THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
Sector Allocation
- Other30.4%$18.6M
- Technology26.6%$16.2M
- Financials8.8%$5.4M
- Healthcare8.1%$4.9M
- Industrials7.1%$4.3M
- Consumer Discretionary5.2%$3.2M
- Consumer Staples3.8%$2.3M
- Materials3.4%$2.1M
- Energy3.3%$2.0M
- Utilities2.2%$1.4M
AUM History
13fpro.ai/research/fund/thurston-springer-miller-herd-and-titak-inc-319933
Conviction and streaks
Concentrating · top 10 = 22.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$3.2MMSFT
$1.9M- VANGUARD$1.9M
NVDA
$1.3MLLY
$1.1MBRK.B
$1.0MMU
$923KQQQ
$826K- ISHARES$777K
AVGO
$631K- COLUMBIA$618K
JNJ
$592KAMZN
$584KALPS
$578KJPM
$578KCSCO
$568K- CAPITAL$558K
COST
$523KSPY
$512K- CAPITAL$494K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/thurston-springer-miller-herd-and-titak-inc-319933
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 13F holdings — Q3 2026
$61.1M portfolio (-77.8% QoQ) · 635 holdings · Q3 2026 13F · top 10 are 22% of the stock portfolio
$3.2M
5.3% of stocks
-67%This quarter+0.3%Since filed1+ qtrsHeld$1.9M
3.1% of stocks
-83%This quarter-0.2%Since filed1+ qtrsHeld- 3
VANGUARD INDEX FDS ETF - Equity Fund
$1.9M
3.1% of stocks
-35%This quarter—Since filed—HeldAIQuality—Est. buy— $1.3M
2.1% of stocks
-84%This quarter-2.4%Since filed1+ qtrsHeld$1.1M
1.8% of stocks
-81%This quarter+5.8%Since filed1+ qtrsHeld$1.0M
1.7% of stocks
-70%This quarter—Since filed1+ qtrsHeld$923.4K
1.5% of stocks
-61%This quarter-1.1%Since filed1+ qtrsHeld$825.6K
1.4% of stocks
-64%This quarter-2.3%Since filed1+ qtrsHeld- 9
ISHARES CORE S&P 500 ETF - Equity Fund
$776.9K
1.3% of stocks
-78%This quarter—Since filed—HeldAIQuality—Est. buy— $630.7K
1.0% of stocks
-80%This quarter-4.9%Since filed1+ qtrsHeld
All holdings — THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. (Q3 2026)
635 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | COLUMBIA ETF TR I ETF - Equity Fundetf/fund | — | $618K | 1.0% | 14K | -59% | — | — | 13F |
| 12 | JOHNSON & JOHNSON | Healthcare | $592K | 1.0% | 2,236 | -73% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | AMAZON COM INC | Consumer Discretionary | $584K | 1.0% | 2,343 | -84% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Alps Group Incetf/fund | Healthcare | $578K | 0.9% | 9,725 | -76% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | JPMORGAN CHASE & CO | Financials | $578K | 0.9% | 1,747 | -78% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | CISCO SYSTEMS, INC. | Technology | $568K | 0.9% | 5,272 | -78% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | CAPITAL GRP DIVIDEND ETF - Equity Fundetf/fund | — | $558K | 0.9% | 11K | -73% | — | — | 13F |
| 18 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $523K | 0.8% | 574 | -68% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | SPDR S&P 500 ETF TRUSTetf/fund | — | $512K | 0.8% | 671 | -83% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | CAPITAL GRP GROWTH ETF - Equity Fundetf/fund | — | $494K | 0.8% | 10K | -76% | — | — | 13F |
| 21 | Alphabet Inc. | Technology | $482K | 0.8% | 1,401 | -80% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | AbbVie Inc. | Healthcare | $477K | 0.8% | 1,825 | -74% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Walmart Inc. | Consumer Staples | $467K | 0.8% | 4,490 | -77% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES CORE MSCI ETF - Equity Fundetf/fund | — | $463K | 0.8% | 4,778 | -77% | — | — | 13F |
