THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Q4 2025 Filing

Filed January 20, 2026

Portfolio Value

$286.9M

Holdings

1,371

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,371 positions)

#	Stock	Shares	Value	% Portfolio
1	MSFTMICROSOFT CORP	24,885	$11.9M	4.16%
2	AAPLAPPLE INC	34,517	$9.3M	3.23%
3	LLYELI LILLY & CO	7,777	$8.3M	2.89%
4	NVDANVIDIA CORP	42,752	$7.9M	2.75%
5	OUSAALPS ETF TR ETF	131,668	$7.5M	2.63%
6	ORCLORACLE CORPORATION	38,008	$7.4M	2.56%
7	RDVYFIRST TRUST RISING ETF	60,732	$4.2M	1.45%
8	AVGOBROADCOM INC	11,994	$4.1M	1.42%
9	BRK/BBERKSHIRE HATHAWAY INC	7,547	$3.8M	1.31%
10	AMZNAMAZON COM INC	15,752	$3.5M	1.24%
11	IVVISHARES CORE S&P 500 ETF	4,759	$3.2M	1.12%
12	VUGVANGUARD GROWTH ETF	6,584	$3.2M	1.11%
13	VOOVANGUARD INDEX FDS ETF	4,940	$3.1M	1.07%
14	TSLATESLA INC	6,942	$3.1M	1.07%
15	GOOGALPHABET INC NON VOTING	8,900	$2.8M	0.96%
16	WMTWALMART INC	22,874	$2.5M	0.86%
17	GOOGLALPHABET INC VOTING	7,953	$2.4M	0.85%
18	JPMJPMORGAN CHASE & CO	7,641	$2.4M	0.83%
19	CGXUCAPITAL GRP INTL ETF	76,673	$2.2M	0.78%
20	CSCOCISCO SYSTEMS INC	29,509	$2.2M	0.77%
21	OUSMALPS ETF TR ETF	50,013	$2.1M	0.74%
22	AQLTISHARES CORE MSCI ETF	23,635	$2.1M	0.73%
23	IBMINTERNATIONAL BUSINESS	7,041	$2.0M	0.70%
24	SPYSPDR S&P 500 TRUST ETF	2,851	$1.9M	0.67%
25	RECSCOLUMBIA ETF TR I ETF	46,083	$1.9M	0.65%
26	HDHOME DEPOT INC	5,589	$1.9M	0.65%
27	NDQINVESCO QQQ TR ETF	3,044	$1.8M	0.64%
28	CMICUMMINS INC	3,512	$1.7M	0.61%
29	COSTCOSTCO WHSL CORP NEW	2,070	$1.7M	0.60%
30	ABBVABBVIE INC	7,665	$1.7M	0.60%
31	SILGLOBAL X FDS ETF	20,997	$1.7M	0.59%
32	MCDMCDONALDS CORP	5,750	$1.7M	0.59%
33	SLVI SHARES SILVER TR ETF	24,976	$1.6M	0.54%
34	JNJJOHNSON & JOHNSON	7,493	$1.5M	0.52%
35	CGGRCAPITAL GRP GROWTH ETF	33,573	$1.5M	0.51%
36	GDGENL DYNAMICS CORP	4,291	$1.4M	0.48%
37	LMTLOCKHEED MARTIN CORP	2,989	$1.4M	0.47%
38	XLKSELECT SECTOR SPDR ETF	9,500	$1.3M	0.47%
39	WECWEC ENERGY GROUP INC	13,143	$1.3M	0.46%
40	CVXCHEVRON CORPORATION	9,061	$1.3M	0.45%
41	CGDGCAPITAL GRP DIVIDEND ETF	29,939	$1.3M	0.45%
42	PSXPHILLIPS 66	10,232	$1.3M	0.44%
43	XOMEXXON MOBIL CORP	10,803	$1.3M	0.44%
44	AMGNAMGEN INC	4,076	$1.3M	0.44%
45	SYKSTRYKER CORP	3,742	$1.2M	0.43%
46	BLKBLACKROCK INC COM NEW	1,172	$1.2M	0.42%
47	EFGISHARES ETF	10,737	$1.2M	0.42%
48	EMREMERSON ELECTRIC CO	9,471	$1.2M	0.41%
