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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
RDVYFirst Trust Rising Etf
Recent Activity
Increased 102.31%
0.74%
$3.625M
61,301 shares@ $59.14 avg price
CTASCintas Corp
Recent Activity
Increased 44.74%
0.71%
$3.498M
19,147 shares@ $182.7 avg price
ADPAutomatic Data
Recent Activity
Increased 35.49%
0.7%
$3.461M
11,822 shares@ $292.73 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 37.69%
0.69%
$3.383M
9,616 shares@ $351.78 avg price
TXNTexas Instruments Inc
Recent Activity
Increased 36.77%
0.68%
$3.321M
17,710 shares@ $187.51 avg price
LINLinde Plc New
Recent Activity
Increased 25.37%
0.66%
$3.227M
7,709 shares@ $418.66 avg price
GOOGLAlphabet Inc Voting
Recent Activity
Increased 58.54%
0.64%
$3.154M
16,660 shares@ $189.3 avg price
GWWGrainger W W Inc
Recent Activity
Increased 49.88%
0.64%
$3.145M
2,984 shares@ $1054.03 avg price
SYKStryker Corp
Recent Activity
Increased 50.08%
0.64%
$3.145M
8,733 shares@ $360.12 avg price
ITWIllinois Tool Works Inc
Recent Activity
Increased 62.62%
0.64%
$3.126M
12,331 shares@ $253.55 avg price