1y return+14.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2024: $137 against $143 in the S&P 500.2
Thurston, Springer, Miller, Herd & Titak, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $8.5M | 3.1% | +3.2% |
| MSFTMicrosoft Corp | $8.0M | 2.9% | +29.7% |
| NVDANvidia Corp | $7.1M | 2.6% | +2.7% |
| LLYEli Lilly & Co | $6.0M | 2.2% | +43.8% |
| ORCLOracle Corporation | $5.6M | 2.0% | +829.4% |
| RDVYFirst Trust Rising Etf | $4.6M | 1.7% | +6.6% |
| BRK/BBerkshire Hathaway Inc | $3.6M | 1.3% | +12.6% |
| IVVIshares Core S&p 500 Etf | $3.5M | 1.3% | +3.6% |
| AMZNAmazon Com Inc | $3.5M | 1.3% | +15.6% |
| AVGOBroadcom Inc | $3.5M | 1.3% | +9.9% |
| VUGVanguard Growth Etf | $3.4M | 1.2% | +1.4% |
| SPYState Street Spdr Etf | $2.9M | 1.1% | +31.9% |
| VOOVanguard Index Fds Etf | $2.8M | 1.0% | +7.6% |
| CSCOCisco Systems Inc | $2.8M | 1.0% | +11.8% |
| GOOGAlphabet Inc Non Voting | $2.7M | 1.0% | +8.4% |
| CGXUCapital Grp Intl Etf | $2.6M | 1.0% | +8.3% |
| JPMJpmorgan Chase & Co | $2.6M | 1.0% | +30.3% |
| MUMicron Technology Inc | $2.6M | 0.9% | +5.7% |
| GOOGLAlphabet Inc Voting | $2.5M | 0.9% | +33.7% |
| TSLATesla Inc | $2.4M | 0.9% | +4.8% |
| OUSAAlps Etf Tr Etf | $2.4M | 0.9% | −51.2% |
| QQQInvesco Qqq Tr Etf | $2.3M | 0.8% | +6.0% |
| WMTWalmart Inc | $2.2M | 0.8% | +5.4% |
| JNJJohnson & Johnson | $2.1M | 0.8% | +37.5% |
| CMICummins Inc | $2.1M | 0.8% | +10.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | March 31, 2024 | +185.0% | $3.5M |
| CMICummins Inc | June 30, 2024 | +157.5% | $2.1M |
| CSCOCisco Systems Inc | June 30, 2024 | +147.2% | $2.8M |
| TSLATesla Inc | June 30, 2024 | +112.6% | $2.4M |
| SLVI Shares Silver Tr Etf | June 30, 2024 | +101.2% | $1.6M |
| ADIAnalog Devices Inc | March 31, 2024 | +100.8% | $1.6M |
| GOOGLAlphabet Inc Voting | June 30, 2024 | +96.2% | $2.5M |
| GOOGAlphabet Inc Non Voting | June 30, 2024 | +92.6% | $2.7M |
| CATCaterpillar Inc | December 31, 2025 | +85.9% | $1.4M |
| JNJJohnson & Johnson | June 30, 2024 | +73.8% | $2.1M |
Sold off last quarter
- First TrustCUSIP 30339Y252 was $1.7M
- GuggenheimCUSIP 40177Y405 was $738K
- First TrustCUSIP 30340F375 was $654K
- First Trust Portfolos LPCUSIP 30340J393 was $501K
- First Trust Portfolio LPCUSIP 30335W391 was $486K
- First Trust Portflios LPCUSIP 30337J539 was $448K
- First TrustCUSIP 30340F870 was $417K
- First TrustCUSIP 30342B232 was $360K
- First TrustCUSIP 30340J211 was $288K
- First TrustCUSIP 30342R476 was $267K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.6% | +14.8% |
| March 31, 2026 | −3.1% | −4.6% |
| December 31, 2025 | +0.3% | +2.4% |
| September 30, 2025 | +6.2% | +7.8% |
| June 30, 2025 | +8.9% | +10.5% |
| March 31, 2025 | −3.0% | −4.6% |
| December 31, 2024 | −1.7% | +2.1% |
| September 30, 2024 | +7.0% | +5.4% |
| June 30, 2024 | +7.8% | +4.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Thurston, Springer, Miller, Herd & Titak, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=319933&type=13F-HR&dateb=&owner=include&count=40CIK 319933
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/319933/000031993326000010/Filed July 8, 2026 · accession 0000319933-26-000010