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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 2 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RTX RTX CORPORATION Industrials 10,040.0 $1.9M 0.38% -108.0 -1.1% $189.64 +16.2%
22 OKE ONEOK INC NEW Energy 21,675.0 $1.9M 0.37% -576.0 -2.6% $87.01 +10.3%
23 SPGI S&P GLOBAL INC Financial Services 4,485.0 $1.8M 0.36% -50.0 -1.1% $406.91 +4.9%
24 MU MICRON TECHNOLOGY INC Technology 1,581.0 $1.8M 0.36% -298.0 -15.9% $1154.33 -18.8%
25 AMD ADVANCED MICRO DEVICES INC Technology 3,062.0 $1.8M 0.35% -132.0 -4.1% $580.01 -19.6%
26 BA BOEING CO Industrials 7,901.0 $1.7M 0.34% -250.0 -3.1% $216.55 +2.6%
27 LMT LOCKHEED MARTIN CORP Industrials 3,174.0 $1.6M 0.32% -367.0 -10.4% $509.14 +15.7%
28 PLD PROLOGIS INC. Real Estate 11,047.0 $1.5M 0.30% -156.0 -1.4% $135.60 +4.2%
29 USFR WISDOMTREE TR 29,446.0 $1.5M 0.29% -8K -21.6% $50.36 +0.2%
30 AMAT APPLIED MATLS INC Technology 1,935.0 $1.4M 0.28% -169.0 -8.0% $723.00 -31.4%
31 NTSX WISDOMTREE TR 23,000.0 $1.4M 0.27% -1K -4.2% $59.00 +1.8%
32 RDVY FIRST TR EXCHANGE TRADED FD 16,543.0 $1.3M 0.26% -175.0 -1.1% $80.82 +1.7%
33 AMGN AMGEN INC Healthcare 3,526.0 $1.3M 0.25% -98.0 -2.7% $360.47 +22.7%
34 GSLC GOLDMAN SACHS ETF TR 8,471.0 $1.2M 0.24% -3K -27.9% $142.01 +3.5%
35 VRT VERTIV HOLDINGS CO Industrials 3,531.0 $1.2M 0.23% -236.0 -6.3% $334.75 -22.0%
36 JPIE J P MORGAN EXCHANGE TRADED F 25,101.0 $1.2M 0.23% -9K -25.4% $45.89 +0.0%
37 ABT ABBOTT LABORATORIES Healthcare 12,352.0 $1.1M 0.22% -150.0 -1.2% $90.59 +26.3%
38 INTC INTEL CORP Technology 7,541.0 $1.1M 0.21% -275.0 -3.5% $139.90 -33.7%
39 EPS WISDOMTREE TR 13,470.0 $1.0M 0.21% -1K -6.9% $77.73 +4.1%
40 MMM 3M CO Industrials 5,761.0 $930K 0.18% -139.0 -2.4% $161.43 +11.9%
Page 2 of 5  ·  81 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%