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Portfolio (Quarterly) Guide ↗

HERBST GROUP, LLC

· CIK 0001909319
13F Portfolio $183M AUM 65 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 19 Added 24 Reduced 8 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWM ISHARES TR 3,113.0 $935K 0.51% -7K -70.0% $300.45 -1.6%
22 JEPI J P MORGAN EXCHANGE TRADED F 14,528.0 $821K 0.45% -14K -49.5% $56.48 +2.3%
23 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 11,800.0 $588K 0.32% -10K -46.1% $49.86 +4.3%
24 GPIX GOLDMAN SACHS ETF TR 8,009.0 $445K 0.24% -4K -32.1% $55.57 +1.4%
Page 2 of 2  ·  24 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 27.8%
Industrials 23.4%
Financial Services 18.3%
Communication Services 10.0%
Utilities 9.3%
Healthcare 4.8%
Consumer Cyclical 4.6%
Energy 1.7%