Merrithew & Thorsten Inc — 13F holdings

Merrithew & Thorsten Inc reported 116 holdings worth $117M in its 13F filing for Q2 2026, filed July 31, 2026.

Largest positions

1. VOO VANGUARD INDEX FDS — $29.3M (25.0%)
2. QQQ INVESCO QQQ TR — $20.7M (17.7%)
3. PTY PIMCO CORPORATE & INCOME OPP — $18.0M (15.3%)
4. AAPL APPLE INC — $10.5M (9.0%)
5. VCR VANGUARD WORLD FD — $7.36M (6.3%)
6. VDC VANGUARD WORLD FD — $5.92M (5.0%)
7. PLD PROLOGIS INC. — $5.85M (5.0%)
8. O REALTY INCOME CORP — $2.37M (2.0%)
9. ORCL ORACLE CORP — $2.00M (1.7%)
10. GOOGL ALPHABET INC — $1.85M (1.6%)