Stephanie West

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

Latest period2024 - Q4

Reported5d ago

Managed Assets$494.663M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
7865⤦Safra National Bank Cd Recent Activity Exited	0%	$257,751 256,000 shares@ $1.01 avg price	Exited
8404⤦South Story Bank & Tr Cd Recent Activity Exited	0%	$251,147 250,000 shares@ $1.01 avg price	Exited
6840⤦Optus Bank Cd Recent Activity Exited	0%	$250,727 250,000 shares@ $1.01 avg price	Exited
6042⤦Minnwest Bank Mv Cd Recent Activity Exited	0%	$250,605 250,000 shares@ $1.01 avg price	Exited
0665⤦Bankwell Bank Cd Recent Activity Exited	0%	$250,502 250,000 shares@ $1.01 avg price	Exited
2275⤦Cross River Bank Cd Recent Activity Exited	0%	$250,455 250,000 shares@ $1.01 avg price	Exited
8438⤦Southern States Bank Cd Recent Activity Exited	0%	$250,450 250,000 shares@ $1.01 avg price	Exited
9615⤦Weststar Bank Cd Recent Activity Exited	0%	$250,435 250,000 shares@ $1.01 avg price	Exited
8286⤦Simmons Bank Pine Blu Cd Recent Activity Exited	0%	$250,402 250,000 shares@ $1.01 avg price	Exited
4512⤦Idaho First Bank Cd Recent Activity Exited	0%	$250,392 250,000 shares@ $1.01 avg price	Exited