Thurston, Springer, Miller, Herd & Titak, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 10, 2025), Thurston, Springer, Miller, Herd & Titak, Inc. reported 1,676 stock positions worth $594.5 million. Its top holding was Nvidia (NVDA) at 4.4% of the portfolio, followed by Microsoft (MSFT, 4.3%) and Alps Oshares US Quality Divi (OUSA, 4.2%). Compared with Q4 2024, it opened 417 new positions, sold out of 85, added to 655 and reduced 131. The biggest buy was JPMorgan Chase (JPM, shares +125%) and the biggest sale Invesco S&P Smallcap Momentu (XSMO, shares −98%).

Most Recent 13F
Q2 2026
Location
INDIANAPOLIS, IN
CIK
0000319933
Portfolio Value
$594.5M (Q1 2025)
SEC Filing
0000319933-25-000005 ↗ filed Apr 10, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $249.1M Q1 2024 Q2 2024: $319.4M Q2 2024 Q3 2024: $359.9M Q3 2024 Q4 2024: $494.7M Q4 2024 Q1 2025: $594.5M $594.5M Q1 2025 Q2 2025: $775.0M Q2 2025 Q3 2025: $50.5M Q3 2025 Q4 2025: $285.2M Q4 2025 Q1 2026: $242.2M Q1 2026 Q2 2026: $274.5M Q2 2026

Holdings 1,676 stocks · $594.5M
NVDA Nvidia Corp. 4.38% 240,160 $26.0M Add +3.7%
MSFT Microsoft Corp. 4.29% 67,956 $25.5M Add +16.0%
OUSA Alps Oshares US Quality Divi 4.16% 464,797 $24.7M Add +3.7%
AAPL Apple Inc. 2.49% 66,662 $14.8M Add +17.0%
LLY Eli Lilly & Co. 2.39% 17,209 $14.2M Add +31.5%
SPY SS SPDR S&P 500 ETF Trust-US 2.25% 23,872 $13.4M Add +6.6%
AMZN Amazon.com Inc. 1.51% 47,338 $9.0M Add +7.7%
OUSM Alps Oshares US Small-Cap Qu 1.50% 211,787 $8.9M Add +16.6%
QQQ Invesco QQQ Trust Series 1 1.14% 14,394 $6.8M Add +8.4%
BRK.B Berkshire Hathaway Inc. Class B 1.07% 11,962 $6.4M Add +19.9%
JPM JPMorgan Chase & Co. 1.05% 25,565 $6.3M Add +124.6%
AVGO Broadcom Inc. 0.95% 33,681 $5.6M Add +27.8%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.93% 5,593 $5.5M Add +87.4%
META Meta Platforms Inc. Class A 0.88% 9,113 $5.3M Add +19.3%
PG The Procter & Gamble Co. 0.87% 30,515 $5.2M Add +20.5%
ORCL Oracle Corp. 0.87% 37,095 $5.2M Add +0.8%
WMT Walmart Inc. 0.87% 58,877 $5.2M Add +20.7%
CTAS Cintas Corp. 0.86% 24,810 $5.1M Add +29.6%
PAYX Paychex Inc. 0.84% 32,401 $5.0M Add +20.7%
MCD McDonald's Corp. 0.83% 15,868 $5.0M Add +23.0%
HD Home Depot Inc. 0.81% 13,204 $4.8M Add +20.1%
CSCO Cisco Systems Inc. 0.81% 78,010 $4.8M Add +25.4%
COST Costco Wholesale Corp. 0.79% 4,974 $4.7M Add +21.3%
BRO Brown & Brown Inc. 0.76% 36,327 $4.5M Add +22.1%
ADP Automatic Data Processing 0.73% 14,196 $4.3M Add +20.1%
ABT Abbott Laboratories 0.72% 32,489 $4.3M Add +71.2%
RDVY First Trust Rising Dividend 0.71% 72,169 $4.2M Add +17.7%
PSX Phillips 66 0.69% 33,251 $4.1M Add +37.2%
SYK Stryker Corp. 0.68% 10,842 $4.0M Add +24.1%
TXN Texas Instruments Inc. 0.66% 21,737 $3.9M Add +22.7%
CB Chubb Ltd. 0.65% 12,821 $3.9M Add +26.0%
ITW Illinois Tool Works 0.64% 15,340 $3.8M Add +24.4%
JNJ Johnson & Johnson 0.63% 22,732 $3.8M Add +27.1%
