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Portfolio (Quarterly) Guide ↗

ABNER HERRMAN & BROCK LLC

· CIK 0001038661
13F Portfolio $1.1B AUM 111 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 24 Added 35 Reduced 7 Exited
Page 1 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORP Technology 388,852.0 $77.8M 7.38% -10K -2.5% $200.09 +8.4%
2 AMD ADVANCED MICRO DEVICES Technology 124,700.0 $72.4M 6.88% -7K -5.0% $580.91 -19.2%
3 DELL DELL TECHNOLOGIES -C Technology 152,310.0 $65.7M 6.24% -6K -3.9% $431.46 +0.8%
4 GOOG ALPHABET INC-CL C Communication Services 133,084.0 $47.0M 4.46% -3K -2.0% $353.33 -4.3%
5 AMZN AMAZON.COM INC Consumer Cyclical 147,717.0 $35.2M 3.34% -744.0 -0.5% $238.34 +9.1%
6 JPM JPMORGAN CHASE & CO Financial Services 106,960.0 $35.0M 3.32% -14K -11.9% $327.33 +7.4%
7 MS MORGAN STANLEY Financial Services 145,011.0 $30.3M 2.88% -13K -8.1% $209.04 -0.7%
8 AXP AMERICAN EXPRESS CO Financial Services 69,287.0 $23.4M 2.22% -5K -6.6% $338.25 -2.1%
9 WMT WALMART INC Consumer Defensive 198,968.0 $22.5M 2.14% -3K -1.6% $113.26 -8.3%
10 CHUBB LTD 63,304.0 $21.6M 2.05% -408.0 -0.6% $340.74
11 MAR MARRIOTT INTERNATIONAL -CL A Consumer Cyclical 57,741.0 $21.4M 2.03% -13K -18.2% $370.59 -3.8%
12 MA MASTERCARD INC - A Financial Services 39,267.0 $20.2M 1.91% -416.0 -1.1% $513.59 +11.7%
13 NFLX NETFLIX INC Communication Services 239,607.0 $17.1M 1.62% -83K -25.6% $71.40 +12.2%
14 AON PLC-CLASS A 51,218.0 $17.0M 1.61% -2K -4.5% $331.68
15 ORCL ORACLE CORP Technology 105,970.0 $15.5M 1.47% -3K -2.7% $146.55 -3.1%
16 WFC WELLS FARGO & CO Financial Services 180,453.0 $14.9M 1.42% -82K -31.3% $82.64 +1.3%
17 MCD MCDONALD'S CORP Consumer Cyclical 54,463.0 $14.7M 1.40% -682.0 -1.2% $270.31 -0.4%
18 C CITIGROUP INC Financial Services 91,278.0 $12.8M 1.21% -2K -1.8% $139.96 -7.4%
19 AIG AMERICAN INTERNATIONAL GROUP Financial Services 165,841.0 $12.4M 1.17% -897.0 -0.5% $74.53 +1.6%
20 SS-SPDR S&P 500 11,874.0 $8.9M 0.84% -794.0 -6.3% $746.76
Page 1 of 2  ·  35 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 36.9%
Financial Services 17.0%
Consumer Cyclical 11.8%
Healthcare 10.6%
Communication Services 10.4%
Industrials 8.6%
Consumer Defensive 2.6%
Energy 1.8%
Basic Materials 0.1%
Utilities 0.1%