Herold Advisors, Inc.
Top Portfolio Positions
171 positions ·
$303,814,742 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
83,949 | $21,305,416 | 7.01% |
| NVDA |
Nvidia Corp
Technology
|
113,791 | $19,845,150 | 6.53% |
| MSFT |
Microsoft Corp
Technology
|
36,636 | $13,561,548 | 4.46% |
| XOM |
Exxon Mobil Corp
Energy
|
65,330 | $11,083,887 | 3.65% |
| LLY |
ELI LILLY & Co
Healthcare
|
10,193 | $9,375,215 | 3.09% |
| WMT |
Walmart Inc.
Consumer Defensive
|
70,475 | $8,758,633 | 2.88% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
28,902 | $8,501,812 | 2.80% |
| MA |
Mastercard Inc
Financial Services
|
15,793 | $7,891,130 | 2.60% |
| ABBV |
AbbVie Inc.
Healthcare
|
35,090 | $7,631,724 | 2.51% |
| GOOGL |
Alphabet Inc.
Communication Services
|
24,907 | $7,162,256 | 2.36% |
Holdings in BST
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $221,844 | 6,103 | Shares | Sole | 2026-05-15 | |
| No quarters match your search. | ||||||