LIN Linde PLC 0.63% 8,081 $3.8M Add +4.8%
ACN Accenture PLC Class A 0.63% 12,020 $3.8M Add +25.0%
WEC WEC Energy Group Inc. 0.61% 33,312 $3.6M Add +29.2%
CVX Chevron Corp. 0.58% 20,546 $3.4M Add +25.7%
GD General Dynamics Corp. 0.56% 12,296 $3.4M Add +26.5%
NEE Nextera Energy Inc. 0.56% 46,920 $3.3M Add +24.0%
XOM Exxon Mobil Corp. 0.56% 27,865 $3.3M Add +12.3%
BR Broadridge Financial Solutio 0.55% 13,571 $3.3M Add +26.0%
AFL Aflac Inc. 0.55% 29,498 $3.3M Add +21.6%
SBUX Starbucks Corp. 0.55% 33,242 $3.3M Add +27.9%
EMR Emerson Electric Co. 0.54% 29,405 $3.2M Add +28.6%
APD Air Products & Chemicals Inc. 0.53% 10,782 $3.2M Add +23.9%
PEP Pepsico Inc. 0.53% 21,164 $3.2M Add +19.6%
SPGI S&P Global Inc. 0.53% 6,219 $3.2M Add +31.4%
ADI Analog Devices Inc. 0.52% 15,246 $3.1M Add +24.2%
GOOGL Alphabet Inc. Class A 0.51% 19,769 $3.1M Add +18.7%
MDLZ Mondelez International Inc. Class A 0.51% 44,786 $3.0M Add +23.6%
AMGN Amgen Inc. 0.51% 9,725 $3.0M Add +28.2%
LOW Lowe's Cos Inc. 0.50% 12,651 $3.0M Add +25.9%
VOO Vanguard S&P 500 ETF 0.49% 5,623 $2.9M Reduce -1.1%
BLK BlackRock Inc. 0.48% 3,039 $2.9M Add +15.9%
SHW The Sherwin-Williams Co. 0.48% 8,227 $2.9M Add +36.7%
LMT Lockheed Martin Corp. 0.48% 6,371 $2.8M Add +24.7%
ETN Eaton Corp. PLC 0.47% 10,345 $2.8M Add +18.3%
CL Colgate-Palmolive Co. 0.46% 29,019 $2.7M Add +22.6%
ACVU Hartford Alpha Cap Val ETF 0.45% 106,508 $2.7M Add +41.1%
HON Honeywell International Inc. 0.45% 12,516 $2.7M Add +31.8%
CMS CMS Energy Corp. 0.44% 35,052 $2.6M Add +30.8%
ECL Ecolab Inc. 0.44% 10,361 $2.6M Add +27.4%
UNH Unitedhealth Group Inc. 0.44% 4,976 $2.6M Add +20.8%
CHD Church & Dwight Co. Inc. 0.42% 22,662 $2.5M Add +57.0%
CIBR First Trust Nasdaq Cybersecu 0.41% 38,869 $2.4M Add +30.0%
COR Cencora Inc. 0.41% 8,661 $2.4M Add +22.9%
ICE Intercontinental Exchange Inc. 0.40% 13,781 $2.4M Add +32.8%
CBSH Commerce Bancshares Inc. 0.40% 38,144 $2.4M Add +28.0%
FDS Factset Research Systems Inc. 0.40% 5,198 $2.4M Add +24.6%
PANW Palo Alto Networks Inc. 0.39% 13,493 $2.3M Add +110.0%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.38% 12,473 $2.3M Add +26.0%
ABBV Abbvie Inc. 0.38% 10,672 $2.2M Add +4.5%
JEPI JPMorgan Equity Premium Inco 0.37% 38,131 $2.2M Add +56.6%
XLK SS Technology Select Sector 0.37% 10,539 $2.2M Add +28.5%
SDVY First Trust Smid Cap Rising 0.36% 63,956 $2.1M Add +16.6%
XYL Xylem Inc. 0.36% 17,693 $2.1M Add +26.8%
BSX Boston Scientific Corp. 0.35% 20,895 $2.1M Add +274.1%
AMT American Tower Corp. 0.35% 9,650 $2.1M Add +21.4%
LHX L3HARRIS Technologies Inc. 0.35% 9,981 $2.1M Add +26.7%
VUG Vanguard Mrngstar GR ETF-Sui 0.35% 5,632 $2.1M Add +453.2%
NJR New Jersey Resources Corp. 0.35% 42,465 $2.1M Add +27.6%
UNP Union Pacific Corp. 0.34% 8,672 $2.0M Add +28.8%
WMB Williams Cos Inc. 0.34% 34,232 $2.0M Add +21.4%
