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Stephanie West

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

Assets Managed
$274.943M
Holdings
1236
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
13.54%(2Q avg: -1.02%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Thurston, Springer, Miller, Herd & Titak, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1236 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 274.943M in assets, with a quarterly growth rate of 13.54% and a 2-quarter average growth rate of -1.02%. The portfolio is managed by Stephanie West, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 3.18%
3.08%
$8.456M
29,219 shares@ $289.39 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 29.74%
2.91%
$7.979M
21,388 shares@ $373.08 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 2.73%
2.58%
$7.072M
35,346 shares@ $200.1 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 43.79%
2.17%
$5.957M
4,965 shares@ $1199.74 avg price
ORCL
Oracle Corp
Recent Activity
Increased 829.45%
2.05%
$5.621M
38,358 shares@ $146.56 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 6.56%
1.68%
$4.6M
56,748 shares@ $81.07 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 12.63%
1.3%
$3.562M
7,118 shares@ $500.39 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.6%
1.28%
$3.513M
4,691 shares@ $748.97 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 15.64%
1.27%
$3.468M
14,549 shares@ $238.34 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 9.95%
1.26%
$3.459M
9,156 shares@ $377.75 avg price

1-10 of 1236