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CIK: 0000319933
Total reported value
$274.9M
$274.9M
1371 檔
16.5%
At the close of Q4 2025, Thurston, Springer, Miller, Herd & Titak, Inc. disclosed equity holdings valued at approximately $274.9M, spread across 1371 reported holdings.
In Q4 2025, Thurston, Springer, Miller, Herd & Titak, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 48 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1371 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.20% | +0.38% | +594.14% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.27% | +0.11% | +246.66% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.91% | +0.86% | +977.15% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.78% | +0.09% | +621.31% | |
| 5 | OUSA | Alps Oshares US Quality Divi | ETF-Other | 2.65% | -1.06% | +126.82% | |
| 6 | ORCL | Oracle CORP | Stock-Tech | 2.58% | +1.79% | +4907.64% | |
| 7 | RDVY | First Trust Rising Dividend | ETF-Other | 1.47% | +0.17% | +984.50% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.45% | +0.20% | +406.08% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.32% | +0.05% | +446.49% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.27% | +0.18% | +839.86% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | +0.06% | +95080.00% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.12% | +0.07% | +93957.14% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.09% | +0.04% | +713.83% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | +0.08% | +532.52% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.97% | +0.14% | +4178.85% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 0.89% | -0.15% | +456.27% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | +0.29% | +568.88% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.86% | +0.21% | +897.52% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 0.79% | +0.33% | +428.93% | |
| 20 | CGXU | Cap Group Intl Focus | ETF-Other | 0.79% | +0.10% | +981.88% | |
| 21 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.76% | -0.17% | +156.81% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.74% | -0.02% | +8719.03% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 0.73% | +0.22% | +1404.49% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.68% | +0.26% | +1058.94% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | +0.09% | +398.57% | |
| 26 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.66% | +0.01% | — | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.65% | +0.14% | +538.16% | |
| 28 | CMI | Cummins Inc | Stock-Industrials | 0.63% | +0.17% | +1140.99% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.06% | +333.05% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.61% | -0.12% | +421.31% | |
| 31 | SIL | Global X Silver Miners ETF | ETF-Commodities | 0.61% | -0.13% | — | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | +0.29% | +966.06% | |
| 33 | SLV | Ishares Silver Trust | ETF-Commodities | 0.56% | -0.20% | +27651.11% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | +0.16% | +497.53% | |
| 35 | CGGR | Cap Group Growth Equity | ETF-Other | 0.52% | +0.11% | +1102.04% | |
| 36 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.50% | -0.06% | +546.97% | |
| 37 | GD | General Dynamics CORP | Stock-Industrials | 0.50% | -0.02% | +350.74% | |
| 38 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.48% | -0.03% | +284.41% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.21% | +703.99% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.48% | +0.10% | +1257.14% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.47% | +0.02% | +464.54% | |
| 42 | PSX | Phillips 66 | Stock-Energy | 0.46% | -0.36% | +389.10% | |
| 43 | SYK | Stryker CORP | Stock-Healthcare | 0.46% | -0.05% | +255.03% | |
| 44 | CGDV | Cap Group Dividend Value | ETF-Other | 0.46% | +0.13% | +631.29% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.09% | +680.56% | |
| 46 | EMR | Emerson Electric Co | Stock-Industrials | 0.44% | +0.01% | +306.13% | |
