THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Q2 2025 Filing
Filed July 7, 2025
Portfolio Value
$775.0B
Holdings
1,660
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,660 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORP | 278,431 | $44.0B | 5.68% | |
| 2 | MSFTMICROSOFT CORP | 73,577 | $36.6B | 4.72% | |
| 3 | OUSAALPS ETF TR ETF | 521,180 | $28.1B | 3.63% | |
| 4 | AAPLAPPLE INC | 81,786 | $16.8B | 2.17% | |
| 5 | SPYSPDR S&P 500 TRUST ETF | 26,671 | $16.5B | 2.13% | |
| 6 | LLYELI LILLY & CO | 19,071 | $14.9B | 1.92% | |
| 7 | AVGOBROADCOM INC | 45,816 | $12.6B | 1.63% | |
| 8 | AMZNAMAZON COM INC | 53,176 | $11.7B | 1.51% | |
| 9 | OUSMALPS ETF TR ETF | 239,493 | $10.3B | 1.34% | |
| 10 | ORCLORACLE CORPORATION | 37,095 | $8.1B | 1.05% | |
| 11 | NDQINVESCO QQQ TR ETF | 14,133 | $7.8B | 1.01% | |
| 12 | METAMETA PLATFORMS INC | 10,342 | $7.6B | 0.99% | |
| 13 | WMTWALMART INC | 66,380 | $6.5B | 0.84% | |
| 14 | CITCINTAS CORP | 28,934 | $6.4B | 0.83% | |
| 15 | CSCOCISCO SYSTEMS INC | 90,693 | $6.3B | 0.81% | |
| 16 | BRK/BBERKSHIRE HATHAWAY INC | 12,815 | $6.2B | 0.80% | |
| 17 | JPMJPMORGAN CHASE & CO | 20,930 | $6.1B | 0.78% | |
| 18 | GWWGRAINGER W W INC | 5,588 | $5.8B | 0.75% | |
| 19 | PGPROCTER & GAMBLE CO | 36,081 | $5.7B | 0.74% | |
| 20 | HDHOME DEPOT INC | 15,475 | $5.7B | 0.73% | |
| 21 | VOOVANGUARD INDEX FDS ETF | 9,877 | $5.6B | 0.72% | |
| 22 | PAYXPAYCHEX INC | 37,584 | $5.5B | 0.71% | |
| 23 | ACNACCENTURE PLC IRELAND | 18,154 | $5.4B | 0.70% | |
| 24 | MCDMCDONALDS CORP | 18,479 | $5.4B | 0.70% | |
| 25 | COSTCOSTCO WHSL CORP NEW | 5,452 | $5.4B | 0.70% | |
| 26 | TSLATESLA INC | 16,916 | $5.4B | 0.69% | |
| 27 | TXNTEXAS INSTRUMENTS INC | 25,520 | $5.3B | 0.68% | |
| 28 | WECWEC ENERGY GROUP INC | 50,021 | $5.2B | 0.67% | |
| 29 | ABTABBOTT LABORATORIES | 37,816 | $5.1B | 0.66% | |
| 30 | ADPAUTOMATIC DATA | 16,261 | $5.0B | 0.65% | |
| 31 | SYKSTRYKER CORP | 12,548 | $5.0B | 0.64% | |
| 32 | PSXPHILLIPS 66 | 40,743 | $4.9B | 0.63% | |
| 33 | BROBROWN AND BROWN INC COM | 40,678 | $4.5B | 0.58% | |
| 34 | EMREMERSON ELECTRIC CO | 33,778 | $4.5B | 0.58% | |
| 35 | ITWILLINOIS TOOL WORKS INC | 17,987 | $4.4B | 0.57% | |
| 36 | RDVYFIRST TRUST RISING ETF | 70,574 | $4.4B | 0.57% | |
| 37 | JNJJOHNSON & JOHNSON | 28,009 | $4.3B | 0.55% | |
| 38 | LINLINDE PLC NEW | 9,109 | $4.3B | 0.55% | |
| 39 | CBCHUBB LTD | 14,439 | $4.2B | 0.54% | |
| 40 | GDGENL DYNAMICS CORP | 14,244 | $4.2B | 0.54% | |
| 41 | ADIANALOG DEVICES INC | 17,410 | $4.1B | 0.53% | |
| 42 | GOOGLALPHABET INC VOTING | 21,983 | $3.9B | 0.50% | |
| 43 | SPGIS&P GLOBAL INC | 7,254 | $3.8B | 0.49% | |
| 44 | BRBROADRIDGE FINANCIAL | 15,523 | $3.8B | 0.49% | |
| 45 | NEENEXTERA ENERGY INC | 54,127 | $3.8B | 0.48% | |
| 46 | XOMEXXON MOBIL CORP | 33,587 | $3.6B | 0.47% | |
| 47 | APDAIR PRODUCTS & CHEMICALS | 12,810 | $3.6B | 0.47% | |
| 48 | BLKBLACKROCK INC COM NEW | 3,416 | $3.6B | 0.46% | |
| 49 | CVXCHEVRON CORPORATION | 24,776 | $3.5B | 0.46% | |