MA Mastercard Inc. Class A 0.34% 3,638 $2.0M Add +25.8%
MDT Medtronic PLC 0.33% 22,128 $2.0M Add +35.0%
ATO Atmos Energy Corp. 0.32% 12,396 $1.9M Add +32.8%
NFLX Netflix Inc. 0.32% 2,049 $1.9M Add +26.8%
ZTS Zoetis Inc. 0.32% 11,546 $1.9M Add +75.9%
PLD Prologis Inc. 0.31% 16,228 $1.8M Add +26.8%
SPMO Invesco S&P 500 Momentum ETF 0.30% 19,335 $1.8M Add +1.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.30% 7,085 $1.8M Add +5.7%
O Realty Income Corp. 0.30% 30,399 $1.8M Add +30.6%
AWK American Water Works Co. Inc. 0.30% 11,923 $1.8M Add +22.8%
CMCSA Comcast Corp. Class A 0.29% 46,966 $1.7M Add +34.8%
PGR Progressive Corp. 0.29% 6,105 $1.7M Add +107.7%
QCOM Qualcomm Inc. 0.29% 11,199 $1.7M Add +17.0%
AXON Axon Enterprise Inc. 0.29% 3,246 $1.7M Add +11.1%
FRT Federal Realty Invs Trust 0.28% 17,272 $1.7M Add +35.5%
MKC McCormick & Co.-Non VTG SHRS 0.28% 20,109 $1.7M Add +34.7%
TSCO Tractor Supply Company 0.28% 29,849 $1.6M Add +30.7%

Show all 1,676 holdings

Other holdings (29): bonds, preferreds, convertibles and warrants · $757K (not counted above)
SecurityClassShares / PrincipalValueChange
BFC CAPITAL TRUST II (BANF 7.2 03/31/34) PFD TR 7.20% 5,025$130KNew
WESBANCO INC (WSBC V6.75 PERP A) PREFERRED STOCK 4,600$116KNew
JPMORGAN CHASE & CO (JPM 4.625 PERP LL) Common Stock 4,291$86KNew
UMB FINANCIAL CORP (UMBF V7 PERP) PFD 3,300$82KNew
WINTRUST FINANCIAL CORP (WTFC V6.875 PERP E) Pref 2,200$56KNew
KEYCORP (KEY V6.2 PERP) Common Stock 1,400$33KNew
HUNTINGTON BANCSHARES (HBAN V6.875 PERP J) PFD 1,000$26KNew
KEYCORP (KEY V6.125 PERP E) Common Stock 700$17KNew
US BANCORP (USB 5.5 PERP K) Common Stock 700$16KNew
BERKLEY (WR) CORPORATION (WRB 5.1 12/30/59) Common Stock 800$16KNew
STATE STREET CORP (STT V5.35 PERP G) Common Stock 700$16KNew
CMS ENERGY CORP (CMS 4.2 PERP C) Common Stock 800$14KNew
NORTHERN TRUST CORP (NTRS 4.7 PERP E) COM 700$14KNew
BANK OF AMERICA CORP (BAC 5.375 PERP KK) PFD 600$13KNew
MORGAN STANLEY (MS 4.25 PERP O) Common Stock 750$13KNew
JPMORGAN CHASE & CO (JPM 6 PERP EE) Common Stock 500$13KNew
AT&T INC (T 5 PERP A) COM 600$12KNew
DIGITAL REALTY TRUST INC (DLR 5.2 PERP L) PFDs, REITs, 600$12KNew
M&T BANK CORPORATION (MTB V5.625 PERP H) Common Stock 500$12KNew
FIFTH THIRD BANCORP (FITB 4.95 PERP K) Common Stock 500$11KNew
WEBSTER FINANCIAL CORP (WBS 5.25 PERP F) Common Stock 500$10KNew
CAPITAL ONE FINANCIAL CO (COF 4.375 PERP L) Equity 600$10KNew
BABCOCK & WILCOX ENTERPR (BW 6.5 12/31/26) PREFERRED STOCK 500$9KNew
EQUITABLE HOLDINGS INC (EQH 4.3 PERP C) Preferred 400$7KNew
MORGAN STANLEY (MS 5.85 PERP K) Bond 200$5KNew
ENTERGY ARKANSAS LLC (ETR 4.875 09/01/66) EQUITY 200$4KNew
BANK OF AMERICA CORP (BAC 5.875 PERP HH) Common Stock 150$4KNew
NIAGARA MOHAWK POWER (NGGLN 3.9 PERP) Bond 23$1KNew
AMEREN ILLINOIS CO (AEE 4.42 PERP) Bond 4$284New

Total filed on the 13F, all lines: $595.3M.

