THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

data from 30/09/2025

Capitalization

$ 50.504 M -93.48 %

Average holding period

4 ans

Performance

$ 118.748 M 25.26 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 OUSA ALPS ETF TR ETF 6.50% 3.282 M $ 58050 2024/06/30 1.339 M $ 4.76 %
2025/09/30 AAPL APPLE INC 5.02% 2.536 M $ 9957 2024/03/31 4.045 M $ 24.10 %
2025/09/30 MSFT MICROSOFT CORP 3.68% 1.857 M $ 3585 2024/06/30 1.511 M $ 4.13 %
2025/09/30 NVDA NVIDIA CORP 2.19% 1.106 M $ 5927 2024/06/30 7.960 M $ 18.10 %
2025/09/30 OUSM ALPS ETF TR ETF 1.73% 872.466 K $ 19475 2024/06/30 380.793 K $ 3.68 %
2025/09/30 AVGO BROADCOM INC 1.55% 781.872 K $ 2370 2024/03/31 2.486 M $ 19.68 %
2025/09/30 BLACKROCK TR ISHARES ETF 1.41% 713.712 K $ 7102 2025/09/30 0.000 $ 0.00 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC 1.37% 694.267 K $ 1381 2024/06/30 217.470 K $ 3.49 %
2025/09/30 LLY ELI LILLY & CO 1.09% 551.503 K $ 722 2024/06/30 -315.243 K $ -2.12 %
2025/09/30 VOO VANGUARD INDEX FDS ETF 0.95% 478.266 K $ 781 2024/06/30 438.044 K $ 7.81 %
2025/09/30 QUVU HARTFORD FDS ETF 0.90% 454.522 K $ 17119 2024/06/30 64.967 K $ 3.47 %
2025/09/30 HD HOME DEPOT INC 0.90% 454.200 K $ 1121 2024/06/30 596.561 K $ 10.51 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.88% 442.434 K $ 478 2024/06/30 -350.618 K $ -6.49 %
2025/09/30 ABT ABBOTT LABORATORIES 0.85% 429.659 K $ 3208 2024/03/31 -78.279 K $ -1.52 %
2025/09/30 WMT WALMART INC 0.84% 423.766 K $ 4112 2024/06/30 350.486 K $ 5.40 %
2025/09/30 BLK BLACKROCK INC COM NEW 0.83% 419.688 K $ 360 2024/12/31 398.373 K $ 11.12 %
2025/09/30 CTAS CINTAS CORP 0.81% 410.094 K $ 1998 2024/06/30 -509.527 K $ -7.90 %
2025/09/30 WEC WEC ENERGY GROUP INC 0.78% 391.762 K $ 3419 2024/06/30 519.718 K $ 9.97 %
2025/09/30 SYK STRYKER CORP 0.77% 389.619 K $ 1054 2024/06/30 -325.746 K $ -6.56 %
2025/09/30 CSCO CISCO SYSTEMS INC 0.76% 381.728 K $ 5579 2024/06/30 -87.065 K $ -1.38 %
2025/09/30 TSLA TESLA INC 0.75% 379.333 K $ 853 2024/06/30 2.149 M $ 40.00 %
2025/09/30 RDVY FIRST TRUST RISING ETF 0.75% 376.687 K $ 5600 2024/06/30 318.994 K $ 7.20 %
2025/09/30 AMZN AMAZON COM INC 0.73% 367.981 K $ 1676 2024/03/31 9.571 K $ 0.08 %
2025/09/30 GWW GRAINGER W W INC 0.68% 343.992 K $ 361 2024/06/30 -487.720 K $ -8.39 %
2025/09/30 MCD MCDONALDS CORP 0.66% 335.174 K $ 1103 2024/06/30 216.573 K $ 4.01 %
2025/09/30 NEE NEXTERA ENERGY INC 0.66% 334.327 K $ 4429 2024/06/30 328.550 K $ 8.74 %
2025/09/30 PG PROCTER & GAMBLE CO 0.66% 333.095 K $ 2168 2024/06/30 -204.579 K $ -3.56 %
2025/09/30 ITW ILLINOIS TOOL WORKS INC 0.66% 332.714 K $ 1276 2024/06/30 243.004 K $ 5.46 %
2025/09/30 ADP AUTOMATIC DATA 0.66% 331.059 K $ 1128 2024/03/31 -242.288 K $ -4.83 %
2025/09/30 LOW LOWES COMPANIES INC 0.65% 329.699 K $ 1312 2024/06/30 426.556 K $ 13.27 %
2025/09/30 BRO BROWN AND BROWN INC COM 0.65% 327.122 K $ 3488 2024/06/30 -694.780 K $ -15.41 %
2025/09/30 TXN TEXAS INSTRUMENTS INC 0.64% 325.553 K $ 1772 2024/06/30 -609.672 K $ -11.51 %
