StockDriftsStockDriftsTop 50 Thurston Springer Miller Herd & Titak INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.27% | 9.7K | $3.2M | -66.88%(-19.54K) | $259.86(+31.97%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.1% | 3.7K | $1.9M | -82.71%(-17.69K) | $461.83(+15.52%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS ETF | 3.08% | 2.7K | $1.9M | -34.54%(-1.42K) | $627.06(+12.37%) | 2026-09-30 | |
| NVDA | NVIDIA CORP | 2.12% | 5.7K | $1.3M | -83.93%(-29.67K) | $177.83(+22.08%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 1.76% | 929 | $1.1M | -81.29%(-4.04K) | $950.71(+30.46%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC | 1.71% | 2.1K | $1.0M | -70.48%(-5.02K) | $484.05(+9.95%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 1.51% | 867 | $923K | -61.24%(-1.37K) | $216.14(+318.66%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR ETF | 1.35% | 1.1K | $826K | -64.37%(-2.02K) | $591.89(+21.37%) | 2026-09-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 1.27% | 1.0K | $777K | -78.38%(-3.68K) | $677.51(+13.65%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 1.03% | 1.8K | $631K | -80.38%(-7.36K) | $313.24(+6.82%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +43.06% |
| Top 20 Holdings Unweighted | — | — | — | — | +37.75% |
Thurston Springer Miller Herd & Titak INC reports $61.12M in US-listed equity holdings across 635 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.3%), MSFT (3.1%) and VOO (3.1%). The top 20 holdings account for 31.38% of reported assets. Its disclosed equity book has returned +43.06% cumulatively over 10 quarters. Figures reflect the Q3 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 Thurston Springer Miller Herd & Titak INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 319933). View Thurston Springer Miller Herd & Titak INC’s 13F filings on SEC