Thurston-Springer-Miller-Herd--Titak

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "WU",
  "WBS",
  "WFC",
  "WAL",
  "WEN",
  "WLK",
  "WELL",
  "WHR",
  "WING",
  "WTW",
  "WMB",
  null,
  "WWD",
  null,
  null,
  null,
  null,
  "WDS",
  "WSFS",
  "WPC",
  "WYNN",
  "XEL",
  "WDAY",
  "YUMC",
  "YUM",
  "XPO",
  "XYL",
  "ZBRA",
  null,
  "IUSG",
  null,
  "ENS",
  "SOLV",
  null,
  null,
  null,
  "EVTC",
  "DTE",
  "AVNS",
  "DY",
  "OPFI",
  "GRMN",
  "GNTX",
  "NXST",
  "POST",
  "NOG",
  "G",
  "FOXA",
  "FCN",
  "MTB",
  "CNQ",
  "ORN",
  "AEM",
  "FLR",
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  "CHKP",
  "SCHG",
  "SCHF",
  "JD",
  "JBHT",
  "LW",
  "KEX",
  "JKHY",
  "LVS",
  "EIX",
  "NSC",
  "MHK",
  "KIM",
  "KEY",
  "NOK",
  "NDSN",
  "HLMN",
  "INFY",
  null,
  "LBRDK",
  "JCI",
  "ELMD",
  "NXPI",
  null,
  "LH",
  "MFC",
  "KDP",
  "MKL",
  "MGM",
  "NOV",
  "EMBC",
  "TER",
  "SO",
  "TFII",
  null,
  "TTD",
  "ON",
  "SON",
  "SJM",
  "TRMB",
  "PPL",
  "HQH",
  "TDOC",
  "TGNA",
  "OKTA",
  "OTIS",
  "ONL",
  "THW",
  "PB",
  "SLG",
  "SW",
  "PSX",
  "SSD",
  "CRM",
  "SWKS",
  "SNAP",
  "PENN",
  "RVTY",
  "RPRX",
  "RBLX",
  "SCI",
  null,
  null,
  "TDY",
  "SUI",
  null,
  "SYY",
  "PTEN",
  "DIA",
  "TFX",
  "SKWD",
  "SPOT",
  null,
  null,
  null,
  null,
  "DINO",
  "LII",
  "MANH",
  "LYV",
  null,
  null,
  "FTDR",
  null,
  "IXUS",
  "MTUM",
  "LYB",
  "ZION",
  "IUSV",
  null,
  "UHS",
  null,
  "GEV",
  "MELI",
  "ZBH",
  "ZM",
  "DGRO",
  "MCK",
  "MTH",
  null,
  "SPYV",
  null,
  null,
  "EXR",
  "GWW",
  "UPST",
  "NTAP",
  "PSA",
  "PZZA",
  null,
  "NUE",
  null,
  "PAYC",
  "FDX",
  null,
  "AME",
  null,
  null,
  "STE",
  "KMB",
  "LULU",
  "AUR",
  "ASRT",
  "ALV",
  "AN",
  "ADP",
  "AZO",
  "AXTA",
  "BALL",
  "BAC",
  null,
  "BHC",
  "BBWI",
  "BMO",
  "BCS",
  "BK",
  "BTE",
  "BRK-B",
  "BDX",
  "BEAM",
  "BRBR",
  null,
  "BHP",
  "BIO",
  "BLKB",
  "BBY",
  "TECH",
  "BA",
  "BAH",
  null,
  "BRDG",
  "BWA",
  "BMY",
  "BOX",
  "BTI",
  "BC",
  "BF-B",
  "BIP",
  "BRX",
  "BLDR",
  "BAM.TO",
  "BR",
  "CACI",
  "CBT",
  "BWXT",
  "BXP",
  "BURL",
  "CWH",
  "CALM",
  "CCJ",
  "CM",
  "CNI",
  "CPT",
  "CG",
  "CVNA",
  "CARR",
  "CCL",
  "CSL",
  "CE",
  "CBRE",
  "CASY",
  "CCS",
  "CNC",
  "CNP",
  "CF",
  "CAKE",
  "CRL",
  "CVX",
  "CIEN",
  "CB",
  "CRUS",
  "CHDN",
  "CMG",
  "CHH",
  "CHD",
  "CTAS",
  "CSCO",
  "CLH",
  "NET",
  "C",
  "CLX",
  "CLNE",
  "CWEN-A",
  "CNA",
  "CME",
  "KO",
  "CCEP",
  "CBSH",
  "COHR",
  "COIN",
  "FIX",
  "CMCSA",
  "COLB",
  "CTSH",
  "CL",
  "COLM",
  "CMC",
  "CAG",
  "COP",
  "CNMD",
  "COMM",
  "CODI",
  "ROAD",
  "STZ",
  "COO",
  "CEG",
  "CDP",
  "CXW",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CRMD",
  "CRDO",
  "BAP",
  "CRSP",
  "CRWD",
  "CVLG",
  "CVS",
  "CSX",
  "CSWI",
  "CFR",
  "CYBR",
  "DHR",
  "DVA",
  "DELL",
  "DAR",
  "DE",
  "DB",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  "DFS",
  "DLB",
  "DIOD",
  "DLR",
  "DOCU",
  "DNOW",
  "DPZ",
  "RSP",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 1,705
Total Value: 30165449
Accession Number: 0000319933-25-000005
Form Type: 13F-HR
CIK: thurston-springer-miller-herd--titak
Manager Name: Thurston-Springer-Miller-Herd--Titak

Data Enrichment

61% identified

1,038 identified667 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,705 positions • $30,165.449K total value

1,705 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 10 of 86

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SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:56

Value:$31.3K

Elevance Health, Inc.