49	ADIANALOG DEVICES INC	4,611	$1.2M	0.41%
50	TXNTEXAS INSTRUMENTS INC	6,925	$1.1M	0.40%
51	IJHISHARES CORE S&P MID ETF	17,612	$1.1M	0.39%
52	JGROJPMORGAN TR ACTIVE ETF	12,261	$1.1M	0.39%
53	LVHIFRANKLIN INTL LOW ETF	30,586	$1.1M	0.39%
54	PGPROCTER & GAMBLE CO	8,108	$1.1M	0.38%
55	FLQMFRANKLIN TEMPLETON ETF	19,349	$1.1M	0.38%
56	ETNEATON CORP PLC	3,561	$1.1M	0.38%
57	CBCHUBB LTD	3,620	$1.1M	0.37%
58	FNDESCHWAB STRATEGIC TR ETF	29,256	$1.0M	0.36%
59	NEENEXTERA ENERGY INC	13,748	$1.0M	0.36%
60	FFOGFRANKLIN TEMPLETON ETF	22,435	$1.0M	0.36%
61	VTVVANGUARD VALUE ETF	5,442	$1.0M	0.36%
62	ISCFISHARES TR ETF	25,076	$1.0M	0.36%
63	ADPAUTOMATIC DATA	4,217	$1.0M	0.36%
64	ITWILLINOIS TOOL WORKS INC	4,451	$1.0M	0.36%
65	ROUSLATTICE STRATEGIES ETF	17,949	$1.0M	0.35%
66	JSMDJANUS DETROIT STR TR ETF	12,284	$994K	0.35%
67	LOWLOWES COMPANIES INC	4,367	$984K	0.34%
68	GWWGRAINGER W W INC	949	$949K	0.33%
69	PHPARKER-HANNIFIN CORP	1,145	$949K	0.33%
70	LINLINDE PLC NEW	2,373	$944K	0.33%
71	METAMETA PLATFORMS INC	1,507	$931K	0.32%
72	PEPPEPSICO INCORPORATED	6,887	$918K	0.32%
73	APHAMPHENOL CORP NEW	7,198	$917K	0.32%
74	ABTABBOTT LABORATORIES	7,841	$917K	0.32%
75	CATCATERPILLAR INC	1,623	$914K	0.32%
76	VVISA INC CLASS A	2,749	$912K	0.32%
77	VIGVANGUARD DIVIDEND ETF	4,167	$900K	0.31%
78	JAVAJ P MORGAN EXCHANGE ETF	12,602	$896K	0.31%
79	IEMGISHARES INC ETF	13,585	$877K	0.31%
80	IYWISHARES ETF	4,323	$858K	0.30%
81	SPGIS&P GLOBAL INC	1,744	$855K	0.30%
82	MAMASTERCARD INC CL A	1,598	$851K	0.30%
83	PAYXPAYCHEX INC	8,126	$850K	0.30%
84	MDTMEDTRONIC PLC	9,573	$847K	0.30%
85	ACWIISHARES MSCI ACWI ETF	6,056	$837K	0.29%
86	ILCGISHARES MORNINGSTAR ETF	8,000	$832K	0.29%
87	LHXL3HARRIS TECHNOLOGIES	2,965	$811K	0.28%
88	AFLAFLAC INC	7,731	$787K	0.27%
89	MUMICRON TECHNOLOGY INC	2,824	$784K	0.27%
90	VBVANGUARD SMALL CAP ETF	3,134	$775K	0.27%
91	PLTRPALANTIR TECHNOLOGIES	4,513	$773K	0.27%
92	GPIXGOLDMAN SACHS TR ETF	14,524	$766K	0.27%
93	DONSPDR DOW JONES INDL ETF	1,604	$753K	0.26%
94	SDVYFIRST TR ETF VI ETF	19,975	$746K	0.26%
95	RSPINVESCO TR ETF	3,886	$731K	0.25%
96	VOVANGUARD MID CAP ETF	2,549	$719K	0.25%
97	PWRQUANTA SVCS INC	1,806	$717K	0.25%
98	PLDPROLOGIS INC	5,929	$700K	0.24%
99	RTXRTX CORP	3,904	$689K	0.24%
100	AOMISHARES TR CORE ETF	14,231	$670K	0.23%

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