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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 47 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 VFC V F CORPORATION Consumer Cyclical 414.0 $7K 0.00% NEW $16.66 -14.1%
922 GUNR FLEXSHARES GLOBAL ETF 138.0 $7K 0.00% NEW $49.54 +9.1%
923 EXR EXTRA SPACE STORAGE INC Real Estate 47.0 $7K 0.00% NEW $145.30 +1.1%
924 LVHD FRANKLIN US LOW ETF 153.0 $7K 0.00% NEW $44.10 +1.2%
925 PPTA PERPETUA RESOURCES CORP Basic Materials 325.0 $7K 0.00% NEW $20.76 +14.6%
926 HEICO CORP NEW 26.0 $7K 0.00% NEW $257.88
927 MGEE MGE ENERGY INC Utilities 82.0 $7K 0.00% NEW $81.54 -0.4%
928 CSW INDUSTRIALS INC 24.0 $7K 0.00% NEW $278.29
929 ALB ALBEMARLE CORP Basic Materials 49.0 $7K 0.00% NEW $135.02 -1.7%
930 FIRST TRUST 565.0 $7K 0.00% NEW $11.62
931 BCE BCE INC Communication Services 303.0 $7K 0.00% NEW $21.58 +8.3%
932 MGV VANGUARD MEGA CAP ETF 40.0 $7K 0.00% NEW $163.45 +3.0%
933 EQUITABLE HLDGS 4.3 PFD 400.0 $7K 0.00% NEW $16.32
934 GH GUARDANT HEALTH INC Healthcare 43.0 $6K 0.00% NEW $150.02 +6.7%
935 MSTR STRATEGY INC CL A Technology 74.0 $6K 0.00% NEW $86.92 +6.4%
936 JNK STATE STREET SPDR ETF 66.0 $6K 0.00% NEW $96.36 -0.6%
937 HUM HUMANA INC Healthcare 16.0 $6K 0.00% NEW $397.12 -3.8%
938 RR RICHTECH ROBOTICS INC Industrials 3,000.0 $6K 0.00% NEW $2.11 -23.7%
939 CALF PACER FDS TR ETF 124.0 $6K 0.00% NEW $50.70 +11.5%
940 ES EVERSOURCE ENERGY Utilities 87.0 $6K 0.00% NEW $72.23 -0.0%
Page 47 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%