Herold Advisors, Inc.
CIK 1891713
13F filing for Q2 2026・No. 3,869
- Holdings
- US$505.95M
- Quarter change
- +US$50.6M
- Entries
- 273
- Net bought (estimate)
- +US$12.22M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 18
- Sold out 8
- Cut 87
- Added 112
- Corporate actions 0
- Unchanged 56
Largest holdings
273 stocks worth US$505.95M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 82,587 | US$23.89M | 4.72% |
| NVDANvidiaCOM | Added | 114,077 | US$22.82M | 4.51% |
| MSFTMicrosoftCOM | Added | 37,327 | US$13.93M | 2.75% |
| LLYELI LILLY & COCOM | Added | 10,550 | US$12.66M | 2.50% |
| DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | Added | 148,859 | US$12.2M | 2.41% |
| AMERICAN CENTY ETF TRUS EQT ETF | Cut | 81,375 | US$10.42M | 2.06% |
| AMERICAN CENTY ETF TRAVANTIS US LARG | Added | 108,644 | US$9.78M | 1.93% |
| JPMJPMORGAN CHASE & COCOM | Added | 29,211 | US$9.56M | 1.89% |
| GOOGLAlphabetCAP STK CL A | Added | 25,060 | US$8.96M | 1.77% |
| 9666655DEXXON MOBIL CORPCOM | Added | 65,431 | US$8.95M | 1.77% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 22, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.