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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 3 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMB WILLIAMS COS INC Energy 25,400.0 $1.9M 1.03% $74.34 -0.8%
42 SGRT TIDAL TRUST I 48,646.0 $1.8M 0.99% NEW $37.50 -16.2%
43 SPYI NEOS ETF TRUST 33,044.0 $1.8M 0.96% NEW $53.09 +1.2%
44 AFRM AFFIRM HLDGS INC Technology 21,250.0 $1.7M 0.94% -4K -14.7% $81.55 -4.6%
45 IWMI NEOS ETF TRUST 31,151.0 $1.7M 0.91% NEW $53.52 -2.6%
46 CEG CONSTELLATION ENERGY CORP Utilities 6,500.0 $1.6M 0.88% +300.0 +4.8% $248.37 +11.4%
47 GRMN GARMIN LTD Technology 5,800.0 $1.4M 0.75% +2K +41.5% $237.54 +20.1%
48 JAAA JANUS DETROIT STR TR 24,693.0 $1.2M 0.68% +11K +76.2% $50.49 +0.4%
49 QQQI NEOS ETF TRUST 21,661.0 $1.2M 0.67% NEW $56.79 -4.0%
50 IWM ISHARES TR 3,113.0 $935K 0.51% -7K -70.0% $300.45 -1.6%
51 AVGO BROADCOM INC Technology 2,400.0 $907K 0.49% NEW $377.75 -2.4%
52 JEPI J P MORGAN EXCHANGE TRADED F 14,528.0 $821K 0.45% -14K -49.5% $56.48 +2.3%
53 ARTY ISHARES TR 10,600.0 $807K 0.44% $76.16 -2.1%
54 QQQM INVESCO EXCH TRADED FD TR II 2,059.0 $624K 0.34% +601.0 +41.2% $303.00 -2.6%
55 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 11,800.0 $588K 0.32% -10K -46.1% $49.86 +4.3%
56 FDN FIRST TR EXCHANGE-TRADED FD 2,000.0 $529K 0.29% NEW $264.72 +11.2%
57 GPIX GOLDMAN SACHS ETF TR 8,009.0 $445K 0.24% -4K -32.1% $55.57 +1.4%
58 FFLG FIDELITY COVINGTON TRUST 12,000.0 $416K 0.23% $34.68 -4.7%
59 IAUI NEOS ETF TRUST 8,307.0 $402K 0.22% NEW $48.45 +6.6%
60 AIRR FIRST TR EXCHANGE TRADED FD 3,000.0 $400K 0.22% +1K +50.0% $133.25 -17.8%
Page 3 of 4  ·  65 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%