Sponsored

The Analysis of Merrithew & Thorsten Inc's Holdings & P&L

Currently, Merrithew & Thorsten Inc holds 122 types of securities in its portfolio with a total value $106.0K. In the most recent quarter, they have increased their positions in N/A (+28.1K shares, valued at $16.2K), VIK (+300 shares, valued at $22), RTX (+61 shares, valued at $11.000000000000002); decreased their positions in VDC (-1.1K shares, valued at $257.59470545786013), VCR (-369 shares, valued at $132.47874662232385), N/A (-300 shares, valued at $86.00409836065573); initiated new positions in N/A (+28.1K shares, valued at $16.2K), VIK (+300 shares, valued at $22), RTX (+61 shares, valued at $11).

1M P&L

+84.2K+0.18%

3M P&L

+2.1M+4.68%

HY P&L

+1.4M+2.96%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A34.0K

55.8%

2Consumer Electronics9.4K

15.4%

3REIT - Industrial5.8K

9.6%

Top Industries by Stock Count

1N/A26 stocks

23.6%

2Semiconductors6 stocks

5.5%

3Diagnostics & Research4 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS43.3K shares-0.19%2026-03-312026-05-01

PTY PIMCO CORPORATE & INCOME OPP1.5M shares-0.32%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR28.1K sharesnew addition2026-03-312026-05-01

AAPL APPLE INC37.0K shares-0.23%2026-03-312026-05-01

VCR VANGUARD WORLD FD19.2K shares-1.88%2026-03-312026-05-01

VDC VANGUARD WORLD FD26.3K shares-4.17%2026-03-312026-05-01

PLD PROLOGIS INC.44.2K shares0.11%2026-03-312026-05-01

O REALTY INCOME CORP39.0K shares-0.50%2026-03-312026-05-01

Sponsored

ORCL ORACLE CORP14.1K shares-2.02%2026-03-312026-05-01

ALPHABET INC ALPHABET INC5.2K shares-5.44%2026-03-312026-05-01

ALPHABET INC ALPHABET INC4.9K shares-5.79%2026-03-312026-05-01

CAT CATERPILLAR INC1.6K shares0.18%2026-03-312026-05-01

VB VANGUARD INDEX FDS4.2K shares0.00%2026-03-312026-05-01

BALL BALL CORP10.4K shares0.32%2026-03-312026-05-01

MSFT MICROSOFT CORP1.6K shares0.19%2026-03-312026-05-01

QCOM QUALCOMM INC3.4K shares0.68%2026-03-312026-05-01

Sponsored

SRE SEMPRA4.3K shares0.70%2026-03-312026-05-01

SPY SPDR S&P 500 ETF TR640 shares0.16%2026-03-312026-05-01

COST COSTCO WHSL CORP NEW397 shares0.25%2026-03-312026-05-01

PSX PHILLIPS 661.9K shares0.81%2026-03-312026-05-01

AMZN AMAZON COM INC1.6K shares0.00%2026-03-312026-05-01

DGX QUEST DIAGNOSTICS INC1.7K shares0.46%2026-03-312026-05-01

SFM SPROUTS FMRS MKT INC4.0K shares0.00%2026-03-312026-05-01

VO VANGUARD INDEX FDS1.0K shares0.00%2026-03-312026-05-01

Sponsored

VBR VANGUARD INDEX FDS1.1K shares0.62%2026-03-312026-05-01

CHY CALAMOS CONV & HIGH INCOME F22.2K shares0.00%2026-03-312026-05-01

MGM MGM RESORTS INTERNATIONAL5.9K shares0.00%2026-03-312026-05-01

VRT VERTIV HOLDINGS CO757 shares0.00%2026-03-312026-05-01

BK BANK NEW YORK MELLON CORP1.5K shares0.00%2026-03-312026-05-01

NVDA NVIDIA CORPORATION800 shares0.00%2026-03-312026-05-01

VUG VANGUARD INDEX FDS301 shares0.33%2026-03-312026-05-01

MA MASTERCARD INCORPORATED215 shares0.00%2026-03-312026-05-01

Sponsored

CSCO CISCO SYS INC1.3K shares0.60%2026-03-312026-05-01

NFLX NETFLIX INC1.0K shares0.00%2026-03-312026-05-01

DFUS DIMENSIONAL ETF TRUST1.4K shares0.22%2026-03-312026-05-01

SYF SYNCHRONY FINANCIAL1.5K shares-8.03%2026-03-312026-05-01

NOC NORTHROP GRUMMAN CORP134 shares0.00%2026-03-312026-05-01

FTEC FIDELITY COVINGTON TRUST401 shares0.00%2026-03-312026-05-01

MMC MARSH & MCLENNAN COS INC460 shares0.44%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL150 shares0.00%2026-03-312026-05-01

Sponsored

JNJ JOHNSON & JOHNSON288 shares0.70%2026-03-312026-05-01

PPA INVESCO EXCHANGE TRADED FD T426 shares0.00%2026-03-312026-05-01

TSM TAIWAN SEMICONDUCTOR MFG LTD205 shares0.00%2026-03-312026-05-01

IWD ISHARES TR305 shares0.33%2026-03-312026-05-01

RB GLOBAL INC RB GLOBAL INC600 shares0.00%2026-03-312026-05-01

VTI VANGUARD INDEX FDS170 shares0.00%2026-03-312026-05-01

TSLA TESLA INC126 shares0.00%2026-03-312026-05-01

META META PLATFORMS INC79 shares0.00%2026-03-312026-05-01

Sponsored

LVS LAS VEGAS SANDS CORP779 shares0.52%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO.124 shares0.00%2026-03-312026-05-01

IYG ISHARES TR424 shares0.24%2026-03-312026-05-01

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP101 shares1.00%2026-03-312026-05-01

IHI ISHARES TR602 shares0.17%2026-03-312026-05-01

SCHD SCHWAB STRATEGIC TR934 shares0.86%2026-03-312026-05-01

XOM EXXON MOBIL CORP162 shares0.62%2026-03-312026-05-01

IJJ ISHARES TR203 shares0.50%2026-03-312026-05-01

Sponsored

IJS ISHARES TR221 shares0.00%2026-03-312026-05-01

LGND LIGAND PHARMACEUTICALS INC129 shares0.00%2026-03-312026-05-01

XLP SELECT SECTOR SPDR TR308 shares0.65%2026-03-312026-05-01

MCD MCDONALDS CORP76 shares0.00%2026-03-312026-05-01

UNM UNUM GROUP315 shares0.64%2026-03-312026-05-01

VIK VIKING HOLDINGS LTD300 sharesnew addition2026-03-312026-05-01

TJX TJX COS INC NEW124 shares0.00%2026-03-312026-05-01

VWO VANGUARD INTL EQUITY INDEX F361 shares0.00%2026-03-312026-05-01

Sponsored

BIIB BIOGEN INC106 shares0.00%2026-03-312026-05-01

PCAR PACCAR INC151 shares1.34%2026-03-312026-05-01

MO ALTRIA GROUP INC256 shares1.99%2026-03-312026-05-01

STEW SRH TOTAL RETURN FUND INC922 shares1.10%2026-03-312026-05-01

SWKS SKYWORKS SOLUTIONS INC295 shares1.37%2026-03-312026-05-01

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL40 shares0.00%2026-03-312026-05-01