ELV|036752103

Shares:72

Value:$31.3K

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:750

Value:$31.3K

Samsara Inc.

IOT|79589L106

Shares:812

Value:$31.1K

Tesla, Inc.

TSLA|88160R101

Shares:120

Value:$31.1K

Arista Networks, Inc.

ANET|040413205

Shares:400

Value:$31.0K

DAVITA INC.

DVA|23918K108

Shares:200

Value:$30.6K

GATX CORP

GATX|361448103

Shares:196

Value:$30.4K

05610LKN3

Shares:30.0K

Value:$30.0K

922908629

VO|922908629

Shares:116

Value:$30.0K

92189H409

Shares:584

Value:$29.9K

46138E354

Shares:400

Value:$29.9K

185899AM3

Shares:30.0K

Value:$29.7K

464287168

DVY|464287168

Shares:220

Value:$29.6K

CVS HEALTH Corp

CVS|126650100

Shares:436

Value:$29.5K

TotalEnergies SE

TTE|89151E109

Shares:456

Value:$29.5K

40177V740

Shares:2.5K

Value:$29.3K

92189F437

Shares:1.0K

Value:$29.1K

30339Q135

Shares:3.0K

Value:$29.0K

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:234

Value:$29.0K

Instrument	Shares		Other Manager	Value
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	56	QoQ -42.85% (-42) YoY NEW(+56)	All Managers (Combined)	$31.3K	QoQ -45.46% (-$26.1K) YoY NEW(+$31.3K)
Elevance Health, Inc.(ELVcusip036752103)	72	QoQ -73.91% (-204) YoY NEW(+72)	All Managers (Combined)	$31.3K	QoQ -69.24% (-$70.5K) YoY NEW(+$31.3K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	750	QoQ +614.28% (+645) YoY +3471.42% (+729)	All Managers (Combined)	$31.3K	QoQ +578.30% (+$26.7K) YoY +3831.78% (+$30.5K)
Samsara Inc.(IOTcusip79589L106)	812	QoQ NEW(+812) YoY NEW(+812)	All Managers (Combined)	$31.1K	QoQ NEW(+$31.1K) YoY NEW(+$31.1K)
Tesla, Inc.(TSLAcusip88160R101)	120	QoQ +1900.00% (+114) YoY NEW(+120)	All Managers (Combined)	$31.1K	QoQ +1183.49% (+$28.7K) YoY NEW(+$31.1K)
Arista Networks, Inc.(ANETcusip040413205)	400	QoQ 0.00% (-0) YoY NEW(+400)	All Managers (Combined)	$31.0K	QoQ -29.90% (-$13.2K) YoY NEW(+$31.0K)
DAVITA INC.(DVAcusip23918K108)	200	QoQ -42.85% (-150) YoY NEW(+200)	All Managers (Combined)	$30.6K	QoQ -41.54% (-$21.7K) YoY NEW(+$30.6K)
GATX CORP(GATXcusip361448103)	196	QoQ NEW(+196) YoY NEW(+196)	All Managers (Combined)	$30.4K	QoQ NEW(+$30.4K) YoY NEW(+$30.4K)
(cusip05610LKN3)✕	30.0K	QoQ NEW(+30.0K) YoY NEW(+30.0K)	All Managers (Combined)	$30.0K	QoQ NEW(+$30.0K) YoY NEW(+$30.0K)
(VOcusip922908629)	116	QoQ +452.38% (+95) YoY NEW(+116)	All Managers (Combined)	$30.0K	QoQ +440.91% (+$24.5K) YoY NEW(+$30.0K)
(cusip92189H409)✕	584	QoQ 0.00% (-0) YoY NEW(+584)	All Managers (Combined)	$29.9K	QoQ -1.40% (-$426) YoY NEW(+$29.9K)
(cusip46138E354)✕	400	QoQ 0.00% (+0) YoY NEW(+400)	All Managers (Combined)	$29.9K	QoQ +6.74% (+$1.9K) YoY NEW(+$29.9K)
(cusip185899AM3)✕	30.0K	QoQ NEW(+30.0K) YoY NEW(+30.0K)	All Managers (Combined)	$29.7K	QoQ NEW(+$29.7K) YoY NEW(+$29.7K)
(DVYcusip464287168)	220	QoQ +46.66% (+70) YoY NEW(+220)	All Managers (Combined)	$29.6K	QoQ +50.50% (+$9.9K) YoY NEW(+$29.6K)
CVS HEALTH Corp(CVScusip126650100)	436	QoQ +847.82% (+390) YoY NEW(+436)	All Managers (Combined)	$29.5K	QoQ +1322.88% (+$27.5K) YoY NEW(+$29.5K)
TotalEnergies SE(TTEcusip89151E109)	456	QoQ +196.10% (+302) YoY NEW(+456)	All Managers (Combined)	$29.5K	QoQ +251.45% (+$21.1K) YoY NEW(+$29.5K)
(cusip40177V740)✕	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$29.3K	QoQ NEW(+$29.3K) YoY NEW(+$29.3K)
(cusip92189F437)✕	1.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$29.1K	QoQ +0.66% (+$192) YoY -0.55% (-$162)
(cusip30339Q135)✕	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$29.0K	QoQ NEW(+$29.0K) YoY NEW(+$29.0K)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	234	QoQ 0.00% (+0) YoY NEW(+234)	All Managers (Combined)	$29.0K	QoQ +13.09% (+$3.4K) YoY NEW(+$29.0K)