2025/09/30 GD GENL DYNAMICS CORP 0.64% 324.632 K $ 952 2024/06/30 702.798 K $ 16.92 %
2025/09/30 PAYX PAYCHEX INC 0.63% 320.181 K $ 2526 2024/06/30 -702.820 K $ -12.86 %
2025/09/30 ADI ANALOG DEVICES INC 0.61% 307.111 K $ 1250 2024/03/31 133.708 K $ 3.23 %
2025/09/30 EMR EMERSON ELECTRIC CO 0.61% 305.894 K $ 2332 2024/06/30 -72.622 K $ -1.61 %
2025/09/30 APH AMPHENOL CORP NEW 0.59% 299.711 K $ 2422 2024/03/31 692.775 K $ 25.32 %
2025/09/30 LIN LINDE PLC NEW 0.59% 297.350 K $ 626 2024/06/30 53.014 K $ 1.24 %
2025/09/30 GOOGL ALPHABET INC VOTING 0.57% 289.034 K $ 1189 2024/06/30 1.470 M $ 37.94 %
2025/09/30 QQQ INVESCO QQQ TR ETF 0.57% 286.578 K $ 477 2024/06/30 688.701 K $ 8.83 %
2025/09/30 PSX PHILLIPS 66 0.56% 284.540 K $ 2092 2024/06/30 681.222 K $ 14.02 %
2025/09/30 BR BROADRIDGE FINANCIAL 0.56% 281.979 K $ 1184 2024/06/30 -75.441 K $ -2.00 %
2025/09/30 APD AIR PRODUCTS & CHEMICALS 0.56% 280.337 K $ 1028 2024/03/31 -119.645 K $ -3.31 %
2025/09/30 CMS CMS ENERGY CORP 0.55% 279.324 K $ 3813 2024/06/30 162.013 K $ 5.75 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES 0.55% 275.462 K $ 902 2024/06/30 630.992 K $ 21.76 %
2025/09/30 PEP PEPSICO INCORPORATED 0.54% 271.174 K $ 1931 2024/06/30 216.837 K $ 6.36 %
2025/09/30 MA MASTERCARD INC CL A 0.54% 271.089 K $ 476 2024/06/30 29.266 K $ 1.22 %
2025/09/30 CB CHUBB LTD 0.52% 261.350 K $ 926 2024/06/30 -107.859 K $ -2.58 %
2025/09/30 SBUX STARBUCKS CORP 0.50% 254.549 K $ 3009 2024/06/30 -255.856 K $ -7.67 %
2025/09/30 SPGI S&P GLOBAL INC 0.50% 254.532 K $ 523 2024/06/30 -294.367 K $ -7.70 %
2025/09/30 ECL ECOLAB INC 0.50% 251.936 K $ 920 2024/06/30 53.296 K $ 1.64 %
2025/09/30 PH PARKER-HANNIFIN CORP 0.50% 250.934 K $ 331 2024/06/30 132.012 K $ 8.55 %
2025/09/30 XYL XYLEM INC 0.49% 249.414 K $ 1691 2024/06/30 370.164 K $ 14.02 %
2025/09/30 ATO ATMOS ENERGY CORP 0.49% 248.260 K $ 1454 2024/03/31 247.503 K $ 10.80 %
2025/09/30 AFL AFLAC INC 0.49% 247.958 K $ 2220 2024/03/31 205.807 K $ 5.92 %
2025/09/30 HON HONEYWELL INTERNATIONAL 0.49% 246.277 K $ 1170 2024/06/30 -321.108 K $ -9.61 %
2025/09/30 ICE INTERCONTINENTAL EXCH 0.48% 242.593 K $ 1440 2024/06/30 -238.086 K $ -8.17 %
2025/09/30 JPM JPMORGAN CHASE & CO 0.48% 241.607 K $ 766 2024/06/30 534.133 K $ 8.80 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.46% 232.498 K $ 1254 2024/06/30 915.054 K $ 21.38 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.46% 230.621 K $ 462 2024/06/30 274.023 K $ 7.79 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.44% 224.624 K $ 3596 2024/06/30 -256.268 K $ -7.37 %
2025/09/30 CBSH COMMERCE BANCSHARES INC 0.43% 217.925 K $ 3647 2024/06/30 -105.449 K $ -3.88 %
2025/09/30 SHW SHERWIN WILLIAMS CO 0.43% 215.703 K $ 623 2024/06/30 28.243 K $ 0.84 %
2025/09/30 ORCL ORACLE CORPORATION 0.42% 213.445 K $ 759 2024/06/30 2.323 M $ 28.64 %
2025/09/30 CGXU CAPITAL GRP INTL ETF 0.42% 209.912 K $ 7087 2024/06/30 300.714 K $ 9.18 %
2025/09/30 AXON AXON ENTERPRISE INC 0.41% 209.539 K $ 292 2024/03/31 -427.191 K $ -13.32 %
