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CIK: 0000319933
Total reported value
$274.9M
$274.9M
1705 檔
38.3%
At the close of Q1 2025, Thurston, Springer, Miller, Herd & Titak, Inc. disclosed equity holdings valued at approximately $274.9M, spread across 1705 reported holdings.
During Q1 2025, 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 1705 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.37% | +0.09% | +3.73% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.29% | +0.38% | +15.97% | |
| 3 | OUSA | Alps Oshares US Quality Divi | ETF-Other | 4.16% | -1.06% | +3.72% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.49% | +0.11% | +17.02% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.39% | +0.86% | +31.52% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.24% | +0.26% | +6.64% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.51% | +0.18% | +7.70% | |
| 8 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 1.49% | -0.17% | +16.63% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.13% | +0.14% | +8.43% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.07% | +0.05% | +19.93% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.05% | +0.21% | +124.59% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 0.95% | +0.20% | +27.75% | |
| 13 | GWW | Ww Grainger Inc | Stock-Industrials | 0.93% | +0.07% | +87.43% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | — | +19.28% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.87% | -0.04% | +20.51% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 0.87% | +1.79% | +0.85% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 0.87% | -0.15% | +20.73% | |
| 18 | CTAS | Cintas CORP | Stock-Industrials | 0.86% | — | +29.58% | |
| 19 | PAYX | Paychex Inc | Stock-Tech | 0.84% | +0.01% | +20.70% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.83% | -0.12% | +23.02% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.81% | +0.09% | +20.13% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 0.81% | +0.33% | +25.39% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | -0.06% | +21.32% | |
| 24 | BRO | Brown & Brown Inc | Stock-Financials | 0.76% | -0.19% | +22.12% | |
| 25 | ADP | Automatic Data Processing | Stock-Tech | 0.73% | +0.02% | +20.08% | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 0.72% | -0.07% | +71.18% | |
| 27 | RDVY | First Trust Rising Dividend | ETF-Other | 0.71% | +0.17% | +17.73% | |
| 28 | PSX | Phillips 66 | Stock-Energy | 0.69% | -0.36% | +37.23% | |
| 29 | SYK | Stryker CORP | Stock-Healthcare | 0.68% | -0.05% | +24.15% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 0.66% | +0.20% | +22.74% | |
| 31 | CB | Chubb Limited | Stock-Financials | 0.65% | -0.02% | +25.97% | |
| 32 | ITW | Illinois Tool Works | Stock-Industrials | 0.64% | — | +24.40% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | +0.16% | +27.08% | |
| 34 | LIN | Linde plc | Stock-Materials | 0.63% | +0.05% | +4.83% | |
| 35 | ACN | Accenture plc | Stock-Tech | 0.63% | -0.07% | +25.00% | |
| 36 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.61% | -0.03% | +29.23% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.58% | -0.21% | +25.68% | |
| 38 | GD | General Dynamics CORP | Stock-Industrials | 0.56% | -0.02% | +26.52% | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.56% | -0.01% | +24.03% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.09% | +12.28% | |
| 41 | BR | Broadridge Financial Solutio | Stock-Tech | 0.55% | — | +26.03% | |
| 42 | AFL | Aflac Inc | Stock-Financials | 0.55% | +0.01% | +21.63% | |
| 43 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.55% | -0.03% | +27.89% | |
| 44 | EMR | Emerson Electric Co | Stock-Industrials | 0.54% | +0.01% | +28.63% | |
| 45 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.53% | — | +23.86% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.53% | -0.06% | +19.64% | |
| 47 | SPGI | S&p Global Inc | Stock-Financials | 0.53% | -0.03% | +31.37% | |
| 48 | ADI | Analog Devices Inc | Stock-Tech | 0.52% | +0.13% | +24.23% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.29% | +18.66% | |
| 50 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.51% | +0.01% | +23.57% |
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 1705 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, OUSA) accounted for 38.3% of total reported equity market value during Q1 2025.
During Q1 2025, Thurston, Springer, Miller, Herd & Titak, Inc.'s top holdings by market value included NVDA (4.4%)、MSFT (4.3%)、OUSA (4.2%). The largest single position, NVDA, represented 4.4% of total portfolio value.
In Q1 2025, 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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