THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
SEC Form 13F institutional filer · CIK 0000319933
13F-HR · 427 reported holdings · 2026-03-31
Reported long-US-equity value
$0.15B
Top-10 concentration
30.4%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. — $146M AUM allocation strategy
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. files SEC Form 13F and reports $146M of long US equity value across 427 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 16.1%, followed by Financials 7.2% and Consumer Discretionary 3.2%.
The top 10 holdings account for 30% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$146M
total across 427 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
30% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VTWO +6.21K sh · +$621K+$HPE +4.29K sh · +$102K+$WM +3.46K sh · +$796K
Biggest trims (shares)
−$ORCL −33.9K sh · −$6.8M−$TSCO −8.6K sh · −$433K−$MSFT −8.4K sh · −$5.93M
Exited to nil (held last quarter, gone now)
$EDOW ($157K last qtr)$J ($63.8K last qtr)$SWK ($22.3K last qtr)$DVA ($11.4K last qtr)$TSN ($8.21K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors5.9%—
- Technology Hardware, Storage & Peripherals4.9%—
- Systems Software4.2%—
- Asset Management & Custody Banks2.8%—
- Consumer Staples Merchandise Retail2.7%—
- Pharmaceuticals2.2%—
- Multi-Sector Holdings2.1%—
- Broadline Retail1.8%—
- Other holdings73.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 28.3K | $7.19M | -6.2K | 4.9% |
| $MSFT | Microsoft Corporation | 16.5K | $6.1M | -8.4K | 4.2% |
| $NVDA | NVIDIA Corporation | 34.4K | $6M | -8.34K | 4.1% |
| $LLY | Eli Lilly and Company | 3.45K | $3.18M | -4.32K | 2.2% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 6.32K | $3.03M | -1.23K | 2.1% |
| $AMZN | Amazon.com Inc | 12.6K | $2.62M | -3.17K | 1.8% |
| $AVGO | Broadcom Inc | 8.33K | $2.58M | -3.67K | 1.8% |
| $BEN | Franklin Templeton Inc | 59.6K | $2.45M | -426 | 1.7% |
…and 419 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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