THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
•CIK: 319933•Filing: Q4 2025
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. manages $287M across a diverse portfolio of 1,361 positions. The fund exhibits significant concentration in mega-cap technology and healthcare names, notably holding $12.0M in MSFT and $9.4M in AAPL. Further top holdings include substantial allocations to LLY ($8.4M), NVDA ($8.0M), and OUSA ($7.6M). This positioning suggests a conviction in established growth leaders across the technology and life sciences sectors.
Total AUM
$286.9M
QoQ Performance
+468.0%
Positions
1,131
Top 10 Concentration
28.9%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT4.2%
AAPL3.3%
LLY2.9%
NVDA2.8%
OUSA2.6%
ORCL2.6%
RDVY1.5%
AVGO1.4%
📈 Biggest Buys
📉 Biggest Sells
GMMF
BLACKROCK TR ISHARES ETF
-29.9%
0.2% of portfolio
Sector Breakdown
Other49.2%
Technology23.3%
Consumer6.7%
Healthcare6.6%
Financial4.7%
ETF3.5%
Industrial1.7%
Materials1.4%
🚪 Exited Positionssold since Q3 2025
+355 more exited positions
Changes from Q3 2025
NEW21 new positions
↑178 increased
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024