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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 9 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VST VISTRA CORP Utilities 3,871.0 $613K 0.12% +48.0 +1.3% $158.36 -9.9%
162 EME EMCOR GROUP INC Industrials 736.0 $612K 0.12% -36.0 -4.7% $831.52 -3.1%
163 FALN ISHARES TR 22,140.0 $602K 0.12% +8K +60.8% $27.19 -0.4%
164 PH PARKER-HANNIFIN CORP Industrials 614.0 $601K 0.12% $978.83 +4.5%
165 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,031.0 $594K 0.12% +216.0 +26.5% $576.14 -7.0%
166 IVV ISHARES TR 778.0 $581K 0.12% -15.0 -1.9% $746.79 +3.5%
167 MYN BLACKROCK MUNIYIELD N Y QUAL Financial Services 57,275.0 $579K 0.11% +2K +3.6% $10.11 -2.8%
168 BLK BLACKROCK INC Financial Services 595.0 $570K 0.11% +14.0 +2.4% $957.98 +21.0%
169 COHR COHERENT CORP Technology 1,429.0 $564K 0.11% $394.68 -27.2%
170 KO COCA COLA CO Consumer Defensive 6,898.0 $559K 0.11% +359.0 +5.5% $81.04 +11.5%
171 SCHD SCHWAB STRATEGIC TR 17,381.0 $556K 0.11% +6K +59.5% $31.99 +9.7%
172 DFSD DIMENSIONAL ETF TRUST 11,548.0 $551K 0.11% NEW $47.71 -0.7%
173 VTI VANGUARD INDEX FDS 1,481.0 $548K 0.11% $370.02 +2.7%
174 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,621.0 $515K 0.10% +86.0 +5.6% $317.71 -5.4%
175 OMFL INVESCO EXCH TRD SLF IDX FD 7,340.0 $502K 0.10% -250.0 -3.3% $68.39 +3.8%
176 VIG VANGUARD SPECIALIZED FUNDS 2,112.0 $501K 0.10% -180.0 -7.8% $237.22 +3.3%
177 JBL JABIL INC Technology 1,280.0 $494K 0.10% $385.94 -16.4%
178 BROOKFIELD ASSET MANAGMT LTD 10,957.0 $490K 0.10% $44.72
179 GSK GSK PLC Healthcare 9,213.0 $484K 0.10% +862.0 +10.3% $52.53 +0.7%
180 TSCO TRACTOR SUPPLY CO Consumer Cyclical 15,200.0 $483K 0.10% -456.0 -2.9% $31.78 +11.5%
Page 9 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%