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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 Chg
Recent Activity
Exited
0%
$1.854M
1,953 shares@ $949.48 avg price
XSDSpdr S&p Semicondctr Etf
Recent Activity
Exited
0%
$1.123M
4,676 shares@ $240.26 avg price
9128⤦Us Treasury
Recent Activity
Exited
0%
$652,013
655,000 shares@ $1.0 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$576,958
707 shares@ $816.07 avg price
9128⤦Us Treasury Wi
Recent Activity
Exited
0%
$459,660
464,000 shares@ $1.0 avg price
9128⤦Us Treasury
Recent Activity
Exited
0%
$451,666
457,000 shares@ $0.99 avg price
5340⤦Lincoln Natl Life Ins Co
Recent Activity
Exited
0%
$391,195
250,000 shares@ $1.57 avg price
XLRESelect Sector Spdr Etf
Recent Activity
Exited
0%
$388,003
8,686 shares@ $44.67 avg price
9128⤦Us Treasury
Recent Activity
Exited
0%
$370,965
372,000 shares@ $1.0 avg price
INDAIshares Msci India Etf
Recent Activity
Exited
0%
$338,359
5,781 shares@ $58.53 avg price