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Portfolio (Quarterly) Guide ↗

ABNER HERRMAN & BROCK LLC

· CIK 0001038661
13F Portfolio $905M AUM 108 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 22 Added 28 Reduced 12 Exited
Page 1 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORP Technology 398,706.0 $69.5M 7.68% -6K -1.4% $174.40 +25.9%
2 GOOG ALPHABET INC-CL C Communication Services 135,755.0 $38.9M 4.30% -1K -1.0% $286.86 +33.7%
3 JPM JPMORGAN CHASE & CO Financial Services 121,356.0 $35.7M 3.94% $294.16 +3.0%
4 IBM INTL BUSINESS MACHINES CORP Technology 144,292.0 $35.0M 3.87% $242.39 +4.4%
5 NFLX NETFLIX INC Communication Services 322,187.0 $31.0M 3.42% -8K -2.4% $96.15 -7.1%
6 AMZN AMAZON.COM INC Consumer Cyclical 148,461.0 $30.9M 3.42% $208.27 +28.9%
7 AAPL APPLE INC Technology 119,556.0 $30.3M 3.35% +666.0 +0.6% $253.79 +20.2%
8 MSFT MICROSOFT CORP Technology 77,772.0 $28.8M 3.18% $370.17 +13.2%
9 AMD ADVANCED MICRO DEVICES Technology 131,321.0 $26.7M 2.95% $203.43 +121.0%
10 DELL DELL TECHNOLOGIES -C Technology 158,497.0 $26.0M 2.88% +814.0 +0.5% $164.13 +54.1%
11 MS MORGAN STANLEY Financial Services 157,722.0 $26.0M 2.87% $164.57 +21.8%
12 WMT WALMART INC Consumer Defensive 202,162.0 $25.1M 2.78% $124.28 +5.3%
13 LLY ELI LILLY & CO Healthcare 26,838.0 $24.7M 2.73% $919.78 +13.3%
14 MRK MERCK & CO. INC. Healthcare 202,469.0 $24.4M 2.69% +4K +2.1% $120.29 -3.7%
15 MAR MARRIOTT INTERNATIONAL -CL A Consumer Cyclical 70,586.0 $23.1M 2.55% $327.06 +13.3%
16 META META PLATFORMS INC-CLASS A Communication Services 39,891.0 $22.8M 2.52% $572.13 +6.2%
17 AXP AMERICAN EXPRESS CO Financial Services 74,183.0 $22.4M 2.48% $302.48 +2.4%
18 XOM EXXON MOBIL CORP Energy 127,018.0 $21.6M 2.38% $169.66 -7.9%
19 TSLA TESLA INC Consumer Cyclical 56,834.0 $21.1M 2.33% +893.0 +1.6% $371.75 +12.2%
20 WFC WELLS FARGO & CO Financial Services 262,811.0 $20.9M 2.31% +3K +1.1% $79.61 -4.8%
Page 1 of 6  ·  108 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.0%
Financial Services 23.1%
Consumer Cyclical 13.1%
Communication Services 10.4%
Healthcare 8.7%
Industrials 7.2%
Energy 4.9%
Consumer Defensive 3.2%
Basic Materials 0.3%
Real Estate 0.1%