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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 6  ·  111 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 +8.7%
2 AMD ADVANCED MICRO DEVICES Technology 124,700.0 $72.4M 6.88% -7K -5.0% $580.91 -19.7%
3 DELL DELL TECHNOLOGIES -C Technology 152,310.0 $65.7M 6.24% -6K -3.9% $431.46 +1.4%
4 GOOG ALPHABET INC-CL C Communication Services 133,084.0 $47.0M 4.46% -3K -2.0% $353.33 -3.3%
5 IBM INTL BUSINESS MACHINES CORP Technology 143,768.0 $40.4M 3.84% $281.21 -15.7%
6 AAPL APPLE INC Technology 137,832.0 $39.9M 3.79% +18K +15.3% $289.36 +9.5%
7 AMZN AMAZON.COM INC Consumer Cyclical 147,717.0 $35.2M 3.34% -744.0 -0.5% $238.34 +11.5%
8 JPM JPMORGAN CHASE & CO Financial Services 106,960.0 $35.0M 3.32% -14K -11.9% $327.33 +9.1%
9 LLY ELI LILLY & CO Healthcare 27,138.0 $32.5M 3.09% +300.0 +1.1% $1199.43 +6.8%
10 MS MORGAN STANLEY Financial Services 145,011.0 $30.3M 2.88% -13K -8.1% $209.04 +2.5%
11 MSFT MICROSOFT CORP Technology 77,704.0 $29.0M 2.75% $373.02 +29.8%
12 BA BOEING CO/THE Industrials 130,043.0 $28.1M 2.67% +33K +34.2% $216.47 +2.6%
13 MRK MERCK & CO. INC. Healthcare 202,424.0 $26.0M 2.47% $128.50 +18.5%
14 TSLA TESLA INC Consumer Cyclical 57,280.0 $24.1M 2.29% +446.0 +0.8% $420.60 -16.5%
15 AXP AMERICAN EXPRESS CO Financial Services 69,287.0 $23.4M 2.22% -5K -6.6% $338.25 +0.5%
16 META META PLATFORMS INC-CLASS A Communication Services 40,269.0 $22.7M 2.15% +378.0 +0.9% $563.29 -3.1%
17 WMT WALMART INC Consumer Defensive 198,968.0 $22.5M 2.14% -3K -1.6% $113.26 +0.9%
18 CHUBB LTD 63,304.0 $21.6M 2.05% -408.0 -0.6% $340.74
19 MAR MARRIOTT INTERNATIONAL -CL A Consumer Cyclical 57,741.0 $21.4M 2.03% -13K -18.2% $370.59 -2.9%
20 JNJ JOHNSON & JOHNSON Healthcare 79,588.0 $20.2M 1.92% +76K +1864.2% $253.97 +7.7%
Page 1 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%