Portfolio Sells Q4 2024 → Q1 2025
XSMO Invesco S&P Smallcap Momentu Reduce -98.4% 0.00% −0.20
FN Fabrinet Reduce -97.9% 0.00% −0.19
S Sentinelone Inc. Class A Sold out 0.00% −0.19
MUSA Murphy USA Inc. Reduce -97.7% 0.00% −0.18
ODFL Old Dominion Freight Line Reduce -53.5% 0.10% −0.18
SPYG SS SPDR P S&P 500 Growth ETF Reduce -80.7% 0.03% −0.18
SKYY First Trust Cloud Computing Reduce -95.2% 0.01% −0.17
DY Dycom Industries Inc. Reduce -99.5% 0.00% −0.16
SUM Summit Materials Inc. Class A Sold out 0.00% −0.14
VOO Vanguard S&P 500 ETF Reduce -1.1% 0.49% −0.13
TNA Dir Dai SML Ca Bul 3X Et-Usd Reduce -48.5% 0.05% −0.12
URI United Rentals Inc. Reduce -7.7% 0.25% −0.11
COO The Cooper Cos Inc. Reduce -98.8% 0.00% −0.11
PRCT Procept Biorobotics Corp. Reduce -98.8% 0.00% −0.09
GOOG Alphabet Inc. Class C Reduce -0.8% 0.15% −0.07
NOTVQ Inotiv Inc. Reduce -4.0% 0.05% −0.06
IHI iShares U.S. Medical Devices Reduce -96.3% 0.00% −0.05
SPXL Direxion Daily S&P 500 Bull Reduce -13.0% 0.08% −0.05
CLDL Direxion Daily Cloud Bull 2X Sold out 0.00% −0.05
GTLB Gitlab Inc. Class A Sold out 0.00% −0.05
VIOO Vanguard S&P Small-Cap 600 E Reduce -78.9% 0.01% −0.04
INTA Intapp Inc. Sold out 0.00% −0.04
BITX 2X Bitcoin ETF Sold out 0.00% −0.03
MNA Nylim Merger Arbtrage ETF-Ui Sold out 0.00% −0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -1.8% 0.14% −0.03
KRE SS SPDR S&P Regional Bank Reduce -31.2% 0.04% −0.03
TXO Txo Partners LP Sold out 0.00% −0.03
IJK iShares S&P Mid-Cap 400 Grow Sold out 0.00% −0.03
TWLO Twilio Inc. Class A Reduce -98.5% 0.00% −0.03
PFE Pfizer Inc. Reduce -2.3% 0.09% −0.03
CPRX Catalyst Pharmaceuticals Inc. Sold out 0.00% −0.03
BAH Booz Allen Hamilton Holdings Reduce -58.8% 0.01% −0.02
XLI SS Industrial Select Sector Reduce -63.8% 0.01% −0.02
IJR iShares Core S&P Small-Cap E Reduce -3.8% 0.06% −0.02
WFC Wells Fargo & Co. Reduce -33.4% 0.03% −0.02
GJUL FT Vest US Equity Moderate B Sold out 0.00% −0.02
AIQ Global X Art Intel & Tech Reduce -8.4% 0.05% −0.02
VTI VG Morningstar TS MKT ETF-US Reduce -1.5% 0.07% −0.02
MTTR Matterport Inc. Sold out 0.00% −0.02
FIRST TRUST Sold out 0.00% −0.02
DSP Viant Technology Inc. Class A Sold out 0.00% −0.02
PAVE Global X US Infrastructure Reduce -81.1% 0.00% −0.02
TSEM Tower Semiconductor Ltd. Reduce -10.0% 0.02% −0.02
SMCI Super Micro Computer Inc. Reduce -85.3% 0.00% −0.02
RSJN FT Vest US Eqt Eq WGT Buf JN Sold out 0.00% −0.02
FIRST TRUST PORTFLIOS,LP Sold out 0.00% −0.02
KO The Coca-Cola Co. Reduce -3.9% 0.17% −0.01
