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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 2 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MA MASTERCARD INC - A Financial Services 39,267.0 $20.2M 1.91% -416.0 -1.1% $513.59 +11.7%
22 EXXON MOBIL CORP 126,765.0 $17.3M 1.65% NEW $136.72
23 NFLX NETFLIX INC Communication Services 239,607.0 $17.1M 1.62% -83K -25.6% $71.40 +12.4%
24 AON PLC-CLASS A 51,218.0 $17.0M 1.61% -2K -4.5% $331.68
25 RTX RTX CORP Industrials 88,193.0 $16.7M 1.59% +1K +1.2% $189.73 +16.1%
26 ORCL ORACLE CORP Technology 105,970.0 $15.5M 1.47% -3K -2.7% $146.55 -1.9%
27 CVX CHEVRON CORP Energy 92,439.0 $15.3M 1.45% $165.76 +24.1%
28 WFC WELLS FARGO & CO Financial Services 180,453.0 $14.9M 1.42% -82K -31.3% $82.64 +4.0%
29 PWR QUANTA SERVICES INC Industrials 20,482.0 $14.7M 1.40% +906.0 +4.6% $720.05 -5.9%
30 MCD MCDONALD'S CORP Consumer Cyclical 54,463.0 $14.7M 1.40% -682.0 -1.2% $270.31 -1.1%
31 HD HOME DEPOT INC Consumer Cyclical 38,804.0 $13.7M 1.30% +759.0 +2.0% $352.67 -2.4%
32 VZ VERIZON COMMUNICATIONS INC Communication Services 312,360.0 $13.2M 1.25% NEW $42.34 +16.6%
33 C CITIGROUP INC Financial Services 91,278.0 $12.8M 1.21% -2K -1.8% $139.96 -5.0%
34 AIG AMERICAN INTERNATIONAL GROUP Financial Services 165,841.0 $12.4M 1.17% -897.0 -0.5% $74.53 +1.6%
35 TSM TAIWAN SEMICONDUCTOR-SP ADR Technology 25,794.0 $12.3M 1.17% +1K +4.6% $477.55 -13.7%
36 EMR EMERSON ELECTRIC CO Industrials 81,347.0 $11.6M 1.10% $143.15 +10.1%
37 SYK STRYKER CORP Healthcare 34,290.0 $10.8M 1.02% $314.84 +8.0%
38 SS-SPDR S&P 500 11,874.0 $8.9M 0.84% -794.0 -6.3% $746.76
39 ROYAL CARIBBEAN GROUP 26,426.0 $8.4M 0.80% -894.0 -3.3% $317.53
40 ISRG INTUITIVE SURGICAL INC Healthcare 20,318.0 $8.1M 0.77% -2K -8.1% $397.68 +0.0%
Page 2 of 6  ·  111 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%