Arkolith/Funds/Thurston, Springer, Miller, Herd & Titak, Inc.

Thurston, Springer, Miller, Herd & Titak, Inc.

CIK 319933
Holdings as of Mar 31, 2026·disclosed Apr 14, 2026·~14-day 13F lag·13F-HR
Inactive

Thurston, Springer, Miller, Herd & Titak, Inc. holds a diversified book of 1322 stocks worth $242.2M as of Q1 2026 (disclosed Apr 14, 2026, a ~45-day 13F lag). This quarter they opened Guggenheim and trimmed Apple Inc. Their largest long position is Apple Inc at 3% of the equity book. Cloning the disclosed picks since 2024 would be +34% (+14.2%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.'s latest
holdings, largest changes, and filing provenance.
Opened
256
new positions
Added to
184
existing
Trimmed
422
reduced
Sold out
279
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+33.8%
+14.2%/yr · since May '24
Their reported book
+28.1%
held from quarter-end
S&P 500
+44.6%
same window
$9K$11K$12K$13K$15KMay '24Oct '24Apr '25Sep '25Feb '26Jul '26
Thurston, Springer, Miller, Herd & Titak, Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 5.7 points over this window.

Growth of $10,000 cloning Thurston, Springer, Miller, Herd & Titak, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
11%
Top 10 holdings
17%
Top 20 holdings
26%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

