Herold Advisors, Inc.
CIK
1891713
City
New York
State / Country
NY
Top Portfolio Positions
171 positions ·
$303,814,742 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
Holdings in NMT
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $196,960 | 16,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $181,280 | 16,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $186,400 | 16,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $188,160 | 16,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $189,440 | 16,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $184,000 | 16,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $135,312 | 11,585 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $128,709 | 11,585 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $126,508 | 11,585 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $121,758 | 11,585 | Shares | Sole | 2024-02-02 | |
| 2022-03-31 | $115,561 | 9,085 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $139,727 | 9,085 | Shares | Sole | 2021-11-03 | |
| No 13F history on record for this holder in this stock. | ||||||