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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 3 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BERKSHIRE HATHAWAY INC DEL 6,404.0 $3.2M 0.63% +258.0 +4.2% $500.94
42 XLE SELECT SECTOR SPDR TR 59,269.0 $3.1M 0.62% $53.03 +20.8%
43 CB CHUBB LIMITED Financial Services 9,020.0 $3.1M 0.61% $340.69 +2.1%
44 AVGO BROADCOM INC Technology 7,946.0 $3.0M 0.59% -275.0 -3.4% $377.67 -5.0%
45 DSTL ETF SER SOLUTIONS 49,321.0 $3.0M 0.58% -20K -28.4% $59.95 +16.3%
46 JEPQ J P MORGAN EXCHANGE TRADED F 47,728.0 $2.9M 0.58% +4K +9.6% $61.24 -2.6%
47 GLW CORNING INC Technology 11,415.0 $2.9M 0.58% -604.0 -5.0% $255.45 -40.6%
48 DFAU DIMENSIONAL ETF TRUST 54,267.0 $2.8M 0.55% +1K +2.1% $51.62 +3.2%
49 CGDV CAPITAL GROUP DIVIDEND VALUE 56,091.0 $2.8M 0.55% +4K +8.2% $49.29 +2.2%
50 PSX PHILLIPS 66 Energy 15,842.0 $2.7M 0.53% -279.0 -1.7% $169.11 +43.4%
51 CAT CATERPILLAR INC Industrials 2,493.0 $2.7M 0.52% -138.0 -5.2% $1064.18 -24.2%
52 BN BROOKFIELD CORP Financial Services 62,014.0 $2.6M 0.52% $42.65 -0.6%
53 CTAS CINTAS CORP Industrials 15,092.0 $2.6M 0.51% $170.09 +20.5%
54 ISRG INTUITIVE SURGICAL INC Healthcare 6,450.0 $2.6M 0.51% $397.83 +1.4%
55 DGRW WISDOMTREE TR 25,654.0 $2.5M 0.48% -4K -12.0% $95.50 +4.4%
56 GOOG ALPHABET INC Communication Services 6,906.0 $2.4M 0.48% $353.46 -3.6%
57 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,590.0 $2.4M 0.48% +23.0 +0.9% $937.07 +4.3%
58 NEE NEXTERA ENERGY INC Utilities 27,346.0 $2.4M 0.47% +356.0 +1.3% $87.84 -1.5%
59 KLAC KLA CORP Technology 7,860.0 $2.4M 0.47% +7K +804.5% $302.04 -38.4%
60 LRCX LAM RESEARCH CORP Technology 5,450.0 $2.4M 0.47% -131.0 -2.4% $433.03 -28.6%
Page 3 of 14  ·  273 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%