57% mapped to company sectors

ETF / fund or unclassified
43%
Information Technology
18%
Financials
8%
Industrials
7%
Consumer Discretionary
6%
Health Care
5%
Materials
4%
Utilities
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • FIRST TRUST
    26×$1.6M
  • AAM
    +211%$816K
  • 34×$795K
  • FIRST TRUST
    11×$789K
  • GUGGENHEIM
    New$738K
  • FIRST TRUST
    New$654K
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,322 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
Common Stock
$7.2M28.3K
3.0%
−18%
Reduced · −6K sh
2Microsoft Corp
Common Stock
$6.1M16.5K
2.5%
−34%
Reduced · −8K sh
3Nvidia Corp
Common Stock
$6.0M34.4K
2.5%
−20%
Reduced · −8K sh
4ALPS ETF TR ETF
Fund
$4.7M83.9K
1.9%
−36%
Reduced · −48K sh
5First Trust Rising ETF
Fund
$3.6M53.3K
1.5%
−12%
Reduced · −7K sh
6Eli Lilly & Co
Common Stock
$3.2M3.5K
1.3%
−56%
Reduced · −4K sh
7Berkshire Hathaway Inc
Common Stock
$3.0M6.3K
1.3%
−16%
Reduced · −1K sh
8Ishares Core S&P 500 ETF
Fund
$3.0M4.5K
1.2%
−4.8%
Reduced · −231 sh
9Vanguard Growth ETF
Fund
$2.8M6.5K
1.2%
−1.1%
Reduced · −75 sh
10Amazon Com Inc
Common Stock
$2.6M12.6K
1.1%
−20%
Reduced · −3K sh
11Broadcom Inc
Common Stock
$2.6M8.3K
1.1%
−31%
Reduced · −4K sh
12Vanguard Index FDS ETF
Fund
$2.3M3.8K
0.9%
−23%
Reduced · −1K sh
13Walmart Inc
Common Stock
$2.3M18.2K
0.9%
−20%
Reduced · −5K sh
14Capital Grp Intl ETF
Fund
$2.1M70.6K
0.9%
−7.9%
Reduced · −6K sh
15Tesla Inc
Common Stock
$2.1M5.5K
0.8%
−20%
Reduced · −1K sh
16Alphabet Inc Non Voting
Common Stock
$2.0M7.1K
0.8%
−20%
Reduced · −2K sh
17State Street SPDR ETF
Fund
$1.9M3.0K
0.8%
+4.2%
Added · +119 sh
18I Shares Silver TR ETF
Fund
$1.9M27.4K
0.8%
+9.5%
Added · +2K sh
19JPMorgan Chase & Co
Common Stock
$1.8M6.2K
0.8%
−19%
Reduced · −1K sh
20Ishares Core Msci ETF
Fund
$1.8M19.6K
0.7%
−17%
Reduced · −4K sh
21ALPS ETF TR ETF
Fund
$1.7M39.8K
0.7%
−20%
Reduced · −10K sh
22Invesco QQQ TR ETF
Fund
$1.7M3.0K
0.7%
−3.0%
Reduced · −90 sh
23First Trust
Unit Investment Trust
$1.7M155.9K
0.7%
26×
Added · +150K sh
24Costco WHSL Corp New
Common Stock
$1.7M1.7K
0.7%
−20%
Reduced · −414 sh
25Cisco Systems Inc
Common Stock
$1.6M21.3K
0.7%
−28%
Reduced · −8K sh
26Capital Grp Growth ETF
Fund
$1.6M39.0K
0.6%
+16%
Added · +5K sh
27Capital Grp Dividend ETF
Fund
$1.5M35.5K
0.6%
+19%
Added · +6K sh
28Global X FDS ETF
Fund
$1.5M16.7K
0.6%
−21%
Reduced · −4K sh
29Alphabet Inc Voting
Common Stock
$1.5M5.2K
0.6%
−35%
Reduced · −3K sh
30Johnson & Johnson
Common Stock
$1.5M6.0K
0.6%
−19%
Reduced · −1K sh
31McDonalds Corp
Common Stock
$1.5M4.7K
0.6%
−19%
Reduced · −1K sh
32Cummins Inc
Common Stock
$1.4M2.7K
0.6%
−24%
Reduced · −832 sh
33Franklin Intl Low ETF
Fund
$1.4M34.4K
0.6%
+12%
Added · +4K sh
34Phillips 66
Common Stock
$1.4M7.6K
0.6%
−25%
Reduced · −3K sh
35Exxon Mobil Corp
Common Stock
$1.3M7.9K
0.6%
−26%
Reduced · −3K sh
36Chevron Corporation
Common Stock
$1.3M6.3K
0.5%
−30%
Reduced · −3K sh
37Wec Energy Group Inc
Common Stock
$1.3M11.1K
0.5%
−15%
Reduced · −2K sh
38JPMorgan TR Active ETF
Fund
$1.3M15.0K
0.5%
+22%
Added · +3K sh
39Columbia ETF TR I ETF
Fund
$1.2M31.9K
0.5%
−31%
Reduced · −14K sh
40Vanguard Value ETF
Fund
$1.2M6.3K
0.5%
+16%
Added · +848 sh
41Lattice Strategies ETF
Fund
$1.2M20.6K
0.5%
+15%
Added · +3K sh
42AAM
Unit Investment Trust
$1.2M124.8K
0.5%
+211%
Added · +85K sh
43Lockheed Martin Corp
Common Stock
$1.2M1.9K
0.5%
−35%
Reduced · −1K sh
44Genl Dynamics Corp
Common Stock
$1.2M3.4K
0.5%
−22%
Reduced · −935 sh
45Home Depot Inc
Common Stock
$1.1M3.4K
0.5%
−39%
Reduced · −2K sh
46Analog Devices Inc
Common Stock
$1.1M3.5K
0.5%
−24%
Reduced · −1K sh
47NextEra Energy Inc
Common Stock
$1.1M11.7K
0.4%
−15%
Reduced · −2K sh
48Linde PLC New
Common Stock
$1.0M2.1K
0.4%
−12%
Reduced · −281 sh
49Ishares Core S&P Mid ETF
Fund
$1.0M15.3K
0.4%
−13%
Reduced · −2K sh
50Caterpillar Inc
Common Stock
$1.0M1.4K
0.4%
−11%
Reduced · −185 sh
Showing 50 of 1,322 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 14, 202618,176$242.2M13F-HR
Q4 2025Dec 31, 2025Jan 20, 202620,869$286.9M13F-HR
Q3 2025Sep 30, 2025Oct 7, 20255,145$50.5M13F-HR
Q2 2025Jun 30, 2025Jul 7, 202561,791$775.0M13F-HR
Q1 2025Mar 31, 2025Apr 10, 202549,996$595.3M13F-HR
Q4 2024Dec 31, 2024Jan 14, 202540,433$494.7M13F-HR
Q3 2024Sep 30, 2024Oct 11, 202433,450$362.9M13F-HR
Q2 2024Jun 30, 2024Jul 5, 202430,223$321.5M13F-HR
Q1 2024Mar 31, 2024May 14, 202420,891$249.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.