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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 7 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VOO VANGUARD INDEX FDS 1,375.0 $945K 0.19% +45.0 +3.4% $687.27 +2.9%
122 PM PHILIP MORRIS INTL INC Consumer Defensive 5,182.0 $938K 0.18% +94.0 +1.9% $181.01 +4.9%
123 DGRO ISHARES TR 12,348.0 $937K 0.18% +701.0 +6.0% $75.88 +5.5%
124 NKE NIKE INC Consumer Cyclical 22,767.0 $931K 0.18% +768.0 +3.5% $40.89 +0.4%
125 MMM 3M CO Industrials 5,761.0 $930K 0.18% -139.0 -2.4% $161.43 +11.9%
126 SCHW SCHWAB CHARLES CORP Financial Services 9,905.0 $913K 0.18% +373.0 +3.9% $92.18 +20.3%
127 UNH UNITEDHEALTH GROUP INC Healthcare 2,193.0 $910K 0.18% -136.0 -5.8% $414.96 -6.3%
128 AVUQ AMERICAN CENTY ETF TR 13,526.0 $891K 0.18% +3K +27.1% $65.87 +1.7%
129 CCD CALAMOS DYNAMIC CONV & INCOM Financial Services 34,449.0 $885K 0.17% +1K +4.2% $25.69 -1.3%
130 BP BP PLC Energy 24,012.0 $884K 0.17% +340.0 +1.4% $36.81 +18.8%
131 AVIV AMERICAN CENTY ETF TR 11,143.0 $864K 0.17% +4K +48.3% $77.54 +7.0%
132 CVS CVS HEALTH CORP Healthcare 8,322.0 $864K 0.17% -1K -12.2% $103.82 -9.8%
133 WMB WILLIAMS COS INC Energy 11,565.0 $861K 0.17% -155.0 -1.3% $74.45 -1.6%
134 ICICI BANK LIMITED 28,950.0 $840K 0.17% $29.02
135 GILD GILEAD SCIENCES INC Healthcare 6,624.0 $839K 0.17% -284.0 -4.1% $126.66 +16.5%
136 DIS DISNEY WALT CO Communication Services 8,611.0 $832K 0.16% -600.0 -6.5% $96.62 +10.7%
137 J P MORGAN EXCHANGE TRADED F 11,522.0 $832K 0.16% -6K -33.9% $72.21
138 KMI KINDER MORGAN INC DEL Energy 25,692.0 $824K 0.16% +162.0 +0.6% $32.07 +0.0%
139 HUBB HUBBELL INC Industrials 1,572.0 $821K 0.16% -59.0 -3.6% $522.26 -8.9%
140 ALLE ALLEGION PLC Industrials 5,848.0 $819K 0.16% +318.0 +5.8% $140.05 +16.2%
Page 7 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%