Merrithew & Thorsten Inc

All 13F Filings

Location
San Diego, CA
Most recent 13F
Q2 2026
Holdings value ($000)
117,404
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/31/2026 116 117,404 13F-HR Merrithew & Thorsten Inc
Q1 2026 5/1/2026 122 106,044 13F-HR Merrithew & Thorsten Inc
Q4 2025 2/3/2026 120 94,542 13F-HR Merrithew & Thorsten Inc
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 51 K 43.4% 2.585 K 0 2.585 K
ETFs 66.41 K 56.6% 8.775 K 0 8.775 K
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Fund Snapshot

Q2 2026
Latest filed
7/31/2026
Total value ($000)
117,404
Holdings
116
QoQ value change ($000)
11,360 (10.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.