Q3 2026 13F · SEC CIK 319933

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

Investment managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $61.1M
Reported positions: 627
Top holdings a year, 3 yrs: +19.7%
Average holding period: 2.2 yrs

Thurston, Springer, Miller, Herd & Titak, Inc. is an investment manager that reported 627 positions worth $61.1M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Apple Inc (AAPL, 5.3%), Microsoft Corp (MSFT, 3.1%), Vanguard Index Fds (VOO, 3.1%). A portfolio copying its top holdings returned 19.7% a year over the last 3 years, against 18.4% for the S&P 500.

Thurston, Springer, Miller, Herd & Titak, Inc. holdings largest 50 of 627 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Thurston, Springer, Miller, Herd & Titak, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	5.3%	3.1%	9,678	-66.9%	$3.2M
MSFTMicrosoft Corp	3.1%	2.9%	3,699	-82.7%	$1.9M
VOOVanguard Index Fds	3.1%	1.0%	2,686	-34.5%	$1.9M
NVDANvidia Corporation	2.1%	2.6%	5,680	-83.9%	$1.3M
LLYEli Lilly & Co	1.8%	2.2%	929	-81.3%	$1.1M
BRK-BBerkshire Hathaway Inc Del	1.7%	1.3%	2,101	-70.5%	$1.0M
MUMicron Technology Inc	1.5%	0.9%	867	-61.2%	$923K
QQQInvesco Qqq Tr	1.4%	0.8%	1,116	-64.4%	$826K
IVVIshares Tr	1.3%	1.3%	1,014	-78.4%	$777K
AVGOBroadcom Inc	1.0%	1.3%	1,796	-80.4%	$631K
RECSColumbia ETF Tr I	1.0%	0.5%	13,696	-58.9%	$618K
JNJJohnson & Johnson	1.0%	0.8%	2,236	-73.1%	$592K
AMZNAmazon Com Inc	1.0%	1.3%	2,343	-83.9%	$584K
OUSAAlps ETF Tr ETF	0.9%	0.9%	9,725	-76.2%	$578K
JPMJpmorgan Chase & Co	0.9%	1.0%	1,747	-78.3%	$578K
CSCOCisco Sys Inc	0.9%	1.0%	5,272	-77.8%	$568K
CGDVCapital Group Dividend Value	0.9%	0.7%	11,421	-72.6%	$558K
COSTCostco Wholesale Corporation	0.9%	0.6%	574	-68.3%	$523K
SPYState Str Spdr S&p 500 ETF T	0.8%	1.1%	671	-82.9%	$512K
CGGRCapital Group Growth ETF	0.8%	0.8%	10,422	-76.3%	$494K
GOOGLAlphabet Inc	0.8%	0.9%	1,401	-79.7%	$482K
ABBVAbbvie Inc	0.8%	0.7%	1,825	-74.5%	$477K
WMTWalmart Inc	0.8%	0.8%	4,490	-76.6%	$467K
IEFAIshares Tr	0.8%	0.7%	4,778	-76.5%	$463K
AMDAdvanced Micro Devices Inc	0.7%	0.5%	746	-69.3%	$456K
RDVYFirst Tr Exchange Traded Fd	0.7%	1.7%	5,691	-90.0%	$446K
APHAmphenol Corp	0.7%	—	5,258	—	$443K
LINLinde PLC	0.7%	0.5%	928	-63.1%	$440K
IJHIshares Tr	0.7%	—	6,110	—	$440K
TSLATesla Inc	0.7%	0.9%	1,233	-78.7%	$437K
CMICummins Inc	0.7%	0.8%	826	-72.0%	$427K
ETNEaton Corp PLC	0.7%	—	992	—	$426K
AMGNAmgen Inc	0.7%	—	985	—	$415K
ADIAnalog Devices Inc	0.7%	0.6%	1,030	-74.9%	$409K
PHParker-Hannifin Corp	0.6%	—	402	—	$384K
TXNTexas Instrs Inc	0.6%	0.6%	1,331	-75.0%	$373K
ROUSLattice Strategies Tr	0.6%	0.6%	5,586	-77.6%	$371K
LVHILegg Mason ETF Invt	0.6%	0.6%	8,853	-78.6%	$369K
CGXUCapital Group Intl Focus Eqt	0.6%	1.0%	10,698	-86.0%	$367K
SPCXSpace Exploration Techn Corp	0.6%	—	2,371	—	$358K
GWWWw Grainger Inc	0.6%	—	287	—	$358K
TSMTaiwan Semiconductor Manufac	0.6%	0.5%	783	-73.0%	$357K
SILGlobal X Fds	0.6%	0.5%	4,102	-76.5%	$353K
HDHome Depot Inc	0.6%	0.6%	1,218	-71.6%	$346K
JGROJ P Morgan Exchange Traded F	0.5%	0.6%	3,443	-80.6%	$333K
METAMeta Platforms Inc	0.5%	—	458	—	$332K
XOMExxonmobil Holdings Corp	0.5%	—	2,014	—	$328K
LMTLockheed Martin Corp	0.5%	—	630	—	$321K
OUSMAlps ETF Tr	0.5%	0.5%	6,946	-78.1%	$319K
LRCXLam Research Corp	0.5%	—	962	—	$316K

