Thurston, Springer, Miller, Herd & Titak, Inc. holds a diversified book of 1322 reported positions worth $242.2M as of Q1 2026 (disclosed Apr 14, 2026, a ~14-day 13F lag). This quarter they opened Guggenheim and trimmed Apple Inc. Their largest long position is Apple Inc at 3% of the reported non-option book. Cloning the disclosed picks since 2024 would be +48% (+18.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 9.2 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 each quarter's actual reporting lag, ~14 days for the latest filing, with 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.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
57% mapped to company sectors
+5 sectors below the cut, 9% together
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Thurston, Springer, Miller, Herd & Titak, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $441.4M |
| Swiss Re Ltd | 35 / 80 | $1.0B |
| Emerald Advisors, LLC | 37 / 80 | $699.8M |
| Ketron Financial | 18 / 80 | $279.6M |
| 9823 Capital, L.P. | 10 / 80 | $126.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Thurston, Springer, Miller, Herd & Titak, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc Common Stock | $7.2M | 28.3K | 3.0% | ▼−18% Reduced · −6K sh | |
| 2 | Microsoft Corp Common Stock | $6.1M | 16.5K | 2.5% | ▼−34% Reduced · −8K sh | |
| 3 | Nvidia Corp Common Stock | $6.0M | 34.4K | 2.5% | ▼−20% Reduced · −8K sh | |
| 4 | ALPS ETF TR ETF Fund | $4.7M | 83.9K | 1.9% | ▼−36% Reduced · −48K sh | |
| 5 | First Trust Rising ETF Fund | $3.6M | 53.3K | 1.5% | ▼−12% Reduced · −7K sh | |
| 6 | Eli Lilly & Co Common Stock | $3.2M | 3.5K | 1.3% | ▼−56% Reduced · −4K sh | |
| 7 | Berkshire Hathaway Inc Common Stock | $3.0M | 6.3K | 1.3% | ▼−16% Reduced · −1K sh | |
| 8 | Ishares Core S&P 500 ETF Fund | $3.0M | 4.5K | 1.2% | ▼−4.8% Reduced · −231 sh | |
| 9 | Vanguard Growth ETF Fund | $2.8M | 6.5K | 1.2% | ▼−1.1% Reduced · −75 sh | |
| 10 | Amazon Com Inc Common Stock | $2.6M | 12.6K | 1.1% | ▼−20% Reduced · −3K sh | |
| 11 | Broadcom Inc Common Stock | $2.6M | 8.3K | 1.1% | ▼−31% Reduced · −4K sh | |
| 12 | Vanguard Index FDS ETF Fund | $2.3M | 3.8K | 0.9% | ▼−23% Reduced · −1K sh | |
| 13 | Walmart Inc Common Stock | $2.3M | 18.2K | 0.9% | ▼−20% Reduced · −5K sh | |
| 14 | Capital Grp Intl ETF Fund | $2.1M | 70.6K | 0.9% | ▼−7.9% Reduced · −6K sh | |
| 15 | Tesla Inc Common Stock | $2.1M | 5.5K | 0.8% | ▼−20% Reduced · −1K sh | |
| 16 | Alphabet Inc Non Voting Common Stock | $2.0M | 7.1K | 0.8% | ▼−20% Reduced · −2K sh | |
| 17 | State Street SPDR ETF Fund | $1.9M | 3.0K | 0.8% | ▲+4.2% Added · +119 sh | |
| 18 | I Shares Silver TR ETF Fund | $1.9M | 27.4K | 0.8% | ▲+9.5% Added · +2K sh | |
| 19 | JPMorgan Chase & Co Common Stock | $1.8M | 6.2K | 0.8% | ▼−19% Reduced · −1K sh | |
| 20 | Ishares Core Msci ETF Fund | $1.8M | 19.6K | 0.7% | ▼−17% Reduced · −4K sh | |
| 21 | ALPS ETF TR ETF Fund | $1.7M | 39.8K | 0.7% | ▼−20% Reduced · −10K sh | |
| 22 | Invesco QQQ TR ETF Fund | $1.7M | 3.0K | 0.7% | ▼−3.0% Reduced · −90 sh | |
| 23 | First Trust Unit Investment Trust | $1.7M | 155.9K | 0.7% | ▲26× Added · +150K sh | |