| 47 | BLK | Blackrock Inc | Stock-Financials | 0.44% | — | +225.56% | |
| 48 | ADI | Analog Devices Inc | Stock-Tech | 0.44% | +0.13% | +268.88% | |
| 49 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.43% | -0.01% | +1110.48% | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.42% | +0.20% | +290.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +2.2% | +4907.64% | Add |
| 2 | LLY | Eli Lilly & Co | +1.8% | +977.15% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +1.1% | +95080.00% | Add |
| 4 | VUG | Vanguard Growth ETF | +1.1% | +93957.14% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.9% | +4178.85% | Add |
| 6 | RDVY | First Trust Rising Dividend | +0.7% | +984.50% | Add |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.7% | +8719.03% | Add |
| 8 | NVDA | Nvidia CORP | +0.6% | +621.31% | Add |
| 9 | SLV | Ishares Silver Trust | +0.6% | +27651.11% | Add |
| 10 | AMZN | Amazon.com Inc | +0.5% | +839.86% | Add |
| 11 | MSFT | Microsoft CORP | +0.5% | +594.14% | Add |
| 12 | IBM | Intl Business Machines CORP | +0.5% | +1404.49% | Add |
| 13 | CMI | Cummins Inc | +0.4% | +1140.99% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.4% | +897.52% | Add |
| 15 | CGXU | Cap Group Intl Focus | +0.4% | +981.88% | Add |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +1058.94% | Add |
| 17 | VTV | Vanguard Value ETF | +0.4% | +67925.00% | Add |
| 18 | TSLA | Tesla Inc | +0.3% | +713.83% | Add |
| 19 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +2187.27% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | +0.3% | +568.88% | Add |
| 21 | ABBV | Abbvie Inc | +0.3% | +966.06% | Add |
| 22 | CGGR | Cap Group Growth Equity | +0.3% | +1102.04% | Add |
| 23 | JGRO | Jpmorgan Active Growth ETF | +0.2% | +1351.01% | Add |
| 24 | EFG | Ishares Msci Eafe Growth ETF | +0.2% | +1110.48% | Add |
| 25 | ISCF | Ishares International Small | +0.2% | +1218.40% | Add |
| 26 | FLQM | Franklin U.s. Mid Cap Multif | +0.2% | +1084.15% | Add |
| 27 | XOM | Exxon Mobil CORP | +0.1% | +680.56% | Add |
| 28 | VOO | Vanguard S&p 500 ETF | +0.1% | +532.52% | Add |
| 29 | CVX | Chevron CORP | +0.1% | +703.99% | Add |
| 30 | CGDV | Cap Group Dividend Value | +0.1% | +631.29% | Add |
| 31 | XLK | Ss Technology Select Sector | +0.1% | +1257.14% | Add |
| 32 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +538.16% | Add |
| 33 | JNJ | Johnson & Johnson | +0.1% | +497.53% | Add |
| 34 | AMGN | Amgen Inc | +0.1% | +464.54% | Add |
| 35 | WMT | Walmart Inc | +0.1% | +456.27% | Add |
| 36 | LMT | Lockheed Martin CORP | 0% | +546.97% | Add |
| 37 | CSCO | Cisco Systems Inc | 0% | +428.93% | Add |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +446.49% | Add |
| 39 | MCD | Mcdonald's CORP | -0.1% | +421.31% | Add |
| 40 | AVGO | Broadcom Inc | -0.1% | +406.08% | Add |
| 41 | PSX | Phillips 66 | -0.1% | +389.10% | Add |
| 42 | GD | General Dynamics CORP | -0.1% | +350.74% | Add |
| 43 | HD | Home Depot Inc | -0.2% | +398.57% | Add |
| 44 | COST | Costco Wholesale CORP | -0.3% | +333.05% | Add |
| 45 | WEC | Wec Energy Group Inc | -0.3% | +284.41% | Add |
| 46 | OUSM | Alps Oshares US Small-cap Qu | -1% | +156.81% | Add |
| 47 | AAPL | Apple Inc | -1.8% | +246.66% | Add |
| 48 | OUSA | Alps Oshares US Quality Divi | -3.9% | +126.82% | Add |
| 49 | RECS | Columbia Resear Enh Cor ETF | — | NEW | New buy |
| 50 | SIL | Global X Silver Miners ETF | — | NEW | New buy |
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 1371 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, LLY) accounted for 16.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
RECS
市值: $1.9M
During Q4 2025, Thurston, Springer, Miller, Herd & Titak, Inc.'s top holdings by market value included MSFT (4.2%)、AAPL (3.3%)、LLY (2.9%). The largest single position, MSFT, represented 4.2% of total portfolio value.
In Q4 2025, Thurston, Springer, Miller, Herd & Titak, Inc. made 50 total portfolio adjustments, initiating 2 new buys, adding to 48 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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