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Portfolio (Quarterly) Guide ↗

Herold Advisors, Inc.

· CIK 0001891713
13F Portfolio $506M AUM 273 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 102 Added 81 Reduced 8 Exited
Page 4 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NKE NIKE INC Consumer Cyclical 22,767.0 $931K 0.18% +768.0 +3.5% $40.89 +0.4%
62 SCHW SCHWAB CHARLES CORP Financial Services 9,905.0 $913K 0.18% +373.0 +3.9% $92.18 +20.3%
63 AVUQ AMERICAN CENTY ETF TR 13,526.0 $891K 0.18% +3K +27.1% $65.87 +1.7%
64 CCD CALAMOS DYNAMIC CONV & INCOM Financial Services 34,449.0 $885K 0.17% +1K +4.2% $25.69 -1.3%
65 BP BP PLC Energy 24,012.0 $884K 0.17% +340.0 +1.4% $36.81 +18.8%
66 AVIV AMERICAN CENTY ETF TR 11,143.0 $864K 0.17% +4K +48.3% $77.54 +7.0%
67 KMI KINDER MORGAN INC DEL Energy 25,692.0 $824K 0.16% +162.0 +0.6% $32.07 +0.0%
68 ALLE ALLEGION PLC Industrials 5,848.0 $819K 0.16% +318.0 +5.8% $140.05 +16.2%
69 BX BLACKSTONE INC Financial Services 6,876.0 $810K 0.16% +261.0 +4.0% $117.80 +23.2%
70 DOL WISDOMTREE TR 10,572.0 $786K 0.15% +2K +17.3% $74.35 +3.0%
71 ORCL ORACLE CORP Technology 5,301.0 $777K 0.15% +181.0 +3.5% $146.58 -1.9%
72 TMUS T-MOBILE US INC Communication Services 4,592.0 $772K 0.15% +152.0 +3.4% $168.12 +8.5%
73 BWXT BWX TECHNOLOGIES INC Industrials 3,721.0 $723K 0.14% +633.0 +20.5% $194.30 -16.5%
74 RDIV INVESCO EXCH TRADED FD TR II 11,835.0 $690K 0.14% +148.0 +1.3% $58.30 +9.8%
75 UPS UNITED PARCEL SVCS INC Industrials 6,352.0 $688K 0.14% +265.0 +4.3% $108.31 -5.0%
76 KNG FIRST TR EXCHANGE-TRADED FD 13,074.0 $661K 0.13% +2K +14.0% $50.56 +3.4%
77 CCI CROWN CASTLE INC Real Estate 8,418.0 $643K 0.13% +104.0 +1.2% $76.38 -2.3%
78 VST VISTRA CORP Utilities 3,871.0 $613K 0.12% +48.0 +1.3% $158.36 -9.9%
79 FALN ISHARES TR 22,140.0 $602K 0.12% +8K +60.8% $27.19 -0.4%
80 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,031.0 $594K 0.12% +216.0 +26.5% $576.14 -7.0%
Page 4 of 6  ·  102 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 30.0%
Financial Services 16.2%
Healthcare 12.8%
Industrials 8.0%
Communication Services 7.7%
Energy 7.3%
Consumer Defensive 5.6%
Consumer Cyclical 5.6%
Utilities 4.1%
Real Estate 1.5%