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Cindi Hill

Merrithew & Thorsten Inc

Assets Managed
$106.044M
Holdings
122
Last Quarter
2026 - Q1
Filed Date
25d ago
Growth Rate
12.17%(2Q avg: 6.09%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Merrithew & Thorsten Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 122 positions.

Assets under management

The assets under management (AUM) of Merrithew & Thorsten 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 - Q1, they manage 106.044M in assets, with a quarterly growth rate of 12.17% and a 2-quarter average growth rate of 6.09%. The portfolio is managed by Cindi Hill, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.18%
24.4%
$25.871M
43,295 shares@ $597.56 avg price
PTY
Pimco Corporate & Income Opp
Recent Activity
Decreased -0.31%
17.33%
$18.368M
1.523M shares@ $12.06 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
New Position
15.32%
$16.241M
28,138 shares@ $577.2 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.22%
8.86%
$9.385M
36,982 shares@ $253.78 avg price
VCR
Vanguard Consumer Discre Etf
Recent Activity
Decreased -1.88%
6.52%
$6.909M
19,244 shares@ $359.03 avg price
VDC
Vanguard Consumer Staple Etf
Recent Activity
Decreased -4.17%
5.58%
$5.913M
26,329 shares@ $224.59 avg price
PLD
Prologis Inc
Recent Activity
Increased 0.11%
5.52%
$5.847M
44,236 shares@ $132.18 avg price
O
Realty Income Corp
Recent Activity
Decreased -0.5%
2.25%
$2.385M
38,992 shares@ $61.17 avg price
ORCL
Oracle Corp
Recent Activity
Decreased -2.01%
1.97%
$2.081M
14,148 shares@ $147.09 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -5.44%
1.41%
$1.488M
5,176 shares@ $287.49 avg price

1-10 of 122