| 25 | ADVANCED MICRO DEVICES INC | Technology | $456K | 0.8% | 746 | -69% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | FIRST TRUST RISING ETF - Equity Fund | — | $446K | 0.7% | 5,691 | -90% | |||
| 27 | $APH | AMPHENOL CORP /DE/ | Technology | $443K | 0.7% | 5,258 | -24% | |||
| 28 | $LIN | LINDE PLC | Materials | $440K | 0.7% | 928 | -63% | |||
| 29 | — | ISHARES CORE S&P MID ETF - Equity Fund | — | $440K | 0.7% | 6,110 | -61% | |||
| 30 | $TSLA | Tesla, Inc. | Consumer Discretionary | $437K | 0.7% | 1,233 | -79% | |||
| 31 | $CMI | CUMMINS INC | Industrials | $427K | 0.7% | 826 | -72% | |||
| 32 | $ETN | Eaton Corp plc | Industrials | $426K | 0.7% | 992 | -56% | |||
| 33 | $AMGN | AMGEN INC | Healthcare | $415K | 0.7% | 985 | -67% | |||
| 34 | $ADI | ANALOG DEVICES INC | Technology | $409K | 0.7% | 1,030 | -75% | |||
| 35 | $PH | Parker-Hannifin Corp | Industrials | $384K | 0.6% | 402 | -64% | |||
| 36 | $TXN | TEXAS INSTRUMENTS INC | Technology | $373K | 0.6% | 1,331 | -75% | |||
| 37 | — | LATTICE STRATEGIES ETF - Equity Fund | — | $371K | 0.6% | 5,586 | -78% | |||
| 38 | — | FRANKLIN INTL LOW ETF - Equity Fund | — | $369K | 0.6% | 8,853 | -79% | |||
| 39 | — | CAPITAL GRP INTL ETF - Equity Fund | — | $367K | 0.6% | 11K | -86% | |||
| 40 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $358K | 0.6% | 2,371 | +356% | |||
| 41 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $358K | 0.6% | 287 | -66% | |||
| 42 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $357K | 0.6% | 783 | -73% | |||
| 43 | — | GLOBAL X FDS ETF - Equity Fund | — | $353K | 0.6% | 4,102 | -77% | |||
| 44 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $346K | 0.6% | 1,218 | -72% | |||
| 45 | — | JPMORGAN TR ACTIVE ETF - Equity Fund | — | $333K | 0.5% | 3,443 | -81% | |||
| 46 | $META | Meta Platforms, Inc. | Technology | $332K | 0.5% | 458 | -70% | |||
| 47 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $328K | 0.5% | 2,014 | -79% | |||
| 48 | $LMT | LOCKHEED MARTIN CORP | Industrials | $321K | 0.5% | 630 | -73% | |||
| 49 | $ALPS | Alps Group Inc | Healthcare | $319K | 0.5% | 6,946 | -78% | |||
| 50 | $LRCX | LAM RESEARCH CORP | Technology | $316K | 0.5% | 962 | -67% | |||
| 51 | $GD | GENERAL DYNAMICS CORP | Industrials | $315K | 0.5% | 949 | -73% | |||
| 52 | $CB | Chubb Ltd | Financials | $313K | 0.5% | 963 | -69% | |||
| 53 | $NEE | NEXTERA ENERGY INC | Utilities | $293K | 0.5% | 3,867 | -72% | |||
| 54 | $SLV | iShares Silver Trust | Financials | $288K | 0.5% | 5,276 | -82% | |||
| 55 | $MA | Mastercard Inc | Financials | $284K | 0.5% | 514 | -70% | |||
| 56 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $279K | 0.5% | 2,112 | -41% | |||
| 57 | $PWR | QUANTA SERVICES, INC. | Industrials | $275K | 0.5% | 428 | -74% | |||
| 58 | — | ISHARES MSCI ACWI ETF - Equity Fund | — | $274K | 0.5% | 1,727 | -79% | |||
| 59 | $BLK | BlackRock, Inc. | Financials | $268K | 0.4% | 253 | -78% | |||
| 60 | $ECL | ECOLAB INC. | Materials | $264K | 0.4% | 963 | -58% | |||
