Thurston Springer Miller Herd & Titak’s Dycom Industries DY Stock Holding History

Thurston Springer Miller Herd & Titak’s Portfolio DY Stock Details DY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.2K	Hold	36	–	–	0.01%	703
2026 Q1	$12.2K	Hold	36	–	–	0.01%	871
2025 Q4	$12.2K	Buy	+36	New	+$11.3K	﹤0.01%	885
2025 Q3	–	Sell	-27	Closed	-$6.6K	–	763
2025 Q2	$6.6K	Buy	27 +2	+8%	+$394	﹤0.01%	1234
2025 Q1	$3.81K	Sell	25 -4,503	-99%	-$776K	﹤0.01%	1342
2024 Q4	$788K	Buy	4,528 +1,328	+42%	+$246K	0.16%	143
2024 Q3	$631K	Buy	+3,200	New	+$577K	0.17%	141

Other funds holding DY

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HCC

Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's DY Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its Dycom Industries (DY) position steady in Q2 2026 at 36 shares worth $18.2K. The position accounts for 0.01% of the portfolio, ranked #703.

Thurston Springer Miller Herd & Titak first reported a position in DY in Q3 2024 and has held it in 7 quarters since. The position peaked at $788K in Q4 2024. 620 funds tracked by Wall St. Rank hold DY as of Q2 2026.

Thurston Springer Miller Herd & Titak held 36 shares of Dycom Industries worth $18.2K as of Q2 2026.
Thurston Springer Miller Herd & Titak left its Dycom Industries share count unchanged in Q2 2026.
Dycom Industries made up 0.01% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #703 holding.
Thurston Springer Miller Herd & Titak first reported a position in Dycom Industries in Q3 2024 and has held it in 7 quarters since.
Thurston Springer Miller Herd & Titak's Dycom Industries position peaked at $788K in Q4 2024.
620 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.