THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. DY — DYCOM INDUSTRIES INC

Ownership history in THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.  ·  7 quarters on record

AI Ownership Summary

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported DYCOM INDUSTRIES INC (DY) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.17% in 2024 Q3. The latest visible filing shows DY at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.'s position in DYCOM INDUSTRIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DY was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DY stock page THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. fund profile THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. full holdings
How THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. held DY — position size vs. price
% of Fund (quarterly)    DY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 36 — 0% 0.01% $18K 2026-07-08 $426.70
2026 Q1 UNCHANGED — — — 36 — 0% 0.01% $12K 2026-04-14 $392.25
2025 Q4 ADDED — — — 36 +9 +33.3% 0.00% $12K 2026-01-20 $366.15
2025 Q2 ADDED — — — 27 +2 +8.0% 0.00% $7K 2025-07-07 $252.13
2025 Q1 REDUCED 99.4% +60.4% ❌ 25 -4,503 -99.4% 0.00% $4K 2025-04-10 $151.07
2024 Q4 ADDED — — — 4,528 +1,328 +41.5% 0.16% $788K 2025-01-14 $180.42
2024 Q3 INITIATED — — — 3,200 — — 0.17% $631K 2024-10-11 $189.02

🏢 Other funds also holding DY

As of 2026 Q2 — sorted by position size

CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 1.6% Somerset Trust Co 3Y 7Y 0.9% First Bank & Trust 3Y 7Y 0.14% GK Wealth Management LLC 0.12% WORLD EQUITY GROUP, INC. 0.06% FULTON BANK, N.A. 3Y 7Y 0.05% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.02% Quantum Financial Advisors, LLC 3Y 0.02% GAMMA Investing LLC 0.02% Handelsbanken Fonder AB 3Y 7Y 0.01%

FAQ About THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. and DY

These are the practical questions this page is built to answer before you even open the full history table.

How long has THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported owning DY?

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported DY across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported DY position in THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.'s portfolio?

The largest reported portfolio weight for DY was 0.17% in 2024 Q3.

What is the latest reported DY position on this page?

The most recent filing on this page is 2026 Q2, when THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported 36 shares, equal to 0.01% of portfolio, with an estimated market value of $18K.

What does the chart on this DY ownership page compare?

The chart compares THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.'s quarterly DY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. time their DY position?

Based on 13F filing dates vs. subsequent DY price moves, THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on DY relative to SPY over the holding period was +629.9%.

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