TSMHT
STEW

Thurston Springer Miller Herd & Titak’s SRH Total Return Fund STEW Stock Holding History

Thurston Springer Miller Herd & Titak’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43.9K Buy
2,452
+101
+4% +$1.78K 0.02% 502
2026
Q1 		$40.2K Buy
2,351
+151
+7% +$2.69K 0.02% 593
2025
Q4 		$40.8K Buy
2,200
+2,000
+1,000% +$35.9K 0.01% 545
2025
Q3 		$3.63K Sell
200
-1,500
-88% -$27K 0.01% 439
2025
Q2 		$30.1K Buy
1,700
+1,000
+143% +$17.2K ﹤0.01% 816
2025
Q1 		$12.1K Hold
700
– – ﹤0.01% 1053
2024
Q4 		$11.2K Hold
700
– – ﹤0.01% 859
2024
Q3 		$11.1K Buy
+700
New +$10.7K ﹤0.01% 992

Other funds holding STEW

JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM