THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

CIK

319933

Location

INDIANAPOLIS, IN

Portfolio Value

Micro $59,353,636

Diversification

Diversified

Filing Date

Global Rank

#5,561 / 8,827 ▲ 275 · as of Jun 2026

Top Industry

Semiconductors 12.9%

Period ended 38 days ago

Filed Oct 14, 2026 · 24d

11 quarters · since Mar 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 29.0%, 72.7 effective positions, active share 45.6% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

12.9% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 7.9 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 45.6%; sector active share 22.9% against the combined 13F book's sector weights.

Over time 10 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

613 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

5.4%

−1.1 pts

Top 5

20.7%

+1.7 pts

Top 10

28.8%

−0.2 pts

HHI

144

Diversified+6

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	31.7%	$18,816,960	194
Technology	24.8%	$14,709,831	68
Industrials	10.6%	$6,317,953	68
Healthcare	7.0%	$4,178,511	38
Financial Services	7.0%	$4,155,922	67
Consumer Cyclical	4.3%	$2,535,583	36
Consumer Defensive	3.6%	$2,148,688	26
Energy	2.9%	$1,713,049	25
Basic Materials	2.8%	$1,644,077	24
Communication Services	2.5%	$1,494,382	15
Utilities	2.3%	$1,388,472	23
Real Estate	0.4%	$250,208	29