| 61 | $PSX | Phillips 66 | Energy | $261K | 0.4% | 1,024 | -70% | |||
| 62 | $INTC | INTEL CORP | Technology | $261K | 0.4% | 2,170 | -59% | |||
| 63 | $SYK | STRYKER CORP | Healthcare | $259K | 0.4% | 941 | -70% | |||
| 64 | — | ISHARES INC ETF - Equity Fund | — | $259K | 0.4% | 3,186 | -73% | |||
| 65 | $CVX | CHEVRON CORP | Energy | $258K | 0.4% | 1,264 | -77% | |||
| 66 | $KO | COCA COLA CO | Consumer Staples | $257K | 0.4% | 2,990 | -69% | |||
| 67 | $IVZ | Invesco Ltd. | Financials | $256K | 0.4% | 840 | -31% | |||
| 68 | $MDT | Medtronic plc | Healthcare | $253K | 0.4% | 2,937 | -68% | |||
| 69 | — | DIMENSIONAL TR ETF - Equity Fund | — | $247K | 0.4% | 6,570 | -52% | |||
| 70 | — | FIRST TR NASDAQ ETF - Equity Fund | — | $241K | 0.4% | 2,336 | -40% | |||
| 71 | — | VANGUARD MORNINGSTAR ETF - Equity Fund | — | $236K | 0.4% | 828 | -75% | |||
| 72 | — | DIMENSIONAL TR US ETF - Equity Fund | — | $236K | 0.4% | 5,299 | -51% | |||
| 73 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $233K | 0.4% | 1,265 | -64% | |||
| 74 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $232K | 0.4% | 901 | -74% | |||
| 75 | — | J P MORGAN EXCHANGE ETF - Equity Fund | — | $226K | 0.4% | 2,840 | -86% | |||
| 76 | — | VANGUARD DIVIDEND ETF - Equity Fund | — | $223K | 0.4% | 955 | -77% | |||
| 77 | $MRK | Merck & Co., Inc. | Healthcare | $222K | 0.4% | 1,530 | -58% | |||
| 78 | $WM | WASTE MANAGEMENT INC | Utilities | $220K | 0.4% | 1,079 | -72% | |||
| 79 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $218K | 0.4% | 2,168 | -82% | |||
| 80 | — | SELECT SECTOR SPDR ETF - Equity Fund | — | $218K | 0.4% | 1,116 | -81% | |||
| 81 | $GLW | CORNING INC /NY | Materials | $218K | 0.4% | 1,419 | -72% | |||
| 82 | $PEP | PEPSICO INC | Consumer Staples | $217K | 0.4% | 1,716 | -70% | |||
| 83 | $GOOG | Alphabet Inc. | Technology | $217K | 0.4% | 638 | -92% | |||
| 84 | $IVZ | Invesco Ltd. | Financials | $217K | 0.3% | 1,043 | -78% | |||
| 85 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $209K | 0.3% | 810 | -74% | |||
| 86 | — | ISHARES TR CORE ETF - Multi-Asset Fund | — | $207K | 0.3% | 4,251 | -79% | |||
| 87 | — | VANGUARD MORNINGSTAR ETF - Equity Fund | — | $207K | 0.3% | 552 | -30% | |||
| 88 | — | FIRST TR ETF VI ETF - Equity Fund | — | $206K | 0.3% | 5,077 | -73% | |||
| 89 | $QCOM | QUALCOMM INC/DE | Technology | $203K | 0.3% | 1,104 | -37% | |||
| 90 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $201K | 0.3% | 1,385 | -80% | |||
| 91 | $CTAS | CINTAS CORP | Consumer Discretionary | $199K | 0.3% | 1,020 | -66% | |||
| 92 | $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | Consumer Discretionary | $198K | 0.3% | 595 | -72% | |||
| 93 | $ORCL | ORACLE CORP | Technology | $196K | 0.3% | 1,428 | -96% | |||
| 94 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $193K | 0.3% | 377 | -50% | |||
| 95 | $ASML | ASML HOLDING NV | Technology | $190K | 0.3% | 105 | -77% | |||
| 96 | — | FRANKLIN TEMPLETON ETF - Multi-Asset Fund | — | $186K | 0.3% | 6,543 | -67% | |||
| 97 | $PLTR | Palantir Technologies Inc. | Technology | $186K | 0.3% | 995 | -81% | |||
| 98 | $GS | GOLDMAN SACHS GROUP INC | Financials | $185K | 0.3% | 205 | -70% | |||
| 99 | — | FIRST TRUST TECHNLGY ETF - Equity Fund | — | $184K | 0.3% | 833 | -50% | |||
