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Portfolio (Quarterly) Guide ↗

Herold Advisors, Inc.

· CIK 0001891713
13F Portfolio $455M AUM 263 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 105 Added 71 Reduced 7 Exited
Page 2 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LRCX LAM RESEARCH CORP Technology 5,581.0 $1.2M 0.26% -2K -24.9% $213.66 +41.5%
22 RDVY FIRST TR EXCHANGE TRADED FD 16,718.0 $1.1M 0.25% -199.0 -1.2% $68.28 +9.5%
23 J P MORGAN EXCHANGE TRADED F 17,418.0 $1.1M 0.23% -1K -6.3% $61.32
24 ICVT ISHARES TR 10,225.0 $1.0M 0.23% -990.0 -8.8% $101.79 +15.9%
25 VUG VANGUARD INDEX FDS 2,334.0 $1.0M 0.22% -310.0 -11.7% $436.76 -80.0%
26 EPS WISDOMTREE TR 14,470.0 $986K 0.22% -1K -6.5% $68.11 +13.8%
27 GILD GILEAD SCIENCES INC Healthcare 6,908.0 $963K 0.21% -178.0 -2.5% $139.36 -6.4%
28 VRT VERTIV HOLDINGS CO Industrials 3,767.0 $944K 0.21% -523.0 -12.2% $250.58 +26.0%
29 DIS DISNEY WALT CO Communication Services 9,211.0 $888K 0.20% -3K -22.5% $96.38 +7.5%
30 HSY HERSHEY CO Consumer Defensive 4,257.0 $885K 0.19% -264.0 -5.8% $207.89 -8.4%
31 IRM IRON MTN INC DEL Real Estate 8,500.0 $868K 0.19% -150.0 -1.7% $102.14 +24.7%
32 MMM 3M CO Industrials 5,900.0 $857K 0.19% -149.0 -2.5% $145.22 +4.4%
33 KMI KINDER MORGAN INC DEL Energy 25,530.0 $856K 0.19% -346.0 -1.3% $33.53 -0.1%
34 PM PHILIP MORRIS INTL INC Consumer Defensive 5,088.0 $841K 0.18% -540.0 -9.6% $165.34 +14.1%
35 DGRO ISHARES TR 11,647.0 $817K 0.18% -3K -21.6% $70.18 +5.6%
36 HUBB HUBBELL INC Industrials 1,631.0 $800K 0.18% -85.0 -5.0% $490.74 -6.1%
37 QLV FLEXSHARES TR 10,602.0 $762K 0.17% -1K -10.1% $71.89 +5.8%
38 BX BLACKSTONE INC Financial Services 6,615.0 $761K 0.17% -39.0 -0.6% $114.99 +3.1%
39 AMAT APPLIED MATLS INC Technology 2,104.0 $719K 0.16% -834.0 -28.4% $341.79 +25.0%
40 TSCO TRACTOR SUPPLY CO Consumer Cyclical 15,656.0 $709K 0.16% -98.0 -0.6% $45.30 -30.0%
Page 2 of 4  ·  71 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 26.7%
Financial Services 16.4%
Healthcare 12.6%
Energy 9.2%
Communication Services 8.2%
Industrials 8.0%
Consumer Defensive 6.3%
Consumer Cyclical 5.7%
Utilities 4.3%
Real Estate 1.5%