Merrithew & Thorsten Inc Portfolio Stock Holdings

Merrithew & Thorsten Inc disclosed 116 stock positions valued at approximately $117,404 in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, INVESCO QQQ TR, and PIMCO CORPORATE & INCOME OPP. The filing reflects positions held as of June 30, 2026 and was filed on July 31, 2026.

Report Period
June 30, 2026
No. of Stocks
116
Portfolio Value
$117.4K
Holdings by Sector
Merrithew & Thorsten Inc Portfolio Holdings in Q2 2026

115 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD INDEX FDSVOOOther25.00%42,728-567-1.31%$29,346
INVESCO QQQ TRQQQOther17.65%28,142+4+0.01%$20,723
PIMCO CORPORATE & INCOME OPPPTYFinancial Services15.30%1,492,851-30,268-1.99%$17,959
APPLE INCAAPLTechnology8.95%36,331-651-1.76%$10,512
VANGUARD WORLD FDVCROther6.27%18,552-692-3.60%$7,357
VANGUARD WORLD FDVDCOther5.04%26,239-90-0.34%$5,916
PROLOGIS INC.PLDReal Estate4.98%43,158-1,078-2.44%$5,846
REALTY INCOME CORPOReal Estate2.02%38,198-794-2.04%$2,366
ORACLE CORPORCLTechnology1.71%13,673-475-3.36%$2,003
ALPHABET INCGOOGLCommunication Services1.58%5,179+3+0.06%$1,850
CATERPILLAR INCCATIndustrials1.48%1,631+3+0.18%$1,737
ALPHABET INCGOOGCommunication Services1.47%4,883+3+0.06%$1,725
VANGUARD INDEX FDSVBOther1.08%4,194--$1,271
BALL CORPBALLConsumer Cyclical0.55%10,393+37+0.36%$648
QUALCOMM INCQCOMTechnology0.54%3,434+16+0.47%$634
MICROSOFT CORPMSFTTechnology0.51%1,590+4+0.25%$593
SPDR S&P 500 ETF TRSPYOther0.41%642+2+0.31%$479
SEMPRASREUtilities0.34%4,350+29+0.67%$403
AMAZON COM INCAMZNConsumer Cyclical0.33%1,640--$390
COSTCO WHSL CORP NEWCOSTConsumer Defensive0.32%397--$372
QUEST DIAGNOSTICS INCDGXHealthcare0.32%1,748+8+0.46%$370
SPROUTS FMRS MKT INCSFMConsumer Defensive0.29%4,020--$340
VANGUARD INDEX FDSVOOther0.28%4,080+3,060+300.00%$328
PHILLIPS 66PSXEnergy0.27%1,889+13+0.69%$319
CALAMOS CONV & HIGH INCOME FXCHYXOther0.26%22,232+1+0.00%$302
MGM RESORTS INTERNATIONALMGMConsumer Cyclical0.24%5,897--$281
VANGUARD INDEX FDSVBROther0.23%1,135+5+0.44%$275
VERTIV HOLDINGS COVRTIndustrials0.22%757--$253
BANK NEW YORK MELLON CORPBKFinancial Services0.19%1,524--$220
NVIDIA CORPORATIONNVDATechnology0.14%801+1+0.13%$160
CISCO SYS INCCSCOTechnology0.14%1,355+6+0.44%$159
VANGUARD INDEX FDSVUGOther0.13%1,809+1,508+501.00%$155
FIDELITY COVINGTON TRUSTFTECOther0.10%402+1+0.25%$114
DIMENSIONAL ETF TRUSTDFUSOther0.10%1,387+3+0.22%$113
SYNCHRONY FINANCIALSYFFinancial Services0.09%1,461+6+0.41%$111
MASTERCARD INCORPORATEDMAFinancial Services0.09%216+1+0.47%$111
TAIWAN SEMICONDUCTOR MFG LTDTSMTechnology0.08%205--$98
MARSH & MCLENNAN COS INCMMCFinancial Services0.07%463+3+0.65%$77
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.06%150--$75
INVESCO EXCHANGE TRADED FD TPPAOther0.06%427+1+0.23%$75
NETFLIX INCNFLXCommunication Services0.06%1,040--$74
