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
3376⤦Firstbank Of Nebraska Cd Recent Activity Exited	0%	$250,325 250,000 shares@ $1.01 avg price	Exited
0737⤦Beal Bank Usa Cd Recent Activity Exited	0%	$250,297 250,000 shares@ $1.01 avg price	Exited
1598⤦Charles Schwab Bk Ssb Cd Recent Activity Exited	0%	$250,277 250,000 shares@ $1.01 avg price	Exited
3364⤦First State Bk Dequee Cd Recent Activity Exited	0%	$250,275 250,000 shares@ $1.01 avg price	Exited
1271⤦Cache Valley Bank Cd Recent Activity Exited	0%	$250,262 250,000 shares@ $1.01 avg price	Exited
6640⤦Northeast Bank Cd Recent Activity Exited	0%	$250,262 250,000 shares@ $1.01 avg price	Exited
1244⤦Byline Bank Cd Recent Activity Exited	0%	$250,222 250,000 shares@ $1.01 avg price	Exited
0642⤦Bank Of China New Yor Cd Recent Activity Exited	0%	$250,175 250,000 shares@ $1.01 avg price	Exited
0605⤦Bank Of America Na Cd Recent Activity Exited	0%	$250,147 250,000 shares@ $1.01 avg price	Exited
7597⤦Renasant Bk Tupelo Ms Cd Recent Activity Exited	0%	$250,140 250,000 shares@ $1.01 avg price	Exited