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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 52 of 62  ·  1,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 FFIN FIRST FINL BANKSHARES Financial Services 112.0 $4K 0.00% NEW $34.60 -0.2%
1022 IQVIA HLDGS INC 20.0 $4K 0.00% NEW $193.20
1023 XFLT XAI FLOATING RATE & Financial Services 220.0 $4K 0.00% NEW $17.55 +10.2%
1024 IP INTERNATIONAL PAPER CO Consumer Cyclical 100.0 $4K 0.00% NEW $38.10 +5.6%
1025 UGA UNITED STATES ETF Financial Services 37.0 $4K 0.00% NEW $102.95 +21.5%
1026 PRF INVESCO ETF 70.0 $4K 0.00% NEW $54.03 +3.8%
1027 IEI ISHARES ETF 32.0 $4K 0.00% NEW $117.44 -0.7%
1028 SPARK NEW ZEALAND ADR 700.0 $4K 0.00% NEW $5.31
1029 MAR MARRIOTT INTL INC NEW Consumer Cyclical 10.0 $4K 0.00% NEW $370.40 -3.2%
1030 ROYAL KPN N V 739.0 $4K 0.00% NEW $5.00
1031 FMAG FIDELITY TR ETF 100.0 $4K 0.00% NEW $36.77 -0.5%
1032 SPOT SPOTIFY TECHNOLOGY S A Communication Services 8.0 $4K 0.00% NEW $459.00 +13.8%
1033 FIRST TRUST 334.0 $4K 0.00% NEW $10.93
1034 CBOE CBOE GLOBAL MARKETS INC Financial Services 15.0 $4K 0.00% NEW $242.67 +21.8%
1035 BROOKFIELD ASST MGMT 80.0 $4K 0.00% NEW $44.85
1036 SPMD STATE STREET SPDR ETF 52.0 $4K 0.00% NEW $67.56 +0.5%
1037 XBI STATE STREET SPDR ETF 22.0 $3K 0.00% NEW $158.23 +0.6%
1038 CWEN CLEARWAY ENERGY INC Utilities 100.0 $3K 0.00% NEW $34.18 -2.7%
1039 WY WEYERHAEUSER CO Real Estate 142.0 $3K 0.00% NEW $23.94 -1.4%
1040 FIRST TRUST 333.0 $3K 0.00% NEW $10.02
Page 52 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%