2025/09/30 ETN EATON CORP PLC 0.41% 208.071 K $ 556 2024/06/30 126.671 K $ 4.83 %
2025/09/30 SN SHARKNINJA INC 0.41% 207.008 K $ 2007 2024/06/30 91.158 K $ 4.20 %
2025/09/30 LVHI FRANKLIN INTL LOW ETF 0.41% 205.996 K $ 5928 2024/12/31 136.386 K $ 6.76 %
2025/09/30 AMGN AMGEN INC 0.40% 203.736 K $ 722 2024/03/31 33.467 K $ 1.07 %
2025/09/30 NJR NEW JERSEY RES CORP 0.40% 201.253 K $ 4180 2024/06/30 163.592 K $ 7.43 %
2025/09/30 XLK SECTOR SPDR TR ETF 0.39% 197.296 K $ 700 2024/06/30 342.185 K $ 11.30 %
2025/09/30 SDVY FIRST TR ETF VI ETF 0.39% 196.481 K $ 5168 2024/06/30 182.007 K $ 7.77 %
2025/09/30 CIBR FIRST TR NASDAQ ETF 0.37% 189.293 K $ 2490 2024/06/30 16.540 K $ 0.57 %
2025/09/30 META META PLATFORMS INC 0.37% 188.789 K $ 257 2024/06/30 -38.368 K $ -0.50 %
2025/09/30 ABC CENCORA INC 0.37% 188.134 K $ 602 2024/06/30 0.000 $ 0.00 %
2025/09/30 AWK AMERICAN WATER WORKS CO 0.37% 186.496 K $ 1340 2024/03/31 1.114 K $ 0.06 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR 0.37% 185.165 K $ 663 2024/06/30 457.089 K $ 23.31 %
2025/09/30 CHD CHURCH & DWIGHT INC 0.37% 185.060 K $ 2112 2024/06/30 -218.614 K $ -8.82 %
2025/09/30 PLD PROLOGIS INC 0.37% 184.934 K $ 1615 2024/06/30 190.613 K $ 8.94 %
2025/09/30 JKHY JACK HENRY & ASSOC INC 0.37% 184.804 K $ 1241 2024/06/30 -451.511 K $ -17.34 %
2025/09/30 USLM UNITED STATES LIME & 0.36% 183.236 K $ 1393 2024/06/30 431.895 K $ 31.82 %
2025/09/30 MDT MEDTRONIC PLC 0.36% 182.083 K $ 1912 2024/06/30 210.667 K $ 9.26 %
2025/09/30 ROUS LATTICE STRATEGIES ETF 0.36% 180.454 K $ 3139 2024/12/31 137.468 K $ 7.08 %
2025/09/30 V VISA INC CLASS A 0.35% 178.183 K $ 522 2024/06/30 -75.390 K $ -3.85 %
2025/09/30 UNH UNITEDHEALTH GROUP 0.35% 177.815 K $ 515 2024/06/30 189.614 K $ 10.69 %
2025/09/30 TSCO TRACTOR SUPPLY COMPANY 0.35% 176.795 K $ 3109 2024/06/30 147.932 K $ 7.77 %
2025/09/30 CVX CHEVRON CORPORATION 0.35% 174.993 K $ 1127 2024/06/30 299.789 K $ 8.45 %
2025/09/30 AIT APPLIED INDL TECH INC 0.34% 172.284 K $ 660 2024/03/31 201.201 K $ 12.30 %
2025/09/30 CGDV CAPITAL GRP DIVIDEND ETF 0.34% 172.089 K $ 4094 2024/06/30 161.391 K $ 6.43 %
2025/09/30 FXL FIRST TRUST TECHNLGY ETF 0.34% 172.019 K $ 1024 2024/06/30 95.138 K $ 6.76 %
2025/09/30 AOM ISHARES TR CORE ETF 0.34% 171.286 K $ 3600 2024/12/31 48.473 K $ 3.35 %
2025/09/30 PANW PALO ALTO NETWORKS 0.34% 170.823 K $ 839 2024/06/30 -15.481 K $ -0.50 %
2025/09/30 CL COLGATE-PALMOLIVE CO 0.34% 169.858 K $ 2125 2024/06/30 -373.023 K $ -12.06 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.33% 167.515 K $ 1716 2024/06/30 -247.326 K $ -9.11 %
2025/09/30 ABBV ABBVIE INC 0.33% 166.472 K $ 719 2024/03/31 591.311 K $ 24.73 %
2025/09/30 INTU INTUIT INC 0.33% 165.244 K $ 242 2024/06/30 -266.302 K $ -13.28 %
2025/09/30 SPY SPDR S&P 500 TRUST ETF 0.32% 163.876 K $ 246 2024/06/30 1.289 M $ 7.82 %
2025/09/30 INCM FRANKLIN TEMPLETON ETF 0.32% 163.081 K $ 5879 2024/12/31 26.927 K $ 2.55 %
2025/09/30 T AT & T INC 0.32% 161.557 K $ 5720 2024/06/30 -9.534 K $ -2.42 %