ISHARES TRIWDOther0.06%306+1+0.33%$74
JOHNSON & JOHNSONJNJHealthcare0.06%289+1+0.35%$73
RB GLOBAL INCRBAIndustrials0.06%600--$69
NORTHROP GRUMMAN CORPNOCIndustrials0.06%135+1+0.75%$68
VANGUARD INDEX FDSVTIOther0.05%171+1+0.59%$63
TESLA INCTSLAConsumer Cyclical0.04%126--$52
META PLATFORMS INCMETACommunication Services0.04%79--$44
JPMORGAN CHASE & CO.JPMFinancial Services0.03%125+1+0.81%$41
LIGAND PHARMACEUTICALS INCLGNDHealthcare0.03%129--$40
MICRON TECHNOLOGY INCMUTechnology0.03%34--$39
SEAGATE TECHNOLOGY HLDNGS PLSTXOther0.03%40--$38
ISHARES TRIYGOther0.03%425+1+0.24%$38
GENERAL DYNAMICS CORPGDIndustrials0.03%101--$36
LAS VEGAS SANDS CORPLVSConsumer Cyclical0.03%783+4+0.51%$36
ISHARES TRIJSOther0.03%222+1+0.45%$30
ISHARES TRIJJOther0.03%204+1+0.49%$30
SCHWAB STRATEGIC TRSCHDOther0.02%941+7+0.75%$29
UNUM GROUPUNMFinancial Services0.02%317+2+0.63%$28
SELECT SECTOR SPDR TRXLPOther0.02%310+2+0.65%$25
EXXON MOBIL CORPXOMEnergy0.02%163+1+0.62%$22
BIOGEN INCBIIBHealthcare0.02%106--$22
ISHARES TRIHIOther0.02%459-143-23.75%$22
VANGUARD INTL EQUITY INDEX FVWOOther0.02%362+1+0.28%$21
MCDONALDS CORPMCDConsumer Cyclical0.02%77+1+1.32%$20
SKYWORKS SOLUTIONS INCSWKSTechnology0.02%297+2+0.68%$20
TJX COS INC NEWTJXConsumer Cyclical0.02%124--$18
ALTRIA GROUP INCMOConsumer Defensive0.02%260+4+1.56%$18
PACCAR INCPCARIndustrials0.02%152+1+0.66%$18
SRH TOTAL RETURN FUND INCSTEWFinancial Services0.01%933+11+1.19%$16
BANK AMERICA CORPBACFinancial Services0.01%266+1+0.38%$15
VISA INCVFinancial Services0.01%43--$14
DISNEY WALT CODISCommunication Services0.01%134--$12
INVESCO EXCH TRADED FD TR IISPHDOther0.01%226+3+1.35%$11
SPDR GOLD TRGLDOther0.01%31--$11
RTX CORPORATIONRTXIndustrials0.01%62+1+1.64%$11
TOYOTA MOTOR CORPTMConsumer Cyclical0.01%50--$8
INTUITIVE SURGICAL INCISRGHealthcare0.01%18--$7
DUTCH BROS INCBROSConsumer Cyclical0.01%100--$7
GILEAD SCIENCES INCGILDHealthcare0.01%51--$6
DELTA AIR LINES INC DELDALIndustrials0.01%72+1+1.41%$6
DOVER CORPDOVIndustrials0.01%27--$6
ECOLAB INCECLBasic Materials0.01%23--$6
VANGUARD SCOTTSDALE FDSVONEOther0.01%19--$6
LINDE PLCLINOther0.00%10--$5
PROSHARES TRBITOOther0.00%710+2+0.28%$5
FEDEX CORPFDXIndustrials0.00%17--$5
DIMENSIONAL ETF TRUSTDFIVOther0.00%95+2+2.15%$5
GOLDMAN SACHS GROUP INCGSFinancial Services0.00%4--$4
NASDAQ INCNDAQFinancial Services0.00%55--$4
GRAIL INCGRALHealthcare0.00%48--$3
SALESFORCE INCCRMTechnology0.00%21--$3
CSX CORPCSXIndustrials0.00%67--$3
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.00%7--$3
LOWES COS INCLOWConsumer Cyclical0.00%15--$3
GEN DIGITAL INCGENTechnology0.00%144+1+0.70%$3
INTERCONTINENTAL EXCHANGE INICEFinancial Services0.00%28--$3
LOCKHEED MARTIN CORPLMTIndustrials0.00%5--$2
PINTEREST INCPINSCommunication Services0.00%50--$1
TAKE-TWO INTERACTIVE SOFTWARTTWOCommunication Services0.00%5--$1