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Thurston Springer Miller Herd & Titak’s Valmont Industries VMI Stock Holding History

Thurston Springer Miller Herd & Titak’s Portfolio VMI Stock Details VMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$79.1K Hold
137
– – 0.03% 389
2026
Q1 		$54.7K Sell
137
-15
-10% -$6.55K 0.02% 519
2025
Q4 		$61.1K Buy
152
+135
+794% +$54.9K 0.02% 440
2025
Q3 		$6.59K Sell
17
-3,275
-99% -$1.19M 0.01% 386
2025
Q2 		$1.07M Buy
3,292
+721
+28% +$221K 0.14% 167
2025
Q1 		$734K Buy
2,571
+709
+38% +$231K 0.12% 158
2024
Q4 		$571K Buy
1,862
+1,860
+93,000% +$599K 0.12% 167
2024
Q3 		$579 Hold
2
– – ﹤0.01% 1466
2024
Q2 		$548 Buy
+2
New +$488 ﹤0.01% 1451

Other funds holding VMI

RBDF
Robert B. Daugherty Foundation Omaha, Nebraska $144M AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PTB
Pioneer Trust Bank Salem, Oregon $441M AUM 21.13% 1-Year Est. Return
FVCM
F&V Capital Management Boca Raton, Florida $542M AUM 46.38% 1-Year Est. Return

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

Thurston Springer Miller Herd & Titak held its Valmont Industries (VMI) position steady in Q2 2026 at 137 shares worth $79.1K. The position accounts for 0.03% of the portfolio, ranked #389.

Thurston Springer Miller Herd & Titak first reported a position in VMI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q2 2025. 190 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Thurston Springer Miller Herd & Titak held 137 shares of Valmont Industries worth $79.1K as of Q2 2026.
  • Thurston Springer Miller Herd & Titak left its Valmont Industries share count unchanged in Q2 2026.
  • Valmont Industries made up 0.03% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #389 holding.
  • Thurston Springer Miller Herd & Titak first reported a position in Valmont Industries in Q2 2024 and has held it in 9 quarters since.
  • Thurston Springer Miller Herd & Titak's Valmont Industries position peaked at $1.07M in Q2 2025.
  • 190 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

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