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Portfolio (Quarterly) Guide ↗

HERBST GROUP, LLC

· CIK 0001909319
13F Portfolio $170M AUM Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 62 New
Page 3 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMB WILLIAMS COS INC Energy 25,600.0 $1.5M 0.91% NEW $60.11 +30.5%
42 FDX FEDEX CORP Industrials 5,100.0 $1.5M 0.87% NEW $288.86 +36.5%
43 BROOKFIELD ASSET MANAGMT LTD 27,225.0 $1.4M 0.84% NEW $52.39
44 UNH UNITEDHEALTH GROUP INC Healthcare 4,300.0 $1.4M 0.83% NEW $330.11 +17.7%
45 BA BOEING CO Industrials 6,350.0 $1.4M 0.81% NEW $217.12 +0.9%
46 IFRA ISHARES TR 22,142.0 $1.2M 0.69% NEW $52.62 +15.8%
47 XLI SELECT SECTOR SPDR TR 6,743.0 $1.0M 0.61% NEW $155.12 +10.7%
48 NEAR ISHARES U S ETF TR 19,898.0 $1.0M 0.60% NEW $51.10 -0.9%
49 FIDELITY GREENWOOD STREET TR 32,705.0 $938K 0.55% NEW $28.68
50 XLP SELECT SECTOR SPDR TR 10,129.0 $787K 0.46% NEW $77.68 +9.2%
51 ARTY ISHARES TR 14,564.0 $702K 0.41% NEW $48.18 +42.8%
52 WTAI WISDOMTREE TR 22,148.0 $645K 0.38% NEW $29.14 +42.8%
53 XBI SPDR SERIES TRUST 5,000.0 $610K 0.36% NEW $121.93 +8.0%
54 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 6,100.0 $463K 0.27% NEW $75.91 -26.0%
55 FELC FIDELITY COVINGTON TRUST 8,456.0 $323K 0.19% NEW $38.17 +9.4%
56 XOM EXXON MOBIL CORP Energy 2,600.0 $313K 0.18% NEW $120.34 +28.7%
57 FFLG FIDELITY COVINGTON TRUST 10,000.0 $299K 0.18% NEW $29.94 +13.1%
58 DTCR GLOBAL X FDS 12,221.0 $258K 0.15% NEW $21.10 +44.4%
59 MDB MONGODB INC Technology 600.0 $252K 0.15% NEW $419.69 -22.3%
60 IWM ISHARES TR 1,000.0 $246K 0.14% NEW $246.16 +15.8%
Page 3 of 4  ·  62 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 26.1%
Industrials 21.8%
Financial Services 20.7%
Communication Services 12.2%
Utilities 6.6%
Healthcare 5.7%
Consumer Cyclical 5.1%
Energy 1.8%