test

Stephanie West

@Thurston, Springer, Miller, Herd & Titak, Inc.

Latest period2024 - Q4ReportedManaged Assets$494.663MTotal holdings1345
Assets growth rate36.32%Assets growth rate (2-Q avg)24.6%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Thurston, Springer, Miller, Herd & Titak, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1345 positions.

Assets under management

The assets under management (AUM) of Thurston, Springer, Miller, Herd & Titak, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 494.663M in assets, with a quarterly growth rate of 36.32% and a 2-quarter average growth rate of 24.6%. The portfolio is managed by Stephanie West, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock Inc Com New
Recent Activity
New Position
0.55%
$2.689M
2,623 shares@ $1025.08 avg price
SSentinelone Inc Cl A
Recent Activity
New Position
0.2%
$944,032
42,524 shares@ $22.2 avg price
TNADirexionshares Small Etf
Recent Activity
New Position
0.17%
$814,392
19,445 shares@ $41.89 avg price
LRCXLam Resh Corp
Recent Activity
New Position
0.15%
$705,305
9,765 shares@ $72.23 avg price
SUMSummit Materials Inc
Recent Activity
New Position
0.15%
$703,638
13,907 shares@ $50.6 avg price
PRCTProcept Biorobotics Corp
Recent Activity
New Position
0.1%
$452,860
5,625 shares@ $80.51 avg price
IGAVoya Global Advantage &
Recent Activity
New Position
0.09%
$398,102
43,272 shares@ $9.2 avg price
QABAFirst Tr Nasdaq Aba Etf
Recent Activity
New Position
0.08%
$389,359
7,009 shares@ $55.56 avg price
CLDLDirexion Shs Tr Etf
Recent Activity
New Position
0.05%
$244,591
17,893 shares@ $13.67 avg price
TLNTalen Energy Corp New
Recent Activity
New Position
0.05%
$240,335
1,193 shares@ $201.46 avg price