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Stephanie West

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

Assets Managed
$242.169M
Holdings
1322
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
-15.57%(2Q avg: 226.2%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Thurston, Springer, Miller, Herd & Titak, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1322 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 242.169M in assets, with a quarterly growth rate of -15.57% and a 2-quarter average growth rate of 226.2%. The portfolio is managed by Stephanie West, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -17.95%
2.97%
$7.189M
28,321 shares@ $253.84 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -33.75%
2.53%
$6.104M
16,486 shares@ $370.24 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -19.51%
2.48%
$6.001M
34,409 shares@ $174.41 avg price
OUSA
Alps Oshares Us Quality Divi
Recent Activity
Decreased -36.24%
1.93%
$4.673M
83,949 shares@ $55.67 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Decreased -12.31%
1.51%
$3.636M
53,255 shares@ $68.29 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -55.59%
1.32%
$3.177M
3,453 shares@ $920.01 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -16.25%
1.26%
$3.029M
6,320 shares@ $479.2 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -4.85%
1.23%
$2.958M
4,528 shares@ $653.28 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -1.13%
1.18%
$2.843M
6,509 shares@ $436.85 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -20.12%
1.09%
$2.62M
12,582 shares@ $208.27 avg price

1-10 of 1322