| 100 | $MCD | MCDONALDS CORP | Consumer Discretionary | $184K | 0.3% | 796 | -84% | |||
| 101 | $SHW | SHERWIN WILLIAMS CO | Materials | $179K | 0.3% | 554 | -70% | |||
| 102 | $ATI | ATI INC | Materials | $178K | 0.3% | 939 | -67% | |||
| 103 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $178K | 0.3% | 750 | -73% | |||
| 104 | $ABT | ABBOTT LABORATORIES | Healthcare | $176K | 0.3% | 1,780 | -71% | |||
| 105 | $AFL | AFLAC INC | Financials | $175K | 0.3% | 1,563 | -76% | |||
| 106 | $IVZ | Invesco Ltd. | Financials | $174K | 0.3% | 2,075 | -78% | |||
| 107 | — | VANGUARD MORNINGSTAR ETF - Equity Fund | — | $173K | 0.3% | 1,925 | -95% | |||
| 108 | — | THORNBURG TR ETF - Equity Fund | — | $168K | 0.3% | 4,847 | -78% | |||
| 109 | $MSI | Motorola Solutions, Inc. | Technology | $167K | 0.3% | 374 | -75% | |||
| 110 | $MTSI | MACOM Technology Solutions Holdings, Inc. | Technology | $165K | 0.3% | 580 | -78% | |||
| 111 | $TT | Trane Technologies plc | Technology | $163K | 0.3% | 360 | -77% | |||
| 112 | — | VANGUARD MORNINGSTAR ETF - Equity Fund | — | $162K | 0.3% | 2,070 | -84% | |||
| 113 | — | JP MORGAN TR ETF - Equity Fund | — | $161K | 0.3% | 3,193 | New | |||
| 114 | $ESE | ESCO TECHNOLOGIES INC | Technology | $159K | 0.3% | 599 | -73% | |||
| 115 | $ATO | ATMOS ENERGY CORP | Energy | $158K | 0.3% | 1,013 | -70% | |||
| 116 | $SPGI | S&P Global Inc. | Financials | $158K | 0.3% | 401 | -74% | |||
| 117 | $CMS | CMS ENERGY CORP | Utilities | $156K | 0.3% | 2,470 | -68% | |||
| 118 | — | VANGUARD MORNINGSTAR ETF - Equity Fund | — | $154K | 0.3% | 714 | -89% | |||
| 119 | $COR | Cencora, Inc. | Consumer Staples | $153K | 0.3% | 508 | -64% | |||
| 120 | $NFLX | NETFLIX INC | Communication Services | $152K | 0.3% | 2,182 | -21% | |||
| 121 | — | VANGUARD TOTAL INTL ETF - Equity Fund | — | $150K | 0.3% | 1,764 | +17% | |||
| 122 | $GE | GENERAL ELECTRIC CO | Industrials | $149K | 0.2% | 478 | -69% | |||
| 123 | $PLD | Prologis, Inc. | Real Estate | $148K | 0.2% | 1,138 | -73% | |||
| 124 | $NJR | NEW JERSEY RESOURCES CORP | Energy | $148K | 0.2% | 2,916 | -68% | |||
| 125 | — | FIDELITY HIGH ETF - Equity Fund | — | $147K | 0.2% | 2,418 | -78% | |||
| 126 | $CLS | CELESTICA INC | Technology | $147K | 0.2% | 406 | -77% | |||
| 127 | $T | AT&T INC. | Communication Services | $144K | 0.2% | 5,907 | -13% | |||
| 128 | $CW | CURTISS WRIGHT CORP | Industrials | $141K | 0.2% | 259 | -70% | |||
| 129 | $RTX | RTX Corp | Industrials | $139K | 0.2% | 751 | -67% | |||
| 130 | $COP | CONOCOPHILLIPS | Energy | $138K | 0.2% | 1,105 | -61% | |||
| 131 | $SNDK | Sandisk Corp | Technology | $137K | 0.2% | 79 | +13% | |||
| 132 | $PANW | Palo Alto Networks Inc | Technology | $136K | 0.2% | 343 | -78% | |||
| 133 | — | FIRST TR BUY WRITE ETF - Equity Fund | — | $136K | 0.2% | 5,749 | -54% | |||
| 134 | — | PUTNAM ETF - Equity Fund | — | $135K | 0.2% | 2,574 | +83% | |||
| 135 | — | FIDELITY COVINGTON ETF - Equity Fund | — | $130K | 0.2% | 3,000 | — | |||
| 136 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $128K | 0.2% | 583 | -88% | |||
| 137 | $MS | MORGAN STANLEY | Financials | $127K | 0.2% | 675 | -68% | |||
| 138 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $125K | 0.2% | 2,154 | -73% | |||
