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
5544⤦Machias Savings Bank Cd Recent Activity Exited	0%	$250,127 250,000 shares@ $1.01 avg price	Exited
5395⤦Locality Bank Cd Recent Activity Exited	0%	$250,125 250,000 shares@ $1.01 avg price	Exited
2991⤦Evans Bank Na Cd Recent Activity Exited	0%	$250,122 250,000 shares@ $1.01 avg price	Exited
9528⤦West Gate Bk Lincoln Cd Recent Activity Exited	0%	$250,105 250,000 shares@ $1.01 avg price	Exited
5528⤦Mcnb Bank And Tr Co Cd Recent Activity Exited	0%	$250,092 250,000 shares@ $1.01 avg price	Exited
4188⤦Hatch Bank Cd Recent Activity Exited	0%	$250,087 250,000 shares@ $1.01 avg price	Exited
9576⤦Western Alliance Bank Cd Recent Activity Exited	0%	$250,085 250,000 shares@ $1.01 avg price	Exited
2275⤦Cross River Bank Cd Recent Activity Exited	0%	$250,080 250,000 shares@ $1.01 avg price	Exited
4378⤦Hometrust Bk Clyde Nc Cd Recent Activity Exited	0%	$250,065 250,000 shares@ $1.01 avg price	Exited
8660⤦Summit Bank Eugene Or Cd Recent Activity Exited	0%	$250,060 250,000 shares@ $1.01 avg price	Exited