Institutions / Herold Advisors, Inc.
Herold Advisors, Inc.
CIK 1891713 · Institution · as of Dec 31, 2025
Portfolio value
$447.48M
Positions
247
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 247 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $22.26M | 5.0% |
| NVIDIA Corp | $21.26M | 4.8% |
| Microsoft Corp | $17.55M | 3.9% |
| ELI LILLY & Co | $11.22M | 2.5% |
| JPMorgan Chase & Co | $9.29M | 2.1% |
| American Centy ETF Tr | $8.97M | 2.0% |
| Mastercard Inc | $8.77M | 2.0% |
| Dimensional ETF Trust | $8.59M | 1.9% |
| Alphabet Inc. | $8.12M | 1.8% |
| AbbVie Inc. | $8.02M | 1.8% |
| Exxon Mobil Corp | $7.89M | 1.8% |
| Walmart Inc. | $7.89M | 1.8% |
| Visa Inc | $7.80M | 1.7% |
| American Centy ETF Tr | $6.85M | 1.5% |
| Dimensional ETF Trust | $6.68M | 1.5% |
| American Centy ETF Tr | $6.08M | 1.4% |
| International Business Machines Corp | $5.71M | 1.3% |
| Amphenol Corp /De | $5.15M | 1.2% |
| Amazon.com Inc | $4.91M | 1.1% |
| Meta Platforms Inc | $4.66M | 1.0% |
| iShares Tr | $4.43M | 1.0% |
| Home Depot, Inc. | $4.35M | 1.0% |
| Tesla Inc | $4.29M | 1.0% |
| Chevron Corp | $4.27M | 1.0% |
| J P Morgan Exchange Traded F | $4.20M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.