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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 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MRK MERCK & CO INC Healthcare 31,656.0 $3.8M 0.84% +2K +5.0% $120.28 +1.8%
22 JNJ JOHNSON & JOHNSON Healthcare 15,405.0 $3.8M 0.83% +271.0 +1.8% $244.44 -4.1%
23 TSLA TESLA INC Consumer Cyclical 10,121.0 $3.8M 0.83% +576.0 +6.0% $371.74 +14.6%
24 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 94,211.0 $3.4M 0.75% +2K +1.8% $36.12 +9.7%
25 JEPI J P MORGAN EXCHANGE TRADED F 59,879.0 $3.4M 0.74% +1K +2.5% $56.68 -0.6%
26 AVUV AMERICAN CENTY ETF TR 30,128.0 $3.3M 0.73% +4K +13.6% $110.47 +8.7%
27 QGRW WISDOMTREE TR 60,598.0 $3.2M 0.71% +5K +9.9% $53.43 +22.3%
28 T AT&T INC Communication Services 101,670.0 $2.9M 0.65% +1K +1.4% $28.99 -12.9%
29 BERKSHIRE HATHAWAY INC DEL 6,146.0 $2.9M 0.65% +341.0 +5.9% $479.24
30 CB CHUBB LTD SWITZ Financial Services 9,019.0 $2.9M 0.65% +1K +18.2% $325.91 +0.6%
31 AVLV AMERICAN CENTY ETF TR 35,473.0 $2.9M 0.63% +3K +9.7% $80.61 +10.8%
32 ETN EATON CORP PLC Industrials 7,889.0 $2.8M 0.62% +142.0 +1.8% $357.67 +9.4%
33 AVGO BROADCOM INC Technology 8,221.0 $2.5M 0.56% +185.0 +2.3% $309.51 +33.8%
34 NEE NEXTERA ENERGY INC Utilities 26,990.0 $2.5M 0.55% +3K +13.9% $92.88 -4.7%
35 JEPQ J P MORGAN EXCHANGE TRADED F 43,533.0 $2.4M 0.53% +2K +4.0% $55.52 +8.4%
36 DFAU DIMENSIONAL ETF TRUST 53,173.0 $2.4M 0.53% +998.0 +1.9% $45.12 +13.6%
37 CGDV CAPITAL GROUP DIVIDEND VALUE 51,841.0 $2.2M 0.48% +856.0 +1.7% $42.54 +12.8%
38 LMT LOCKHEED MARTIN CORP Industrials 3,541.0 $2.1M 0.47% +350.0 +11.0% $604.39 -11.8%
39 PFE PFIZER INC Healthcare 75,030.0 $2.1M 0.46% +4K +5.1% $28.08 -7.8%
40 GOOG ALPHABET INC Communication Services 6,899.0 $2.0M 0.43% +75.0 +1.1% $286.86 +32.3%
Page 2 of 6  ·  105 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%