§ 13F · FUND PROFILE
Merrithew & Thorsten Inc.
AUM · $117K (13F)Positions · 116Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 43K | $29K | — | — |
| 2 | QQQ | INVESCO QQQ TR | 28K | $21K | — | — |
| 3 | PTY | PIMCO CORPORATE & INCOME OPP | 1.49M | $18K | — | — |
| 4 | AAPL | APPLE INC | 36K | $11K | — | — |
| 5 | VCR | VANGUARD WORLD FD | 19K | $7K | — | — |
| 6 | VDC | VANGUARD WORLD FD | 26K | $6K | — | — |
| 7 | PLD | PROLOGIS INC. | 43K | $6K | — | — |
| 8 | O | REALTY INCOME CORP | 38K | $2K | — | — |
| 9 | ORCL | ORACLE CORP | 14K | $2K | — | — |
| 10 | GOOGL | ALPHABET INC | 5K | $2K | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MERRITHEW SIGNAL
AC read
Merrithew & Thorsten Inc is a Other fund managing $117 thousand in assets. The fund runs a portfolio of 116 positions.
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