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
SPCX	Space Exploration Technologies Corp	+1,851	2,371	$357,673
ALGT	Allegiant Travel CO	+1,096	1,454	$110,186
IGV	iShares Expanded Tech-Software Sector ETF	+560	785	$83,586
LKNCY	Luckin Coffee Inc.	+489	1,189	$40,437
TXO	TXO Partners, L.P.	+340	6,294	$86,038
VXUS	Vanguard Total International Stock ETF	+255	1,764	$149,869
AMKR	Amkor Technology, Inc.	+209	839	$43,945
CGGO	Capital Group Global Growth Equity ETF	+208	2,183	$86,838
CRDO	Credo Technology Group Holding Ltd	+196	200	$38,958
KHC	Kraft Heinz Co	+162	700	$15,904
KEYS	Keysight Technologies, Inc.	+88	133	$48,413
FRDM	Freedom 100 Emerging Markets ETF	+45	105	$7,345
CRS	Carpenter Technology Corp	+40	133	$51,711
ARE	Alexandria Real Estate Equities, Inc.	+36	60	$2,847
VTR	Ventas, Inc.	+33	38	$3,230
SNDK	Sandisk Corp	+9	79	$137,449
KNG	FT Vest S&P 500 Dividend Aristocrats Target Income ETF	+3	142	$6,835
BABA	Alibaba Group Holding Ltd	+1	53	$5,699
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CGXU	Capital Group International Focus Equity ETF	−65,770	10,698	$366,826
RDVY	First Trust Rising Dividend Achievers ETF	−51,057	5,691	$445,540
VUG	VANGUARD GROWTH INDEX FUND	−37,680	1,925	$173,460
ORCL	Oracle Corp	−36,930	1,428	$196,050
CGGR	Capital Group Growth ETF	−33,637	10,422	$494,307
LVHI	Franklin International Low Volatility High Dividend Index ETF	−32,478	8,853	$369,252
OUSA	ALPS \| OShares U.S. Quality Dividend ETF	−31,207	9,725	$578,436
CGDV	Capital Group Dividend Value ETF	−30,318	11,421	$557,909
NVDA	Nvidia Corp	−29,666	5,680	$1,297,176
PYLD		−26,984	1,777	$45,117
OUSM	ALPS \| OShares U.S. Small-Cap Quality Dividend ETF	−24,712	6,946	$319,025
SLV	iShares Silver Trust	−24,213	5,276	$287,578
FNDE	Schwab Fundamental Emerging Markets Equity ETF	−23,329	2,687	$112,501
ISCF	iShares International Small-Cap Equity Factor ETF	−20,412	2,076	$92,712
RECS	Columbia Research Enhanced Core ETF	−19,611	13,696	$617,547
AAPL	Apple Inc.	−19,541	9,678	$3,222,948
ROUS	Hartford Multifactor US Equity ETF	−19,381	5,586	$370,906
CSCO	Cisco Systems, Inc.	−18,486	5,272	$567,403
FFOG	Franklin Focused Dynamic Growth ETF	−18,325	1,672	$86,792
MSFT	Microsoft Corp	−17,689	3,699	$1,897,197
TXUE	Thornburg International Equity ETF	−17,439	4,847	$168,286
JAVA	JPMorgan Active Value ETF	−17,415	2,840	$226,402
JXX	Janus Henderson Transformational Growth ETF	−16,732	710	$22,228
AOM	iShares Core 40/60 Moderate Allocation ETF	−16,372	4,251	$207,189
FLQM	Franklin U.S. Mid Cap Multifactor Index ETF	−16,125	1,536	$88,225
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
LGDS		3,193	$161,397
MSFU	Direxion Daily MSFT Bull 2X Shares	1,697	$66,692
MRVU	Direxion Daily MRVL Bull 2X ETF	454	$66,610
NG	Novagold Resources Inc	7,500	$48,750
LINT	Direxion Daily INTC Bull 2X ETF	280	$44,914
VFLO	VictoryShares Free Cash Flow ETF	867	$44,381
NBIL		1,452	$38,332
MBINM	Merchants Bancorp	500	$12,835
TOPT	iShares Top 20 U.S. Stocks ETF	325	$11,342
TKO	TKO Group Holdings, Inc.	53	$9,523
SW	Smurfit Westrock plc	184	$8,113
QCMU	Direxion Daily QCOM Bull 2X ETF	300	$6,789
MBGL	Mobility Global Inc.	370	$6,335
TRFK	Pacer Data and Digital Revolution ETF	40	$4,034
GPC	Genuine Parts Co	23	$2,892
WPC	W. P. Carey Inc.	44	$2,843
ACHR	Archer Aviation Inc.	500	$2,485
NXT	Nextpower Inc.	20	$1,558
BCI	abrdn Bloomberg All Commodity Strategy K-1 Free ETF	60	$1,552
SAN	Banco Santander, S.A.	51	$705
APLD	Applied Digital Corp.	20	$487
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ILCG	iShares Morningstar Growth ETF	8,000	$936,160
HBNC	Horizon Bancorp Inc	35,913	$717,541
GPIX	Goldman Sachs S&P 500 Premium Income ETF	12,124	$673,730
MTUM	iShares MSCI USA Momentum Factor ETF	1,746	$598,581
CRWD	CrowdStrike Holdings, Inc.	756	$576,930
FXR	First Trust Industrials/Producer Durables AlphaDEX Fund	5,315	$484,298
BUFD	FT Vest Laddered Deep Buffer ETF	15,594	$463,434
XSD	State Street(R) SPDR(R) S&P(R) Semiconductor ETF	624	$389,186
NSC	Norfolk Southern Corp	1,022	$321,509
DLN	WisdomTree U.S. LargeCap Dividend Fund	3,000	$288,960
FITB	Fifth Third Bancorp	5,121	$288,664
NDMO	Nuveen Dynamic Municipal Opportunities Fund	25,259	$262,946
IUSG	iShares Core S&P U.S. Growth ETF	1,318	$247,901
UWM	ProShares Ultra Russell2000	3,588	$241,217
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	1,819	$232,486
OKLO	Oklo Inc.	4,363	$228,294
MUB	iShares National Muni Bond ETF	2,120	$228,153
IUSV	iShares Core S&P U.S. Value ETF	2,059	$226,797
WDC	Western Digital Corp	317	$202,473
UFO	Procure Space ETF	3,741	$189,554
BSTZ	BlackRock Science & Technology Term Trust	6,250	$187,687
STX	Seagate Technology Holdings plc	194	$187,210
NDAQ	Nasdaq, Inc.	2,235	$176,161
AZN	Astrazeneca PLC	896	$169,894
—		6,085	$166,788
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

613 tracked positions · $59,353,636 total · filing declares 201,479 positions · $3,402,532,587 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 613 positions by value · page 1 of 13