| 24 | Costco WHSL Corp New Common Stock | $1.7M | 1.7K | 0.7% | ▼−20% Reduced · −414 sh | |
| 25 | Cisco Systems Inc Common Stock | $1.6M | 21.3K | 0.7% | ▼−28% Reduced · −8K sh | |
| 26 | Capital Grp Growth ETF Fund | $1.6M | 39.0K | 0.6% | ▲+16% Added · +5K sh | |
| 27 | Capital Grp Dividend ETF Fund | $1.5M | 35.5K | 0.6% | ▲+19% Added · +6K sh | |
| 28 | Global X FDS ETF Fund | $1.5M | 16.7K | 0.6% | ▼−21% Reduced · −4K sh | |
| 29 | Alphabet Inc Voting Common Stock | $1.5M | 5.2K | 0.6% | ▼−35% Reduced · −3K sh | |
| 30 | Johnson & Johnson Common Stock | $1.5M | 6.0K | 0.6% | ▼−19% Reduced · −1K sh | |
| 31 | McDonalds Corp Common Stock | $1.5M | 4.7K | 0.6% | ▼−19% Reduced · −1K sh | |
| 32 | Cummins Inc Common Stock | $1.4M | 2.7K | 0.6% | ▼−24% Reduced · −832 sh | |
| 33 | Franklin Intl Low ETF Fund | $1.4M | 34.4K | 0.6% | ▲+12% Added · +4K sh | |
| 34 | Phillips 66 Common Stock | $1.4M | 7.6K | 0.6% | ▼−25% Reduced · −3K sh | |
| 35 | Exxon Mobil Corp Common Stock | $1.3M | 7.9K | 0.6% | ▼−26% Reduced · −3K sh | |
| 36 | Chevron Corporation Common Stock | $1.3M | 6.3K | 0.5% | ▼−30% Reduced · −3K sh | |
| 37 | Wec Energy Group Inc Common Stock | $1.3M | 11.1K | 0.5% | ▼−15% Reduced · −2K sh | |
| 38 | JPMorgan TR Active ETF Fund | $1.3M | 15.0K | 0.5% | ▲+22% Added · +3K sh | |
| 39 | Columbia ETF TR I ETF Fund | $1.2M | 31.9K | 0.5% | ▼−31% Reduced · −14K sh | |
| 40 | Vanguard Value ETF Fund | $1.2M | 6.3K | 0.5% | ▲+16% Added · +848 sh | |
| 41 | Lattice Strategies ETF Fund | $1.2M | 20.6K | 0.5% | ▲+15% Added · +3K sh | |
| 42 | AAM Unit Investment Trust | $1.2M | 124.8K | 0.5% | ▲+211% Added · +85K sh | |
| 43 | Lockheed Martin Corp Common Stock | $1.2M | 1.9K | 0.5% | ▼−35% Reduced · −1K sh | |
| 44 | Genl Dynamics Corp Common Stock | $1.2M | 3.4K | 0.5% | ▼−22% Reduced · −935 sh | |
| 45 | Home Depot Inc Common Stock | $1.1M | 3.4K | 0.5% | ▼−39% Reduced · −2K sh | |
| 46 | Analog Devices Inc Common Stock | $1.1M | 3.5K | 0.5% | ▼−24% Reduced · −1K sh | |
| 47 | NextEra Energy Inc Common Stock | $1.1M | 11.7K | 0.4% | ▼−15% Reduced · −2K sh | |
| 48 | Linde PLC New Common Stock | $1.0M | 2.1K | 0.4% | ▼−12% Reduced · −281 sh | |
| 49 | Ishares Core S&P Mid ETF Fund | $1.0M | 15.3K | 0.4% | ▼−13% Reduced · −2K sh | |
| 50 | Caterpillar Inc Common Stock | $1.0M | 1.4K | 0.4% | ▼−11% Reduced · −185 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/319933/holdings"
Use Arkolith to show THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 14d | 18,176 | $242.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 20d | 20,869 | $286.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 7, 2025 | 7d | 5,145 | $50.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 7, 2025 | 7d | 61,791 | $775.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 10d | 49,996 | $595.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 14d | 40,433 | $494.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 11, 2024 | 11d | 33,450 | $362.9M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 5, 2024 | 5d | 30,223 | $321.5M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 44d | 20,891 | $249.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.