VEEV Veeva Systems Inc. Class A Sold out 0.00% −0.01
CDNS Cadence Design SYS Inc. Sold out 0.00% −0.01
VRT Vertiv Holdings Co. Class A Reduce -46.0% 0.01% −0.01

Portfolio Buys Q4 2024 → Q1 2025
JPM JPMorgan Chase & Co. Add +124.6% 1.05% +0.50
LLY Eli Lilly & Co. Add +31.5% 2.39% +0.35
GWW WW Grainger Inc. Add +87.4% 0.93% +0.29
ABT Abbott Laboratories Add +71.2% 0.72% +0.29
VUG Vanguard Mrngstar GR ETF-Sui Add +453.2% 0.35% +0.27
BSX Boston Scientific Corp. Add +274.1% 0.35% +0.25
COF Capital One Financial Corp. Add +1081.0% 0.22% +0.20
FIRST TRUST New 0.19% +0.19
BRK.B Berkshire Hathaway Inc. Class B Add +19.9% 1.07% +0.16
PANW Palo Alto Networks Inc. Add +110.0% 0.39% +0.15
CTAS Cintas Corp. Add +29.6% 0.86% +0.15
PGR Progressive Corp. Add +107.7% 0.29% +0.15
BRO Brown & Brown Inc. Add +22.1% 0.76% +0.15
KNF Knife River Corp. Add +9109.2% 0.14% +0.13
PSX Phillips 66 Add +37.2% 0.69% +0.13
WEC WEC Energy Group Inc. Add +29.2% 0.61% +0.12
HUBB Hubbell Inc. Add +1492.5% 0.13% +0.12
CHD Church & Dwight Co. Inc. Add +57.0% 0.42% +0.11
JNJ Johnson & Johnson Add +27.1% 0.63% +0.11
VTV Vanguard Mrngstr Val ETF-Aui Add +256.4% 0.16% +0.11
AMGN Amgen Inc. Add +28.2% 0.51% +0.11
SHOP Shopify Inc. Class A Add +826.9% 0.13% +0.11
ILCG iShares Morningstar Growth E New 0.11% +0.11
ZTS Zoetis Inc. Add +75.9% 0.32% +0.10
CVX Chevron Corp. Add +25.7% 0.58% +0.10
ICE Intercontinental Exchange Inc. Add +32.8% 0.40% +0.09
COR Cencora Inc. Add +22.9% 0.41% +0.09
JEPI JPMorgan Equity Premium Inco Add +56.6% 0.37% +0.08
CB Chubb Ltd. Add +26.0% 0.65% +0.08
CMS CMS Energy Corp. Add +30.8% 0.44% +0.08
PAYX Paychex Inc. Add +20.7% 0.84% +0.08
ACVU Hartford Alpha Cap Val ETF Add +41.1% 0.45% +0.08
XSW SS SPDR S&P Soft & Serv ETF New 0.08% +0.08
MCD McDonald's Corp. Add +23.0% 0.83% +0.08
PWR Quanta Services Inc. Add +224.0% 0.14% +0.08
FAS Dirx DLY Finacial B3X ETF-Ui Add +9420.0% 0.08% +0.07
MDLZ Mondelez International Inc. Class A Add +23.6% 0.51% +0.07
XALCX BNYM Alcentra GLBL M/S CRDT New 0.07% +0.07
MDT Medtronic PLC Add +35.0% 0.33% +0.07
SHW The Sherwin-Williams Co. Add +36.7% 0.48% +0.07
OKLO Oklo Inc. New 0.07% +0.07
SBUX Starbucks Corp. Add +27.9% 0.55% +0.07
CSCO Cisco Systems Inc. Add +25.4% 0.81% +0.07
AOS Smith (a.o.) Corp. Add +4463.8% 0.06% +0.06
BR Broadridge Financial Solutio Add +26.0% 0.55% +0.06
V Visa Inc. Class A Add +41.1% 0.26% +0.06
ATO Atmos Energy Corp. Add +32.8% 0.32% +0.06
AMT American Tower Corp. Add +21.4% 0.35% +0.06
