account_balance
Investment manager · 13F filer · SEC CIK 319933
Thurston, Springer, Miller, Herd & Titak, Inc.
Reported value$275Mas of Jun 30, 2026
Positions1,236 134 new, 220 sold out
Top 10 weight19.5%AAPL alone is 3%
FiledJul 88 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc
3.1%Added +3%
MSFTMicrosoft Corp
2.9%Added +30%
NVDANvidia Corp
2.6%Added +3%
LLYEli Lilly & Co
2.2%Added +44%
ORCLOracle Corporation
2.0%Added +829%
RDVYFirst Trust Rising ETF
1.7%Added +7%
BRK-BBerkshire Hathaway Inc
1.3%Added +13%
IVViShares Core S&P 500 ETF
1.3%Added +4%
AMZNAmazon Com Inc
1.3%Added +16%
AVGOBroadcom Inc
1.3%Added +10%
VUGVanguard Growth ETF
1.2%Added +508%
SPYState Street SPDR ETF
1.1%Added +32%
AAPLApple Inc
3.1%Added +3%
MSFTMicrosoft Corp
2.9%Added +30%
NVDANvidia Corp
2.6%Added +3%
LLYEli Lilly & Co
2.2%Added +44%
ORCLOracle Corporation
2.0%Added +829%
RDVY1.7%
BRK-B1.3%IVV1.3%
AMZN1.3%AVGO1.3%VUG1.2%
SPY1.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc 3.1% Added +3%MSFT Microsoft Corp 2.9% Added +30%NVDA Nvidia Corp 2.6% Added +3%LLY Eli Lilly & Co 2.2% Added +44%ORCL Oracle Corporation 2.0% Added +829%
RDVY First Trust Rising ETF 1.7% Added +7%
BRK-B Berkshire Hathaway Inc 1.3% Added +13%IVV iShares Core S&P 500 ETF 1.3% Added +4%
AMZN Amazon Com Inc 1.3% Added +16%AVGO Broadcom Inc 1.3% Added +10%VUG Vanguard Growth ETF 1.2% Added +508%
SPY State Street SPDR ETF 1.1% Added +32%What changed