GLD SPDR GOLD TR31 shares0.00%2026-03-312026-05-01

V VISA INC43 shares0.00%2026-03-312026-05-01

Sponsored

DIS DISNEY WALT CO134 shares0.75%2026-03-312026-05-01

GE AEROSPACE GE AEROSPACE43 shares0.00%2026-03-312026-05-01

BAC BANK AMERICA CORP265 shares0.38%2026-03-312026-05-01

OTIS OTIS WORLDWIDE CORP164 shares0.61%2026-03-312026-05-01

MU MICRON TECHNOLOGY INC34 shares0.00%2026-03-312026-05-01

SPHD INVESCO EXCH TRADED FD TR II223 shares1.36%2026-03-312026-05-01

RTX RTX CORPORATION61 sharesnew addition2026-03-312026-05-01

TM TOYOTA MOTOR CORP50 shares0.00%2026-03-312026-05-01

Sponsored

ISRG INTUITIVE SURGICAL INC18 shares0.00%2026-03-312026-05-01

GILD GILEAD SCIENCES INC51 shares0.00%2026-03-312026-05-01

ECL ECOLAB INC23 shares0.00%2026-03-312026-05-01

FDX FEDEX CORP17 shares0.00%2026-03-312026-05-01

BITO PROSHARES TR708 shares0.28%2026-03-312026-05-01

DOV DOVER CORP27 shares0.00%2026-03-312026-05-01

BROS DUTCH BROS INC100 shares0.00%2026-03-312026-05-01

VONE VANGUARD SCOTTSDALE FDS19 shares0.00%2026-03-312026-05-01

Sponsored

DAL DELTA AIR LINES INC DEL71 shares0.00%2026-03-312026-05-01

NDAQ NASDAQ INC55 shares0.00%2026-03-312026-05-01

DFIV DIMENSIONAL ETF TRUST93 shares0.00%2026-03-312026-05-01

ICE INTERCONTINENTAL EXCHANGE IN28 shares0.00%2026-03-312026-05-01

LINDE PLC LINDE PLC10 shares0.00%2026-03-312026-05-01

HON HONEYWELL INTL INC13 shares0.00%2026-03-312026-05-01

LMT LOCKHEED MARTIN CORP5 shares0.00%2026-03-312026-05-01

LOW LOWES COS INC15 shares0.00%2026-03-312026-05-01

Sponsored

TMO THERMO FISHER SCIENTIFIC INC7 shares0.00%2026-03-312026-05-01

UNP UNION PAC CORP13 shares0.00%2026-03-312026-05-01

ADBE ADOBE INC13 shares0.00%2026-03-312026-05-01

GS GOLDMAN SACHS GROUP INC4 shares0.00%2026-03-312026-05-01

CRM SALESFORCE INC21 shares0.00%2026-03-312026-05-01

CSX CSX CORP67 shares0.00%2026-03-312026-05-01

CCL CARNIVAL CORP100 shares0.00%2026-03-312026-05-01

GRAL GRAIL INC48 shares-12.73%2026-03-312026-05-01

Sponsored

GEN DIGITAL INC GEN DIGITAL INC143 shares0.70%2026-03-312026-05-01

ZTS ZOETIS INC17 shares0.00%2026-03-312026-05-01

DG DOLLAR GEN CORP NEW13 shares0.00%2026-03-312026-05-01

ISHARES GOLD TR ISHARES GOLD TR20 shares0.00%2026-03-312026-05-01

AMT AMERICAN TOWER CORP NEW11 shares0.00%2026-03-312026-05-01

ICLR ICON PLC14 shares0.00%2026-03-312026-05-01

IVV ISHARES TRN/A sharesnew addition2026-03-312026-05-01

MSI MOTOROLA SOLUTIONS INC2 shares0.00%2026-03-312026-05-01

Sponsored

NKE NIKE INCN/A sharesnew addition2026-03-312026-05-01

SKYW SKYWEST INC3 shares0.00%2026-03-312026-05-01

TTWO TAKE-TWO INTERACTIVE SOFTWAR5 shares0.00%2026-03-312026-05-01

TXN TEXAS INSTRS INCN/A sharesnew addition2026-03-312026-05-01

BA BOEING CON/A sharesnew addition2026-03-312026-05-01

ONL ORION PROPERTIES INC149 shares1.36%2026-03-312026-05-01

PINS PINTEREST INC50 shares0.00%2026-03-312026-05-01

UNH UNITEDHEALTH GROUP INCN/A sharesnew addition2026-03-312026-05-01

Sponsored

VCEL VERICEL CORPN/A sharesnew addition2026-03-312026-05-01

VRTX VERTEX PHARMACEUTICALS INCN/A sharesnew addition2026-03-312026-05-01

VANGUARD INDEX FDS

-0.19%

Shares43.3K

Event2026-03-31

Filed2026-05-01

PTY

PIMCO CORPORATE & INCOME OPP

-0.32%

Shares1.5M

Event2026-03-31

Filed2026-05-01

INVESCO QQQ TR

New

Shares28.1K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

-0.23%

Shares37.0K

Event2026-03-31

Filed2026-05-01

VCR

VANGUARD WORLD FD

-1.88%

Shares19.2K

Event2026-03-31

Filed2026-05-01

VDC

VANGUARD WORLD FD

-4.17%

Shares26.3K

Event2026-03-31

Filed2026-05-01

PLD

PROLOGIS INC.

