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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 50 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 TCHP T ROWE PRICE ETF 105.0 $5K 0.00% NEW $50.09 +0.6%
982 FIRST TRUST 465.0 $5K 0.00% NEW $11.29
983 PYPL PAYPAL HOLDINGS INC Financial Services 121.0 $5K 0.00% NEW $43.25 +39.7%
984 AIA GROUP LTD 139.0 $5K 0.00% NEW $36.59
985 AIBU DIREXION SHS TR ETF 80.0 $5K 0.00% NEW $63.44 +0.6%
986 BABA ALIBABA GRP HLDG LTD ADR Consumer Cyclical 52.0 $5K 0.00% NEW $97.33 +31.8%
987 IGF ISHARES ETF 75.0 $5K 0.00% NEW $66.60 -1.1%
988 FLAGSTAR BANK N.A 334.0 $5K 0.00% NEW $14.94
989 ITOCHU CORP ADR 430.0 $5K 0.00% NEW $11.40
990 DSV A/S UNSP ADR 41.0 $5K 0.00% NEW $118.88
991 GOVT ISHARES US TREASURY ETF 212.0 $5K 0.00% NEW $22.78 -1.4%
992 MNST MONSTER BEVERAGE CORP Consumer Defensive 50.0 $5K 0.00% NEW $96.12 -50.7%
993 MUENCHENER ADR 428.0 $5K 0.00% NEW $11.20
994 EQWL INVESCO S&P 100 ETF 37.0 $5K 0.00% NEW $129.00 +4.1%
995 FXZ FIRST TRUST MATERIAL ETF 60.0 $5K 0.00% NEW $79.43 +4.5%
996 TECK TECK RESOURCES LTD Basic Materials 80.0 $5K 0.00% NEW $59.45 +7.5%
997 BUI BLACKROCK UTILITIES AND Financial Services 163.0 $5K 0.00% NEW $29.10 -6.6%
998 ADBE ADOBE SYSTEMS INC Technology 23.0 $5K 0.00% NEW $205.00 +28.4%
999 FANUC CORP 206.0 $5K 0.00% NEW $22.88
1000 XNTK STATE STREET SPDR ETF 12.0 $5K 0.00% NEW $392.00 -8.8%
Page 50 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%