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Merrithew & Thorsten Inc

All holdings · as of Dec 31, 2025

120 positions

CompanyClassValueShares% of portfolio
The Boeing Company—$000.0%
ISHARES TR—$000.0%
VERTEX PHARMACEUTICALS INC / MA—$000.0%
Vericel Corp—$000.0%
Motorola Solutions, Inc.—$020.0%
SKYWEST INC—$030.0%
TEXAS INSTRUMENTS INC—$000.0%
Orion Properties Inc.—$01470.0%
UNITEDHEALTH GROUP INC—$000.0%
NIKE, Inc.—$000.0%
TAKE TWO INTERACTIVE SOFTWARE INC—$150.0%
American Tower Corp—$1110.0%
PINTEREST, INC.—$1500.0%
DOLLAR GENERAL CORP—$1130.0%
ISHARES GOLD TR—$1200.0%
CSX CORP—$2670.0%
Zoetis Inc.—$2170.0%
ICON plc—$2140.0%
HONEYWELL INTERNATIONAL INC—$2130.0%
LOCKHEED MARTIN CORP—$250.0%
Union Pacific Corp—$3130.0%
LOWES COMPANIES INC—$3150.0%
THE GOLDMAN SACHS GROUP, INC.—$340.0%
Carnival Corp Ltd.—$31000.0%
Gen Digital Inc.—$31420.0%
FedEx Corp—$4170.0%
DIMENSIONAL ETF TRUST—$4930.0%
LINDE PLC—$4100.0%
DELTA AIR LINES, INC.—$4710.0%
THERMO FISHER SCIENTIFIC INC.—$470.0%
Intercontinental Exchange, Inc.—$4280.0%
GRAIL, Inc.—$4550.0%
ADOBE INC.—$4130.0%
DOVER Corp—$5270.0%
VANGUARD SCOTTSDALE FDS—$5190.0%
NASDAQ, Inc.—$5550.0%
Salesforce Inc—$5210.0%
ECOLAB INC.—$6230.0%
Dutch Bros Inc.—$61000.0%
GILEAD SCIENCES, INC.—$6510.0%
PROSHARES TR—$87060.0%
MICRON TECHNOLOGY INC—$9340.0%
INVESCO EXCH TRADED FD TR II—$102200.0%
Intuitive Surgical Inc—$10180.0%
Toyota Motor CorporationTMADR$10500.0%
Seagate Technology Holdings PLC—$11400.0%
SPDR GOLD TR—$12310.0%
GENERAL ELECTRIC CO—$13430.0%
Otis Worldwide Corp—$141630.0%
ALTRIA GROUP, INC.—$142510.0%
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