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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
AVGOBroadcom Inc
Recent Activity
Increased 33.85%
1.24%
$6.112M
26,364 shares@ $231.85 avg price
BRK.BBerkshire Hathaway Inc
Recent Activity
Increased 12.97%
0.92%
$4.521M
9,974 shares@ $453.27 avg price
METAMeta Platforms Inc
Recent Activity
Increased 241.69%
0.91%
$4.473M
7,640 shares@ $585.53 avg price
WMTWalmart Inc
Recent Activity
Increased 43.68%
0.9%
$4.406M
48,767 shares@ $90.36 avg price
HDHome Depot Inc
Recent Activity
Increased 29.02%
0.87%
$4.277M
10,991 shares@ $389.15 avg price
PGProcter & Gamble Co
Recent Activity
Increased 47.04%
0.86%
$4.245M
25,322 shares@ $167.65 avg price
PAYXPaychex Inc
Recent Activity
Increased 43.36%
0.77%
$3.764M
26,845 shares@ $140.22 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 50.24%
0.76%
$3.757M
4,100 shares@ $916.42 avg price
MCDMcdonalds Corp
Recent Activity
Increased 45.95%
0.76%
$3.74M
12,899 shares@ $289.93 avg price
CSCOCisco Systems Inc
Recent Activity
Increased 44.35%
0.75%
$3.683M
62,213 shares@ $59.2 avg price