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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 4 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SHEL SHELL PLC Energy 21,822.0 $2.0M 0.45% $93.00 -6.8%
62 OKE ONEOK INC NEW Energy 22,251.0 $2.0M 0.44% -2K -8.2% $90.39 +2.5%
63 GOOG ALPHABET INC Communication Services 6,899.0 $2.0M 0.43% +75.0 +1.1% $286.86 +33.7%
64 RTX RTX CORPORATION Industrials 10,148.0 $2.0M 0.43% +307.0 +3.1% $192.90 -9.4%
65 ED CONSOLIDATED EDISON INC Utilities 17,230.0 $2.0M 0.43% $113.18 -5.1%
66 SPGI S&P GLOBAL INC Financial Services 4,535.0 $1.9M 0.42% $425.34 -2.0%
67 USFR WISDOMTREE TR 37,562.0 $1.9M 0.41% -6K -13.0% $50.34 +0.2%
68 CAT CATERPILLAR INC Industrials 2,631.0 $1.9M 0.41% -184.0 -6.5% $708.46 +22.2%
69 INTU INTUIT Technology 4,247.0 $1.8M 0.40% $432.38 -29.0%
70 SCHG SCHWAB STRATEGIC TR 60,681.0 $1.8M 0.39% $29.13 +17.7%
71 AVEM AMERICAN CENTY ETF TR 21,442.0 $1.7M 0.38% +3K +16.2% $80.58 +15.5%
72 QCOM QUALCOMM INC Technology 13,020.0 $1.7M 0.37% $128.78 +57.3%
73 BAC BANK AMERICA CORP Financial Services 33,827.0 $1.6M 0.36% +1K +3.5% $48.75 +5.6%
74 GLW CORNING INC Technology 12,019.0 $1.6M 0.36% +350.0 +3.0% $135.97 +41.1%
75 BA BOEING CO Industrials 8,151.0 $1.6M 0.36% +415.0 +5.4% $199.04 +10.3%
76 NUE NUCOR CORP Basic Materials 9,440.0 $1.6M 0.35% $169.10 +33.9%
77 SLV ISHARES SILVER TR Financial Services 23,162.0 $1.6M 0.35% +297.0 +1.3% $68.14 +1.9%
78 JPIE J P MORGAN EXCHANGE TRADED F 33,659.0 $1.6M 0.34% -894.0 -2.6% $46.07 -0.3%
79 MCD MCDONALDS CORP Consumer Cyclical 4,960.0 $1.5M 0.34% $310.79 -8.6%
80 DE DEERE & CO Industrials 2,704.0 $1.5M 0.34% $563.31 -5.7%
Page 4 of 14  ·  263 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%