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CIK: 0000319933
Total reported value
$274.9M
$274.9M
1556 檔
23.0%
The Q3 2024 SEC filing reveals that Thurston, Springer, Miller, Herd & Titak, Inc. held a total portfolio value of $274.9M, covering 1556 public equity positions.
During Q3 2024, Thurston, Springer, Miller, Herd & Titak, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1556 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.15% | +0.38% | +5.62% | |
| 2 | OUSA | Alps Oshares US Quality Divi | ETF-Other | 3.56% | -1.06% | -0.03% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.29% | +0.09% | +44.00% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.90% | +0.11% | +4.01% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.55% | +0.86% | +0.11% | |
| 6 | ORCL | Oracle CORP | Stock-Tech | 1.72% | +1.79% | -0.64% | |
| 7 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 1.69% | -0.17% | -1.83% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | +0.18% | +11.86% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.12% | +0.05% | +14.89% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 0.95% | +0.09% | +11.67% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 0.94% | +0.20% | +931.80% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | +0.26% | +0.12% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.82% | -0.04% | +5.28% | |
| 14 | LIN | Linde plc | Stock-Materials | 0.81% | +0.05% | +26.34% | |
| 15 | NEE | Nextera Energy Inc | Stock-Utilities | 0.76% | -0.01% | +1.03% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | -0.15% | +3.00% | |
| 17 | CTAS | Cintas CORP | Stock-Industrials | 0.75% | — | +423.92% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.75% | +0.14% | +60.52% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.74% | -0.12% | +3.87% | |
| 20 | TXN | Texas Instruments Inc | Stock-Tech | 0.74% | +0.20% | +3.48% | |
| 21 | PAYX | Paychex Inc | Stock-Tech | 0.69% | +0.01% | +4.63% | |
| 22 | ACN | Accenture plc | Stock-Tech | 0.68% | -0.07% | +2.96% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | -0.06% | -2.57% | |
| 24 | ADP | Automatic Data Processing | Stock-Tech | 0.67% | +0.02% | +1.21% | |
| 25 | PSX | Phillips 66 | Stock-Energy | 0.64% | -0.36% | +13.54% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.64% | -0.06% | +12.46% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.63% | +0.33% | +4.76% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.09% | +22.40% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.62% | -0.06% | +5.42% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | +0.16% | +6.63% | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.58% | +0.10% | +3.37% | |
| 32 | SYK | Stryker CORP | Stock-Healthcare | 0.58% | -0.05% | +11.62% | |
| 33 | BRO | Brown & Brown Inc | Stock-Financials | 0.58% | -0.19% | +4.29% | |
| 34 | GWW | Ww Grainger Inc | Stock-Industrials | 0.57% | +0.07% | +4.08% | |
| 35 | URI | United Rentals Inc | Stock-Industrials | 0.55% | +0.06% | +21.41% | |
| 36 | ITW | Illinois Tool Works | Stock-Industrials | 0.55% | — | +5.88% | |
| 37 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.54% | +0.01% | +7.53% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.53% | +0.01% | +6.49% | |
| 39 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.51% | — | +1.89% | |
| 40 | BLKCHF | Blackrock Inc | Stock-Other | 0.51% | — | +2.09% | |
| 41 | GD | General Dynamics CORP | Stock-Industrials | 0.50% | -0.02% | +6.91% | |
| 42 | ADI | Analog Devices Inc | Stock-Tech | 0.50% | +0.13% | -11.03% | |
| 43 | CB | Chubb Limited | Stock-Financials | 0.50% | -0.02% | +6.19% | |
| 44 | RDVY | First Trust Rising Dividend | ETF-Other | 0.49% | +0.17% | +27.60% | |
| 45 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.49% | -0.03% | +8.39% | |
| 46 | AFL | Aflac Inc | Stock-Financials | 0.49% | +0.01% | +7.70% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | +0.21% | +19.56% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.48% | +0.02% | +3.60% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.29% | +13.97% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | +0.29% | -2.83% |
According to official SEC Form 13F filings, Thurston, Springer, Miller, Herd & Titak, Inc. reported a total U.S. public equity portfolio value of $274.9M across 1556 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, OUSA, NVDA) accounted for 23.0% of total reported equity market value during Q3 2024.
During Q3 2024, Thurston, Springer, Miller, Herd & Titak, Inc.'s top holdings by market value included MSFT (5.2%)、OUSA (3.6%)、NVDA (3.3%). The largest single position, MSFT, represented 5.2% of total portfolio value.
In Q3 2024, Thurston, Springer, Miller, Herd & Titak, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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