| 50 | LMTLOCKHEED MARTIN CORP | 7,597 | $3.5B | 0.45% | |
| 51 | AFLAFLAC INC | 32,982 | $3.5B | 0.45% | |
| 52 | MDLZMONDELEZ INTL INC | 51,563 | $3.5B | 0.45% | |
| 53 | PEPPEPSICO INCORPORATED | 25,814 | $3.4B | 0.44% | |
| 54 | SHWSHERWIN WILLIAMS CO | 9,739 | $3.3B | 0.43% | |
| 55 | HONHONEYWELL INTERNATIONAL | 14,348 | $3.3B | 0.43% | |
| 56 | SBUXSTARBUCKS CORP | 36,395 | $3.3B | 0.43% | |
| 57 | CGXUCAPITAL GRP INTL ETF | 120,769 | $3.3B | 0.42% | |
| 58 | ECLECOLAB INC | 12,058 | $3.2B | 0.42% | |
| 59 | LOWLOWES COMPANIES INC | 14,489 | $3.2B | 0.41% | |
| 60 | AXONAXON ENTERPRISE INC | 3,873 | $3.2B | 0.41% | |
| 61 | CGGRCAPITAL GRP GROWTH ETF | 78,865 | $3.2B | 0.41% | |
| 62 | AMGNAMGEN INC | 11,193 | $3.1B | 0.40% | |
| 63 | IBMINTERNATIONAL BUSINESS | 10,564 | $3.1B | 0.40% | |
| 64 | PANWPALO ALTO NETWORKS | 15,178 | $3.1B | 0.40% | |
| 65 | NFLXNETFLIX.COM INC | 2,311 | $3.1B | 0.40% | |
| 66 | CLCOLGATE-PALMOLIVE CO | 34,035 | $3.1B | 0.40% | |
| 67 | XLKSECTOR SPDR TR ETF | 11,952 | $3.0B | 0.39% | |
| 68 | ICEINTERCONTINENTAL EXCH | 15,883 | $2.9B | 0.38% | |
| 69 | CIBRFIRST TR NASDAQ ETF | 38,466 | $2.9B | 0.38% | |
| 70 | LHXL3HARRIS TECHNOLOGIES | 11,563 | $2.9B | 0.37% | |
| 71 | ABGCENCORA INC | 9,440 | $2.8B | 0.37% | |
| 72 | CMSCMS ENERGY CORP | 40,707 | $2.8B | 0.36% | |
| 73 | UNPUNION PACIFIC CORP | 12,236 | $2.8B | 0.36% | |
| 74 | APHAMPHENOL CORP NEW | 27,711 | $2.7B | 0.35% | |
| 75 | CBSHCOMMERCE BANCSHARES INC | 43,755 | $2.7B | 0.35% | |
| 76 | BSXBOSTON SCIENTIFIC CORP | 25,289 | $2.7B | 0.35% | |
| 77 | XYLXYLEM INC | 20,406 | $2.6B | 0.34% | |
| 78 | FDSFACTSET RESEARCH SYSTEMS | 5,879 | $2.6B | 0.34% | |
| 79 | ETNEATON CORP PLC | 7,339 | $2.6B | 0.34% | |
| 80 | DONSPDR DOW JONES INDL ETF | 5,934 | $2.6B | 0.34% | |
| 81 | JKHYJACK HENRY & ASSOC INC | 14,453 | $2.6B | 0.34% | |
| 82 | VUGVANGUARD GROWTH ETF | 5,872 | $2.6B | 0.33% | |
| 83 | WMBWILLIAMS COMPANIES | 40,350 | $2.5B | 0.33% | |
| 84 | CGDGCAPITAL GRP DIVIDEND ETF | 63,540 | $2.5B | 0.32% | |
| 85 | CHDCHURCH & DWIGHT INC | 25,780 | $2.5B | 0.32% | |
| 86 | AMTAMERICAN TOWER CORP | 11,144 | $2.5B | 0.32% | |
| 87 | MAMASTERCARD INC CL A | 4,260 | $2.4B | 0.31% | |
| 88 | ABBVABBVIE INC | 12,877 | $2.4B | 0.31% | |
| 89 | SDVYFIRST TR ETF VI ETF | 66,426 | $2.3B | 0.30% | |
| 90 | ATOATMOS ENERGY CORP | 14,874 | $2.3B | 0.30% | |
| 91 | MDTMEDTRONIC PLC | 26,105 | $2.3B | 0.29% | |
| 92 | NJRNEW JERSEY RES CORP | 49,127 | $2.2B | 0.28% | |
| 93 | ZTSZOETIS INC | 13,979 | $2.2B | 0.28% | |
| 94 | SNSHARKNINJA INC | 21,913 | $2.2B | 0.28% | |
| 95 | QCOMQUALCOMM INC | 13,397 | $2.1B | 0.28% | |
| 96 | PLDPROLOGIS INC | 20,278 | $2.1B | 0.28% | |
| 97 | JEPIJPMORGAN EQUITY TR ETF | 36,670 | $2.1B | 0.27% | |
| 98 | OREALTY INCOME CORP | 35,918 | $2.1B | 0.27% | |
| 99 | LVHIFRANKLIN INTL LOW ETF | 61,994 | $2.0B | 0.26% | |
| 100 | CMCSACOMCAST CORP NEW CL A | 56,317 | $2.0B | 0.26% |
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