StockDriftsStockDriftsTop 50 Thurston Springer Miller Herd & Titak INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.08% | 29.2K | $8.5M | +3.17%(+898) | $259.86(+18.02%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.9% | 21.4K | $8.0M | +29.73%(+4.90K) | $461.83(+8.86%) | 2026-06-30 | |
| NVDA | NVIDIA CORP | 2.57% | 35.3K | $7.1M | +2.72%(+937) | $177.83(+23.97%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.17% | 5.0K | $6.0M | +43.79%(+1.51K) | $950.71(+29.26%) | 2026-06-30 | |
| ORCL | ORACLE CORPORATION | 2.04% | 38.4K | $5.6M | +829.44%(+34.23K) | $152.76(-3.46%) | 2026-06-30 | |
| RDVY | FIRST TRUST RISING ETF | 1.67% | 56.7K | $4.6M | +6.56%(+3.49K) | $67.67(+23.44%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC | 1.3% | 7.1K | $3.6M | +12.63%(+798) | $484.05(+8.12%) | 2026-06-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 1.28% | 4.7K | $3.5M | +3.60%(+163) | $672.37(+15.61%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.26% | 14.5K | $3.5M | +15.63%(+1.97K) | $220.90(+24.47%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.26% | 9.2K | $3.5M | +9.94%(+828) | $313.24(+34.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +36.66% |
| Top 20 Holdings Unweighted | — | — | — | — | +36.21% |
Thurston Springer Miller Herd & Titak INC reports $3.41B in US-listed equity holdings across 1,236 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.1%), MSFT (2.9%) and NVDA (2.6%). The top 20 holdings account for 29.5% of reported assets. Its disclosed equity book has returned +36.66% cumulatively over 9 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 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