StockDriftsStockDriftsTop 50 Merrithew & Thorsten Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 25% | 42.7K | $29.3M | -1.31%(-567) | $619.76(+14.99%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 17.65% | 28.1K | $20.7M | +0.01%(+4) | $595.75(+22.96%) | 2026-06-30 | |
| PTY | PIMCO CORPORATE & INCOME OPP | 15.3% | 1.49M | $18.0M | -1.99%(-30.27K) | $13.67(-14.19%) | 2026-06-30 | |
| AAPL | APPLE INC | 8.95% | 36.3K | $10.5M | -1.76%(-651) | $263.24(+16.01%) | 2026-06-30 | |
| VCR | VANGUARD WORLD FD | 6.27% | 18.6K | $7.4M | -3.60%(-692) | $395.04(+0.84%) | 2026-06-30 | |
| VDC | VANGUARD WORLD FD | 5.04% | 26.2K | $5.9M | -0.34%(-90) | $212.49(+8.41%) | 2026-06-30 | |
| PLD | PROLOGIS INC. | 4.98% | 43.2K | $5.8M | -2.44%(-1.08K) | $121.10(+15.40%) | 2026-06-30 | |
| O | REALTY INCOME CORP | 2.02% | 38.2K | $2.4M | -2.04%(-794) | $58.58(+7.10%) | 2026-06-30 | |
| ORCL | ORACLE CORP | 1.71% | 13.7K | $2.0M | -3.36%(-475) | $238.07(-38.47%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.58% | 5.2K | $1.9M | +0.06%(+3) | $278.07(+23.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.90% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.59% |
Merrithew & Thorsten Inc reports $117.40M in US-listed equity holdings across 116 positions in its most recent 13F filing. Its largest disclosed positions are VOO (25.0%), QQQ (17.6%) and PTY (15.3%). The top 20 holdings account for 95.53% of reported assets. Its disclosed equity book has returned +6.90% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Merrithew & Thorsten Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2107460). View Merrithew & Thorsten Inc’s 13F filings on SEC