What Thurston, Springer, Miller, Herd & Titak, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

RDVY First Tr Exchange Traded Fd-90.0% shares
CGXU Capital Group Intl Focus Eqt-86.0% shares
NVDA Nvidia Corporation-83.9% shares
AMZN Amazon Com Inc-83.9% shares
SPY State Str Spdr S&p 500 ETF T-82.9% shares
MSFT Microsoft Corp-82.7% shares
LLY Eli Lilly & Co-81.3% shares
JGRO J P Morgan Exchange Traded F-80.6% shares

Left the top 50

ORCL Oracle Corpwas 2.0%
VUG Vanguard Index Fdswas 1.2%
GOOG Alphabet Incwas 1.0%
JAVA J P Morgan Exchange Traded Fwas 0.6%
SLV Ishares Silver Trwas 0.6%
CAT Caterpillar Incwas 0.5%
WEC Wec Energy Group Incwas 0.5%
VTV Vanguard Index Fdswas 0.5%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.3% /yr; S&P 500 +20.1%
3 years: +19.7% /yr; S&P 500 +18.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$61.1M	627
Q2 2026	$274.9M	1,231
Q1 2026	$242.2M	1,317
Q4 2025	$286.9M	1,361
Q3 2025	$50.5M	539
Q2 2025	$775.0M	1,639
Q1 2025	$595.3M	1,687
Q4 2024	$494.7M	1,330
Q3 2024	$362.9M	1,538
Q2 2024	$321.5M	1,521
Q1 2024	$249.2M	171

Questions about Thurston, Springer, Miller, Herd & Titak, Inc.'s portfolio

What stocks does Thurston, Springer, Miller, Herd & Titak, Inc. own?

Thurston, Springer, Miller, Herd & Titak, Inc.'s latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 627 positions worth $61.1M. The largest are Apple Inc (AAPL) at 5.3%, Microsoft Corp (MSFT) at 3.1%, Vanguard Index Fds (VOO) at 3.1%, Nvidia Corporation (NVDA) at 2.1% and Eli Lilly & Co (LLY) at 1.8%.

What did Thurston, Springer, Miller, Herd & Titak, Inc. buy last quarter?

Thurston, Springer, Miller, Herd & Titak, Inc. opened no new positions and grew none by more than 5% among its largest holdings in Q3 2026.

What did Thurston, Springer, Miller, Herd & Titak, Inc. sell last quarter?

In Q3 2026, Thurston, Springer, Miller, Herd & Titak, Inc. cut from its top 50 Oracle Corp (ORCL), cut from its top 50 Vanguard Index Fds (VUG), cut from its top 50 Alphabet Inc (GOOG), cut from its top 50 J P Morgan Exchange Traded F (JAVA), cut from its top 50 Ishares Silver Tr (SLV), First Tr Exchange Traded Fd (RDVY) (-90.0% shares), Capital Group Intl Focus Eqt (CGXU) (-86.0% shares) and Nvidia Corporation (NVDA) (-83.9% shares), compared with its Q2 2026 filing.

How has Thurston, Springer, Miller, Herd & Titak, Inc.'s portfolio performed?

A portfolio copying Thurston, Springer, Miller, Herd & Titak, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.7% a year over the last 3 years, against +18.4% for the S&P 500. Over 1 year: +19.3% against +20.1%.

When is Thurston, Springer, Miller, Herd & Titak, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Thurston, Springer, Miller, Herd & Titak, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.