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	9,678	-19,541	$3,222,948	−61.9%	5.43%
MSFT	Microsoft Corp Technology	Reduced	3,699	-17,689	$1,897,197	−76.2%	3.20%
VOO	VANGUARD 500 INDEX FUND	Reduced	2,686	-1,417	$1,882,501	−33.2%	3.17%
NVDA	Nvidia Corp Technology	Reduced	5,680	-29,666	$1,297,176	−81.7%	2.19%
LLY	ELI LILLY & Co Healthcare	Reduced	929	-4,036	$1,074,909	−81.9%	1.81%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,101	-5,017	$1,046,174	−70.6%	1.76%
MU	Micron Technology Inc Technology	Reduced	867	-1,370	$923,443	−64.2%	1.56%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,116	-2,016	$825,574	−64.2%	1.39%
IVV	iShares Core S&P 500 ETF	Reduced	1,014	-3,677	$776,562	−77.9%	1.31%
AVGO	Broadcom Inc. Technology	Reduced	1,796	-7,360	$630,723	−81.8%	1.06%
RECS	Columbia Research Enhanced Core ETF	Reduced	13,696	-19,611	$617,547	−57.2%	1.04%
JNJ	Johnson & Johnson Healthcare	Reduced	2,236	-6,065	$591,938	−71.9%	1.00%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,343	-12,206	$583,740	−83.2%	0.98%
OUSA	ALPS \| OShares U.S. Quality Dividend ETF	Reduced	9,725	-31,207	$578,436	−75.8%	0.97%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,747	-6,311	$577,937	−78.1%	0.97%
CSCO	Cisco Systems, Inc. Technology	Reduced	5,272	-18,486	$567,403	−79.7%	0.96%
CGDV	Capital Group Dividend Value ETF	Reduced	11,421	-30,318	$557,909	−72.9%	0.94%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	574	-1,238	$522,521	−69.2%	0.88%
SPY	Spdr S&P 500 ETF Trust	Reduced	671	-3,246	$511,717	−82.5%	0.86%
CGGR	Capital Group Growth ETF	Reduced	10,422	-33,637	$494,307	−76.2%	0.83%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,401	-5,489	$482,039	−80.4%	0.81%
ABBV	AbbVie Inc. Healthcare	Reduced	1,825	-5,323	$477,382	−73.5%	0.80%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,490	-14,727	$466,583	−78.6%	0.79%
IEFA	iShares Core MSCI EAFE ETF	Reduced	4,778	-15,568	$462,885	−76.4%	0.78%
AMD	Advanced Micro Devices Inc Technology	Reduced	746	-1,683	$456,368	−67.7%	0.77%
RDVY	First Trust Rising Dividend Achievers ETF	Reduced	5,691	-51,057	$445,540	−90.3%	0.75%
APH	Amphenol Corp Technology	Reduced	5,258	-1,625	$443,233	−63.5%	0.75%
LIN	Linde PLC Basic Materials	Reduced	928	-1,590	$440,456	−66.3%	0.74%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	6,110	-9,588	$439,607	−63.7%	0.74%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,233	-4,562	$437,463	−82.1%	0.74%
CMI	Cummins Inc Industrials	Reduced	826	-2,124	$426,664	−79.7%	0.72%
ETN	Eaton Corp plc Industrials	Reduced	992	-1,249	$426,253	−55.4%	0.72%
AMGN	Amgen Inc Healthcare	Reduced	985	-2,027	$415,176	−61.9%	0.70%
ADI	Analog Devices Inc Technology	Reduced	1,030	-3,067	$408,600	−74.9%	0.69%
PH	Parker-Hannifin Corp Industrials	Reduced	402	-710	$384,063	−64.7%	0.65%
TXN	Texas Instruments Inc Technology	Reduced	1,331	-3,993	$372,785	−76.5%	0.63%
ROUS	Hartford Multifactor US Equity ETF	Reduced	5,586	-19,381	$370,906	−78.0%	0.62%
LVHI	Franklin International Low Volatility High Dividend Index ETF	Reduced	8,853	-32,478	$369,252	−78.0%	0.62%
CGXU	Capital Group International Focus Equity ETF	Reduced	10,698	-65,770	$366,826	−86.1%	0.62%
SPCX	Space Exploration Technologies Corp Industrials	Added	2,371	+1,851	$357,673	+302.6%	0.60%
GWW	W.W. Grainger, Inc. Industrials	Reduced	287	-547	$357,522	−68.5%	0.60%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	783	-2,113	$357,184	−74.2%	0.60%
SIL	Global X Silver Miners ETF	Reduced	4,102	-13,356	$352,805	−73.9%	0.59%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,218	-3,067	$346,486	−77.1%	0.58%
JGRO	JPMorgan Active Growth ETF	Reduced	3,443	-14,290	$332,519	−81.0%	0.56%
META	Meta Platforms, Inc. Communication Services	Reduced	458	-1,084	$332,118	−61.8%	0.56%
XOM	ExxonMobil Holdings Corp Energy	Reduced	2,014	-7,487	$327,768	−74.8%	0.55%
LMT	Lockheed Martin Corp Industrials	Reduced	630	-1,710	$320,811	−73.1%	0.54%
OUSM	ALPS \| OShares U.S. Small-Cap Quality Dividend ETF	Reduced	6,946	-24,712	$319,025	−78.8%	0.54%
LRCX	Lam Research Corp Technology	Reduced	962	-1,940	$316,020	−74.9%	0.53%

Showing the top 50 of 613 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.