Merrithew & Thorsten Inc - Portfolio overview

Merrithew & Thorsten Inc has 110 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 24.40%
2. PTY - PIMCO CORPORATE & INCOME OPP, 17.32%
3. QQQ - INVESCO QQQ TR, 15.32%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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