0.00% NEW $41.10 +2.8%
887 DANONE 494.0 $8K 0.00% NEW $16.34
888 FIS FIDELITY NATIONAL Technology 206.0 $8K 0.00% NEW $38.86 +5.4%
889 SUZUKI MOTOR CORP ADR 165.0 $8K 0.00% NEW $48.41
890 VLTO VERALTO CORPORATION Industrials 89.0 $8K 0.00% NEW $89.17 +7.7%
891 HPF JOHN HANCOCK PFD Financial Services 500.0 $8K 0.00% NEW $15.87 -0.6%
892 ETHW BITWISE ETHEREUM ETF Financial Services 700.0 $8K 0.00% NEW $11.28 +21.2%
893 IDXX IDEXX LABORATORIES INC Healthcare 15.0 $8K 0.00% NEW $526.33 +5.1%
894 ITOT ISHARES CORE S&P TOT ETF 48.0 $8K 0.00% NEW $164.25 +2.5%
895 TPL TEXAS PAC LD CORP Energy 18.0 $8K 0.00% NEW $437.61 -16.5%
896 FIRST TRUST 522.0 $8K 0.00% NEW $15.08
897 BTGD TIDAL TR II ETF 406.0 $8K 0.00% NEW $19.31 +16.2%
898 IWN ISHARES ETF 35.0 $8K 0.00% NEW $221.20 +1.5%
899 COPP SPROTT FDS TR COPPER ETF 200.0 $8K 0.00% NEW $38.30 +7.5%
900 TFLR T ROWE PRICE ETF 150.0 $8K 0.00% NEW $50.72 +0.0%
Page 45 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%