FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,153.06-0.16%
XLE56.76-0.18%
STOXX50E5,860.32-0.39%
XLF51.760.65%
FTSE10,321.09-0.56%
IXIC24,867.620.12%
RUT2,788.180.04%
GSPC7,171.290.09%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM

Institutional Manager · CIK 0000319933

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

INDIANAPOLIS, IN · File #028-24140

Latest AUM
$3.06B
Positions
217,477
Top-10 Concentration
46.9%
Filings
8

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
NEWISHARES MORNINGSTAR ETF464287119+8,000+$832,320$0
NEWGOLDMAN SACHS TR ETFNVGLF+12,124+$640,147$0
NEWHORIZON BANCORP INCHBNC+35,913+$609,097$0
NEWUS TREASURY912797PV3+510,000+$506,200$0
NEWUS TREASURY912828P46+505,000+$503,737$0
REDUCEALPS ETF TR ETF00162Q387-6,758-$389,926+$8,363
NEWAAM00783N128+40,140+$381,891$0
REDUCEBLACKROCK TR ISHARES ETFBLK-2,915-$292,153-$950
NEWSAFRA NATIONAL BANK CD78658RRA1+283,000+$283,014$0
NEWWISDOMTREE L/C DVD F ETFWT+3,000+$264,240$0

Sector Allocation

Technology
16.9%$48.5M
Healthcare
7.0%$20.0M
Industrials
6.1%$17.4M
Financials
6.1%$17.4M
Energy
1.9%$5.6M
Materials
1.7%$4.8M
Utilities
1.5%$4.2M
Real Estate
0.3%$953,524

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ORACLE CORPORATIONORCL-PD33,569$6.5M15.04%
2ELI LILLY & COLLY3,000$3.2M7.41%
3VANGUARD GROWTH ETF9229087364,583$2.2M5.14%
4MICROSOFT CORPMSFT4,200$2.0M4.67%
5FIRST TRUST RISING ETF33738R50621,980$1.5M3.51%
6ELI LILLY & COLLY1,052$1.1M2.60%
7BERKSHIRE HATHAWAY INCBRK-A2,000$1.0M2.31%
8ALPS ETF TR ETF00162Q38716,261$938,2592.16%
9CAPITAL GRP INTL ETF14019W10931,004$916,1682.11%
10TESLA INCTSLA1,897$853,1181.96%
11ISHARES MORNINGSTAR ETF4642871198,000$832,3201.91%
12MICROSOFT CORPMSFT1,678$811,5141.87%
13VANGUARD VALUE ETF9229087443,967$757,6571.74%
14NVIDIA CORPNVDA3,900$727,3501.67%
15ISHARES ETF4642877213,589$716,6511.65%
16ALPHABET INC NON VOTINGGOOG2,250$706,0501.62%
17ALPS ETF TR ETF00162Q38712,166$701,9781.61%
18ALPS ETF TR ETF00162Q38711,617$670,3001.54%
19VANGUARD INDEX FDS ETF9229083631,047$656,6051.51%
20GOLDMAN SACHS TR ETFNVGLF12,124$640,1471.47%