| 139 | $EME | EMCOR Group, Inc. | Industrials | $124K | 0.2% | 165 | -72% | |||
| 140 | $JKHY | JACK HENRY & ASSOCIATES INC | Technology | $120K | 0.2% | 839 | -72% | |||
| 141 | — | STATE STREET SPDR ETF - Equity Fund | — | $117K | 0.2% | 230 | -86% | |||
| 142 | $ICE | Intercontinental Exchange, Inc. | Financials | $116K | 0.2% | 763 | -74% | |||
| 143 | $V | VISA INC. | Financials | $116K | 0.2% | 322 | -80% | |||
| 144 | $XYL | Xylem Inc. | Industrials | $115K | 0.2% | 1,139 | -73% | |||
| 145 | $COHR | COHERENT CORP. | Technology | $115K | 0.2% | 400 | — | |||
| 146 | $KLAC | KLA CORP | Technology | $114K | 0.2% | 586 | -71% | |||
| 147 | — | FIRST TR EXCHANGE ETF - Equity Fund | — | $114K | 0.2% | 2,577 | -66% | |||
| 148 | — | SCHWAB STRATEGIC TR ETF - Equity Fund | — | $113K | 0.2% | 2,687 | -90% | |||
| 149 | — | SCHWAB STRATEGIC TR ETF - Equity Fund | — | $112K | 0.2% | 2,075 | — | |||
| 150 | $ALGT | Allegiant Travel CO | Industrials | $110K | 0.2% | 1,454 | +306% |
What changed in Q3 2026
Against the previous quarter's 13F: 18 new, 24 added to, 509 trimmed, 496 sold out. Share-count changes; largest moves by dollar size first.
New positions (18)
- JP MORGAN TR ETF - Equity Fund$161K
first bought this quarter
- THEMES TR LEVERAGE ETF - Hedge Fund$77K
first bought this quarter
- DIREXION TR DAILY ETF - Hedge Fund$67K
first bought this quarter
$NGNOVAGOLD RESOURCES INC$49K
first bought this quarter
- VICTORY PORTFOLIO II ETF - Equity Fund$44K
first bought this quarter
- GRANITESHARES TR 2X ETF - Hedge Fund$38K
first bought this quarter
+12 more in the Excel export
Added to (24)
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP+356%now $358K · held 1+ qtrs
$ALGTAllegiant Travel CO+306%
now $110K · held 1+ qtrs
- PUTNAM ETF - Equity Fund+83%
now $135K
- ISHARES ETF - Equity Fund+249%
now $84K
- DIREXION SHS TR ETF - Hedge Fund+414%
now $67K
$CRDOCredo Technology Group Holding Ltd+4900%
now $39K
+18 more in the Excel export
Trimmed (509)
now $1.9M · held 1+ qtrs
now $1.3M · held 1+ qtrs
now $3.2M · held 1+ qtrs
$ORCLORACLE CORP-96%
now $196K · held 1+ qtrs
now $1.1M · held 1+ qtrs
- FIRST TRUST RISING ETF - Equity Fund-90%
now $446K
+503 more in the Excel export
Holdings by quarter
Every 13F THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. has filed, 10 earlier quarters. Pick one to see what it held then.
Is it too late to follow THURSTON, SPRINGER, MILLER, HERD & TITAK?
Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of THURSTON, SPRINGER, MILLER, HERD & TITAK's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-0.6%
Value-weighted move of the 10 largest stock positions
Turnover
—
Last quarter
Top 10 weight
22%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. disclosed 635 positions worth $61.1M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 5.3% of the equity portfolio, followed by $MSFT. During the quarter the fund opened 18 new positions and exited 496. The portfolio is most concentrated in Other (30.4% of disclosed assets). All figures are sourced directly from THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.’s Form 13F-HR filing with the SEC under CIK 319933.
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