0.11%

Shares44.2K

Event2026-03-31

Filed2026-05-01

REALTY INCOME CORP

-0.50%

Shares39.0K

Event2026-03-31

Filed2026-05-01

ORCL

ORACLE CORP

-2.02%

Shares14.1K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-5.44%

Shares5.2K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-5.79%

Shares4.9K

Event2026-03-31

Filed2026-05-01

CAT

CATERPILLAR INC

0.18%

Shares1.6K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-01

BALL

BALL CORP

0.32%

Shares10.4K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

0.19%

Shares1.6K

Event2026-03-31

Filed2026-05-01

QCOM

QUALCOMM INC

0.68%

Shares3.4K

Event2026-03-31

Filed2026-05-01

SRE

SEMPRA

0.70%

Shares4.3K

Event2026-03-31

Filed2026-05-01

SPY

SPDR S&P 500 ETF TR

0.16%

Shares640

Event2026-03-31

Filed2026-05-01

COST

COSTCO WHSL CORP NEW

0.25%

Shares397

Event2026-03-31

Filed2026-05-01

PSX

PHILLIPS 66

0.81%

Shares1.9K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-01

DGX

QUEST DIAGNOSTICS INC

0.46%

Shares1.7K

Event2026-03-31

Filed2026-05-01

SFM

SPROUTS FMRS MKT INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-01

VBR

VANGUARD INDEX FDS

0.62%

Shares1.1K

Event2026-03-31

Filed2026-05-01

CHY

CALAMOS CONV & HIGH INCOME F

0.00%

Shares22.2K

Event2026-03-31

Filed2026-05-01

MGM

MGM RESORTS INTERNATIONAL

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-01

VRT

VERTIV HOLDINGS CO

0.00%

Shares757

Event2026-03-31

Filed2026-05-01

BANK NEW YORK MELLON CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

0.00%

Shares800

Event2026-03-31

Filed2026-05-01

VUG

VANGUARD INDEX FDS

0.33%

Shares301

Event2026-03-31

Filed2026-05-01

MASTERCARD INCORPORATED

0.00%

Shares215

Event2026-03-31

Filed2026-05-01

CSCO

CISCO SYS INC

0.60%

Shares1.3K

Event2026-03-31

Filed2026-05-01

NFLX

NETFLIX INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-01

DFUS

DIMENSIONAL ETF TRUST

0.22%

Shares1.4K

Event2026-03-31

Filed2026-05-01

SYF

SYNCHRONY FINANCIAL

-8.03%

Shares1.5K

Event2026-03-31

Filed2026-05-01

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares134

Event2026-03-31

Filed2026-05-01

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares401

Event2026-03-31

Filed2026-05-01

MMC

MARSH & MCLENNAN COS INC

0.44%

Shares460

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares150

Event2026-03-31

Filed2026-05-01

JNJ

JOHNSON & JOHNSON

0.70%

Shares288

Event2026-03-31

Filed2026-05-01

PPA

INVESCO EXCHANGE TRADED FD T

0.00%

Shares426

Event2026-03-31

Filed2026-05-01

TSM

TAIWAN SEMICONDUCTOR MFG LTD

0.00%

Shares205

Event2026-03-31

Filed2026-05-01

IWD

ISHARES TR

0.33%

Shares305

Event2026-03-31

Filed2026-05-01

RB GLOBAL INC

0.00%

Shares600

Event2026-03-31

Filed2026-05-01

VTI

VANGUARD INDEX FDS

0.00%

Shares170

Event2026-03-31

Filed2026-05-01

TSLA

TESLA INC

0.00%

Shares126

Event2026-03-31

Filed2026-05-01