CGXU Cap Group Intl Focus Add +129.6% 0.12% +0.06
ECL Ecolab Inc. Add +27.4% 0.44% +0.06

Notes & Other Activity Q4 2024 → Q1 2025
BFC CAPITAL TRUST II (BANF 7.2 03/31/34) PFD TR 7.20% New 5,025 $130K
WESBANCO INC (WSBC V6.75 PERP A) PREFERRED STOCK New 4,600 $116K
JPMORGAN CHASE & CO (JPM 4.625 PERP LL) Common Stock New 4,291 $86K
UMB FINANCIAL CORP (UMBF V7 PERP) PFD New 3,300 $82K
WINTRUST FINANCIAL CORP (WTFC V6.875 PERP E) Pref New 2,200 $56K
KEYCORP (KEY V6.2 PERP) Common Stock New 1,400 $33K
HUNTINGTON BANCSHARES (HBAN V6.875 PERP J) PFD New 1,000 $26K
KEYCORP (KEY V6.125 PERP E) Common Stock New 700 $17K
US BANCORP (USB 5.5 PERP K) Common Stock New 700 $16K
BERKLEY (WR) CORPORATION (WRB 5.1 12/30/59) Common Stock New 800 $16K
STATE STREET CORP (STT V5.35 PERP G) Common Stock New 700 $16K
CMS ENERGY CORP (CMS 4.2 PERP C) Common Stock New 800 $14K
NORTHERN TRUST CORP (NTRS 4.7 PERP E) COM New 700 $14K
BANK OF AMERICA CORP (BAC 5.375 PERP KK) PFD New 600 $13K
MORGAN STANLEY (MS 4.25 PERP O) Common Stock New 750 $13K
JPMORGAN CHASE & CO (JPM 6 PERP EE) Common Stock New 500 $13K
AT&T INC (T 5 PERP A) COM New 600 $12K
DIGITAL REALTY TRUST INC (DLR 5.2 PERP L) PFDs, REITs, New 600 $12K
M&T BANK CORPORATION (MTB V5.625 PERP H) Common Stock New 500 $12K
FIFTH THIRD BANCORP (FITB 4.95 PERP K) Common Stock New 500 $11K
WEBSTER FINANCIAL CORP (WBS 5.25 PERP F) Common Stock New 500 $10K
CAPITAL ONE FINANCIAL CO (COF 4.375 PERP L) Equity New 600 $10K
BABCOCK & WILCOX ENTERPR (BW 6.5 12/31/26) PREFERRED STOCK New 500 $9K
EQUITABLE HOLDINGS INC (EQH 4.3 PERP C) Preferred New 400 $7K
MORGAN STANLEY (MS 5.85 PERP K) Bond New 200 $5K
ENTERGY ARKANSAS LLC (ETR 4.875 09/01/66) EQUITY New 200 $4K
BANK OF AMERICA CORP (BAC 5.875 PERP HH) Common Stock New 150 $4K
NIAGARA MOHAWK POWER (NGGLN 3.9 PERP) Bond New 23 $1K
AMEREN ILLINOIS CO (AEE 4.42 PERP) Bond New 4 $284
WLLBW Chord Energy Corp.-CW25 WT Sold out 1 $3before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1,215$274.5MAAPL, MSFT, NVDA, LLY, ORCL
Q1 2026 1,322$242.2MAAPL, MSFT, NVDA, OUSA, RDVY
Q4 2025 1,340$285.2MMSFT, AAPL, LLY, NVDA, OUSA
Q3 2025 542$50.5MOUSA, AAPL, MSFT, NVDA, OUSM
Q2 2025 1,658$775.0MNVDA, MSFT, OUSA, AAPL, SPY
Q1 2025 1,676$594.5MNVDA, MSFT, OUSA, AAPL, LLY
Q4 2024 1,344$494.7MNVDA, MSFT, OUSA, AAPL, SPY
Q3 2024 1,514$359.9MMSFT, OUSA, NVDA, AAPL, LLY
Q2 2024 1,487$319.4MMSFT, OUSA, LLY, AAPL, NVDA
Q1 2024 168$249.1MAAPL, AMZN, AVGO, ACN, ADP